Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
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(just as a small bye the bye, presume you know that the full holdings list for wpct has now been published, yesterday, with utw holding showing circa in the 20s ranking by size order, i think, of the different companies.)
yesterday, after spooked: "I still have plenty in my SIPP" today: "I only hold in my SIPP at present and that is not a lot" make your mind up george, lol! but yes, good call by you to have reduced. seriously, i agree with you re caution at this point. i'm still holding, & fairly happy to do so at present, tho' certainly not chuffed, but i am not looking to add. if they get the growth they are after, will come good, but as per some of the issues that affected e.g. the T share, management teams need to avoid over-reaching, and need to be realistic about what their own capabilities. utw is getting a second reality-check, but we will need concrete evidence to prove that they can listen to it. atb.
yup I'm one of them !
Happy to mop up sub £2
@195 bit of support here,load up if wheels fall off @140 jmb !.
Spikey - I would normally agree. We are both Woodford fans. My concern here is that NW unusually went very public with his support for UTW. He must be feeling a little red faced this morning because imo his comments about UTW in some way underwrote their published outlook. Hell hath no fury and all that.... After I got spooked yesterday, I only hold in my SIPP at present and that is not a lot. The sp is tempting at present, but I think prudence is the better part of valour (do I sound like BH?) so I will wait this out for a bit to see what happens. GS
from previous commentary by woodford about such companies he invests in, his first step is likely to be to offer some 'friendly advice', as a would be LTH with a lot more patience than most of us. but second step might then depend on what the company's receptivity to such advice. it would be sensible for utw to listen to him. oh well, small earthquake, not too many dead at this point, but not a delight either.
Spikey was right to be "impatient". Unfortunately, it is generally the case that a delay in releasing results and updates on AIM means there is a problem. What is "wrong" here is that UTW is pushing for growth so hard that it is affecting profit growth. I think this is the second time that EDITDA forecasts have been undershot (and that that news has come as a surprise). It calls into question the competence of the FD. We will see if he does an SCS and falls on his sword. He should. Meanwhile for LTH's this looks like being a great top up opp. The principal risk is that Woodford and co lose patience. GL GS
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Also stated as being tomorrow on iii by a reliable source.
qpp is always a red rag. I do think that UTW recognises revenue aggressively, but my business uses them and I think their revenue recognition is in line with the contract we enter into. Nothing wrong with that as long as we don't go bust. Nevertheless, the sp is not behaving like a share in a company bursting with good news and I admit to having been sufficiently spooked by the (I think) delay in releasing results to have reduced my holding at just about break-even this am. Hope I am wrong as I still have plenty in my SIPP and I like the company. GS
Credible source or finger in the guess ?.
http://www.noogenesis.com/pineapple/Taoist_Farmer.html hm, dud link?
very true, good or bad hard to decide: http://www.noogenesis.com/pineapple/Taoist_Farmer.html the future's not ours to see.... https://www.youtube.com/watch?v=xZbKHDPPrrc
depends what the trading update is like tomorrow, assuming advfn is true
but now headed your way! .. your patience pays off ...
? or phase it if uncertain? e.g 25% of top up in now, 25% if you see 210, 50% if 200? anyway, you know what i mean.
Bouncing off 220 a few times seems to be holding.hovering over buy button or hold for top up sub £2 hmmmm.
have another read through the half yearly, and within it:"A significant market opportunity exists for continued profitable growth and we look forward to a second half of continued positive momentum." and director bought about £3m in June, is that the actions of a person who thinks there are problems ?
Update tomoz, according to a poster on ADVFN.
i have seen no new data, neither adverse nor positive, to change my view on the investment case here. long.
but nothing an additional cappuchino can't fix.