Vinyl.com has found a new base sales number of approx 60 sales per day after the natural peak during the festive season, in the last year I estimate they've made 21,580 sales from the table below, if you apply an average sale of $100 our run rate would be $2,158,000.
Vampr has been doing well the last month or so, with swipes per day since 23 April back to about the highest I've seen. It has been fairly stable since I started tracking the numbers from their website vampr.me but appears to be hitting a nice period.
Jaxsta, TheBrag, MediaWeek, Serenade, Funkified and Concrete Playground are kind of difficult to follow. You can look at their followers etc on social and monitor that, but I don't feel there's a lot of value there and the commentary at https://investors.vinyl.group/ updates is the best indicator how these segments are doing, which appears quite well. It'd be nice if they reported metrics for each regularly, maybe something for the future once more established they could release a data pack.
The 4C's from back to the start of 2023 paint a picture that shows acquisitions are expensive to make and integrate, the next one is due by the end of July, hoping to see improved cashflows and continued receipts growth YoY.
VNL Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
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