Thanks mate for sharing the details. I concur Mkt is seriously underestimating the potential.
I would not be surprised if one fine morning we receive a Bid for 12 pounds, I think BID needs to be max price paid in last 1 year not sure how covid plays to it. As we had our highs around 6 pounds for last 12 months.
Patience will be rewarded dearly, I am not aware of any other company that is so undervalued.
Great thanks, this means we are growing in all spaces.
We are a Business that generates a Hell of a Cash. 1.3 Billion even in bad times, we have a Cash conversion ratio of 1.3 if the Revenue grows so does our Cash pot. I am assuming that will be good for the Shareholders. Also we may be able to pay any debt not needed to be paid till 2024 soon.
I agree something is at play over here. Not sure if the Shorts being closing or a Bigger play. My bet is on a bigger play over here. At 2 Billion - this is no Brainer . We should be having a Mkt cap of at-least - 5-8 Billion pounds.
All European and other Countries will be pushing for growth, Organisations will go full speed to achieve growth. Digital transformation is at Front and Center of it. MCRO is well placed to reap the benefit both from Cloud expansion or On-Prem or Hybrid cloud.
I am hoping the SP starts trading pre-pandemic levels in next 3-4 months. The only risk I see if any Private equity or Big cloud provider want's to take us out cheap as we have 40K customers and they can get a lot from pour Portfolio both products and customers.
I agree till the time we are not in 10 pounds, we are covering lost territory. We all know that MCRO has got solid fundamentals and with Dividend reinstatement it will be a Great income stock in Qtrs to come.
GS analyst have a Target price 600 p ++, all analyst have habit of coming low.
To sell or Not to Sell is purely individual choice. Mine are either tucked in ISA or Pension and I have 99% of my portfolio loaded with it. I know the Golden rules of Investing but I have full faith and my earliest target is 2022 for 10% of my holding, remaining I am going to touch till 2025.
GL ALL. Hardest part is when to sell. I have always made mistakes by selling to early.