Member Info for AIMing_high

yrabs: stop it! i'm still not used to your bullishness...can you ease us in a little more please!

DrM: these deals take time, can't see anything out of KSA this year BF is hard to call...the government seemed so bullish in their public statement...hopefully is was eagerness to get on, rather than a PR stunt

haha...sarcasm or delusion?

i do have a few shares earmarked for a >40p sell...but that's a few years off

a little bit of positive movement into a ratification RNS would do very nicely here.

i'm feeling very happy that there is huge room for upside as the market starts to price in the latest MSCs...as the discount for past sins fades i really think this will fly.

but no rush i guess....could always wait for the actual cash to flow in next year

Win: fair summary. But luckily with these recent contracts that day should come within the next 12 months. Once the money starts flowing in it will be much harder for the market to stay skeptical.

3P: why would a CEO and major shareholder want to spend his own money on a share just to allow some stranger to sell out?

I guess the same reason the moon landing was faked, 911 was an inside job and Gates controls us all through the vaccine.

Must be a tough life seeing the world like that.

5k for PF. Would have liked it to be more. But I guess we don’t know his personal finances.

There’s been talk of regular share purchases for years….not sure I see them ever happening

Good to see. Odd that Tony isn’t involved. But I think that’s a decent start. Hopefully they can continue to add at these levels.
I appreciate that once they buy they can’t really sell them (unlike PIs they’re basically tied in)…but PF has not that many years to retirement so it makes to sense for me that he’d be adding at these levels.

They’ve also stated numerous times that countries go with them because they are zero cost to the airports and ports. WSG pays for the hardware (often) and customers pay for the ongoing security costs (always). So it’s fairly attractive to the slightly more tinpot nations.

And DrM. I don’t know why you pretend to not know why people pretend not to know the economics….it’s a special, less blatant way of trolling a share.

I agree Maccers. I see this stagnating around the current price for the short term. Ratification and/or some sizable tech contracts could push it up a little.

I think the multiples come over next year as the numbers start to flow through. If we have to wait until this time next year then I can live with that….but I do think that we’ll see a rise through 2022. And as has been seen in the past, when this moves it really can fly…let’s just how there are no more raises to kill any SP momentum!!

The bears will pop back when there is a small rise in share price. They always do…to blame the twitterati for spiking it. Amazing coincidence.

Yrabs: you’ve changed! Not sure I like it…it’s unsettling. Next thing we know Foxy will be bright and breezy and Aiming21 will post something intelligible.

I thought it was a decent presentation. Not much new, but did try to answer Qs. Clearly PF doesn’t think ratification is an issue. (He really should stop putting timeframes out that as we keep “holding him to them”!! How unreasonable are we??)

I was really pleased that they still seem to think 21 expectations are achievable…as others has posted I’m skeptical, but anything double figures would be decent as I’d be surprised if the reds added much this year. I do think DRC will throw off some ludicrous cash over the next few years. It really feels like all ducks are in a line. As a medium term hold this could be very rewarding.

I always thought PoW and ToL were basically loss leaders to get the brand out there. But 7 figured from ToL is great. Plus I suspect the Saudis will go weak at the knees for the “same security as the Houses of Parliament and Tower of London”

HB: either they're very likely to hit it, or they're inexplicably talking about a different target. since they gave the target to Arden then it's hard for them to argue that they're talking about a different target....as you say,. why set yourself up for a fall if you don't have to?

i'm also a little confused as to how they can be so confident about 2022....maybe because they know the revenue that they're getting from DRC is very likely to exceed what they've put out there

Google the following "arden wsg"

Cool. i missed you whilst you were gone.

i'm hoping you've timed it well....assuming you can hang on in for another 6 months or so

Foxy: how come you're back and active on the BB? well, a more pertinent question is why were you quiet for so long? did you sell out and have bought back? or just rediscovered the love for WSG?

yrabs: i do agree with most of your post...but comparing H1 revenue with the market cap is a little disingenuous...people tend to look at full year revenue (and even then only when they don't have a decent way to assess the value of a company)

hard to argue with you 2 on this in terms of the past.....but i do think 2022 will be very different (and yes, I've certainly felt like this in the past). The market really feels like it's totally discounting DRC...which is fine by me as it's allowed me to invest more in a seriously derisked company.

finally done....but took a tick up in the offer to allow it. SIPP now full...bring on 2022

we are not a seasonal business...so it's a comparison with the previous half....yes i think it's a little disingenuous, but it written clearly for all to see that it's a big drop year on year.

struggling to buy. (use to broker rather than attitude)