Member Info for BubbaBubbaBubba

People upping stakes won't be long till a takeover

Yea 40p hopefully after that
But I don't wanna be to hopeful it's the AIM after all

Yea keeps going up this week lots of buys

Probably a market maker sweeping up a big sellers shares

The way I value companies is how much would I pay for it and If I walked into the boardroom in chennai and offered the enterprise value I would be laughed out off the board room.

I simply don't understand why this is trading at a steep discount to its book value surely it should be the opposite makes zero sense

This is probably a value trap but you will probably have to wait around to find out

Impossible to predict the bottom on AIM stocks from past experience as most are very illiquid and the spread is huge
One big seller can torpedo the stock to ridiculously low levels
TA isn't useless but it's definitely less effect than buying the dip in my personal opinion
And as you have seen with Iomart one bad update can send the share price plummeting 30%

This is a bargain as long as cash flow is in line with last year
Worth 350m plus easily
I'm telling you like I told the guy before this is gonna get bought by a private equity company or another cloud provider
Trading at an significant discount to its intrinsic value I'd buy shares and wait for 6 months report to come out then buy more

Not sure the logic in that surely you would just take the compensation if you were fired haha

Yea the only reason insiders buy shares cos they think its cheap or for tax reasons
Its a buy but be careful on the AIM its a minefield

yea i think so but need to see results or this will head lower
I Still think this goes private

This is fat

Might buy into this now only problem is economic moat

Hopefully they find a diamond in the rough with one of their acquisitions

Still think the whole company is worth 400 million quid so maybe a takeover target themselves but probably operating in the wrong industry

Need china to get a grip on the market
The rain in Indonesia doesn't help

I was gonna buy this 3 months back but didn't due to other positions
Economic Moat is a major problem here because there isn't one
A Right place right time stock
Mr Market on the AIM is ruthless when it comes to bad results he destroys market caps left right and centre
It doesn't help when the AIM is basically a casino
Id sell and move on to better things - plenty of other great companies out there just got to look deeper and past covid related companies

Amazing tbf can't fault it
It's good their doing an investor presentation
No dividend which is annoying
But I guess the cash is needed for the high coal prices

The price of coal is worrying....
I hope Opg have gone to a local source

I was reading about chennai the other day and all power plants are lacking in coal even gone missing on one

OPG may have gone to Coal india as they have delivered 20% more coal than usual

Very alarming would like to see an update the only problem with the AIM is their isn't quarterly updates like in the US

Has that been announced?

Just gotta wait and see
Unsure who buys in 10 share lots? Is it market makers?

Got hit 7% maybe people taking gains but defiantly a buy

Got hit 10% no love for great stocks in this market