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Appears you were right Jolly, but I would not want to
to be out of it, is any more good news comes.
Any goods news on the back of the previous update
will see a big big spike...
Whether any is forthcoming is an entirely different matter
choice pricing, and choose to de-risk @10.3xp
sub 10p just feels inevitable
#letssee
spread narrowed to below 2%: 10.3x-10.5p
#momentoftruth?
nice steady business for MMs
churning stock at nearly 4% spread
still only modest trade
what are the 10.6p trades? I'm offerred 10.31-10.69
If I was not in already I would be tempted to get
in sooner rather than later....just my opinion but I feel
a rise is more likely than a drop....
well there isn't much volume
so hard to tell
sub 10p (let alone sub 9p) would offer some great value imv
I don’t see any realistic reason for it drop below
10p, other than a short visit caused due to manipulation, as the news promoting the recent
spike was first class and there is now likely to be
momentum in sales activities, success breeds success..
HI JS - I am in here at 4.4 & 4.5. Have pencilled in 8p for a top up but, think that's wishful thinking
Very confident in the future for this company so will most probably end up going back in nearer to the price you got today
bought 12k more @10.44p
feels obv that this will fall to below 10p...perhaps back below 9p
BUT almost choice price==>irrestistable nibble
The repricing and extension of the ltip at the lows just a couple of months ago was as extravagant as I thought and takes value from the shareholders, the only downside of the price rise.
would have been happy with and extension not a repricing.
all true...their reporting is hardly geared for us third party punters lol
One of the issues with the reporting is the inability to understand the length of the contract and therefore how revenue and cash fall, also orders includes renewals which are not necessarily accretive without an upsell.
We have absolutely no idea what the incremental revenue will be in 2020 for this 6m.
As orders are usually blackened in the quarter the impact on review and cash in the quarter itself are negliginle.
this year/next year sales amount doesn't matter much in big scheme
as you say, are they finally getting traction?
if so, a spicy/racy rev multiple would be fully justified
(immense upside from here imv)
I don't think it is just the value that matters here.
I am pleased with the sales successes and the diversity of the
new customers....
Maybe multi-year but potential for increased spend by some
of them during that period..
Maybe FCF is tougher similar to earlier post it does not
happen overnight and it is gradual, but indications are
looking better
yep...also yesterday's under-reaction offerred great buying/topping up...
(though folk shouldn't get too carried away: these sales are multi-year contracts)
Glad I kept these in the bottom drawer. As ever, I wished I had bought more when they dropped.
Lets see if CNS can push past 12p. blue sky after that.
needs to go fcf postive (which is tougher)
JD, go along with all of that but it has to happen in stages and
if you like, this is Stage 1, with a lot more stages to go to get there...
you're welcome...more the merrier
riddler will be posting here soon to explain why CNS was such an appalling punt @5p...(s)he really understands investing
Anyone who got onboard in the last 48hrs is in profit as
it just keeps hitting new highs...
But I’ve joined the party this morning, CNS hasn’t been on my radar, but very impressed with their recent trading update.
Dodge, I don't disagree we are closer. It will be interesting to see full year results and whether the CEO will make another reference to what is needed in "establishing a more robust business model", or whether there will be any courageous projection about when CNS may turn EBITDA positive.