Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Well, I was quite surprised to see the uplift when there had been of zero trades. If that's down to a shortage of free stock the next couple of months should be interesting. Let's hope the new business keeps coming at regular intervals to avoid the reversals that have routinely hit the SP. but yes it seems like a different company these days.
Another good day for the sp. We know there is very little stock around, and with these buys now comung in the mms have tried keeping the bid low to fill them, but have failed. They are now having to move it up to find the shares. All of the time the free float gets smaller and smaller. When the next contract news comes we should break out of this range for good. Great fundamentals and increasing revenue.
Totally agree Davwal, there is a very strong sense of business momentum being maintained and increased. I would imagine the next contract will be along very shortly. It would be nice to get more pi interest. Good to see the two 175000 buys today.
Good to have confirmation of the takeover, and it gave the SP a little nudge. So -onwards and upwards, may the ducks all line up soon... The company is certainly giving off vibes of increasing strength and confidence, so lots of progress still to come this FY, I suspect.
To me this seems very much an aquisition target in its own right. Our value on all metrics is very cheap, with us valued at approx 1.5 times revenue. Usual valyations are between six and ten!!! We know the product is good and the sales pipeline strong. We have a new aquisition and growing markets. Someone will take us out at some point on a much higher realistic market valuation.
Would be good if the Mail's Stock Watch piece, which seems to have VIP on its radar, gave it some further oxygen this weekend. I know this one can be a slow burn after news, but not too much of a stampede just yet...
The Sella Bank Group, which seems to have indirectly funded the acquisition of SofTelecom, now holds over 12% of Vipera's enlarged stock. One can only assume the bank sees plenty of positive opportunities ahead, and in return for the significant investment will no doubt expect steady growth. Let's hope Vipera can deliver that growth and the relationship with the bank remains a happy one! No sign of a seat on the board resulting from the deal, so it appears a hands-off arrangement for now.
Hope a few get to see the news amongst the Prem and ukog frenzy today. This needs to be seen as we are still under the radar.
Morning Davwal, It is very encouraging as you say, and shows a sustainable and responsible path by what is an excellent management team. More sales opportunities and exposure. Great news.
My guess, I had a feeling something was coming, hence topping up yesterday. I didn't think it would be an acquisition, mind. It all sounds very interesting and encouraging that the company is actively seeking modest but steady growth. Let's see what that brings today.
So much going on behind the scenes now, as this latest aquisition shows. This company is building very nicely now.
Well, I've dipped in for a few more at 5.41. Oddly, just after a buy at 5.75. Come on VIP, get a shift on!
Good news regarding the restructuring and setting us up nicely as everything is being put in order. Ultimately the BOD must be looking at being an aquisition target as the consolidation in this sector continues.
Its been a few weeks since the last contract announcement, so we should be in the window for the next news. We were told that the sales pipeline was very robust.
From johnma on other board: Consolidation will start to happen within this sector - Vipera is trading at a fraction compared to its peers. Paysafe shares jump on bid approach 21 July 2017 Business Market trader (file picture) Shares in UK payments company Paysafe jumped 6.8% after it received a £2.9bn takeover approach from a group of private equity firms. Paysafe said a consortium containing Blackstone and CVC Capital Partners had made a 590p-a-share offer. The approach comes amid a wave of takeover activity within the payment processing sector. Earlier this month, Worldpay agreed to be bought by US payment processing giant Vantiv in a deal worth £9.1bn. Danish payment services firm Nets A/S has also been approached by possible buyers. Paysafe was the biggest riser on the FTSE 250. Meanwhile, the benchmark FTSE 100 ended the day down 34.96 points at 7,452.91.
The sell showing at 8.42am today is actually a BUY instigated by myself as a "toe in the water" look at this share !
There always seems to be a drift when its quiet as our shareholder base is not as wide as some. This will change, and on the next decent contract it should gain the critical mass to not drift on low volume. Still under the radar despite the last excellent rns's. We all know this is a cracking share, just need others to find out about it. Best time to build a position though is when it is quiet like this.
I agree the forthcoming changes should produce new business. Overall, it's not clear where the changes could lead. They certainly look significant and must change the playing field significantly for the banks. Whether that will turn out to be beneficial to VIP in the longer term is hard to tell.
Expecting another few contracts announcments soon as the new law changes come into effect shortly and companies will be looking to have everything in place to be compliant. We know we arevahead of the game in this area so would expect a nice few announcements soon. Looking very solid here with great near term growth potential already startimg to happen as shown over the last couple of months.
Previous post posted on advfn by another poster.
PSD2 will change the banking landscape - Vipera is well positioned to capitalise https://www.thetimes.co.uk/article/smile-banking-is-being-forced-out-into-the-great-wide-open-p90cvvslr
We have had two new contracts in the past month or so. We have signed a partneship with an excellent company.. We will be/are making a profit. We have an extremely robust sales pipeline. We have numerous growing marketplaces for our services. We have consolidated our operations for more efficiency. We are undervalued on all metrix. Nice point to be at!!
Hopefully, our BoD are less inclined to guild the lily in terms of business achieved. It certainly looks that way.
Vipera is once again the subject of the Stock Watch piece in the DM today. Might give the sp another little shove on Monday.