Member Info for CHEQUEMATE

Not invested here, but those who are may find the following interesting from todays Daily Mail. Hope link works. http://www.dailymail.co.uk/money/investing/article-4913274/MIDAS-SHARE-TIPS-banks-retreat-s-good-news-1pm.html I expect the share price to rise tomorrow due to the above. I will do some research before I decide. Good luck Regards CM

A number of RNS recently mentioning holdings in company. Am I the only one finding it difficult to understand these RNSs?. They never seem clear to me. I tend to look at resulting situation and position of previous notification to give me half a chance but I could be well wide of the mark. Could they not simply say such and such has increased/decreased their holdings in company X?. Probably not, they don't want us private investors to get too knowledgeable perhaps. Anyone got a clearer view?. Good to hear from you AWBOB. Retrace could simply be some of the froth being blown off the market re smaller caps that have grown nicely over the year. It seems to be quite general, well, in my holdings at any rate (down to 3 at present). Good luck all Regards CM

Share price continues to fall back. I am comparing this to RSW which was another company I was considering investing in at the same time and the graphs look very similar, so it may not be the company rather than the sector. As BJ posted on 22 August, this should be a good LONG term investment. September is the worst month generally for investments so maybe things will pick up in the near future. Reading the last trading update I can't see anything obvious to drive the price down. Maybe the market has been thinking BOY is overvalued and taking some of the value out of it. Well they can stop now thank you. Any thoughts anyone Regards CM

Good evening BT, good to hear from you and know you are still here. When haven't you been?!. Checking shorttracker web site I can see no one shorting GBG at present, at least above 0.5% which is the disclosure rate; although data can be several days behind. Of course there may be multiple shorters at less than that rate. There should be a pre close trading update sometime around the 20 October looking at the past couple of years with the half yearly report coming out around a month later. So, I don't expect anything imminently. Who knows whether there will be a RNS issued before then. Looking at the financial forecast from digitallook.com for GBG for year ending 31 March 2018, they are suggesting revenue of £115.8m increased from £87.49m , pre tax profit of £20.74m increased from £10.08m (more than double). I do see there is manipulation in the market; always has been and always will be. The folk doing the manipulation care not a jot about any of the private investors and only have their own welfare at heart (do they have a heart?!). There may be more pain in the immediate future before there is a turnaround, which may lead to a buying opportunity, but such occasions are so hard to judge. Must finish, so tired. I wish you well BT with all that is going on. Regards my friend CM

Only that GBG goes through these silly spells from time to time as Bigtosh and I know all too well. Also it is September when the stock market is notoriously poor for most stocks. Nothing obviously wrong, never has been. Frustrating all the same. We have to try and sit things out I guess. Regards CM

Not invested here, but came across thisin todays stockopedia small cap report. Looks interesting. Need to do some more research before coming to any firm conclusion, especially after a near 20% rise in one day. http://www.stockopedia.com/content/small-cap-value-report-mon-18-sep-2017-ipx-fif-spo-vlty-219718/?page=1#comments Richtips - you are absolutely right about good companies very often have quiet boards. Good luck all, hope the link works CM

I see the recent retrace in the share price as being the result of the possibility of an interest rate rise in the near future. This has affected a great number of companies in the FTSE100 and other indicies. Overseas earnings reported in $s and then converted in £s will be lower due to the exchange rate altering. This is natural. CM

What does "historic customer base reshape" mean?. That it has lost some of its' older customers?. Don't know. In my opinion the results were a disappointment on first very quick glance before setting off for work. May be worth holding on for the dividend, which taken with the last payout may just about bring me back to even stevens. As for a takeover, well, yes, I know that argument and the Naked Trader, Robbie Burns has mentioned it. But, IF it comes, we may have to wait a long time. Hmm, I'm not going to add to my holding and will await developments. At least it closed well above its' lows. Regards CM

