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full ask.
more than 2 M share trades delayed form the 14/02. We are supposed to believe they were sales...
that makes the 14/02, the 2nd biggest busy day ever for FFI (after the huge fall of december 2017)
Total for 14/02: more than 3 M shares !
even the huge fall of last August where we drop from 66 to 36 (- 30 points !) was with 2 times less shares...!
what kind of BS is that ?
something's cooking...
it's true on any AIM shares that trade book is often misguiding, but haven't seen it so much as for FFI !
Overhang looking at the one year graph it has been a cliff . MMs just pumping this one as well . Not a impressive leaders BB today .
Looks like overhang finally gone
An interesting little flurry at the close.
moving?
you gotta ask..probably
Hmm 19p. Once the seller clears off it's a buy!
@21p just before close. That's a new 52 week low. Watching to jump in on confirmation of large seller finished. Close 22.2p
Trades for days, massive delayed trades. Sp barely moves.
No trades this morning, almost as if all the Americans are asleep.
huge delayed buys on 09 & 10 january, yet SP remains at 21/23, something's going on !
A new company report/analysis by Elrico (@LEMMINGINVESTOR on twitter):
FFI Holdings - A recovery blockbuster?
https://lemminginvestors.blogspot.com/2018/11/ffi-holdings-recovery-blockbuster.html?m=1
big time here
Weird. Everyone's talking about how cheap the share price is. But no one seems interested in the referrals side of things. Keywords Studios gets bid up to over a billion market cap. FFI has the same strategy in film/tv and no one seems interested. Early signs - latest annual report - are the referrals strategy is working at FFI.
If referrals work in film/tv then FFI isn't just going back to the IPO price.
my bad, the exercice of option is on LSE site, but amount of directo's share not updated.
clearly a mistake on LSE site. Moreover it does not take into account exercice of option on 15/06/18
(this news is not even on LSE, fount it on LSE official site..)
Perplexing to put it mildly: 20pc vote opposing adoption of the accounts at the AGM. If anyone has any idea what that was all about, pls advise. The accounts do disclose two post balance date deals, one a $2m film financing and an $A2m acquisition which appear to be routine. It has also ruled out a buy back to take advantage of the share price downturn, which would appear to be at least due to the limited liquidity...
Look at the director's deals. At the beginning of the year Antony Mitchell and Timothy Joseph Trankina bought around 220-250K shares in the region of 80p . In the right-most column, "holdings", it shows a zero. Is that the holding before the purchase of those shares?
They sustained a fair loss since then, they must have predicted a share price close to the placing level and possibly seen 80p a good entry point. That didn't prevent the stock from plummeting.
I don't hold shares but I do hope 150p is a fair evaluation for this stock.
See this over 50p shortly .well undervalue. See some director buying and blue skies abound.
Bounce back to 50p on.Thats why i have been buying quietly .
Lots of buys - price now rising
After the 50% drop I was expecting a bounce back to 45 as minimum, which hasn't happened despite:
-- Group revenue of $58.9m; an increase of 51.7% (FY 2017: $38.8m)
-- Underlying EBIT* of $16.6m; an increase of 30.3% (FY 2017: $12.7m)
-- Fully diluted underlying net income** per share of 8.32 (cents) ------> with a SP of 70p that sounds pretty good to me!
Now the negatives (if they are):
-- Pre-tax profit of $5.3m; a decrease of 48.8% (FY 2017: $10.3m)
-- Adjusted net income*** of $1.7m; a decrease of 67.9% (FY 2017: $5.5m)
-- Net cash position of $19.4m at 31 March 2018
Factoring out of the pre-tax profit and the net income by the non recurring IPO costs (I understand of about 10M?) we have a very positive statement compared to FY17.
I also see the positively the statement around the "strong relationships television and independent projects, which are seeing growth due to the increased content being produced by streaming companies that do not have traditional post-production capabilities."
Considering the "Fully diluted underlying net income** per share of 8.32 " with the current SP of 32 don't we have a PE of about 4 (?) which sounds pretty cheap to me!
I saw on the HL website the PE quoted at 43. How was that calculated?
I can't envision the SP dropping further, although that's what I thought when the SP hit 50p.
Defo for a buy monday .Early mind you before 9am.