Hello, I had a look at Solivus yesterday. From what I can see the thin solar panels aren’t unique to them. You can pick them up from amazon from multiple vendors. However the numbers within pitch book do look good. As well as the team being very respectable. I wonder if the unique thing about this business is more the fixing method however not sure that’s a enough to drive huge growth in a concentrated sector. I have invested a small amount based solely off the pipeline but see the growth more as steady rather than exponential.
Just been looking at Nanusens on CrowdCube - looks like it might be a potential high growth company.
I invested in the first Nanusens round thinking the same thing, there have been multiple dilutions since and they’ve had quite a few issues with suppliers and stuff. Hopefully things will get better going forward but it hasn’t been all rosy
I think the share price has actually dropped since R1
Nanusens is definitely a high risk, high reward proposition. It’s been a bit of a slow burn for the past few years but finally feels like they are getting closer to mass production. I’m not getting too excited yet, as I’m sure there will be some more issues / delays, but quietly optimistic……
Cheers both
Think I’ll make a smallish punt on it
For anyone who’s invested in the latest round of Borrow a Boat you can claim the Crowdcube Round Investor Perks.
Details in the Q1 2022 shareholder update email
BaB update quite interesting. Record levels of bookings/rev, an acquisition and talk of IPO. Let’s see but mildly optimistic on this one, especially given the very low valuations of the 2017 and 2018 raises.
UFOdrive secures $19 million series A funding from hertz and others. Raised $2 million in convertible last year on Seedrs at $21 million valuation ceiling and 30% discount. Congratulations to all those who invested.
Great to see the Powr update @TickTock
Thanks for that recommendation!!
@Chrislewisuk Nice right! $225M valuation at the raise we invested in last year and reporting $188M revenue in the same year Sensational valuation entry point I’d say. Looking like a $300M rev forecast in 2022. I like their “go hard or go home”!approach……
@TickTock & others - looked at The Stem?
I’m looking for an Edtech play and like the look of Hyperion Dev
£50m seems fairly toppy but I like the opportunity and think it could be acquired (as they claim to have been approached about)
Anyone else invest in Cotswold Distrillery?
I invested a few hundred back in 2018 and they seem to be going from strength to strength.
@JBL Hey There On which platform is The Stem? Can you please send a link? Thnx
I’m always split big times when I see these kind of ‘Edtechs’. On the one hand they help teach people skills of this century (tech sales, data, full stack dev, etc), on the other hand, theres a difficult aspects terms of cost & use of debt by students and its hard to say how ‘good’ the quality is, and ultimately how much this is worth to employers. I’d say there is a regulatory risk here, both for quality & the use of debt.
Personally not going to dd this one because:
- Valuation of 50m combined with uplift of 3x from a year ago compared to ‘only’ 100% revenue YoY growth;
- No VCs, only angels; they claim they rejected VC offers which helps with the validation, but probably means we’re overpaying here
- Business model on the long term: from a scale “student pays” to “employer pays” this seems to be mostly on the lefthandside. I do believe the ’ employer pays’ bootcamps are much harder to create and scale, but on the long-term will outperform the student-pay ones as it is superior for both students and employers
Edit: Full disclosure, I’m biased though because I invested in Aspireship on Wefunder last year, which offers tech sales bootcamps for free & earns money (like $2500/each) by placing their students with companies. Still, I believe this type of one-stop skill building + recruitment shop is much harder to create and scale, but in a few years, who’s going to want to pay top money for similar services compared to a free or highly discounted one that is highly aligned with your success?
I invested a small amount in their last raise. They’ve had good growth over the past year and seem to have an ambitious team, so topping up again.
Thx for sharing - could you share some insight on what happened between this and the last raise?
I like the traction from looks of it & going to dig a bit, my first thought: I went from 0 to 20 plants in no time during covid, just like all my friends. Is this a one-off event or are we going to have more plants in our houses going forward & are we going to change the way we buy them (online instead of offline)?
Love to hear others about this. Actually, did anyone ever order there? That could be interesting!
Quick search across the Atlantic gives me a couple of US counterparts that have already received significant funding (Bloomscape, The Sill, Proflowers) - a good sign imo
I invested in Patch Plants 3 years ago and they grew revenues from £5m in 2019 to £15m in 2020 (cover boom). 2021 revenues were slightly down vs 2021.
The Stem seems a very small business considering that after 3 years of business they are doing just £1m of Revenues (£2m ARR) and on Instagram they have a very small presence (25k followers vs 300k for Patch)
Not for me
Livia’s on Seeders has gone into administration.Good thing ,I invested only £497 and it was EIS eligible.They raised about 1 million in 2019.
Dear Investors
As you may now be aware, Livia’s has entered into administration. In light of this, we have marked down the company’s share price to £0.
In mid January, the company informed us of its intention to enter into administration as a result of the impact of the pandemic on the business. The company was made ineligible on the secondary market as soon as we received this news.
Since then, we have been chasing the management team at Livia’s to update Seedrs investors directly and to provide information on the company’s situation, financial position and plans for the administration. Our information requests have not been complied with. The management team has now informed us that it has entered into administration, please find attached the notice of appointment of administrators.
We appreciate this is a disappointing outcome for investors and that investors will want more information and we are working to obtain from the management team and the administrators. We will continue to chase for information including the details of the referenced sale of Livia’s business and assets, and the outcome for shareholders. We will share information as soon as it becomes available.
For more information on the role of Seedrs as nominee during the administration process, please read our Wind Up Guide, see link below.
Best wishes
The Seedrs Team
Lots of good sharing and comments above
Have been having a serious look at these guys.
Redrock Biometrics
They score a very respectable 4.5 / 5 on KingsCrowd (Merlin subscription required for the ratings). They have just partnered with Qualcomm who have integrated Redrock Biometrics’ PalmID technology solution into one of its ODMs (Original Design Manufacturers), enabling any future user of the technology to conduct palm payment transactions. A contactless, frictionless experience is what customers will expect from physical retail experiences going forward. They demo’s it a few weeks ago and was very well received.