The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Janet2007, also known as Ria20, operates a serial Pump and Dump scheme from an Indian call center.
Good luck to those still in before the dump starts...
Midas has also tipped this share last month to do really well see link below:
[LINK REMOVED]
Has another presentation next week, so would be good to see how the acquisitions of last year are bearing fruit
Last week it won a 5-year contract for a total value of AU$20M, this is just the start and should announce a few more as its becoming a market leader Transport telematics and optimizing fleet operations efficiency
The company was also given a buy rating today. I can see some big gains coming here and it has broken year highs
Hope people don’t get spiked, well done who made profits, profits are only profits till banked
What is it with this share. Manipulation at its most crook. Can anyone explain?
The Sunday Times recommended at 169p. Now 110p. A set up.
Can anyone explain? Feel robbed....
Here's a video of microlise presenting at a recent IHT webinar series:
https://www.fmp-live.co.uk/events/microlise
Now they have taken on directors from M&S and Waitrose. Two companies in terminal trouble. Not a smart move. Ever since the Times recommended this share it has fallen from 169p to 135p., not a happy bunny. That Times woman has an appalling record of ‘Tips’. Can’t wait to exit.
Morning. AIM/ IHT webinar Thursday 20th April from 12.30pm Microlise DX Group and Hercules Site Servs all presenting. To register go to:
https://us02web.zoom.us/webinar/register/2416807656566/WN_HVdk9ql9Q2OuMG_l1tCIvQ
At 9.30am on Investor Meet Company platform (details in 20/3/23 RNS).
I am very happy to invest in a company where the boss has substantial skin in the game. Just wait for the dividends!
It's all very well to read share tips, but look at the accounts - look at what makes up £75 million intangible assets!
Good luck to all, but I won't be investing.
Midas verdict: Microlise is a strong, well-run company offering a service that helps businesses to save money and operate more efficiently. Raza is also highly motivated to succeed, with just over 50 per cent of the shares, and he is keen to start paying a dividend as the business grows. At £1.13 the stock is a buy.
https://www.thisismoney.co.uk/money/investing/article-11792271/MIDAS-SHARE-TIPS-Microlise-transport-tech-firm-really-dig.html
...or perhaps Trakm8 have rebuffed any offers so far.
What's missing are acquisitions.
Some, unsubstantiated/supported speculation on another BB in respect of an imminent full take out of Trakm8:
https://uk.advfn.com/stock-market/london/trakm8-TRAK/share-chat
One would wonder why they didn't do so in place of the LN. However, perhaps they wanted sight of some signatures on important contract renewals...
This looks cheap now, strip out the £16.7m cash and it's on a FY24 EV/EBITDA of less than 10. For a profitable SAAS business with growing ARR that's very reasonable indeed. I also like the fact they are growing internationally off a solid UK foundation & that the CEO holds 50% of shares and didn't sell anything in the IPO.
Could be, yes.
Perhaps the most likely explanation in the absence of TR1 notifications.
Someone moving shares into an ISA? (taking advantage of depressed SP).
Is moving large amounts of shares around here.
Surely has to be an insider? Or II re-balancing.
KBYK - I suppose the current SP is possibly an aberration (as was the 250p peak!) due to the pitifully small share turnover - due in part to the small free float - making it difficult to establish a true market price.
So it could easily bounce back to at least the IPO level (around 140p). But it won't go much further without some substantive news on M&A.
If not, ironically ML may need Trak more than Trak needs ML! Even without a full takeover, ML stand to do very well out of Trak if the Allenby projections are anything to go by.
Thanks for your reply Pianista.
Similar to me. I had a nibble here (after its association with Trakm8 brought it to my attention) back when it was slightly below 140 and I chased it up to 170p and sold. The valuation just seemed too high and with no action on the acquisition front I thought it best to be out for the meantime.
I checked recently to find it back at 130p and have had 2 bites at the cherry since what read like a decent and solid update - so I'm only slightly underwater. However, I really would like to know what is taking so long on the acquisition front. Given this is what sold the IPO to the market, they need to provide much more detail in the end of year results about what exactly is going on - including their intentions re Trakm8.
The converting of the loan note (assuming it is not repaid, which I hope for) will (hopefully) trigger some form of M&A, on this front.
Know - I started to take a keen interest in ML because of its association with Trak, but steered clear of investing when the SP went crazy, reaching around 250p at one point. I finally dipped my toe in when it dropped to around 150p. At that level, I considered it a relatively safe bet, i.e. I wasn’t expecting to make a killing - it has a very demanding PE of 50, double Quartix’s 25 - but I wasn’t expecting to lose much either, since the business seems pretty solid.
But it's obviously been a disappointment so far: the market was expecting fireworks, and is now being kept waiting…..
So I’m glad I didn’t invest big time, but if I wasn’t already invested, I’d probably be buying a few at current levels.
But having already had a nibble, I’m wary about averaging down now. In any case, my main concern, and investment, is with Trak. If Trak performs as it should, the outcome of my flutter with ML will be unimportant.