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Lambbchop

483 Posts.

90

03/02/19

09:39

Post #: 37312761
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Originally posted by order: ↑

6m20s mark onwards “over the next several months”

I exited the other day as I came to realise it’s going to take longer than expected for these companies to actually get moving

ie. Most commercial applications of Linius that will deliver material revenues will, like Warner, take quite a while.

So I think revenues will take too long and smell a $10m capital raising coming within weeks as the $5.2m in the bank as at 31 Dec is nowhere near enough for mass marketing

A slight concern to me also is the change in direction from relying on channel partners etc “we’re not going to build a huge sales force” yada yada to now mass marketing as it may signal that the existing strategy is not working (hence “over the next several months” .. what happened to 2-3 deals over 4-6-8 weeks Chris?? What the hell has Stephen Pech been doing for the past 5 months??)

Mass marketing also implies a change in customer focus from big fish to little fish. Finally. However, too many months have now been lost wasting time with big fish who only do what they must when they must (as they are not hungry for market share / innovation like SMEs are)

So yeah with decent revenues several months away and other deals presumably several months away and little news other than saying “the Warner trial went well, now for next steps” I see little to bolster the SP to the levels required to justify exercising those options, which to me means a capital raise (depleting the $5.2m too much would leave LNU undercapitalised).

There’s nothing about this comment that rules out a capital raising:

”At this stage, the Company has a reasonable expectation given progress to-date and anticipated progress in its ongoing business activities that proceeds from their exercise will be added to and boost the current cash position.”

I held LNU for 6 months and could’ve cashed out a few times at 20% profit, probably should’ve :/

I’ll be back in the future but can see stagnation over the next 4-5 months and the SP heading to the low $0.04s .. if if I was long I would simply bottom drawer as it’s fantastic tech with a good team who in my hindsight opinion simply chose the wrong marketing strategy initially

Opinion only, not advice, dyor etc

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Wow Order... in a little over a week you’ve gone from being a Zealot to an apostate.

LNU Price at posting: 4.8¢ Sentiment: Buy Disclosure: Held
8 Upvote

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