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cheap as chips if marketplace ok
Link was removed - if you google wexboy ( a well recognised value blogger) you will be able to read his analysis on Zamano. It is very detailed and bullish (25c price target). Worth a read for those interested in the company.
Anyone looking for an in-depth analysis: http://wexboy.wordpress.com/2014/05/18/zoom-zoom-zamano/
but why?
yep I was tempted in that bizarre glitch down to 5p on what seemed nothing at all...but decided just to let by loss ride ...with gbo on a prospective pe of possibly as low as 5 (perhaps even lower cash adj) and less than 10*run rate fcf (the absence of cashflow being the main beef it seems), why buy anything else in tech lol? ...pls check calcs, of course; may be wildly inaccurate ...no advice intended
Lack of info on the company makes this a hard call but I may stick a few more quid in hoping for some momentum! The low volume and large spread don't inspire me though.
who knows? if the space is ok, the multiples are mouthwatering
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fickle enough to follow decent buys in with tiny top up @8.72p
don't fight the tape...so I'll Jolly wait & see lol ...big fish fleeing...shark about???
Yeah mate. Took me ages to get to bushveld haha! ;)
* lack Ok that's it time for bed!
Did you start working the Alphabet backwards on AIM ?;-)
* we're Bloody autocorrect an flack of sleep haha
I kind of forgot about this stock but, having taken a look at it now, the SP is low IMO Pros - the company's revenue is ABOVE its MCAP. - it has a P/E ratio less than 4, despite the sector it's in - the share price has risen from 3p to 10p YTD yet not at all since April really, after a massive re-rate from the astonishingly good Final Results for 2012 - profit margins have increased a lot and is increasing! - to have such a low P/E ratio despite all these good points would suggest lots of debt and yet this company has paid their debt off and the cash pile is increasing Cons - regulation of the industry threatens Zamano, as you can see if you scroll down through the interim results! - the news flow seems rather poor and I feel that's the reason this company is undervalued - a worsening situation in Ireland and USA Conclusion The worsening situation in Ireland and the USA has been largely counteracted by an incredibly strong performance in the UK. Realising how dependent the company is on the UK and how it'd be near impossible to maintain such fast growth here in Britain the company is now geographically diversifying into 6 new territories by the end of the year - Australia and countries in Eastern Europe. In the worst case scenario where Zamano business ceases to exist in Ireland and USA and ignoring the diversification of the company (and therefore it's risks), we're left just with the UK. Based on the H1 results and converting it into sterling, UK revenue for 2013 ought to be a shade over £10m ( = the current MCAP) with UK gross profits around £2.6m. Therefore making Zamano look undervalued based on its UK operation alone. So once you factor in the improved profit margins, the new territories were entering, no debt, no threat of share dilutions etc it really is quite remarkable the MCAP is this low! The interims showed us what a risky industry Zamano operate in. Yet, at this MCAP, I think there is very little risk for those investing into the company now. A re-rate is due and the final results RNS will be the catalyst based on the fundamentals alone, and especially if you believe - like I do - that the company is good hands with a board who realise the risks involved and have therefore taken steps to manage them. In March 2014, when the 2013 final results are announced, I'm expecting the SP to rise to 15p at the very least.
I was getting Jolly excitable lol
that was a cross trade at 11.5 in 200,650
decent trade just now ...no advice intended
well no time like the present!! I have been building a position here since early summer and bought my most recent tranche at 11.25 on Tuesday. Starting to look like a great story as you said- debt free, new geographic reach, depressed trading multiples... Messagehero soft launch was yesterday so will be interesting to see what the take up on that was over the next month or so-pretty sure the full launch is December some time. Broker reports have to be on the horizon soon to bring coverage to market
This company had a lot of debt, it's now debt free, making tons of money and is therefore very undervalued, and it's in a growing sector. So I have already decided that I want to buy into this share, and now it's just about the timing. So, I was wondering, what do people expect this share to do over the next month or so?
got the presentation from the investor meeting if anyone has any interest? if so send me on your email address and will send it over
ready to burst forward like the cork out of a champers bottle ...opinion only/no advice intended!!
Am new to this board so thought i'd say hi..... Unable to make the meeting tomorrow but would be great if people could post some feedback if they make it- cheers
Investor day at the Shelbourne Hotel tomorrow, 6pm. CEO Pat Landy there for Q+A. Coincides nicely with the launch of Messagehero