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I see VSA Capital have a target price of 300p for the stock:
Our valuation, on a blended basis, combining Sum Of The Parts (SOTP), peer Group EV/Revenue and EV/EBITDA multiples together with DCF, values Samarkand at an EV of £151.7m and market capitalisation of £164.3m (given £12.6m net cash at March 2021 end).
Buy. Target price 300p
https://www.investegate.co.uk/samarkand-group-plc--smk-/eqs/opening-of-japan-office/20210604070005EVJVR/
Sounding very positive....
Well....it's the Mello Webinar tonight. It will be interesting to see if the trading activity picks up tomorrow and the rest of the week.
Should create a fair bit of interest.
Just to let shareholders and prospective investors know that The Property Franchise Group PLC and Samarkand will be presenting at Mello Events webinar event on Monday 24th May at 6pm-9:30pm. There will also be special insights from Michael Taylor (@shiftingshares): Using technical analysis to find trades.
There will be over 600 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions including the popular Mello BASH (Buy, Avoid, Sell or Hold).
Tickets are still available and if you would like one at half price then enter the code LSE50OFF.
Https://melloevents.com/mellomonday24thmay/.
Proactive interview. Worth listening too:
https://www.youtube.com/watch?v=dwqG2O004dw
https://www.investegate.co.uk/samarkand-group-plc--smk-/eqs/strategic-investment-by-leading-international-express-delivery-company/20210510070008EAQWH/
Extract:
Samarkand Group CEO David Hampstead commented: "SF Holding, with its global coverage and extensive delivery capability in China allows us to address a wide range of international clients with our technology solutions. We have worked with SF Holding commercially for some time and this strategic investment is a massive vote of confidence in our expanding relationship and is a natural progression as we look to increase our capability and footprint internationally."
This sounds like a great endorsement for the company.
A bit of coverage on proactive investors as well:
https://www.proactiveinvestors.co.uk/companies/news/948352/samarkand-snaps-up-mother-and-baby-nutritional-product-brands-zita-west-products-and-babawest-948352.html
Worth taking a look at the two acquisition websites. Think they will do very well as they gain further exposure in China and elsewhere:
www.babawest.co.uk
www.zitawest.com
The market certainly seems to like the news. Moving up again today.
Well....that didn't take long:
https://www.investegate.co.uk/samarkand-group-plc--smk-/eqs/acquisition-of-zita-west-products-limited-and-babawest-ltd/20210504070011EJBIE/
On a roll now.....I like it.
Pretty much moving up on every buy at the moment. When further news arrives we could see a considerable increase in the share price.
Wow....a 600k buy after the close last night.
Heading in the right direction now. Could be a very exciting few months as further acquisitions are made and revenues increase substantially.
Creeping up slowly but surely. It will be interesting to see what the next acquisitions are and I have no doubt the company are busy carrying out their due diligence before making the announcement.
Hopefully all of the main brokers will be offering online facilities by the time of the next announcement which should lead to a significant increase in trading volumes.
I see Samarkand are looking to recruit a Marketing Strategist and a Product Designer to join the growing team.
With more brokers moving online with Aquis Exchange, we should see a lot more trading activity.
Interactive Investor just added Aquis too now
https://www.ii.co.uk/analysis-commentary/interactive-investor-adds-aquis-stock-exchange-platform-ii515749
A J Bell now offering online trading on the Aquis Exchange and other brokers looking to follow suit.
Can see the level of interest from private investors increasing significantly.
Don't think it is going to be long before we hear further news giving the success of the IPO.
Price seems to have stabilised now and buy price increasing today.
Good to see the level of interest here. Sounds like there will be plenty of news flow in the coming weeks and months and I would imagine the acquisition of further brands following the success of the listing.
Good start to trading....140p paid.
This is another great IPO I have got involved with, check out the potential here, this could be a truly massive company, the short term will be good, the long term amazing
https://www.youtube.com/watch?v=XJagMuo53fg
Just released