Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video 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.
Sold 60k today ..still have a load but a profits a profit in this climate.
"The Board is pleased to report that trading continues to be strongly ahead of the same period last year and is in line with market expectations"
Peacock out as expected. Trading statement exactly what's wanted. All good!!
Peel Hunt today reiterate their Buy and 340p target here: Http://www.mareainformativa.com/blancco-technology-group-plc-bltg-receives-buy-rating-from-peel-hunt/37545/
So I see Matthew Peacock sold his entire holding last week. He's clearly about to exit stage left and with Jog Dhody leaving as well, it's all change at the top. I'd like to see Clawson and the new FD buy some shares to provide us with some comfort regarding their long-term plans.
BLTG's software recommended for data removal by Xperien, "the African leader in Secure IT Asset Disposal": Http://techfinancials.co.za/companies-can-save-cash-with-pc-recycling/ And an interesting story from Germany with comment from BLTG: http://www.informationsecuritybuzz.com/hacker-news/facebook-whatsapp-data-protection-scandal/ "Facebook WhatsApp Data Protection Scandal Richard Stiennon, Chief Strategy Officer, Blancco Technology Group on October 1, 2016 The Hamburg Commissioner for Data Protection and Freedom for Information is ordering Facebook to halt the unlawful collection and storage of data belonging to 35 million German WhatsApp users. The Commissioner has also ordered that Facebook delete any data that they have already collected from WhatsApp. Richard Stiennon, Chief Strategy Officer at Blancco Technology Group commented below. etc"
Yes Ncc is a good one. I sold when it went into ftse 250 in that huge auction.
Good luck - should be fine long-term, that's why I'm staying in. NCC is another stock of mine as well, and in fact, it's also a Mark Slater stock like HCM!
Anyway, just added another 10k at 235....some nice big trades gone through
Hi Matt, Yes, I bow to your call on Hcm. Its proved to be an expensive mistake so far.I'm still fully invested in it and will start adding some more with news expected. On Bltg it seems its up with events but like ncc, it could take off so I'm pretty happy to keep adding with the legislation added of us.
Good stuff, thanks for the insight - I still think the valuation is stretching (bit like that other stock we've discussed in the past when it was £25 or so...)but I'm holding on for now. Haven't heard from you in a bit on the other stock - good to see you're still in the game!!
Yesterday' s webcast was impressive. Feels like there will be very good growth ahead although surprising the previous resulsts didn't show better growth for a 'world leader' . Nevertheless , with the big push in the US where only 40 out of 1000 Fortune companies use BLTG , there should be very strong revenue growth with all the legislation coming into force over the next few years. I'll continue to add , albeit slowly.
Cause he's not, absolute rubbish. Besides who needs delete all data, some things need retaining IMO, last thing the world needs is a hiding ground for pedophiles and the likes. Read his/her posting history, nothing but "tosh" spews from that keyboard.
The 'only patented software that can delete all data'. You 100% sure in this? That's quite a sweeping statement!
Results not brilliant BUT look at the growth rate,early days yet. They have the only patented software than can completely delete all data stored on mobile phones,tablets,PC's etc. This allows people, companies or phone/computer resellers etc to delete old data stored on these devices and is being licensed out worldwide on a pay per device basis. Still in early days this should grow like wildfire as the technolgy is licensed out and in a growing number of countries laws are coming in where erasure has to be done on old devices to protect data. Should really grow expotentially in coming months/years ahead. A great buy in my view for the short medium and long term
Peel Hunt initiate as a Buy with a 340p target: Http://www.stockmarketwire.com/article/5417718/Broker-Forecast-Peel-Hunt-issues-a-broker-note-on-Blancco-Technology-Group-Plc.html
So what do we think about these chaps? I think I'm slightly disappointed if I'm honest. I was hoping for a revenue figure nearer to £30m, which on a price to sales target of 5x would equate to a target of 260p. On actual revenue of ~£23m, that equates to a price 10% below current level. 92% growth in eps to 5.6p looks good, although 40x PE not cheap. I'm pondering my position here. Any thoughts?
He did - having sold about 5m shares in May!! I wouldn't read too much into that if I were you....
BLTG issue a report revealing that failure rates are much greater with iPhones than Android devices: Http://www.cio.com/article/3112762/smartphones/iphones-are-much-more-likely-to-fail-than-androids.html
Glad I kept the Regenersis shares all these years. I note that Mat Peacock made a substantial purchase (100K shares) in last few months and optimistic trading outlook so hopefully good news in 21 days.
They're in a close period now, so don't expect any concrete news until they release the full year to end June results on 20 September. Fingers crossed for that!!
Very quiet here wth no news and no info. Hopefully we will get this some time soon so we can review how well they are doing although I have seen mention of their software being used quite a few times recently.
SCSW briefly updated on BLTG in Saturday's issue, concluding "Keep on buy list", and noting that Panmure had increased their forecasts by 5% for this year and next year.
...someone selling rather clumsily today!!
Agreed goldust. - I'm sticking to my 2016 price target of 260p.