Breaking Data Corp | StockChase
23
Breaking Data Corp (BKD-X)

Last Price Recorded: $2.0500 on 2017-12-15

ON STOCKCHASE SINCE May 2014

Formerly Sprylogics International (SPY-X)

Business Services
23
Breaking Data Corp (BKD-X)

Last Price Recorded: $2.0500 on 2017-12-15

ON STOCKCHASE SINCE May 2014

Formerly Sprylogics International (SPY-X)

Business Services

Breaking Data Corp


Signal Opinion Expert
WATCH
Breaking Data Corp(BKD-X) 

October 12, 2017

The base business was AI and machine learning.  They had a couple of different apps in that area.  Another app was Breaking Data, which was sports results faster than on TV because of the time delay with TV.  Now they have ‘Give Me Sport’.  It is surprising the stock has not gained more traction.  The problem may be that with stocks the company can execute but if the capital structure is flawed in any way it can cause problems.  They did a couple of deals before they signed the most recent deal.  Once the deal closed, warrants were ‘in the money’.  It has continued to drift.  They are in a great area but the stock has to clean itself up.  It may go lower before going up.

Business Services

The base business was AI and machine learning.  They had a couple of different apps in that area.  Another app was Breaking Data, which was sports results faster than on TV because of the time delay with TV.  Now they have ‘Give Me Sport’.  It is surprising the stock has not gained more traction.  The problem may be that with stocks the company can execute but if the capital structure is flawed in any way it can cause problems.  They did a couple of deals before they signed the most recent deal.  Once the deal closed, warrants were ‘in the money’.  It has continued to drift.  They are in a great area but the stock has to clean itself up.  It may go lower before going up.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$1.600
Owned Owned
Unknown

COMMENT

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.

Business Services

Artificial intelligence machine learning is such a huge thing these days. This company had the technology and a fairly interesting machine learning and AI background for a number of years. They recently did a merger where they acquired a significantly bigger company in Europe, and it has taken a little while for the stock to digest what has happened. Now it looks like there is some traction in the stock price. The company continues to add new users to their platform. Once they are able to turn on the monetization of all those users, there should start to be some revenue and cash flow.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$2.850
Owned Owned
Unknown

WATCH

(Market Call Minute) It looks very interesting with the deal they have just done.  He would like to see how this deal comes through.  If it is the way they thought, it would certainly be a buy.

Business Services

(Market Call Minute) It looks very interesting with the deal they have just done.  He would like to see how this deal comes through.  If it is the way they thought, it would certainly be a buy.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$2.050
Owned Owned
Unknown

COMMENT
Breaking Data Corp(BKD-X) 

January 25, 2017

He doesn’t have much data on when they are going to come out. They have to continue to work through all the regulatory filings on the acquisition they are supposed to be making. It is fairly large and will really change the size of the company. Any time this happens, regulators like to go through it with a fine-tooth comb. It usually takes a couple of months.

Business Services

He doesn’t have much data on when they are going to come out. They have to continue to work through all the regulatory filings on the acquisition they are supposed to be making. It is fairly large and will really change the size of the company. Any time this happens, regulators like to go through it with a fine-tooth comb. It usually takes a couple of months.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.415
Owned Owned
Unknown

COMMENT
Breaking Data Corp(BKD-X) 

November 16, 2016

He is quite excited about this. In a super hot area right now. Everyone is sort of clambering over artificial intelligence and machine learning, and this is what this company does. They’ve signed a number of different deals over the last year or so, which he thinks is getting them closer to the point where they will be cash flow positive. Signed deals with TabCorp out of Australia and Pacific Disaster Centres, as well as their own Breaking Sports app. The combination of those 3 are getting them pretty close to being cash flow positive.

Business Services

He is quite excited about this. In a super hot area right now. Everyone is sort of clambering over artificial intelligence and machine learning, and this is what this company does. They’ve signed a number of different deals over the last year or so, which he thinks is getting them closer to the point where they will be cash flow positive. Signed deals with TabCorp out of Australia and Pacific Disaster Centres, as well as their own Breaking Sports app. The combination of those 3 are getting them pretty close to being cash flow positive.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.420
Owned Owned
Yes

BUY
Breaking Data Corp(BKD-X) 

October 26, 2016

(Market Call Minute.) This would definitely be a Buy right now. They have a lot going on. The whole AI and machine learning is huge.

