Member Info for bigsmoke

Signs of life!

respectfully, i disagree re cheap.

"Make no mistake, there is not enough information in the last update to make a definitive judgement - all we know is that the company expects sales to be flat or lower and profits to be in line with 2020 - but we don't know if they where behind or in front at the time of reporting as they didn't say - it was all about pipeline, not real figures for revenue and cost reality."

We have the ARR - solid T/O figures as foundation. We have the margin and the business mix to read across. Bottom line profit would mean we exit with at least £20M cash... and £35M m/c ?? BOnkers.

And this isn’t cheap?

30,000 dumped.

two more stools off starboard bow

looking forward to those tests getting on market. need the rapid system GDR has on offer.

some optomistic folk here, indeed.

next week then?

thanks. although many things say buy, including chart - it is the finances that make this one compelling. With 2021 ARR of £30M and a 75% ish margin, £100M+ pipe, £12M cash, next to no debt, and USP in international market - the m/c is crazy.

5,000 @ 66.2.
i am sure i might live to regret it.

:)

"I suppose it could get worse if the MMs started cancelling posts from earlier in the week."
LOL

thanks for the clarity.

they prob can hold it here, but one would have thought it would be in their interest to raise the ask.

yrabs - don't work in a library. ....

2021........ ?
2020 - 16 July
2019 - 09 July
2018 - 14 August

is the UT has not been marketing us up or down.

according to Zoopla ads, you do.
plus, i live in my house, i do not live in my shares.

say you are in a bus from Norwich to London and the driver says we have to detour to Margate, do you jump off the bus?

millions?
but yes, it was a nonsense statement from old C

?
You can do better, because you know better