The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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yup, business will only improve as lockdown eases and both XAR and Statasys begin to make moves, the figures as hs been said are clear for a basic valuation closer to 90p, as per Investor Chronicle, not just me, and going forward the potential with the two leading players in the industry are immense...as printed in the article some post below 3d printing will be a super growth sector after lockdown and XAR is perfectly positioned :-)
Some big buys here
03-Jun-20 14:04:48 59.60 250,000 Buy* 59.00 59.60 149.00k 03-Jun-20 14:04:39 60.36 250,000 Buy* 59.00 59.60 150.90k
Looks like we might be consolidating before next big push!
https://twitter.com/surprised_trade/status/1267711014361014278
basic value closer to 90p from current 60p
That’s because Xaar holds a 55 per cent stake in Xaar 3D, Stratasys, a leading 3D printing company, owns the balance, Stratasys has a call option to buy out the rest of Xaar’s shareholding for £26.6m. Xaar 3D has net assets of £15m, of which £9.3m is included in Xaar’s equity shareholder funds of £63.9m (88.5p a share).
In other words, there is potential for Xaar to create £17.3m (24p a share taking the price to 88.5p) of additional value for shareholders assuming Stratasys exercises its call option. I wouldn’t bet against it.
If it does Xaar will also be entitled to 2 per cent of Xaar 3D’s revenue for a period of 15 years, capped at $10m.
the figures speak for themselves :-)
https://twitter.com/surprised_trade/status/1267872720416649216
'The Xaar 1003 is means that 3D Printing & Additive Manufacturing are now a reality for the volume production of parts for many industries' Xaar 1003 printhead delivers for industrial 3D Printing
https://www.xaar.com/en/news/2020/xaar-1003-printhead-delivers-for-industrial-3d-printing/
https://www.xaar.com/en/news/2020/long-term-relationship-leads-the-way-in-coding-marking/
Long-term relationship leads the way in coding & marking
Xaar 128 has maintained its position as the leading 17 mm piezoelectric drop-on-demand printhead of choice for the Coding & Marking sector. Its 20-year proven track record of reliability, ease of integration, throughput, speed and quality of print have made this printhead continuously sought after.
https://www.sharesmagazine.co.uk/news/market/6943371/Xaar-trading-in-line-as-Asia-strength-offsets-western-weakness
as western areas open stronger trading expected from both east and west :-)
Importantly as lockdown eases and demand increases over coming weeks
Stratasys still has a call option (to buy out the rest of Xaar’s shareholding for $33m (£26.6m).
Xaar 3D has net assets of £15m, of which £9.3m is included in Xaar’s equity shareholder funds of £63.9m (88.5p a share).
Just four week ago Schroders increased to 27%, CEO took a chunk too....and as lockdown eases demand increases :-)
https://www.lse.co.uk/rns/XAR/holdings-in-company-hfi56fjprp835sq.html
A bit of a mix bag update... not a clear vision,BUT, importantly we are fully funded,and inline with market expectations prior to covid-19....not sure what the market make of it today as the SP had a strong run of late, YET, personally I am holding for the med/long term. GLA.
https://twitter.com/surprised_trade/status/1267711014361014278
basic value closer to 90p from current 60p
https://www.investorschronicle.co.uk/comment/2020/05/11/five-bargain-share-success-stories/
BALANCE SHEET AND LIQUIDITY
Overall trading in the first four months of the new financial year has been in line with the expectation
The Group entered the year with a strong balance sheet and net cash and an appropriate level of funding to support its strategy. We have maintained disciplined cost control and strong cash management over the past four months and remain well positioned.
https://twitter.com/surprised_trade/status/1267527439401574410
3d printing will be 'super growth' area as lockdown eases, basic value of closer to 90p
and a £77k buy @ 61.90 p :-)
loading continues into close with another 61 thousand pounds purchase at 61.90p ;_)
https://twitter.com/surprised_trade/status/1264983411430764544
Xaar’s market capitalisation of £43m is more than 80% backed by £25.3m net cash & the £9.7m carrying value of the Xaar 3D stake, so you are getting a free ride on a chunk of inventories & property = 38% share price discount to book value of 88.5p+
surprised, Thanks for the explanation i’m sure others on here myself
included are grateful for your knowledge and ease in expressing it in a
simplified manner. Keep up the good work.
Hi Expat2, nex is used by many companies as a cheaper source than aim, however the part that interests us investors is how the market makers use it in reation to trades. Often a share price can be seen tobe rising or falling on what appears to be no or few trades and appears out of sync with what trades you can see as an example ..a few small sells and yet the sp has risen....a quick check on NEX and often you will see additional trades not logged on the main exchange.
mm's can log the trades on the main board or use nex..sometimes this appears to be used as a tactic to 'cool' off movement one way or another or allow a stable price as larger orders are completed at a certain price soas not to alert the market and have the price move ahead of their target price.
As I noted in posts earlier some very decent trades were being placed on nex and the main board and price action was able to be kept in range without alerting the market. As a private investor we will all occasionally see our trades are not logged and you will have seen posters say my trade is not showing , price is being manipulated etc. often that is true in part as the nex is used a tool for the mm's as well. So a busy day loading trades on nex will result in the price action eventually following the trading pressure but it does not always appear to square on each day, sometimes it appears the squaring of both nex and main board trades can be a day or two apart.
Hope that helps, on a personal note my broker appears to mix up my trades and they will appear on both exchanges even on the same day, so they clearly decide at various times to divert certain trades to either platform...it's a game of cat and mouse with those pesky mm's lol.
https://www.nexexchange.com/how-to-trade-on-nex-exchange-broker-market-maker-supported-trading/
Surprised, Excuse my ignorance but what is the relevance
of buying on the nex exchange. just curious.
some decent buying 10k and 20k loaded on the nex exchange.....stake building continues :-)
https://twitter.com/surprised_trade/status/1263129660830953472
19-May-20 ...08:06:38 ...62.60p ...50,000 ...£31.30k
someone just took £30k on nex :-)
Friday's Investors Chronicle summary -
The bottom line is that, Xaar’s market capitalisation of £43m is more than 80 per cent backed by £25.3m net cash and the £9.7m carrying value of the Xaar 3D stake, so you are getting a free ride on a chunk of inventories and property assets (worth over £30m), and a valuable option on Xaar 3D being bought out at £26.6m. As operating losses narrow, and more investors become aware of Xaar’s recovery potential, the 38 per cent share price discount to book value of 88.5p should narrow markedly. Buy
https://twitter.com/surprised_trade/status/1262276417758388224
figures speak for themselves, income, cash, no debt, discount to nav, large Investors increasing stakes etc. and challenge on year high developing