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Had a nose about, he has 25000 options due in 2025, but not many shares considering he has been on board since 2018.
Still it shows that SWG must be good value at this price, since he has waited for the opportune moment. Maybe we will see some other buys over the coming days?
CFO buys 5000 shares at 120.45p. Hopefully he is buying in small tranches and this will be the first of many!!
I think the buy price here matters not. 1.10 to 1.40 about the same, if this bags. Obvs, it is nice to buy the bottom, but whether you make profit isnt going to come down to the buy price here, its going to come down to SWG re-rating on news or II buying. I have bought a few times already and I will buy more if we see 1.10, but Id buy bigger on a rising share price, rather than the perceived bottom. Pinochio, is obviously bullish because he wants to buy. Why not talk about price targets for the current business, and what might increase those further? Otherwise, its just trading chat, which I am guilty of too, but its not that interesting for other people.
SWG not at 110p yet Pinocchio.
No one knows where this will go next week - one decent contract win at it will shoot back to over 130p.
- Would you feel daft if you waited for 110p and it never came?
I finally got round to watching the July 29th presentation. The main team are not hugely impressive presenters, but that's fine by me as this normally suggest that management are more concerned with getting on with the job than hyping the company.
SWG themselves seem to be in fine fettle and continuing to thrive, with lots of emphasis on a pipeline of potential acquisitions from the cash pile and a strong Q1 giving rise to confidence in the 12p EPS forecast.
The cyber security market presentation by the former GCHQ deputy head was excellent, and he really should be a terrific asset for SWG as Progressive state:
"Presentation by Marcus Willett CB OBE – very insightful and very useful
The presentation to analysts on 29 July included a section on the cyber security market by Marcus Willett CB OBE, a member of the group's Advisory Panel. Marcus was formerly the deputy head of GCHQ and its first Director Cyber. This presentation was useful not only as an insight into the nature, direction and the scale of cyber security issues globally, but also as a reminder of the underlying quality of Shearwater and the people it works with. The session is to be repeated within the presentation to current investors on 3 August at 12:30pm, at https://www.investormeetcompany.com/shearwater-group-plc/register-investor"
Should be a lot higher. Ive got a good chunk and expect a rising well towards £2 by next year.
Surely sp should be higher than 122p
Shearwater Group PLC - London-based cybersecurity services provider - Posts surging profit, as advisory work had a strong year. Pretax profit for the year ended March 31 jumps to GBP936,000 from GBP33,000 a year ago. Revenue grows 13% to GBP35.9 million from GBP31.8 million.
Earnings before interest, tax, depreciation and amortisation amounts to GBP4.4 million, up 19% from GBP3.7 million the prior year, delivering a blended adjusted Ebitda margin of 12%, in line with the prior year.
"Key performance highlights include a strong year for advisory work, penetration testing and managed security services," explains Chief Executive Officer Phil Higgins.
He adds: "I am pleased to announce a year of double-digit revenue and adjusted Ebitda growth for the group. This market backdrop, alongside the strength of our teams and security of our financial position, provide us with great confidence into the current financial year and beyond."
Plenty of really good support being shown.....all down to this being an absolute bargain at this s.p........PE of 7.8 is just ridiculous for this growth stock........380p target is achievable....
Oh dear. I think you.ve missed it Pinocchio, moving on up again!
The reality is this is too low.....PE of 7.8.....In a growth sector.....with contract wins........expect this to carry on going up........could be worth the target price of 380p........
PE of 7.8 would make this incredibly cheap for a growth company in a growth sector......
agree.....
Yeah they both turn up to rubbish companies results and share prices - the intent is clearly to drive the price down so that they can buy more cheaply.
Pinocchio admitted his target is to buy SWG at £1.10.
They normally disappear into the ether (thankfully) after a day or two; and go and stink out another share's message board.
= same poster, note language used is similar.
further look is even funnier, they "both" post on the same shares...doh
Progressive have issued a new research note:
Https://progressive-research.com/research/services-driving-impressive-progress/
Progressive forecast 12p EPS for the current year. That's up a very respectable 17% from March'22's 10.3p EPS.
I note that SWG achieved 7.6p EPS to March'20, so 12p EPS would be almost 60% up in 3 years, despite the pandemic and software transition.
Plus the £5.6m cash pile at March'22 is forecast to increase to £7.9m at March'23 - 26% of the current m/cap.
If you strip this out, then SWG are on a current year ex-cash P/E of only 7.8....
Don't tell me that you really believe these price targets ? You clearly live in a fantasy world- driven by Barings ?
This outfit is a disaster. Paid too much for acquisitions. Appointed very poor management time and again. Has not won market share. Going nowhere - sadly
Increasing profit....FACT.......Increasing Turnover....FACT.......Low PE....FACT....New contracts....FACT........price risen above market recently....FACT.....In a boyant and increasingly important sector ...FACT..... 380p has been given as a price target....FACT....
Names and irrelevant. Facts are what matters ! Down 9p in two days after the 'wonderful results'. Fact !! Barings bank bankrupt and ceased trading . Fact !!. Your intellect ? Challenged -based on the content of your postings. 380p ? Fantasy.
Minehound.....If you would like to listen to somebody who has named himself Pinocchio and acts by fabricating the truth and all known evidence.....then that is o.k....but be warned this is very undervalued and a case for a major rerate is obvious to all....gone from 115p to 130.5p in 5 weeks......all evidence suggests further to go.....but obviously Pinocchio looks to act like his namesake....
And this correction comes from someone who thinks Barings bank is still functioning !!
Pinochio.......If you do not stop this fiction.......You will not be able to get your nose out of the door......In the last 5 weeks this s.p. has risen from 115p to 130.5p......so buying is taking place.......We have also had confirmation of trading......This has far to go up.....fair value 380p......
some selling but this has gone from 115p ,,,,just 5 weeks ago.....plenty of upside to go.....buyers have won the argument recently.....
i'm a long term holder of SWG....i dearly want them 200p+.....but there is clearly a large seller or two around at the moment. the volume over the last few days without a rise tells you that.
Obviously I mentioned Barings instead of Barenburg.A mistake as Barings used to be connected with Barenbergs years ago.What matters is they see value at 380p......So at 130p.....This is so undervalued.......You might want this to go down....but very unlikely.....plenty of buying today......
Hmm let me see - Nick Leeson took Barings bank down in 1995. That's 27 years ago by my reckoning.
Also what has Barings got to do with Berenberg?
I've seen some rubbish posts in my time, but this is just plain ludicrous.
Assume you've either just finished a session at Wetherspoons or are in your Mum's basement smoking weed.