Scancell founder says the company is ready to commercialise novel medicines to counteract cancer. 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.
Thanks mate, I also bought similar amount PRSM, which looks like a long term hold to me. I saw SHOP has made a loss recently, so not sure about that one. Keeping an eye on it tho.
sxx had to raise over half the value of its market cap, thats why it collapsed, hence dont buy loss makers that need large cost infrastructure shares issues eg junior oil, mining, factory stock buy companies that are making money and dont need large infrastrucure costs the best stocks imo are ones that can fund themselves thro their profits and what they buy doesnt cost much capital to generate new income. accounting, solicitors office based stocks dont need much addtional capital IMO. SERVICE industries
I assume that has been priced in, as the dilution is so tiny 9000 odd shares https://www.fool.com/knowledge-center/what-happens-to-the-share-price-when-new-shares-ar.aspx
Hi Stuart, I had bought 2k's worth after reading your previous posts. I like this as it has good potential of going up further. After reading this RNS about "Application has been made to the London Stock Exchange for the admission of 9,534 new ordinary shares to trading on AIM. Admission of the new shares is expected to take place at 8.00am on 10 August 2017", am I right to say we are expecting a lower SP due to new shares being introduced on the 10th? As this happened to me with SXX which I am still sitting on 2k loss. is it not better to buy more on the 10th when the price down more?
sorry for all the posts, just answering as not sure if you are a seasoned investor in aim stocks. what you have to remember is if a stock is say 40 mill market cap in aim it is high risk, little trading history, no profits etc, no institute will touch it, its held mostly by fickle pi. now as its profits and market cap growth, then it attracts institutes. the worst stocks are gambling stocks eg oil mineral spec stocks on aim, these are held by rich gamblers or poor pis dreaming of riches or pump and dump merchants.AVOID, institutes all avoid them. now kws is a company trading since 1998 and went public a few years ago. it is held by a lot of institutes. you have to avoid looking at daily weekly movements and have the trust to hold these types of stocks for years, unless something catastrophic happens to the company.
if a stock is going down and down for months then the fundamentals have worsened, thats when you worry. have a look at the daily trades on kws, if you see buys or sells of round numbers eg 10000, 20000 shares its an institute. if its odd numbers like say wahtever 33489 its a pi. always look for whole numbers thats a sign of ii holding and they only hold in stocks they beleive in.
at end of day noone knows what a share will do on a daily weekly basis, but ultimately its if it is in a growing company then that will attract new buyers. who in turn expect a higher dividend return in years to come. now what happens next is if an institute wants in and noone is elling then the m makers will have to drop it to scare pis or hit stops. i mean if you want to buy say £3 million of stock in keywords it isnt easy, thus you need to entice folk to sell to let you move in with your big buy. a quality stock has a high institutional holding as these folk are in it for years. low iis holding is just private investors gambling stocks like oil spec stocks. no preofessional fund manager will touch these oilly stocks, they go for div payinh high growth stocks instead, and await for them to move of aim. we are very close to moving of aim IMO. if that happens small cap fund managers can then buy in.
I mean we are now above 500 mill cap and traded for 3 yrs we can move off aim easily.
the spread is very tight at mo, means the market makers want your shares of you IMO they try to widen the spread if their is no buyers and narrow it fi they need your shares. the day we move to the ftse main market the bettter, we have a share price and trtading history that it is no possoble to move up and off aim.
agreed the person with the most invested maybe selling hence can move the shre price more. but dont follow them in as it will cause it to drop more. times like this us small pis have to hold and ride the volatilty. fundamentals always play the most important part of a stocks development, not ups and downs daily movements. rising earnings per share is what drives up a share price.anything else is daily weekly trading movements
I' d say it's down to a profit taking and related snowball effect
sometimes as its aim the market makers will lower the price if a big buyer is in the backgound also and needs to finds cheap shares. the only time you worry about at stock is when the fundamentals change, eg profits start dropping
cos it spiked and some are taking short term profit, it will rise imo by new buyers who see a price that suits them. very few like to buy in at top of spike, we simply had more buyers than sellers last month, now IMO slightly less buyers, but they will come back in when a slighlty lower price, the fundamentals are all intact
now why anyone with insight
3.08% holding of keywords studios in the fund, they hold key winners in the core fund, strong management, high cash generating profitable companies. of course they do state small microcaps are volatile and the fund should be held for 5 years minimum. they dont seem to invest in specultaive mining, gas ,oil stocks, which is very wise. I also read in the financial times, that a market caps of 500 mill is a key point for a company to move off aim, if it is profitable, 3 years trading and can generate its on profits, perhaps keyworks studioswill move up to ftse main market? http://www.fundslibrary.co.uk/FundsLibrary.DataRetrieval/Documents.aspx?type=packet_fund_class_doc_factsheet_private&id=1622631f-2e5f-443c-a0ad-89d13d2ad01e&user=hl_website_documents
Interesting to hear him talk about the "endgame" where they are the "go-to player for video game services across the globe", and "large game companies" who currently do these things internally "spin out those activities" to KWS: Http://www.proactiveinvestors.co.uk/companies/stocktube/7885/keywords-picks-la-marque-rose-as-best-of-the-bunch-7885.html
today: Https://www.investegate.co.uk/News/broker-forecast---numis-issues-a-broker-note-on-keywords-studios/750872/ "Numis today reaffirms its buy investment rating on Keywords Studios (LON:KWS) and raised its price target to 1400p (from 1260p)"
Great-sounding acquisition today. It consolidates "leading providers of audio and localisation services in French" in Europe, and with closing certain offices and re-locating into one central office should bring lots of synergies. Above all - it's cheap! Paying a max €7.6m for €0.9m PBT and €9m of revenues looks blinding value to me. Great stuff: Https://www.investegate.co.uk/keywords-studios-plc--kws-/rns/acquisition/201708040700070934N/
They must find this an extremely satisfying stock. I do, and it always exceeds my expectations. My number 2 stock.
Octopus have actually increased by over 300,000 shares - or around £3m - to 3.36m shares since their last holdings RNS on 23rd June.... http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/KWS/13315694.html
KWS have been upgraded by Numis to a Buy with a 1260p price target.... Https://www.com-unik.info/2017/07/27/keywords-studios-plc-kws-upgraded-at-numis-securities-ltd.html
I hold this stock in my sipp for my pension, this isnt a fly by night oil or mineral spec stock. they have been in business since 1998 and are a very good buy and hold stock in an industry in demand. low debt good profit margin, expanding business, not too expensive to buy, whats not to like will consider selling some in 6 years time ! and not before.
Berenberg have today raised their target price from 980p to 1150p together with a BUY recommendation.
summarised by the following: https://www.investegate.co.uk/keywords-studios-plc--kws-/rns/half-year-trading-update/201707270700052172M/ "We are delighted with our progress so far this year. This has enabled us to deliver a first half performance ahead of our expectations, underpinning our confidence in the Group at least meeting market consensus for the year as whole." And there are definitely more acquisitions on the cards. Can't ask for much more than that.