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Just for interest: https://www.stockopedia.com/content/small-cap-value-report-tue-27-feb-2018-jsg-swl-dotd-ige-tide-330708/ hope link works I would be interested in others comments outside JJ and me. regards CM
Hmm, what to say about today?, best forgotten?, which it hadn't happened?, tomorrow will be better?. Really don't know. There was a trade of 100,000 shares at 79p later on, which I would hazard a guess would have been a buy. Maybe folks have been selling out having bought in at a lower price time ago and whilst they have a profit; maybe some stop losses have been hit. Sorry to hear all your shares are down JJ. I too am struggling at present, particularly with DOTD. My other 2 holdings are holding up, well, of a kind. GBG I have held for some time, off and on. Indeed had I held from day1 it would have been far better than selling, buying, selling, buying etc. There has been times when it has been hit badly, down 30% over a matter of a week or two for instance but has recovered on each occasion. On that basis, I am hoping the same will be here with DOTD, but it is testing my patience between holding long term and cutting my losses, which are growing. Perhaps it has been over valued when in the 90s. Perhaps at this lower price there will be more interest. Perhaps there is not enough liquidity. JJ, I took the liberty to see what other boards you have posted on. Of late, I notice you have posted on Lighthouse. That seems an interesting one. It would have been far more pofitable had I invested there than here. Also I see a poster called Pingpong1 has posted on there. PP is a good guy; we have had personal contact on other boards and have met in person. Worth considering any view he puts over. Given up posting on the BOO board. I am no longer invested there and it seems it has been taken over by the likes of Jambon who I really can't be bothered arguing with. Waste of time. Not fully over the flu, or whatever it is. See the doc tomorrow. I haven't come up with any useful pointers I am afraid. Going through a phase of thinking whatever I do is wrong, but guess we have all been there. Wishng you well JJ. Seems to have gone quiet on this board other than you and me. CM
I have seen the odd trade of mine given the opposite status. What is happening here at the mo is not easy to fathom. Maybe a retrenchment from the high of 101p or thereabouts,profit taking and now hitting various stop loss points. For this share it seems unusual for all to be given as sells. At the present all my shares are down. Not what we want . Trust you are over the flu CM and the time out has come up with some useful pointers. Thanks for the stock opera guru link. Interesting and hopefully useful in the near future. Regards and GLA. JJ
I would suggest that the trade at 14.50 at 85p, over 200,000 shares was a buy. I played around with some theoretical trades earlier and was offered 85p to buy and 84.33p to sell. It wasn't my intention to make a trade. I'm not sure what is going to drive the share price North at present, seems like sentiment is against us for the time being. This can change of course, but I feel there needs to be a catalyst to move things forward and we have just had a trading update. I expect we all go through frustrating times when new holdings fall in price whereas holdings we have just sold out of rise in price.......so it is for me. It has happened previously. Sometimes the best thing to do when we sell out of a holding is to forget about it and try to avoid the temptation to have a peek. Come on DOTD, give us a break. Regards and good luck CM
Page keeps crashing,b-----,4 attempts. Good job staying indoors on this bleak,snowy day. Where was I ! Many thanks CM for the shoosmiths link. Having just read it picked up my monthly finance mag to find also a 5 page assessment of it and would have skipped it without your link. Texted my son who has a small busy stonemasons business in the Peak District. Yes he was subject to the Data Protection Act, and no he was not aware of the change ,could he have a summary please. So far as Dotd is concerned, like you, don't think it is a problem, a slight hiccup to revinue as businesses assimulate its ramifications to them. As part of their product innovation Dot has launched additional features to support customer GDPR compliance. Apparently many of the main tenets are currently in the DPA but even so ,thank you EU ,will require a lot of work to update to the GDPR. JJ
Hi JJ. I'm off work with something resembling flu so I have had time today to reflect and try to get my head around things here. In the past I would have been tempted to have sold out with such a % drop, but as I posted earlier there was nothing jumping out at me to push the sell button. More likely to be the opposite in fact. Thankfully the price has risen a little this afternoon which hopefully will bode well for tomorrow. I think it takes courage/brvado or whatever it is to buy a share which has fallen; I would rather miss out on any bottom and wait for confirmation that things are on the mend. I don't know iof you know anything about GDPR which has been quoted in todays fRNS and previous. It seems it is a little concern (hopefully nothing more) to DOTD. I looked it up on the internet to find out what it is all about and came across the following (hope the link works): http://www.shoosmiths.co.uk/client-resources/legal-updates/gdpr-general-overview-13282.aspx Maybe of some interest and clarrify things. I am a few pence down on my last buy in price, nothing drastic. My future retirement is still some 6 years or so away; just my personal pension kicks in next year beause I decided to take it at 60 not 65. I may as well have some money coming in (peanuts that it will be) rather than give any more to the pension company. Dare say they are related to market makers. Whatever happened to the last 10 years. Good luck with the work in the snowy woods. So f ar here in South Cumbria there has been very little, what came down overnight has gone, at least on the lower ground. More promised though. Stay well and good luck CM