Business Services

(Market Call Minute.) This would definitely be a Buy right now. They have a lot going on. The whole AI and machine learning is huge.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.410
Owned Owned
Unknown

COMMENT
Breaking Data Corp(BKD-X) 

September 21, 2016

Continues to sign deals. What we need to see for the stock to break out is some profitability and cash flow. Currently they have started to add some of those. They added TabCorp out of Australia. We should also see the Pacific Disaster Centres generate some income. They have a messaging Bot, BreakingSports, something new on Facebook (FB-Q). You need to watch that they get to the point where they see some sort of cash flow growth. At that time, the stock should be recognized for what it is. Outstanding technology.

Business Services

Continues to sign deals. What we need to see for the stock to break out is some profitability and cash flow. Currently they have started to add some of those. They added TabCorp out of Australia. We should also see the Pacific Disaster Centres generate some income. They have a messaging Bot, BreakingSports, something new on Facebook (FB-Q). You need to watch that they get to the point where they see some sort of cash flow growth. At that time, the stock should be recognized for what it is. Outstanding technology.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.130
Owned Owned
Unknown

COMMENT

In the last few days this has had some interesting news releases. Announced that everything was up and live with TabCorp, the online gaming in Australia, which is fairly significant for the company as it is another revenue-generating opportunity. Also, recently announced a couple of new people to the company, one of them holding the title of Chief Revenue Officer. Being a Revenue Officer and not the Financial Officer indicates that revenue is probably going to ramp up.

Business Services

In the last few days this has had some interesting news releases. Announced that everything was up and live with TabCorp, the online gaming in Australia, which is fairly significant for the company as it is another revenue-generating opportunity. Also, recently announced a couple of new people to the company, one of them holding the title of Chief Revenue Officer. Being a Revenue Officer and not the Financial Officer indicates that revenue is probably going to ramp up.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.170
Owned Owned
Unknown

WATCH

He has talked about it in the past and still owns a small piece.  It is an interesting time for them.  They did a couple of deals in the last year.  They took a lot longer than they expected.  They are integrated now and should see some cash flow.  Another acquisition is now starting to generate cash flow also.  Their burn rate is quite low.  It looks like it could break out here.

Business Services

He has talked about it in the past and still owns a small piece.  It is an interesting time for them.  They did a couple of deals in the last year.  They took a lot longer than they expected.  They are integrated now and should see some cash flow.  Another acquisition is now starting to generate cash flow also.  Their burn rate is quite low.  It looks like it could break out here.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.145
Owned Owned
Yes

COMMENT

He still really likes this. The stock price really hasn’t done too much as a result of a lack of news flow. Have 2 really significant things they have worked on and completed in the last little while. One was with the Pacific Disaster Centre, a revenue producing project. Management indicated they have more opportunities to grow that business. The 2nd is Tabcorp, online gaming, out of Australia which he had expected to see revenue from now, which has been delayed because of Tabcorp not being able to assimilate well with Breaking Data. Understands they now have that sorted out and will start to get that up and running. Breaking Data will provide them with their information to allow them to get some revenue from that. The stock has been quiet, but the company is doing all the right things, and their technology continues to get vetted out by more and more sources.

Business Services

He still really likes this. The stock price really hasn’t done too much as a result of a lack of news flow. Have 2 really significant things they have worked on and completed in the last little while. One was with the Pacific Disaster Centre, a revenue producing project. Management indicated they have more opportunities to grow that business. The 2nd is Tabcorp, online gaming, out of Australia which he had expected to see revenue from now, which has been delayed because of Tabcorp not being able to assimilate well with Breaking Data. Understands they now have that sorted out and will start to get that up and running. Breaking Data will provide them with their information to allow them to get some revenue from that. The stock has been quiet, but the company is doing all the right things, and their technology continues to get vetted out by more and more sources.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.135
Owned Owned
Yes

PAST TOP PICK
Breaking Data Corp(BKD-X) 

February 24, 2016

(A Top Pick March 11/15. Down 70.18%.) Still likes. The story has changed phenomenally in the last year. Last year they were just rolling out their Breaking Sports app and now have about 1 million users. Recently got into a whole other side of their business by doing a deal with Pacific Data Centres, validating their technology. It not only works with sports, but also works in a totally different area. Very close to being cash flow positive. Super cheap.

