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Started: petroinvestor, 8 Apr 2024 09:13
Last post: petroinvestor, 8 Apr 2024 09:15
Janet2007, also known as Ria20, operates a serial Pump and Dump scheme from an Indian call center.
Good luck to those still in before the dump starts...
Midas has also tipped this share last month to do really well see link below:
[LINK REMOVED]
I am very happy to invest in a company where the boss has substantial skin in the game. Just wait for the dividends!
It's all very well to read share tips, but look at the accounts - look at what makes up £75 million intangible assets!
Good luck to all, but I won't be investing.
Started: Pianista, 3 Apr 2023 09:36
Last post: janet2007, 5 Apr 2024 15:46
Has another presentation next week, so would be good to see how the acquisitions of last year are bearing fruit
At 9.30am on Investor Meet Company platform (details in 20/3/23 RNS).
Started: janet2007, 5 Apr 2024 15:44
Last post: janet2007, 5 Apr 2024 15:44
Last week it won a 5-year contract for a total value of AU$20M, this is just the start and should announce a few more as its becoming a market leader Transport telematics and optimizing fleet operations efficiency
Started: janet2007, 5 Apr 2024 15:42
Last post: janet2007, 5 Apr 2024 15:42
The company was also given a buy rating today. I can see some big gains coming here and it has broken year highs
Started: petroinvestor, 28 Mar 2024 09:24
Last post: petroinvestor, 28 Mar 2024 09:24
Hope people don’t get spiked, well done who made profits, profits are only profits till banked
Started: Maccc, 12 May 2023 15:18
Last post: daltry, 2 Jun 2023 08:07
What is it with this share. Manipulation at its most crook. Can anyone explain?
The Sunday Times recommended at 169p. Now 110p. A set up.
Can anyone explain? Feel robbed....
Here's a video of microlise presenting at a recent IHT webinar series:
https://www.fmp-live.co.uk/events/microlise
Now they have taken on directors from M&S and Waitrose. Two companies in terminal trouble. Not a smart move. Ever since the Times recommended this share it has fallen from 169p to 135p., not a happy bunny. That Times woman has an appalling record of ‘Tips’. Can’t wait to exit.
Started: dino78, 6 Apr 2023 09:40
Last post: dino78, 6 Apr 2023 09:40
Morning. AIM/ IHT webinar Thursday 20th April from 12.30pm Microlise DX Group and Hercules Site Servs all presenting. To register go to:
https://us02web.zoom.us/webinar/register/2416807656566/WN_HVdk9ql9Q2OuMG_l1tCIvQ
Started: Knowbodyyouknow, 27 Feb 2023 08:10
Last post: Knowbodyyouknow, 27 Feb 2023 08:10
Midas verdict: Microlise is a strong, well-run company offering a service that helps businesses to save money and operate more efficiently. Raza is also highly motivated to succeed, with just over 50 per cent of the shares, and he is keen to start paying a dividend as the business grows. At £1.13 the stock is a buy.
https://www.thisismoney.co.uk/money/investing/article-11792271/MIDAS-SHARE-TIPS-Microlise-transport-tech-firm-really-dig.html
Started: Knowbodyyouknow, 17 Feb 2023 19:44
Last post: Knowbodyyouknow, 20 Feb 2023 11:24
...or perhaps Trakm8 have rebuffed any offers so far.
What's missing are acquisitions.
Some, unsubstantiated/supported speculation on another BB in respect of an imminent full take out of Trakm8:
https://uk.advfn.com/stock-market/london/trakm8-TRAK/share-chat
One would wonder why they didn't do so in place of the LN. However, perhaps they wanted sight of some signatures on important contract renewals...
This looks cheap now, strip out the £16.7m cash and it's on a FY24 EV/EBITDA of less than 10. For a profitable SAAS business with growing ARR that's very reasonable indeed. I also like the fact they are growing internationally off a solid UK foundation & that the CEO holds 50% of shares and didn't sell anything in the IPO.
Could be, yes.
Perhaps the most likely explanation in the absence of TR1 notifications.
Someone moving shares into an ISA? (taking advantage of depressed SP).
Started: Knowbodyyouknow, 3 Feb 2023 09:31
Last post: Pianista, 9 Feb 2023 08:31
KBYK - I suppose the current SP is possibly an aberration (as was the 250p peak!) due to the pitifully small share turnover - due in part to the small free float - making it difficult to establish a true market price.
So it could easily bounce back to at least the IPO level (around 140p). But it won't go much further without some substantive news on M&A.
If not, ironically ML may need Trak more than Trak needs ML! Even without a full takeover, ML stand to do very well out of Trak if the Allenby projections are anything to go by.
Thanks for your reply Pianista.
Similar to me. I had a nibble here (after its association with Trakm8 brought it to my attention) back when it was slightly below 140 and I chased it up to 170p and sold. The valuation just seemed too high and with no action on the acquisition front I thought it best to be out for the meantime.