Well reasoned comment CM as always and as you say who knows. I am surprised at the size of the sp drop when expecting the opposite. Must hold up my hands, I should not have tempted fate ( the mms ,but I doubt they have time to read BBs) on Friday with my positive view . There were ,however, this am two decent six figure buys and if correct at the mo today twice as many buys as sells. So tree shake or/due to the apparent small % free float. Who knows. Certainly the more respected fund gurus like skin in the game. Having had about 15 months steady gains here I may have got complacent. EMEA also made me pause when I read it but your thoughts made me think further ,who knows,we shall see. Patience. Trust all works well for your future retirement. Nowadays I am finding voluntary work at a couple of rather special woodland areas satisfying. Just in from a glorious session in a snowy but sunny woodland Clough enjoying a hot coffee. Helps when there is a hiccup on the markets. Fingers crossed GLA JJ
Seems either there is a bit of a tree shake or the market has found something not to its liking. Maybe the following has had some effect on the share price so far early today - althugh this was already indicated in the previous RNS. Who knows?. Geographic Expansion EMEA Whilst core international sales represented 25% of total sales, up from 22% in H1 2017, our core EMEA business continued to grow at a double digit rate. This performance demonstrates the underlying strength of our offering, despite some customers lengthening their purchasing cycles ahead of the introduction of GDPR in May 2018. As clients assessed their customer data ahead of implementation, to comply, we saw some volatility in volume-related spending while these processes were worked through. We continue to work with our customers to help them ensure GDPR compliance and would expect normal spending patterns to resume following further guidance from the EU regulator. Furthermore, the improved data-sets resulting from the implementation efforts will likely lead to better data-driven insights for customers, improving ROI for them and growing revenue for dotdigital. Specifically, within the UK, dotdigital continued to focus on extending its market leading position through product development and innovation resulting in an increasing number of new clients signing up to the platform. We pride ourselves on our customer service and have seen high levels of customer satisfaction over the last six months following on from enhancing our Account Management service in the second half of the last financial year. In addition, we continued to invest in our dedicated sales team for the EMEA region and build our future sales pipeline. We have a strong growing pipeline, alongside an increased number of new customer sign ups, in the Nordics and Benelux markets. Real pain - just as i break even, down it goes. Patience I think. CM
On a quick glance at the RNS today, I don't see anything we didn't already know from the trading update issued previously, nothing exciting nor nothing pessimistic. It wouldn't surprise me if I have overlooked something though. Not sure what will happen today; could go either way or do nothing. Good luck all regards CM
Tempting fate to say it , but it is pleasing to see only blue buys here now for the third day while others have been falling . Don't think there's been a dot sale. Yet there has been only a small uptick in the SP encouraging. Like you CM "The Zulu Principle " by Jim Slater was my first investment book. Haven't read Robie Burns "The Naked Trader". Yet. Tempted to get a copy. At the moment don't have any spare investment cash,makes me figity wanting to go into this or that. Am mulling over blockchain ( definitely not Bit Coin )as the new kid on the block and on the basis those who made during money in the gold rush were those who sold shovels. JJ
Hi JJ. Mark Slater is the name you are seaching for; son of Jim Slater. J.S wrote "The Zulu Principle, making extraordinary profits from ordinary shares", which was the first investment book I read which I could understand and be able to follow. Until Robbie Burns wrote "The Naked Trader - how anyone can make money investing in shares" it was the main book of reference I used. It was that book that I can honestly say pretty much transformed my portfolio from being a dead or very sick duck to something far healthier. If you haven't read the book I can recommend it. It was written before the internet came onto the scene and before there was easy access to brokers. The principles remain very relevant. To know Mark Slater has an interest here gives me more confidence. I may just look to increase my rather meagre holding here. The DOW has finished the day strongly and although it shouldn't have an effect on DOTD a bad day tends to affect many ships the