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The question is what would that be worth? £10m, £20m? Even £10m would be more than double the market cap. Just shows how under valued the company is.

Just need another 140p in the next 10 weeks and cpi will be in the ftse250.

Yeah, not long now.

I have been doing a quick review of SNX as it has been a poor 6 months in regards to the share price.

Nothing has changed. The company is still doing well. No bad news released. CFO position filled. Contracts have still been coming in. On target for the forecasts. Hopefully a nice casino big contract will land in the next few months.

Basically the company had a very good run last year and the share price has gone into a consolidation period for the last 6 months. What I am seeing in the charts is a trading range that is getting smaller and smaller which indicates a break out is likely to happen soon. Whether up or down is the question. But with only positive news from the company this year so far, the likely direction is likely to be up. Liquidity is low, so the share price moves can be dramatic and any positive move is likely to produce a constant move for some time as more shares are acquired. Keep an eye out for any volume spikes, which can be an early warning sign.

Dam there is a lot of dribble talk on this board.

ii loading up I reckon. Slowly being walked up. There are a lot of investors underwater still, so take it up slowly, investors sell out at breakeven while the ii's thank you, and take your shares. I do hope this is the play and not a take over, but no one really knows until after the event. Still a long way to go to hit my target and it will take time. But nice to be 61.5% up so far.

The RNS showed nothing amazing, but the fact that the company is doing what it has set out to do.

£185m of cost savings and on target to do £250m by the end of the year. This cost saving will cost the company to do, but the second year it should virtually all be profits. Now look at the current market cap, just £293m. So the cost savings are not far off the current market cap. And if they do manage these savings, (and they tell us they are on target to do), then CPI is massively under valued atm. Yes, the revenues have dropped, but that is also part of the plan of cost savings. Lets be honest, who cares if revenues are reduced, because companies are not valued on revenues, but profits. So get the profit margin up to 5-8% and the company will make many millions because the revenues are still very high.

Ofc there are always risks, and the company has been a serial disappointer, but that has been with the old BOD. Today CPI has a hard hitter who knows what he is doing. Never a guarantee, but CPI can still be a 10 bagger imo from this price.

I have not commented here since March, doesn't mean that I have sold though. Have you thought of getting a life? Or posting a post that is even worth reading?

Just seen that. A few other chunky trades went through too, though not as big as that. Only worry is the sp lost it's gain for the day. It is not a round figure either, so looks like a pi may have sold who had bought around the £1 level. But who knows, it could still of been a buy.

When a larger order is placed, it may take time to fill the order and if reportable it may be reported late. So the time of the trade does not match the price at the time and so the program does not know if it is a buy or a sell. As I mentioned, generally if the price goes up on the day by a fair amount it is a buy and vice versa.

CentralCashier- not bad buys, but not huge in terms of pounds. Due to being an illiquid share though, it does not take huge trades to move the share price.

SharkSaber- the trades are buys, there is no doubt about that. It is shown in grey as all the trades as noted by a computer program and it goes purely on the share price at the time. Most of the time you can see if it is a buy or sell purely by the way the share price reacts. In this case the sp has gone up which indicates the trades were a buy.

Once again, 6 months later Judith McKenzie likes SNX and suggests it will likely get a take over. 67 mins into the interview.

https://www.youtube.com/live/gcXD2VcWLGY?si=unYNVj7yAVh12wpo

It is all about American finances and suggesting where to invest in the coming years, basically value stocks and commodities- gold silver copper and rare earth. Avoid the growth stocks of today.

Go read the book, How to listen when the market speaks. Very interesting.

Yep, just a small holding of 225k shares. It's a small punt.

REE is very illiquid, hence hard to buy without moving the price. It will likely need a fund raise as well some time soon. Saying that though, at the current price it may do well and holding rare earth companies will do well into the future. You will likely loose everything with this company or it will be a 10 bagger plus.

Not good one bit. Likely to need to raise £5m+ before they run out in June, and that is not far away. With a market cap of just $7m they need to raise 70% of that. Possible more. So that will likely end up with a dilution of at least 70%. The sp will end up under a penny.

Yep, just tried to buy and can not, but can sell 231k shares.

Lazy analysis.......it was written by AI!

Errrr……I think you might find that elephants can gallop and quite fast tbh. Plenty of examples out there. Just look at RR. 6 bagged.

Yep there are obvious risks in CPI. Just the cost of the up coming NI change will add £20m per year of costs.

But the newish ceo is a hard hitter with plenty of experience. Targeting cost savings of about £250m. That’s more than the market cap. Add in bod buys and this will likely be multiples of current sp in a few years. If the cost cutting doesn’t happen then the sp is doomed especially if it’s consolidated. The company has the revenues though, so it only has to work on its margins.

Problem I see with reits is if the interest rates actually rise. And it doesn’t look promising for interest rates to fall with trump tariffs and increased defence spending, chances are everything is going to get even more expensive. Which Ofc is inflation. And how do they battle inflation? With higher interest rates. Recession coming and likely market crash imo. Let’s just hope that Trump realises he actually doesn’t like bending over for Putin.

Though I’d make a nice profit if a bid came in id rather it didn’t at this price.