Member Info for Atmos

with little news since June its time the CEO stopped stepping backwards and stepped up to the microphone

Just got my Touchstone x 2.2 shares back, lets hope its been worth the wait. I traded the 140 - 180 swing here last year and was hoping to do something similar when the takeover talk started, any forecasts

When your peers are all rising and your going the other way somethings wrong, just wish we had some clarification what it is. There doesn't appear to be any major shorts or selling and our balance sheets a lot healthier than most so it doesn't add up.

somethings gone seriously wrong with investment for Fortuna? Lowest position ever, while ENQ & PMO have hardly moved despite their overwhelming debt, any ideas

Thanks for the update Cadburyhill, I guess that production issues are easier to fix. Given the current liquidity here a little good news would light the blue touch paper, I'm about 30% down at the minute but that's small fry considering the potential.

Anyone know if it was it a problem with the product or the production methods? With the tangible asset value per share around 16p this is well oversold.

I agree that news has been restricted and that the share price could motor a lot higher but that SP movement will be performance based as opposed to the eventual size of the company. I think risk here and at Touchstone is marginal given that both are trading close to NAV when historically they have been at a decent premium, I guess I'm just looking for like minded confirmation before I average up.

Anyone else think that considering the basket of companies IPO are invested in there has been very little news these last few months? Its difficult to estimate where the SP may go after the takeover without more info. It may be in their interest to suppress news until the dust settles or perhaps there isn't anything happening at all, any thoughts?

I was thinking of SPD myself Smokey, sold out too early there and not looking to do the same again. The price hasn't been this low for 3 years and they are financially better off now so I don't see this going into panic mode but I take your point and while its in KGF's interest to keep the price low I doubt we will see much good news over the next couple of months.

You've got the right of this Mulder, scam it may be but with PE at 10.7 and Book Value 0.95 this is an undervalued stock that will bounce back IMO. The only question I see is when to buy (or average down in my case) as previous resistance has been around 288 but this buyback scheme is set to run till December, so where's the bottom?

I too am puzzled at the early transfer of shares to Escrow when the CMA are not making a decision on a phase 2 investigation till Oct 24th.

So they've lost 5% to a competitor and the other 5% is wrapped up in Carillion (most likely) its still a strong company that's already been hammered on the prospect of reduced revenue. A great buying opportunity for the long term investor IMO

For most companies the relationship between the SP and the fundamentals are easily read, the company does well and the SP goes up, yet here we have the opposite effect. The fear of what might happen due to Brexit has become a self fulfilling prophecy except it hasn't happened and the board appear to buy into this by adding principal risks (namely Brexit) to the latest RNS but not the figures that show increased revenue, profit etc. I notice that there are no shorts here so either the outlooks not as bad as the SP suggests or were already at the bottom.

The last valuation I saw for Nanopore in May was £1.55B, so our 20% stake would be £310m or a third of our current mcap. My worry is how many tech companies, including Illumina, are working on a hand held sequencer. Nanopore will need another large injection of funding later this year that I doubt we can afford, they need to go public sooner rather than later.

Agree, but I can say similar for half my portfolio. T.May opened a black hole that's creating some opportunities, just need to find the bottom(s), which is about where we are now IMO

The share price of both companies is being eroded by these prolonged negotiations. We have been on a downward spiral since Circassia and the board has done nothing to restore the markets faith, not that IPO is much better but at least the share price heads north now and again. Just get on with it.

I too have a wide portfolio, with some real stinkers at the moment, and feel about as knowledgeable as next doors cat at times. I agree we should be helping each other but its difficult to know who to believe as there's so many rampers about, this bb's one of the better ones.

Hi Ronjoe, I use a few sites and find anomalies on all of them and although I like LS East for the watchlists I find the accuracy of data here particularly poor. I read the Jeffries report for Touchstone a few weeks ago and it was really in depth and I don't know why its not shown here, perhaps they don't subscribe to this site? I too have been in and out of IPO for over a year now and have used the recent price to average down, although I now own a much bigger stake than I'd like. Obviously I would love the price to return to 220 but it depends how the market views the takeover (inevitable?) as nothing seems to be straightforward at the moment.

I know what you mean, these news statements are never straightforward. It looks like a CFD contract, ie short, that must have been closed judging by the price increase.

Just came across this article about RPC, apparently investors are sceptical about the figures due to the M&A activity of the company. Doesn't make sense to me, RPC is big enough and been around long enough to keep its books in order but we might need a further trading statement to reinforce the last set of results. http://www.cityam.com/266151/rpc-groups-annual-profit-doubled-but-shares-just-tumbled