next day over here. I think there is more volatility to come but SO far this week things seem a little more settled. Yes, totally agree about stress. I would much rather take a smaller return with far less stress than be pulling out what little hair I have left and having sleepless nights by taking on what would be for me higher risk. My risk appetite (did I ever have one?) isn't what it used to be. If what you post about major share holders is true then it accounts for over 75% of all shares issued. That is a lot leaving not a huge % in free float. That may be a good thing, I'm not sure, it's not something I have looked into previously. Incidentally, if I look at Stockopedia.com and use the Jim Slater Guru screen based on the Zulu Principle it comes up with 5 stocks that presently qualify: CNC, IPX, VP, ELCO and INSE. Just for information, not suggesting investing in any of them; certainly not without detailed research. Let us see what tomorrow brings. Good luck and regards CM
CM have everything crossed,even my eyes when not looking at the markets. It is so hard trying to outguess the it and can be stressful with a major life changing event ahead. Over the years have sold several shares that went on to be multi baggers, ASOS,HL,Yu & others. Now try to be a lazy long term holder,it's less stressful ( if I've got it right !). Taking Buffetology as guide and having just read interviews with some of our leading investors,Slater ,Lindsell Train,Smith ( of Fundsmith),and others this seems to be their approach , puts my mind at rest (somewhat ). I tend to use the pyramid approach using trusts as the base with just 4 or 5 direct holdings in AIM shares at the top. Interestingly over the years some of my so called riskier trusts have performed better (could be where we are in the current cycle). Regarding DOTD it was satisfying to see in the interview with Slater ( forget his forname not trying to be rude) it was one of the 2or 3 shares he mentioned,he also mentioned Liontrust Asset Management. This led me to check DOTDs major share holders as of 4 January 2018. As follows:- Liontrust Asset Management. 20.2% Joint co founders/ Presidents. 16 % Slater Investments. 5.9% Cannaccord Genuity. 4.6% Herald Investment. 3.5% Highclere International. 3.4% Franklin Templeton. 3.2% JO Hambro. 3.1% And DOTD directors. 18.0% So will remain long term holder. And just ploughed back in my Divi. Which was not much. Wishing you all the best. JJ
Can you cross your toes as well as your fingers?, ran out of fingers sometime mid week. Still in here but have reduced my holdings to just 3 now. Need to have more cash on the side. It's possible to have too much invested in the stock market; better to be more at ease. This is a learning time for us all. I need to be in a positiion where I have my mind on my work and be at peace not on what is happening on the markets. My private pension matures in less than a year so seriously hoping the markets will hold up. Was hoping (years ago) early retirement would be an option, ha ha ha, yeah right, dream on buddy!. Good luck all CM
Waited to see what the DOW was doing before making any decision. Have made a small top up but have had to pay just over 89p to do so when earlier I could have paid closer to 87p. Doesn't make a huge difference overall of course and timing will never be perfect. Only Investing what I personally am prepared to. Que sera sera but goog luck all the same. Hope I haven't put the mockers on things CM
Hello JJ. Difficult to know what to do right now. Do I top up a little at this lower price or am I/are we going to be caught in a suckers rally?. Is any correction over?. I do expect more volatility, experienced that many times before. Investing isn't a one way ticket to riches, there is always risk. I sold out of a couple of my holdings yesterday releasing some funds so I could reinvest some here. Naturally those holdings have risen but I feel a little happier having less to keep my eye on. It doesn't seem to matter how much we've been through previously it is still difficult to know what to do for the best. For me I think it is not being over exposed, certainly not with how cold it is here!. Decisions, decisions Good luck Regards CM
As ever CM a reasoned post. For some reason I have not been able to post for a couple of days. Don't think I have been excluded as I am not a troll ! On Friday was about to post the bones of an article from Forbes " Why I am still bullish on Britain and British stocks ".in short - reasonable economic growth,low inflation,generational low unemployment and a pound that is stable and helpful to exporters without import based inflation add up to a constructive environment for the UK stock market. However I am still (now very) cautiously bullish. This seems a market correction ( yet the FTSE100 only gained 6.8% last year ). Shall hold my nerve ,if I had any spare dosh would be looking to add and decided to keep a couple of risky shares. Am encouraging my son to add to his SIPP. Hope I am right as no more fingers to keep crossed ! GLA JJ
Maybe another one tomorrow looking at the DOW. Looking back to the end of 2015/begining 2016 the DOW fell by around 15% over a period of about 6 weeks yet was back up to its' previous level within about 4 months (as best as I can read the chart). If that should happen now, it will take the DOW down to around 22,300, so, someway to go. This would count as a market correction. Although painful at the time these are necessary. Always difficult to try and sit these periods through. What to do?, well...........try and hold or sell and look to buy back in lower. Or of course, be brave and buy when others are selling; but that takes some balls!. Good luck whatever you do. Regards CM
