Member Info for 13martyn13

Just topped up too at 93.83p in two deals.
Thought I was onto a winner initially buying at 99p, riding the rise above 130p+ and receiving the 6.3p dividend, but I agree Sisyphus, fund inflows will build going forward.
Half year results in May I think, so not too long for an update.

Very late RNS today, hopefully just a short suspension for AMOI, until the results are audited and released by our new auditors RPG Crouch Chapman LLP.

While not the largest order extension it certainly is appreciated and good to know WPHO are going in the right direction.
Just need the share price to be a little more positive.

I’ve added today with some of this year’s ISA allowance, hopefully this will be the year we get back above the £1 mark for starters.

With ii, divi paid in $ in a SIPP, and in £ in an ISA, as they only allow GBP in an ISA.
Just do an FX conversion in the SIPP, after transaction cost, occasionally I end up with a slightly higher divi.

Don’t usually take up the offer myself, unless I know the price, but have had a go.
My average is 77.3p, held since 2/2/19, so I’ll be happy if I can keep the average at 80p or less, but being eligible for the next dividend swung it for me.

The semi-annual dividends arising on the preference shares in June and December 2022 were paid on their respective due dates. In addition, a payment of 10p per share of arrears of dividend on the group’s preference shares was paid at the end of 2022. Provided that operational performance and cash flows continue at satisfactory levels, the directors continue to plan for the elimination of all arrears of dividend on the preference shares by the end of 2023.
So if all goes well 16p to be paid in total over the next 11 months, 2 x 4.5p & 7p of arrears.

The price has just moved up in the last 20 mins or so, hopefully some movement will get AOM noticed.

I agree, had a listen earlier and love the idea of 1% of the market.
All sounds very positive, added another 45,000.
OBD share price can move very fast when sentiment changes, and signing of a contract with a hospital group could land anytime.
They’re in a much better place to make material progress this year.
In the past I’ve sold just above the £1 mark, and that was when OBD were a lot further away making money, than they are now.

Looking good again this morning, news could drop anytime going by past RNS release times.

Nice to see Paul Hodges is happy to keep buying shares.
Recent buy of 50,000 @ 25.5p increases his total to 1,181,818, representing 1.73%.

Some fairly chunky buys going through today, 25p bid by 4 market makers, and 27.4p just paid.
Now would be a nice time for an RNS to drop announcing another new contract.

Looks like we have a new market maker this morning, five now.
I wonder if it has anything to do with the 18% holding transfer RNS yesterday.
Either way, WPHO could have a very good year with a fair wind.

DGI9 plan to pay 4x1.5p = 6p total for the present year, giving a yield 6% at £1 and around 7% at the present price.
I’ve found some websites don’t show the correct yield until the actual payment has been paid.

Management process automation software provider ActiveOps
AOM
0.00%
is loss making, but revenues are growing, and it is moving towards profitability. ActiveOps provides software that helps to improve the efficiency of back office operations of organisations, particularly in the financial sector. This software is particularly attractive in tougher times when organisations are seeking to control costs.

In the year to March 2022, revenues improved from £20.4 million to £22.9 million, while the underlying loss increased from £400,000 to £900,000. Interim revenues grew by 10%. Annual recurring revenues (ARR) are £20.1 million. The top 40 accounts grew ARR by 19%. Net revenues retention was 104% as existing clients spend more. Net cash is £11 million.

This year, revenues are expected to improve to around £25 million, but there will still be a loss. That is due to investment in sales and product development. However, there should be a minimal cash outflow due to recognition policy of the SaaS-based revenues.

Finance director Paddy Deller is leaving the company, but this should not be a negative. He will leave after a successor is appointed.

This is the riskiest of the five companies I’m backing for 2023, but the cash pile, which is one-fifth of the market capitalisation, and the potential ending of the cash outflow from operations mean that the prospects are good. ActiveOps could breakeven in 2023-24 and, once it passes that point, the profit should start to rise steadily as revenues grow. The valuation is low for a software company with this level of ARR. Buy.

I’m very pleased with this morning’s news, it could’ve ended a lot worse.
Still plenty of risk, but with new money also comes new guidance from the investors, and hopefully Viatris will steer STX on the right path.
Personally think the red sell trades are possibly buys, as the 100,000 at 7.0892p was my buy this morning.
Accrufer is FDA approved.
Works very well.
It has actual sales
And now STX will have 100 persons sales team, additional resources in digital marketing, new access to market, distribution & commercial operations via a shared cost model.
finnCap price target 78p (which we take with a pinch of salt I know).
Don’t think we can underestimate the potential of the Viatris tie up .
$5M within 10 days.
Milestone payment of $7.5M each upon annual sales of $100M, $150M, $200M, $250M.
STX 55% of the revenues, Viatris 45%.
The term is 15 years with an option to extend by 2 years.

Well not the best start to the week, looking like 20p bid price at the open.
Director changes and deals pushed into next year are the culprits.

Finally a bit of movement in the right direction.

Next Thursday is XD 3.5p, Payment 17th January

Settling down nicely this morning, a few buyers and we’re at 19.6p to sell, all bit it with on market maker CNKS, the three others are at 16p.
Roll on 22.5p for break even.