Member Info for beaverburger

Robust numbers - should see some upwards momentum from here on in....

Have just sold out - has been a good investment having bought @ 23p. Could be a very choppy Q4 for the markets so taking profits. GLA.

A very reasonable set of numbers although cost of sales looks a tad excessive relative to revenue growth.

Airlines were hit yesterday due to the rise in the price of oil as a result of the stuff going on in Iraq. The lawsuit result has been out for a couple of weeks.

Thankfully not. It is more likely to be a lack of news/updates over the last few months given that last year they issued regular updates about contract wins etc.

of the firm traded in two tranches....

In the UK they are coming up against increasingly niche players who will continue to chip away at local revenues. The challenge for ASOS is international and that is where they are putting all their investment focus - they don't see the UK as their core market in 5 years time. The inflated p/e is a reflection of the size of the prize offshore. If they stumble internationally then the share price will fall very rapidly.

Someone's taking a walk..

Tx - long story etc :)>

Busy couple of days...for a change. Good to see that buyers are still coming in.

Higher than average turnover of shares today....

Offloading although still own 27%+.

I agree - as long as there is evidence that the sales effort is underway and the pipeline is starting to build then we are in good shape. We could be pleasantly surprised too...

Ouch! Good revenue number but very curious about the write downs which seems to have clouded the view.

The quietest bb on LSE? Reasonable annual report with some good progress on revenue growth although costs are not far behind in terms of growth either. Will hold (in @ 60p) as long as growth in sites and revenues continue.

Looks like The Small Cap File got it right. '...profit will be very much lower (we think in the range of £250-350k as opposed to £1.4m for the corresponding period in 2013)...The company also looks like it will continue to pay a reasonable dividend given the cash on hand. All this is therefore pointing towards a reappraisal of what is a sound business with excellent future prospects as oil companies begin to appreciate the benefits of using what is highly accurate and telling data...providing ample opportunity for investors to buy into a profitable and growing business at a reduced price.'

Top up time. Bad news was already out there so today's drop is a buying opportunity.

Flat profit, challenging outlook, increased costs in the pipeline for sales revamp, office move etc. I have held this for a number of years and have seen through some tough times. A P/E of 15 or thereabouts, especially for a retail business in a very tough sector, is fair and thus so is a 410-420p price. Cannot see it going much further unless there is a big uptick in online revenues later on in the year.

http://www.thesmallcapfile.co.uk/utmeleven-for-2014/. Looks like DTG has done well for them so far showing 17% rise.

Looks like an institutional investor shipping out some stock. Could be Invesco reducing their stake now that Neil Woodford has gone walkabout.