There are good days and there are bad days. Some days we are the pigeon some days we are the statue. Today it is definitely a statue day!. Expected a mark down today, rather surprised by how much for DOTD. Let us hope Wall Street will be ok. Could be a market correction, hopefully short and sweet. Good luck all CM
Hi JJ. A rare blue share in an otherwise sea of red it seems. I hope your investments are doing better than mine at present which have not done well so far this year - probably like the majority of other investors. With the DOW down over 2.5% today things don't look too good for Monday although it may have limited affect on DOTD. I think we could be back into a period of volatility where markets can swing anything between 1 and 3% daily, especially with how the DOW has rocketed over the last year. The market is probably due a correction and is possibly looking for a trigger. Rising employment and inflation and possible if not probable further interest rates rises in the US along with bond yields will not help, certainly short term. Investors may be becoming less risk averse. Possible not a good time to have very speculative shares but like you I do not include DOTD in that category. Good luck CM
Although, due to other concerns, a bit late CM ,thanks for your kind response and a healthy rest of the new year to you. An excellent trading statement with Compani speedily integrated with their existing staffs expertise retained. �10m still in the kitty as well. Shall look forward to the interim results due on 27th Feb. Shall be ploughing my Divi back in modest as it is Most commentators seem cautiously bullish on the year ahead. Like you I have some trepidation,but always have been an optimistic pessimist ,hoping for the best first but expecting the worst. It is so difficult to guess the market's future. Thinking hard on selling my couple of very speculative shares but no way do I include Dotd in this .remain an LTH here Most commentators seem cautiously bullish
All markets are down today; maybe that is having an effect on DOTD. The share price movement has been disappointing recently and is now back down to when I bought in mid December, so showing a slight loss. Other holdings I have have also retraced a little from the start of the year, probably like most other investors. On Radio 4 this morning on financial news 6.15 am, there was an interview with a market bear and market bull. The first was explaining that a market correction was due looking back at similar circumstances when the market has risen so quickly (particularly the DOW), saying it was likely to fall a good deal, but he couldn't say when it would happen and quite likely it would rise further beforehand. The bull was basically saying there was more positive movement to come because the rise has been largely down to rise in earnings etc. Thankfully he didn't say "this time it is different". Make of it what you will, but I happen to believe in the former rather than the latter. There will be some trigger to set things off, which may or not be obvious. There will be many investors who will not have experienced a correction nevermind a full on bear market. I just hope if there is to be a correction it will hold off until next year after my personal pension comes to maturity!. Other views would be appreciated. Regards CM
Well, we�ve had near enough to a 50pc share price gain in six months, so we�ll be doing well for the shares to hold where they are for a bit longer, to give some existing holders the chance to move on, and for newcomers to get set. While revenue was up a handy 25pc in the half, we don�t know how much of that growth will be seen in EPS, since there�s been a fair bit of margin compression the past few years ...
Very positive trading update, outlook is good too. 1% rise today is a little underwhelming for the strength of results
Hi JJ. Thanks for your comments, they are appreciated. I am far from sure I would call myself a sage, I just have a lot of experience both good and bad over many years and have made many mistakes (some costly). I try not to advise anyone to do anything other than research for themselves and may recommend some specific reading. I find the BOO board difficult at times with certain characters spouting off. It can become very tiring. I believe that the so called "de-rampers" need to be taken seriously as many a time there is a good deal of truth in what they post as opposed to the often over optimistic and unrealistic noise made by many of the rampers, but of course that opens me up to criticism. I prefer quieter boards and often there are more successful investments to be made longer term from them. Here's hoping this will be no exception here. Not expecting nor wanting any rockets here, slow an steady will do me/us nicely. Regards and as you have posted JJ, a Happy and prosperous New Year........oh, and healthy one too. CM
Always found your sage comments on BOO balanced in the face of the doomsayers ,good to have you on board. I too came across Dotd on growth company investor and am happily sitting on a 100% and hopefully as an LTH. The impact of Comapi will be interesting with the retention of their existing expertise. Happy and prosperous New Year to all. JJ