Good evening Bigtosh, good evening all. Well, it's been mighty quiet on this board for almost a month. I'm still here, sitting quietly with GBG. Not a great deal has happened. However, I have just had another look at the statement made by the company on 25 July, which reads very positively from the AGM and see nothing to be concerned about. "In terms of international activities, we remain focussed on serving our customers globally. Today, a growing amount of GBG's revenue comes from our international customer base. We have an enviable global data reach, through access to over 400 datasets operated through a network of more than 200 data partners. In addition, we have in excess of 150 active fraud solutions deployed in around 50 countries. Our activities and innovations continue to reap rewards through new business wins, as demonstrated by the addition in the first quarter of the year of six new financial institutions in China investing in our application fraud detection solution. This brings the number of Chinese financial services customers to 46. Our achievements and performance have also been recognised by a number of industry and sector bodies. We were particularly pleased that GBG won 'Best Performing Company' for Security & Infrastructure Software at this year's Megabuyte Quoted25 awards. Not only is this a fantastic achievement in itself, it also marks the third year running that we've secured both a top ten slot in Megabuyte's Quoted25 overall rankings and the highest score in the Security & Infrastructure Software subcategory (http://www.megabuyte-awards.com). Our strong performance in the year to 31 March 2017, along with confidence in our future prospects, means that we can maintain our progressive dividend policy this year. We are submitting for shareholder approval at today's AGM a proposed final dividend of 2.35p per share. This represents a 13% increase on last year. Our successes put us in a strong position, and we want to make sure we continue on this path in future. The Board is committed to delivering sustainable growth and building value for our stakeholders. We believe it is important to be responsive to the increasing global demand for identity data intelligence - which we are doing both through acquisition and investment in product development. The Board reports that trading is progressing in line with management expectations." I would like to have seen a higher dividend but any dividend is welcome. I could almost be tempted to increase my holding here. On other matters BT, I managed to get away for a week cycling in the Outer Hebrides, somewhere I have been meaning to visit for years. Like old times being away on the old trustee steed!. Deals with stress nicely and clears the mind. Life in the old dog yet, yo!. Hope all is well with you and you haven't spend over the budget on cookies and coffee!. Seen the grandkids recently?. Very best wishes CM

From Robbie Burns diary dated 6 July: "The big news for me is a bid for Worldpay. I've held these and other shares in the payments sector for some time. So I also have Paysafe (PAYS) and Safecharge (SCH). I bought all three because I assumed at some stage they would get bid for and the bidding wars might be underway. The chances of PAYS and SCH getting bid for sooner than later are now much higher and have bought more of both Pays and SCH. SCH in particular might go for a very decent price as it looks the cheapest of the three. I wasn't sure whether to sell Worldpay as the price had leapt so decided it was sensible to sell half - I usually sell at least half on a bid - and got a decent price so that banks £2,966 for the website. I kept the rest, the bid looks likely to go through at 380. Now to me it's more a question of when rather than if Pays and Sch are in the money. A Pays bid would see some spectacular gains for me. Let's see: these things tend to happen when you least expect them! I'll look to buy some further PAYS and SCH on any summer weakness." Pleasantly surprised to see I had received a decent dividend from SCH recently. Didn't realise one was due. Good luck and regards CM

Here's hoping these links work, apologies if they don't. http://www.bodycote.com/en-GB/services/hot-isostatic-pressing/powdermet.aspx http://www.bodycote.com/~/media/Files/B/Bodycote-Plc-V2/pdf/Powdermet-brochure-bodycote.pdf Have a good weekend; I'll be working. Regards CM

Better timing than me PM. I bought in early and then saw the price fall back during the afternoon. I also bought back into IQE (reduced holding) late having seen it lower early on!. Hmm. That's the chance we take. Any particular reason why you bought into BOY?. Good luck all Regards CM

Just light hearted attempt at humour bruce, nothing else. CM

Yawn!. Thanks for the post Rivaldo. Just thought I would re-assure you you are not alone here. To think I could have put my money elsewhere and made a packet!............and also to think I could have put my money elsewhere and lost my shirt!........and trousers! ........etc. Could always be worse. Good luck and regards CM