Business Services

(A Top Pick March 11/15. Down 70.18%.) Still likes. The story has changed phenomenally in the last year. Last year they were just rolling out their Breaking Sports app and now have about 1 million users. Recently got into a whole other side of their business by doing a deal with Pacific Data Centres, validating their technology. It not only works with sports, but also works in a totally different area. Very close to being cash flow positive. Super cheap.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.185
Owned Owned
Yes

SPECULATIVE BUY
Breaking Data Corp(BKD-X) 

January 13, 2016

Owns a small piece. Their business allows their computer algorithms to scrub and view different information on social media, and report that to someone. Has a Breaking Sports app allowing you to follow a player or a team. With fantasy sports being such a big thing, there are a lot of fantasy sports players who have subscribed. They have been expanding and are in the process of doing a white label app for a group in Australia who has legalized betting. Also, have a couple of advertising deals in NA with some of the big recognizable names. Haven’t had any revenue to date, but now they are starting to see that ramp up.

Business Services

Owns a small piece. Their business allows their computer algorithms to scrub and view different information on social media, and report that to someone. Has a Breaking Sports app allowing you to follow a player or a team. With fantasy sports being such a big thing, there are a lot of fantasy sports players who have subscribed. They have been expanding and are in the process of doing a white label app for a group in Australia who has legalized betting. Also, have a couple of advertising deals in NA with some of the big recognizable names. Haven’t had any revenue to date, but now they are starting to see that ramp up.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.175
Owned Owned
Yes

COMMENT
Breaking Data Corp(BKD-X) 

August 19, 2015

Their business is ramping up and is really going well for them. They launched this breaking sports app back in March, and since that time they are closing in on getting 1 million users to the app, and that is without NFL. Coming up in the fall we are going to have the NFL season, and that is really where a lot of big sports users are. They have signed some interesting deals where they are getting revenue sharing deals now. They are probably looking at other areas too. Wouldn’t be surprised if they got into E-sports as well. Thinks it is going to be revenue and cash flow positive pretty soon, and is probably a take out candidate.

Business Services

Their business is ramping up and is really going well for them. They launched this breaking sports app back in March, and since that time they are closing in on getting 1 million users to the app, and that is without NFL. Coming up in the fall we are going to have the NFL season, and that is really where a lot of big sports users are. They have signed some interesting deals where they are getting revenue sharing deals now. They are probably looking at other areas too. Wouldn’t be surprised if they got into E-sports as well. Thinks it is going to be revenue and cash flow positive pretty soon, and is probably a take out candidate.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.325
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick May 28/14. Up 54.76%.) Has a breaking sports app which is pretty unique. It was rolled out in March and there were huge numbers of downloads through March and April. They could probably be through the $500,000 mark by the 2nd quarter. Going into the 3rd quarter, it might even touch $1 million. A similar model to TheScore (SCR-X) except for the valuations, which is significantly cheaper.

Business Services

(A Top Pick May 28/14. Up 54.76%.) Has a breaking sports app which is pretty unique. It was rolled out in March and there were huge numbers of downloads through March and April. They could probably be through the $500,000 mark by the 2nd quarter. Going into the 3rd quarter, it might even touch $1 million. A similar model to TheScore (SCR-X) except for the valuations, which is significantly cheaper.

Business Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investm...

PricePrice
$0.640
Owned Owned
Yes

COMMENT

They do messaging for mobile applications. Thinks there is a pretty good opportunity. According to the analyst that covers them, they are expected to lose $.08 for the January/17 fiscal year. He prefers companies that are more free cash flow generators. Thinks it will be a bit of a challenge for them in the near term.

Business Services

They do messaging for mobile applications. Thinks there is a pretty good opportunity. According to the analyst that covers them, they are expected to lose $.08 for the January/17 fiscal year. He prefers companies that are more free cash flow generators. Thinks it will be a bit of a challenge for them in the near term.

Business Services
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$0.590
Owned Owned
No

Showing 1 to 15 of 23 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company