Member Info for Atmos

Got me stumped too, had these for some time now and the price goes up and down without any +/- news. Holding now because I still feel they are way undervalued. I see Nanopore are taking early orders for their USB - DNA device, available in December. This kind of news should see the price move up but IPO are crap at self advertising.

The board didn't think Richards was up to the job but the major investors have had him re-instated, perhaps to steady the ship till new blood is found? God knows what the hell is happening behind the scenes but Wand needs to issue a trading statement so the rest of us poor mugs can determine the state of play for ourselves.

Canada Pension Plan have increased their stake in Pets from 4% to 10% since June. I doubt the professional investment team at CPP are idiots although they are probably looking at growth over a longer term than we are, still, my moneys with them.

Cannot believe that David Richards, the face of Wandisco, would step down just when they're at the cusp of making money. Certainly smells fishy.

Very similar to my post last Friday arsenal58, this looks way undervalued when compared to JD Sports with a PE of 28!

Look at JD Sports, SP is 1440 with a PE of 28 and half the profits of SPD while both companies have a similar NAV. MA doesn't give in easily, the press may not like him but does the City really mind as long as he's making money?

With its proven cloud migration technology and American patents Wand's a very small fish alongside Amazon, Microsoft, Oracle and IBM all offering cloud storage to a fast growing market. If a takeover is likely what value do the board place on the company given its potential over the coming years and that any of these big fish wouldn't bat an eye at twice the current share value.

With current market cap at 5Bn and PBT at 680m this stock is well undervalued

...in foot. Like a lot of remain campaigners, i.e. Mark Carney, Thomas could not help making remarks about the potential uncertain impact on the UK economy by Brexit instead of allowing the figures to speak for themselves. Lets hope he gets shot down at next AGM.

If Ofcom remain in line with EU regulation then nothings changed. However, without EU regulation DC will be able to make more money, ie. roaming charges. Either way, and given today's results, the share price should be moving north soon, IMO.

Some good potential although PBT and EPS are significantly down. Just bracing for Brexit now, as retail and property looking at a possible hammering this could go either way. GLA

..again, heavy manipulation on trades

NAVPS currently 143

Guesstimations right, that's not going to happen. I still feel there will be a bounce in the mid term but the share price will remain shockingly low to where it was yesterday.

Is this bad news, yes, is it the only product Circ have, no, is it the end of the company, far from it. To loose over 60% value based on one set of results shows just how jittery the market truly is. Whatever Thursdays outcome there has to be at least a 20-30% increase on the cards here.

Just had a look at the trades for May and the buys (780k) outstrip the sells (350k) over 2:1 while the price drops from 210 to 170 over the same period. Meanwhile there is some good news: http://www.wandisco.com/news/wandisco-unveils-results-competitive-evaluation-cloudera-bdr

Back to where we were before the IBM announcement, large drop on small trading volume. MM's playing this?

Particularly like the increase in club membership for customer loyalty and the FY17 plans for more vets & grooming. A good solid set of results that should see this climb towards the broker ratings.

Thanks bwkiss for the detailed info, its always good to get first hand knowledge. The broker ratings in the FT have MKT between 237 to 343 over the next 12 months supporting your theory that its a long term hold, perhaps one for the SIPP. http://markets.ft.com/research/Markets/Tearsheets/Forecasts?s=MKT:LSE

Bought this at 181 thinking it looked pretty solid on paper, debt increased last year but debt to capital ratio fell while EPS increased. They've expanded again this year but their investments appear sound and they have the backing of the LA, planning permission etc, so whats going on?