Member Info for Bobsto12

Never too sure about automatic stop losses especially in highly volatile shares. You can simply end up crystallising paper losses. Far better to properly research your investments and make rational decisions. If you stay diversified there is no pressure to panic sell.
As the saying goes, markets don't react, they overreact.

If they managed to refinance last year at pretty good rates in the midst of all the mayhem they are certainly not going to have a problem in 2024. License fee revenue, the key metric grew but the company's business has always been managing mid to late life cycle low or even negative growth products and squeezing profit out of them with economies of scale.

Given that the orginal damages awarded by a court were $172m this is further good news. No further hindrance to selling the products involved or royalties to be paid.
Presumably this will make the share price fall as per normal?

The last thing the company needs is a show pony CEO.

Yes licensing revenue is they key and it turned around dramatically, not that it did the share price any good. Plenty of near bankrupt companies in the FTSE go flying up at the first wiff of any good news. The contrast with MF is surreal now.

I just think if idiots want to sell at these prices then let them. Pointless getting annoyed about it.

Its pathetic. Sellers must be utterly clueless.

Whatever the reason it is a complete farce. There are companies that are at severe risk of bankruptcy thanks to covid that are more positively treated.

The key metric is the recovery in license fee revenue. Maintenance revenue flows in from new licenses in future periods. Whoever is marking the shares down just doesn't get it.

I would add 8.8c div per share implies final expected div of 17.6c a 14% increase whilst still conservative in the light of the epic amounts of cash this company is throwing off. The market will probably ignore the good news as previously but the share price will eventually reflect reality i have no doubt.

Give the guy a chance. Murdoch has the business side of things under control so the company needs someone to drive finishing off the system integration projects right now. Unlike many turnaround stories there are no dodgy accounting issues to be dealt with either, the company has always played it straight with the figures. Whether or not it was his fault things went wrong under the previous FD who was a Mr IT whizz, things might improve.

Share price slowly climbing the usual wall of worry as they say.

Every time I see the name Gladstone it conjures up images of Sid James as Gladstone Screwer.

Maybe they should bring back Mike Phillips ? CFO during previous successful period when he obvs worked well with Murdoch.

I think we all know how this plays out by now. Initial accurate reaction to the good news is followed by unexplained drop which then leads to the price heading up gradually as institutions get interested.

iI the share price doesn't double in the next year that is undoubtedly what will happen.

For long term investors deciding whether to add to their holdings the key metric is the generation of new license fee revenue which was excellent and will drive the share price up. Its not often you get the opportunity to invest at such a low price whilst in possession of the published facts which is what the market is now presenting.

Yes but on the plus side with this share you can wait until the figures have actually been published before deciding to invest as at some point during the day any gains will vanish giving you a slam dunker. Three cheers for the most loony tunes volatile share I have ever owned.

It was in fact excellent news because the license fee revenue decline that spooked investors last year stopped entirely and it actually grew 10%. License sales lead to maintenance contracts. I've added a few in the almost certain expectation of a re rating.

The failure once again to schedule a date for the trading statement is deeply irritating. It makes people nervous. Just saying.