Member Info for AAVanMan

If someone needs income from dividends, they should consider investing in something like VHYL, a high-quality global dividend ETF, along with some allocation to bonds or infrastructure assets such as INPP, which offer more stable and predictable cash flows. We are sympathetic that you have made the wrong choice, and we can get through this period of underperformance with AET.

With AET, Quiggers52 is right... buybacks aren't the answer at this stage. We need to prioritise using available cash to ramp up production and reduce costs even more. That said, buybacks can play a role in facilitating the orderly exit of large holders, which might otherwise create selling pressure. But fundamentally, the focus should remain on reinvestment and operational growth.

I have added some today. Think everyone is being bearish and there are few bulls.

The recent performance has been disappointing, but it is important to recognise that this is not a market wide issue. It is sector specific. We are in the tech sector, particularly in SaaS, and what we are seeing is a rotation of capital out of high quality UK and European names like GAMA and HGT and back into US tech, driven largely by FOMO around the perceived US recovery.

However, this dislocation presents opportunity. I have taken advantage of the weakness to add to my position in GAMA. The company remains a high quality compounder with strong fundamentals, consistent growth in recurring revenues, and a robust balance sheet. Its focus on mission critical software and high customer retention underpins long term value creation. Once the current macro driven rotation stabilises, I believe GAMA is well positioned to rerate.

What do others think of the Starface website? https://starface.com/en/ I don't think as a company they overpaid. Growth at GAMA is somewhat priced in, but not Starface is able to accelerate growth and it feels like with GAMA could be the case. Wounder if the big players in Germany have similar products and how good they are.

Down today but but I suspect multiple expansion will follow when the coin drops. . Until then, it’s Friday, the sun’s out—time for a pint ☀️🍻.

Economy Minister Katherina Reiche on Friday (today) called for her country to take more risks and speed up investment into infrastructure. "The next decade will be the decade of infrastructure investments in bridges, in energy infrastructure, in storage, in maritime infrastructure... telecommunication. And for this, we need speed. We need speed and investments, and we need private capital," Reiche told CNBC's Annette Weisbach on the sidelines of the Tegernsee summit.

New to this stock. KNOS shows short-term pressure (-4.4% rev, -15.6% APBT) but maintains long-term strengths for turnaround potential. With shorts declining and results due soon I wonder if this has past bottom of a multi year decline. Some of you have picked some up very cheap and are you still in for potentially a reversal? I am also invested in GAMA I see as similar but less growth.

Stamp duty is now payable, so thats good enough for me to know active funds will be buying and imminently the index. With GAMA’s recurring revenue growing at ~12% CAGR and EBITDA margins expanding to ~21%, a re-rate to 20x EBITDA (vs. current ~18x) could push shares to £15+ (20% upside). Am I being realistic here?