I've joined you BJ, 400 @ 945.67. As you say it looks a really good long term investment. This stock just came up by chance this morning and after, perhaps too brief research, decided to use some of my profit taken from IQE. I like the steady rise looking at the share price graph, slow and steady. I can live with that sort of performance better than one which looks like the result of an earthquake. I don't see this being much more than a slow burner. Many would think of this as being a boring stock, but very often those are the best stocks to hold longer term. It won't compare to the fireworks of many other investments and I see IQE has now risen above what I sold out at last week, but such is life. Share price has risen by around 15% in 6 months. I generally would look for and should be happy with a return of around 20% pa but it's very tempting to look for high flyers possibly giving (far) more. They are relatively few and carry extra risk of course. I can't remember ever investing in a share at anything more than around 600p a share previously, but I guess it is all relative. Lets see how it goes from here. Good luck and regards CM PS I see this is a very quiet board - usually a very good sign. Who knows, if this really heats up it will probably get far busier!.

Good evening BT, good to hear from you (and others of course!). No, I have not been away; although I am going away next week all being well and weather dependant. I felt I needed to get away from things as they have been but in fact I'm bearing up reasonably well. The sense of freedom from the stress I had been under for some considerable time is helping a great deal. Sometimes we only realise just how much stress and pressure we have been under when it is taken away from us. Life goes on. Sounds like there is organised chaos going on with all the building and concrete. I wish you luck. Good to see GBG head North over the last week. Interesting to see AWBOB has added to his/her holding. Sometimes when we are considering investing more into the market we over look the companies we are already holding especially if the price of the shares is considerably higher than when we last invested. Quite often it is they that offer the best or at least as good an opportunity as anywhere else, especially as we probably have a good understanding of what the company does. I must admit, I didn't read through the AGM statement and missed the mention of the Chinese financial institutions. Although these days I don't have so many shares in GBG, I am happy enough with how things are going. If anything, I am learning (trying to learn) the lesson of holding long term through some thick and thin moments to good companies shares. Regards all CM

http://www.dailymail.co.uk/money/investing/article-4720698/Internet-domain-firm-buy-written-it.html Not invested here, but just spotted this. May try very first thing tomorrow morning. Regards CM

" although the revenue growth to maturity from these long-term Tier 1 clients is taking SLIGHTLY LONGER than anticipated. The Group continues to invest in sales, marketing and product development; strengthening the business for future growth. The Board remains confident that the outcome for the year will be BROADLY in line with market expectations." I have upper cased the offending words which I believe have had a negative affect on the share price today. RNSs need "beyond market/management expectations" etc to give share prices a boost generally. The market tend to over re-act, I guess it is in their own interest. A slow burner this one it seems. Perhaps we need to be more patient. Regards CM

Good evening BT thanks for the post. Your comments are appreciated. Life has its ups and downs along the way as you well know. Some of those downs come with a bump. Difficult at the time, but one has to get back up and get on with life. Agree with your comments re. GBG. The selling pressure seems to continue despite finishing the day slightly up. It seems that there are still very many 'A' trades which from past experience seem to drive the share price down. I am seeing this happen with 2 other of my holdings right now with the same affect, a considerable fall based on pretty much nothing from what I can see. This has set my overall portfolio back some 10% or so over the last couple of weeks. I am trying to learn from past experience that the probable best course of action is to sight tight, but we all know that is easier said than done. Additionally, this time of year is notorious for under performing, "sell in May and go away" and all that stuff. Unfortunately I have no Dura or even Jura to get stuck into BT. Maybe just as well. Very best regards to you and MrsBT CM PS Do you Skype?.

Good evening BT, I agree with your post. We have seen this all before and co-incides with a lot of very small 'A' trades. Maybe our seller is back again and intends to drive the share price down again. Your advice to sit tight is probably the right course of action. I too have made the mistake of trying to trade this and other shares when the best course would have been to do nothing. It is unsettling at the time though. Glad you have got your planning permission, good news. I'm afraid news here is not good. I'm afraid the stress and strain of selling two houses to buy one plus another issue has taken its' toll, very much more on me than M. Saturday saw us split. Such is life. So, it's back to being a single life. I'm perhaps too much of a free spirit and wanted my wings to be unclipped. Not one for sitting peacefully at M's side reading the paper and listening to the clock going tick, tock, tick tock. Great shame. I wish M all the very best in all ways. Best regards to all CM