Blackbird CEO, Ian McDonough, presents ‘enormous’ opportunities for flagship platform elevate.io. Watch the interview 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.
Ah, may well be... no wonder the sp remains depressed.
Thanks jlovie.
I think that holding RNS is just a result of combination of two funds.
https://www.investec.com/en_gb/wealth/about-us/rathbones-combination.html
Rathbones appear to have snapped up 15% of the company, per today's RNS.
Amazed that sort of demand didn't move the share price. Still, an endorsement.
I'm a long-term holder. Should've sold back in Sept 21 when I would've doubled my money (don't we all with so many AIM shares!), but happy to hold from here.
I'd noticed some selling recently but wasn't expecting it to tank like this. Seems to be recovering a bit but it's shaken my confidence in them long term.
Sticking with it has not been a winning strategy here. Where is that American company??
An American company will no doubt buy us out in the future, so stick with it.
"Lots of shares were marked down yesterday."
Yes, but this is today - most shares are up.
"Probably almost nobody else is watching each tick as closely as you are."
You're so right there - I check the price of this micro cap almost daily, I probably shouldn't, lol!
Judging from the emptiness on this board, I might be the only mug punter left standing... or at least talking.
Lots of shares were marked down yesterday. This is a sub-£100m company. Probably almost nobody else is watching each tick as closely as you are. It does seem to be doing the right things to succeed so best to wait patiently and look at the price less often ...
D4t4 announces the release of Celebrus CX Vault, the world's first No-party, No-cookie technology.
The company has released some good sounding new tech and the share price drops 3.5% - now at 12-month lows. I don't get it. What does the company have to do to get the share price moving? Is it still too richly valued? Doesn't look that way to me...
...are excellent.. A slew of my companies reported to the market this morning - all good but the share price hasn't moved in any of them. General poor sentiment overwhelms reality!
In the H1 results announced 3 weeks ago, they said ARR would improve in the second half. Promise delivered!
...by the CEO. Not large - £37K - but it seems to be helping the share price.
And I thought i'd got in at a decent price some time ago, now back to evens :-|
Thanks jimbren, busy day, I managed to miss it.
At first glance, it looks like a perfectly good update - the worst I can see is that the annual recurring revenue component, which they are trying to increase, hasn't much. They expect ARR to increase in the 2nd half. Otherwise it's all good - increases in sales, profit and cash held, and positive expectations as to the outlook. The problem is D4T4 was somewhat priced for fast growth, i.e. expensively. Not so much now!
H1 results today. No change from October trading update, but a somewhat underwhelming outlook statement given valuation? Still, lots of cash and enough +ve cash flow to fund a dividend. Patience required here.
... of 10% on no news I can discern. Market sentiment?
this share has had a nice little run-up this week on the two monday RNSs. All seems calm and good.
As far as I can see the terms of the takeover look consistent with shareholder value. But I confess I have had a little top-slice today and have now got a free holding plus cash in the bank (having originally bought ISL @ 126p in 2016 - one of my better Simon Thompson tip purchases!)
Not sure it was worth the wait but I think it is profit taking JDGL. D4t4 probably needs positive news flow to continue the upward trajectory and even then the valuation is a point of debate. They are still likely to need to transition a further 30%-40% of their business from licenses to SaaS and that is a material drag on near term revenue growth and margins. From these earnings and cashflow multiples the group needs to deliver multiple years of 20%+ profitability growth to look conventionally attractively rated (or one very very big year). The market opportunity and quality of the core technology are probably consistent with that objective, but as I started by saying the market probably needs re-afirmation in the form of a positive trading update/new order intake.
Nothing then? Bit quiet on this LSE board!
The underlying data in the RNS trading update seemed fairly healthy, only the BOD changes (and maybe change of focus) are of concern to me.
Thoughts regarding the 12% drop? Profit taking after steady rise or am I missing something else?
Bet you’re happy now
Well done Darren,
This will pick up again once Ennismore finish selling. I got out with a profit. Company ticks all the boxes I will be back in later. Gives me a chance to time news elsewhere for now while this settles
Trek
Sitting out for now. Insti selling probably because we are approaching the silly season! Been a pull back from 310 to 290 on their sells. Not too bothered by temp CFO but I think if selling picks up there will be a cheaper reentry given that this company hardly sends any news out! Rather protect profit for now.
Trek
DG this was marked down pretty much all day today and then up at the close! Pretty manipulative as no/little stock I think!
I note your Techinvest reference to ORPH. I seldom post there now as I have been in since 6p. Good to know we must be doing something right!
Trek