Member Info for BodRuncie

One reason for the recent drop appears to be Dallo. Selling down. He had a fairly hefty stake at one point, but now down to below 3%. He was a staunch supporter of enet and put a lot of money in at higher prices so this can't be easy for him.

Swazers, I'm not sure why you are acting like this is some big scoop. Aandi has been very open about who he is. I've been following him for years on twitter.

This is more than just a punt from Ive and Brown. They know what is coming down the pipeline for the next set of results and they are filling their boots at these prices. I like it.

Linista increased their holdings from 8.4% to 9.7%, despite the dilution from the placing.

But the Korkmaz holding RNS is slightly confusing. Didn't take part in the placing, so number of shares stays the same, but % holding is diluted from 71% down to 67%. However, their RNS makes it look like they increased their stake from below 3% to 67%.

Considering how well-run Sys Group have been over the past couple of years, that isn't really reflected in the share price or enthusiasm for the stock.

There are no indications that Zeus had any reason for wanting to leave, so I'd agree with your analysis, Rivaldo, that this is a sign of a management team that are very keen to grow and want more time in the spotlight.

Order filled now, d'you reckon?

:)

A very well run company, I have faith in the board and direction of the company.

Accesso's offerings have great potential to grow in demand from new customers and also to provide continuing custom from current clients.

Another weapon in CNIC's armoury, to provide complete webhosting services.

Forward thinking from the board's strategy to position CNIC as central to domain hosting.

The "business" side of the business has been well-run for a while now, even through the suspension. It's the HR and internal corporate accountability that had the problem.

This share is still worth more than 30p, esp. with divi coming soon.

*decent-ish

So the seller is a NED, selling 10% of their company's holding after a big rise to fund another investment, which is fine.

But I wonder how much co-ordination there was with the share buy-back scheme keeping the price inflated for a major shareholder (12%) while they sold-out a big chunk...? The timing is certainly convenient.

A couple have put in a decenitish amount of money, but what's up with Judy Happe and John Burns slinging in about £500 each!?

Go hard or go home, eh?

RNS doesn't say whether it's an employee plan or scheme.

I've been holding here for a while, and first bought in at a much higher price, having been invested in PYC before that.

I bought a big chunk (for me) at 11p recently and top sliced some at 15p, but still hold most of them, and holding at a slight loss. In hindsight I would have etc etc etc...

But if this drops below 11p placing price, I'll be buying again. Otherwise, I have enough for now. The long-term future of the company's IP is superb. It just depends what happens to the shareholders in the meantime.

Nico is a very canny investor. If he is putting a chunk of change into a company, you can be certain he's done his dd and expects it to go up.

I don't care if he flips for a 50% proft, good luck to him.

Open Offer to bog standard PIs is cut back from £0.5m to £0.3m, despite being oversubscribed, in order to give more shares to existing big holders.

Will we expect to see a TR1 from Adam or Nicholas Slater in the next day or two?

Good spot on the numbers there.

That's a huge amount of downward pressure now relieved :)

That's a very balanced approach, Rhubarb. I like it.

Sensible, well-articulated and business-orientated. It puts the business on a sounder footing moving forward.

Is that the sound of Mark White exiting TNT!?

If something looks too good to be true then it probably is.

The problem with TNT's funding, and what Duke is being quiet about, is that it won't be at £12.50 a share. What kind of investor would ever put money into the company at 5x the current market price?

Most likely, it'll be the same deal as the last round of funding. Duke was pumping the last funding round as being at £5. So why isn't the share price £5? Because those £5 shares also come with 2 warrants at 50p each. Meaning investors get 3 shares for £6, or £2 a share. That's why the share price is/was hovering around the £2 mark, plus a little added froth for all the social media ramping.

The £12.50 funding will be a similar deal. Maybe a Headline of £12.50 per share, but 5 free warrants. Or £10 a share and 5 warrants at 50p each. You see how this goes.

For anyone invested in TNT, or thinking of putting money in to follow the herd, have a read of how the last round of funding was conducted.

If it looks to good to be true, it probably is...

In the short-term, I'd rather YU spend their cash grabbing market share and swallowing up failing competitors.

Dividends can come later.