Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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latest target prices 1yr 207.96p
long term 452.488p
Those that follow Techinvest should look at CNIC Berenberg brokers upgraded again to 220p from previous targets of 180p
and 200p shares trading at 105.5p
https://www.sharecast.com/equity/Centralnic_Group/broker-views
Phil shuffles more shares into various family ISA's. So no new buying from directors but he can claim some tax losses.
Strange coincidence that on the morning that dark trace announce a massive exchange of shares at 6.20, both IGP and SWG bounce back. Anyone here lucky enough to get in on Dark IPO@2.50? I might be tempted if they actually fall back sub 6.20. Still a crazy valuation by comparison to SWG, but I really must not buy any more. Gl
Added more £1.52.
Kept checking and market makers had no shares to sell in last 15 mins...
Hopefully someone's tipped this or there is a leak of good news?
just a small position after selling up at the end of May really didn't think it would be back at my last entry point already amazing
Well below last placing and company is now in profit
still got funds to top up if blind sellers keep pushing this down amazing value IMO
Great presentation. Idont know why lie has this having a pe of 147.That would put most investors off. Its about 10.5 for heavens sake . Utter madness and thanks once again for this opportunity gratefully taken!
Not this bad! nearly all time share price low, global pandemic with everyone working from home / remote and the need for computer security being even more important and this company is going backwards. The share price was better when we where a mining company with finite resources
Really not THIS bad. I am heavily down and a bit overweight in these already. But I am beginning to think that they are worth buying again as a 2-way bet. Eiuther they improve and grow or they are subject to a bid from a rival. Trouble is that they are on AIM and therefore subject to the type of manipulation which I know from bitter experience goes on. Will mull it a bit further.
copied fro my adfvn post: on comparisons with other cybersecurity companies, there is are quite big discrepancies. IGP I also hold has 60 million market cap and revenue of 11 million,a third of SWG. no debt. Darktrace, not sure about debt, not many figures out as IPO'd recently: market cap I kid you not, 5.5 billion, revenue 160 million, . That's barely 5 times the size of revenue at SWG, I can't even work out how many times more expensive that is than SWG, but something astronomical. Swg is now on a pe of less than 10. Something is wildly over priced and its definitely not SWG
Wow, great opportunity to top up again thanks. Some people really don't seem to read RNS very well. Back in December we had a great RNS saying that after a dire start to the year that made up a lot of the deficit with a 39% increase in the months of October and November compared to the previous year, and that there would very likely end the year in profit. This was confirmed in the closing statement in April. Guess what? It actually happened and the 4 million loan note was paid off and they have 6 million cash in the bank.
I’d still like to know how many shares still in the hands of those whose businesses they have bought out. And who will sell out.
The figures are actually a confirmation of the April update. The market seems to think that somehow companies can magic up new set of numbers in the intervening couple of months.
Underlying pretax profits up 9%. Revenue flat due to COVID recovery year with bulk of business in second half. "well positioned for continued growth." Seen far worse.
Figures nothing to write home about. Holding on for takeover bid or better figures next time.
Cash position hopefully increased which I expect to still be used for accusistions, but they have took their time in this respect.
Fair idea of what results will be, but will be interesting to see how Q1 2021 has been.
Actually thy only had 1.2% in feb and now have nearly 3.98%. That must have taken some getting hold of.
Killick were in in Feb for 1.9%, now 3.9%. Getting in before results pop
Strange about of very low numbered deals gone through today.
Good to see Killick getting involved.
Results in next fortnight. Really need to see net profit after tax (they should have large tax credits for the big losses in past years). If not, suspect they will be a cheap takeout and I will lose money again. If they can't make money in their chosen sector when its flavour of the year, perhaps that is as it should be.
Cyber security is a massive growing sector
https://www.bbc.co.uk/news/world-us-canada-57703836
end of July usually. I think that was confirmed again recently. Last year they were a bit later due to auditor problems operating in pandemic.
Need some news here just to stop the drip down.
Results, I hope early July.
On p/e valuation terms, must be the cheapest of all the internet security companies listed. Due a rerate.
Can’t buy any here, suspect this is about to take off again