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I've added this morning. Nothing is for certain, nothing without risk, but this is simply too cheap given the net cash position and the well covered yield. Provided the next trading update is not another disappointment, this will do well from here in my view.
Drifting down - now at a 4 year low.
With a market cap of < £10m, the company is probably too small to attract institutional interest and I can't see me getting my money back any time soon.
Not sure when to buy back in here , The chairman's statement was a bit downbeat
Fortunately , I decided to sell a few days ago ( thinking there may be a Ukraine Linked sell off ) knowing I could lose out on an RNS lift - but the RNS was not that good - which surprised me
RNS Due soon
Stalled in the 90's until we get the next RNS - with any luck will be quite positive and may have some mention of cash pile usage
Lol pretty much the same.
Hi 42, doing great thank you, still surfing the lse forums still loving it and thankfully beating the market (which is our main reason for being here), I tend to steer clear of the dog shares these days in the main but can't resist the occasional dog trade for a bit of fun
You ?
AP-Invest
What is the period where they are prohibited from investing when reports are due , is it 1 month for interims?
If so we should see more director deals in days ' if ' there are going to be any prior to release of interims
I could only get 5000 at just over 75 , and it went to 78 , so would not mind a drift back to get a few more at that price
Token her 12,000 pound investment may be.
If I were her close to the company figures and knowing the last news we put out hammered the SP
I would make a judgment about what the forthcoming figures are like and if the will benefit or hinder the SP
If the answer was hinder , I would make my token investment ' after ' the interims are released
I may be totally wrong but to me that seems logical
I agree, token purchase. If several directors were buying I would see it as a positive and follow the money. Sometimes individual purchases can be slightly misleading.
Financials due 21/02/21. I’m not a chartist, but it would be interesting if anyone who is good with them could see if volume and momentum picks up in the week or two leading to the results. May be an indicator of some positive news, also if we see more directors buys I’d take that as a positive sign.
Nice to have a tolerable thread of investors here - I hope it doesn’t get wiped out on a momentum play.
Hey threeput. Long time no see. How you doing?
You are welcome to regard it however you like - is it really such a big thing
I hear you, but frankly I would regard it as a token purchase.
No one getting excited - but if I were underwater with my 1.1 million shares and thought it was continuing down - I would not add to my woes
Let's not get too excited by the director purchase - 15K shares isn't very significant, especially when set against her existing holding of 1.1m shares.
AP-Invest - Yes been watching since 130
I think maybe this is about to turn as we will get interims soon and news about how they might ' leverage cash ' as they said in RNS
I probably bought in slightly higher than you guys, at 77p, but much like yourselves been keeping an eye on it as the 40% drop seemed overdone in my eyes, yes they are reliant on a very few customers, but in my eyes a small blip on the road to increased profitability, the director buy yesterday only increased my confidence
GLA
This appears to be, from where I am sat at least, very under-loved and overly sold. MCAP currently standing at £10M net cash at £5M. Recent loss of contract in RNS expected to hit -£300k in revenue, which is around 10% of gross revenue, but not sure how that warrants a 40% drop in the share price, compounded against the yearly drop it has already suffered given some of the high profile clients it has on its book. I can likely see dividends possibly being scrapped, and in a way I’d rather them do that, pay down some debt and better stabilise the foundations of the company whilst riding through the pandemic. However, I am not sure if that is likely to happen given such a high percentage of individual investors in the company.
A very difficult company to analyse, but one of the better ones within the Microcap segment. I note that it was rated a recovery buy from ST at IC on 06/09/21 when the price was 135p - a further 44% decline to the share price on -£300,000 revenue doesn’t add up in my eyes.
I would welcome other peoples views here as this is an incredibly niche industry and market to both value and penetrate…