I checked recently to find it back at 130p and have had 2 bites at the cherry since what read like a decent and solid update - so I'm only slightly underwater. However, I really would like to know what is taking so long on the acquisition front. Given this is what sold the IPO to the market, they need to provide much more detail in the end of year results about what exactly is going on - including their intentions re Trakm8.
The converting of the loan note (assuming it is not repaid, which I hope for) will (hopefully) trigger some form of M&A, on this front.
Know - I started to take a keen interest in ML because of its association with Trak, but steered clear of investing when the SP went crazy, reaching around 250p at one point. I finally dipped my toe in when it dropped to around 150p. At that level, I considered it a relatively safe bet, i.e. I wasn’t expecting to make a killing - it has a very demanding PE of 50, double Quartix’s 25 - but I wasn’t expecting to lose much either, since the business seems pretty solid.
But it's obviously been a disappointment so far: the market was expecting fireworks, and is now being kept waiting…..
So I’m glad I didn’t invest big time, but if I wasn’t already invested, I’d probably be buying a few at current levels.
But having already had a nibble, I’m wary about averaging down now. In any case, my main concern, and investment, is with Trak. If Trak performs as it should, the outcome of my flutter with ML will be unimportant.
I suspect some of the reported ‘sells’ are actually buys.
Debating whether to add a little at the current price. 115p is the all time low I believe, so who knows how far it could drop if it goes below it. On the flip side, it could bounce on news of an acquisition (way overdue) etc…
255p?! I'd also like to see the Berenberg note!
Started: Knowbodyyouknow, 31 Jan 2023 13:24
Last post: Knowbodyyouknow, 31 Jan 2023 13:24
Might have expected a better reaction to what was a pretty good update, IMHO.
Hopefully, will feed through the price in the coming days/weeks.
GLA
saas ceo.....on sky news atm
interview below was at...... v o x markets
https://www.**********.co.uk/articles/q-a-with-james-thorne-fund-manager-at-columbia-threadneedle-18th-may-2022-13524c6/
SAAS at 50.15mins
Started: Knowbodyyouknow, 13 Apr 2022 11:50
Last post: Knowbodyyouknow, 13 Apr 2022 14:22
Did a few test runs - slow day today.
Immediate quote @ 139.9999p for anything up to 25,000 shares on IG - above that number the quote changes to 144p.
What does this indicate? A big seller? I bought more late in the day yesterday and it went though at the mid price on an immediate quote. Just curious really.
Started: Knowbodyyouknow, 12 Apr 2022 08:19
Last post: surprised, 12 Apr 2022 10:15
https://twitter.com/surprised_trade/status/1513792235627859970
broker note out ...With a strong order book and Q1 tracking in line, it is confident of achieving its FY22 targets and flags a more buoyant market beyond, given strong projected customer demand. We note the current push into International markets and the midmarket and that SAAS is reviewing a number of acquisitions.... 12 month target price 280p
Well done for calling the bottom (probably). I can see the shares at least going back through 150p-ish, where the directors bought recently.
Thanks Pianista.
Agree re the acquisitions. Their paper is considerably cheaper than it was just a few months back. However, it moves quick this one. Just grabbed a few more myself.
GLA
KBYK - the loss of 0.8m is after IPO costs of £3.4m. The "true performance" is a profit of £2.6m.
Decent results despite 18 months of chip shortages, which in any case are expected to abate in Q3 2022.
Looks like the SP has bottomed. Probably waiting for SP to recover somewhat before launching an acquisition or two.
Look solid to me (but what do I know?) ..nice increases across the board. However, nothing of substance in respect of acquisitions. I hope the analysts really push this point during the Q&A.
You're absolutely right Pianista - at the very least PIs should be able to access a transcript of the call.
I find the following statement slightly odd. Looks like a typo, but perhaps someone here with a greater understanding than me can explain?
*Loss before tax of £0.8m for the 12 months ended 31 December 2021 (CY21) compared with a profit before tax of £1.3m for the 12 months ended 31 December 2021 (CY21)*
Cheers
Started: Knowbodyyouknow, 7 Apr 2022 10:53
Last post: Pianista, 7 Apr 2022 16:24
I've complained before to the FCA (in relation to other companies) about this sort of cavalier treatment of PIs. There ought to be at least a transcript put up on the website.
As you say, we need news on acquisitions.
Seems not. Slightly annoying; although, I would not have been able to attend at such short notice - even via Zoom. However, it would be good if we could pose questions.
The RNS speaks of analysts but who is covering SaaS? I’m not sure it is comprehensively covered.
Perhaps Raza sees it as a chance to continuing selling the success story of the business?
PIs aren't invited, are they?
Hopefully there will be some detail about acquisition strategy. It was, after all, the heralded reason for coming to market, I thought.
Started: Knowbodyyouknow, 5 Apr 2022 16:05
Last post: Pianista, 5 Apr 2022 22:43
Yup, SAAS and TRAK need each other more than ever!
I assume this is down due to concerns over China's lock downs and supply chains in the sector.
