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Ann: Crowd Media Investor Briefing, page-215

  1. 1,455 Posts.
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    Look I don’t have an opinion about the man. I do understand people will have reservations about delivery and his style of delivery. If he delivers we won’t be talking about this stuff. I think there could be bigger issues post a high quality POC with thoughts below.

    As a LTH I am keenly interested in this POC. If a delay into next week is the case, it would not hurt their PR cause to say so. Then those that are overly concerned are appeased for now.

    This is a microcap at circa $19m. It’s value is not increasing on potential market changing tech.

    If others are watching us with huge interest, as Management say, and our development is going to be a gamechanger then in any other sector where a company has such huge potential, the Register would be more dynamic.

    Add to this, the SP has been weak. No specialist small cap fundies are entering to my knowledge. Broker coverage is light on. I hope it’s merely under the radar factors.

    so while others have been concerned about missing dates, the vacant CEO etc, the concern I would share is that of the highly valued partners we have like Uneeq. If we produce what we all want in a POC a competitor with huge MC and deep pockets could offer money that is many multiples of our own MC to get what they want. They could buy Crowd & its partners now for a fraction of what a future value may be. Our stake in the partners does not give us security or control or certainty. We have a self confessed nerd and a highly experienced sales guy guiding this emerging future tech. I question their capacity somewhat to be the businessmen needed, who together, can also defend the conversational commerce vision they have set out so positively to create.

    Thanks to the regulars who have provided such insightful posts about the global significance of emerging conversational commerce and how Crowd’s Q& A / AI is so meaningful to high value chatbots. Keeps me bolted on.

    will know soon whether out team and it’s select partners are the game changing team.
 
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