Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Results will be monday or Tuesday next week.
Yes, the new CEO seems to be a "closer" who seems to have provided a step change to the company.
Market cap is not too steep when compared to immature listed SaaS companies, either in the UK or US where many appear overvalued.
Hi skid don't worry you shall carry no blame if it goes wrong! I bought some at 10.299 last week and said I'd add if the offer went under 10p which it did so I bought some more. I like the insti holders, the new CEO seems to have his head screwed on and I like the international nature of their client base. I guess you just have to accept the fact they have a market cap of £50m and made a loss and put it down to the industry etc. I've seen lots of talk of an update in Jan so thought it might be a good time to take a position.
Bid,
Nice to have you on board, I hope I have pointed you in the right direction but know from your contribution on the enet board you will have done your research so I am not to blame for any losses!
Like enet I think this has a good price floor (barring a major move in the overall market) with upside potential, but not at the same multiple potential.
Not as active a board, a few old timers who have been through the days of 3p who have hung on seeing potential through times when I doubted my investment. Key catalyst for me remains the juniper investment and channel, although this did take a couple of quarters to see pipeline conversion.
Looking forward to your active discussion on the board, hoping with the rns you will already be banking a 20-30% gain for a medium / long term hold.
11p - 11.5p going up on each buy trade.
Two sells coming in as I type, price held up ok.
I'm new in this one, not bought loads but I like the sound of it - I saw skid mention it on the ENET board so did some research.
yep, leak? 10.5x-10.9x
would still look v cheap if decent Q4/prospects lands imv
Results due any day will be blockbuster.....
On the move this afternoon, 10.5p on the bid very welcome
Should read 21 jan 2020.
That was the year b4 last jan was the 17th.
We had a trading update on 3rd Jan at the start of this year for the prior year. Wondering why we don't have one yet?
skid
I expect a bumper rns in the next few days/weeks, but let's see!
Jolly.
I have a feeling December orders will continue from the strong q3 and excellent Oct / nov.
Hopefully this will take the price to c 15p, but may drift back as it did in q4.
Would love to see juniper take a larger stake in the company as a statement of intent / support.
I think it would be beneficial for cns to have an updated investor presentation and zoom call for smaller shareholders in q1, especially to provide a revenue rather than orders focus, a bottom line profit focus, cash and r&d.
This is the type of share i like. under the radar with blockbuster news just over the horizon.
& now buyers prepared to pay more than the ask
tp 20p++
That sell was actually a buy!
in the face of that 300k sell
Just wondering whether they will provide an orders update very early jan, and a full update mid Jan to include p&l.
The company usually posts a trading update early mid january so not long to wait.
10.3999p to buy now
up on modest punting
just imagine a decent santa rally here!! just how sexy is a market leading DDOS provider?
tp20p+++
NT to buy now
bid creeping up
#wouldntwanttobeoutofthis
Hope your right Skid....anyway we can all agree the momentum
on the back of positive updates is more than justified..
Dodge / jolly.
firstly Many thanks for your company and sensible commentary this year. As I said up to 200k shares now at an average 7.5, have been through the ups and downs with this stock over about 3 years. 9-10p looks the low with so much upside, will hold for at least a further year.
Looking back I think the game changer was the juniper tie up, I still believe they will buy out in excess of 20p.
Just thinking back to the price drop on I think tuesday, maybe why the rns was released. Software order s notoriously backended so hopefully a strong December - even without this earlier orders in the year / quarter the greater the revenue recognised in the current year. A strong December will take this to 13-15p.
The mind may be working overtime now but it
would make sense to get the "B" movies in the public
domain before the BLOCKBUSTER is released !!!