Started: Knowbodyyouknow, 3 Feb 2022 11:28
Last post: surprised, 30 Mar 2022 14:09
added a few myself :-)
03-Feb-22 10:59:44 145.50 537,000 Buy* 140.00 150.00 781.34k O
03-Feb-22 10:58:00 145.00 154,748 Unknown* 140.00 150.00 224.38k O
03-Feb-22 10:57:57 145.00 108,731 Unknown* 140.00 150.00 157.66k O
03-Feb-22 10:57:53 145.00 856,350 Unknown* 140.00 150.00 1m O
03-Feb-22 10:57:53 145.00 856,350 Unknown* 140.00 150.00 1m O
One must assume that an RNS is on its way?
Last post: onsolidground, 2 Feb 2022 14:59
I must admit I was surprised to see SAAS on paper fall yesterday but nice to see it rising again.
https://twitter.com/surprised_trade/status/1488834337290260480
added to holding 140p....arr 31/12/2021 was £39.0m, +9%, Net cash £13.4m, new 5-year agreement with JCB, leading to a 10% increase in the number of like-for-like subscriptions
Started: Knowbodyyouknow, 2 Feb 2022 09:09
Last post: Knowbodyyouknow, 2 Feb 2022 09:09
..today at IPO price. Could help it...Relatively tiny holding, as I'm still a little unsure of their intentions.
But the business is solid and should be good value at these prices.
Punt on Joul also.
GLA
Started: Knowbodyyouknow, 1 Feb 2022 13:34
Last post: Knowbodyyouknow, 1 Feb 2022 13:34
Almost touching it now.
Tempting to pick some up, if it drops lower.
I would like to know more about planned acquisitions, however. Critically, will they dilute the shares etc.. if they go after something more expensive than perhaps originally planned.
Started: surprised, 24 Jan 2022 11:37
Last post: surprised, 26 Jan 2022 07:37
https://twitter.com/surprised_trade/status/1486241601441742850
rns - directors buy on the drop
I took a look at today's RNS and thought that it read very well. I am very surprised at todays drop, albeit there is such a big spread.
Thanks.....looking at my watchlist it is a sea of red so perhaps it will respond more positively over the week
Hi dc2, broker note just focused on earnings and revenue increase along with growing cusomer base, not that you would recognise it from the sp drop ! lol.....here is the only bit I omitted ...
' overall customer churn remained exceptionally low (at <1%); several customers signed extensions and expansions (most notably JCB) and furthermore; Microlise continued to add new customers like Euro Car Parts and Sutton Tankers. It’s particularly interesting that these wins were not just in the UK but also in Australia and France - where Microlise recently won Metcash Campbells (a food wholesaler) and also a “major international bakery company” – an indication that international growth is picking up and could be a long-term growth driver.'
Must admit, surprised (sorry) by the drop. Did the broker note extend to any take overs or was what you posted the full information? I say this being a Trakm8 holder (not looking to ramp) and Microlise hold 20% (not saying they are a suitor). The TU did mention ongoing connections in this respect (not naming any companies) but wondered if the broker got a better feel for it.
Started: Knowbodyyouknow, 2 Nov 2021 16:39
Last post: surprised, 24 Jan 2022 07:39
https://twitter.com/surprised_trade/status/1485517353479716870
rns - arr 31/12/2021 was £39.0m, +9%, Net cash £13.4m, new 5-year agreement with JCB, leading to a 10% increase in the number of like-for-like subscriptions
looks like we have some attention today :-)
looking at the decent buying over the past few days, it looks like someone is stake building, courtesy of a friendly broker :-)
Wonder what's happening on this front, given that this was the stated reason for coming to market? In fact, the CEO suggested that they already had targets. One starts to wonder whether the negotiations are going to plan.
Last post: surprised, 12 Oct 2021 10:05
https://twitter.com/surprised_trade/status/1447835099932860418
essential tech for HGV fleets to maximise supply chain issues etc. Customer base includes the biggest names DHL, Tesco, Stobbarts etc
Actually, surprised, I wasn't consciously promoting Trak, not much point anyway trying to do that on a board as sparse as this one! And I'm much less bullish about Trak than some out-and-out rampers who see it as a 20-bagger just because it's "in telematics". But after a pretty lean time in recent years, it does look set to come good, so I'll be sticking with it, while you stick with SAAS. Good luck to us both!
with respect Pianista, that was a decent attempt at promoting your own stock, lol..however, again with respect we all have differing outlooks and views and it's not necessarily one better than another, in addition to be fair Trackm8 has not moved in two years, trading around 20p or below, having fallen from over 100p and not recovered......Good luck with your stock picks is us pi's against the market not each other.....I'll stick with SAAS for now :-)
I've no doubt it's an exciting business, but even at 150p, ie more than 10% above the IPO price, I would say it's all priced in, so I don't envisage any sustained improvement in the SP from current levels in the next 12 months. In contrast, I believe its related company Trakm8 is still vastly undervalued, hence a much better prospect in terms of SP appreciation.
https://www.investormeetcompany.com/microlise-group-plc/register-investor
well worth a listen, customer base, growth, acquisitions etc ;-)