Member Info for CHEQUEMATE

Not unusual for GBG to report good results only to see their share price fall back on the news. Many of us long(er) term holders are used to this happening. The share (to date) always seems to recover. Rather surprised as to the extent of the retrace but shouldn't be I guess. Also, much of the market was down today, largely due to pre election wobbles. We have seen some set backs over the years which at the time seemed terminal, Greek problems, US fiscal cliff, Brexit, general election(s), plus others which I am too tired to remember. There will always be set backs and retraces; the strong will prevail. I see nothing in todays report to unduly worry us as holders in GBG. I do expect more volatility in the near future at least. I wish I had kept my initial holding of 6000 shares in GBG bought at around 66p but sold out, bought in, sold out and bought back in over the years and now only hold 1000 shares. I say "only" but that for me is what I felt comfortable with at the time on very limited finances. For me, the coming election is the least exciting?, least look forward to?, least enthusiastic election ever!. Personally I see no need for it and is TM just looking to make the most of disarray elsewhere and misplaced complacency. The market has got jittery of what now looks like a close run thing and she may end up with a worse situation than when she started; which doesn't help anyone. After Brexit, Trumpty Dumpty, what next?!. It isn't so much Jeremy Corbyn that worries me as PM as Dianne Abbot as Home Secretary, beggers belief!. Heaven help us all whatever the result on Thursday. Hope all is well with all here Regards CM

This is the article Bezz is referring to (hope the link works): http://www.thisismoney.co.uk/money/investing/article-4548370/MIDAS-SHARE-TIPS-UPDATE-GB-Group-soars-SIXTEEN-fold.html Regards CM

Excellent. Thanks for that Bezz. Should see some positive reaction on Tuesday, all being well. Market closed tomorrow, with it being a bank holiday. Nothing guaranteed of course when it comes to investing. Good to hear from you and see you are stilll here. Regards CM

Hello BT., good to hear from you. Very good news re. your new grandson, congratulations all round. 5lbs 5oz., what a whopper!, lol. If it is of any encouragement, I weighed in at 5lbs 2oz. That didn't make it any easier for my mother, because I am a twin and my sister hit the scales at over 7lbs!. In my day the low weight was a concern and I had to have special milk sent down from London for me, the old Cow and Gate!. Didn't stop me from all my cycling and walking expeditions and my fell running in days/years to come; so low weight shouldn't be an issue. Confident all will be well. Thanks for your comments about my situation. It's still not easy and there is plenty of stess about. New photos on the net for my property and a price drop to try and rekindle interest, looks far better. We'll see what happens. Agree with your comments about GBG previous history of selecting acqusitions; my thoughts precisely. Very surprised to see such a positive response a day or so after the RNS, but very welcome. Todays slight retrace could have been expected and infact is no different from just an ordinary day on the market. So glad I reinvested at around 224p. Good luck all and regards CM

Well, who would have thought we would be back at these levels looking back to when Trumpty Dumpty won the Presidential race. It's not that long ago that GBG had fallen to sub 220p, when I got stopped out. Glad I bought back in at around 224p. In truth and retrospect, I should never have sold out around 139p but we all have to make a decision that we think best at the time. Not sure I will be able to read the IC article, but thanks Bezz for bringing it to our attention. BT - hows the planning permission going etc., any more news?. As for me, well, things have improved greatly here. After a lot of stress M has sold her house after less than 6 weeks on the market, so there will be another bod living here in the near future. It will be a real challenge for both of us since we have enjoyed our independence for many years. It will be a tremendous wrench for her though and I am doing my best to make my pad more homely for her. I'm a bloke, and for me a house has been more somewhere to rest my head rather than a loving home. Oh well, hopefully, the change of curtains etc will improve things along with her little bits and pieces here and there which mean so much. No more viewings on my property, but hopefully the home improvements will renew interest. Need to keep looking for a neutral place of course, and desperately hoping the converted barn will be ours, even if we have to wait a while. It's at times like this that I really appreciate my holding in GBG. No good having savings in the bank or building society, but still have to be wise (as best I can). Wonder if we are going to get more games here?. Regards CM

Pre-Close Trading Statement GBG, the identity data intelligence specialist, today provides an update on its trading performance for the year to 31 March 2017, in advance of the release of its final results. Group Trading Performance The Board expects to report an adjusted operating profit† performance of £17.0 million (2016: £13.4 million), a 27% increase on last year and ahead of market consensus. Revenue growth is expected to be 19% of which 12% is organic* - an improvement on the 11% organic* growth recorded at the half year stage. Net cash balances at 31 March 2017 (following the settlement of earn outs on prior acquisitions and the payment of a dividend to shareholders) were £5.2 million (2016: £8.7 million). Chris Clark CEO of GBG, commented: "I would like to congratulate and thank the team at GBG, our customers and partners for helping us achieve this result. I look forward with confidence to the new year; working with our great team and customers to continue to deliver sustainable growth and shareholder value creation." The Group's detailed full year results will be announced on 6 June 2017. Seems good to me. Regards CM

Hi BT, Many thanks for your post and comments. Hope your Easter was a good one. Were all the eggs found or are you going to be eating chocolate until Christmas?. Kind regards CM

Good evening BT., good to hear from you and thanks for the comments. I am not sure I have ever taken things particularly easy and certainly not slowly when it comes to exercise. I am a little wiser these days at listening to my body if not to what others tell me. The viewings are/were going well it seems, surprised at the interest there has been in both properties. However, a major problem/situation has arisen which is likely to put the mockers on things. I can not go into the matter here, it isn't the appropriate place, it is not something to post about. Such is life. I really do hope all goes well with the planning BT. Nothing seems straight forward does it?, or if it does it tends to come back and bite us in a sensitive area. I expect confidentally that all will work out for the best and better than what you expect in the long run; but in the main time things are a pain in the arsenal!. Enjoy your Easter my friend, especially the chocolate and of course the Jura Regards to you and Mrs. B.T (hope the job list isn't too long!) CM

Good evening folks. BT - thanks for your comments re housing matters. Hope all goes well with your plans; seems these things can take an age. As for me, well, I have had 3 viewings to date, have another on Friday where as my other half (to be) has had 4 I think with an offer today!. As usual it is only an opening offer, but something to work on and gives some confidence. Not much walking of late BT, still working on my cycling fitness. Cold start to the day today which caught me out a little. Recovery is never a straight line, there are ups and downs along the way; today was a little downer. Very much like investing in shares. Thanks for your concern. Re GBG, well, it seems we are back to some one playing silly beggers with many very small A trades. I expect things will be as we have seen before, only this time I am more likely to keep my nerves. Don't know what it is about GBG that from time to time there seems to be the need to walk this one down and then back up again. I think the appointment of Nick Brown is a sensible appointment. I would far rather see someone from within a company and who has been with them a long time being promoted rather than bring in an outsider. NB will surely have tremendous insight and obviously has the full backing and confidence from Richard Law. Doze - nice ride to date with IQE. Good to be on some quiet boards, they are usually the more successful companies with little or no ramping (no need for). Regards CM

Regarding all those small AT trades; I have seen exactly the same thing happening not so long ago with another holding I have GBG. Like PHTM, I could see no reason what so ever, looking at trading statements and the fundamentals for their fall in the share price. In time their share price recovered from their low of around 220p (after Trumpty Dumpty won the US election (with or without the Ruskies help)). I would have liked to have seen a trading update earlier in the year, but I believe we just have to be patient and read back the previous trading update from early December when John Lewis, non executive stated the following: "The Group's performance for the first half was ahead of the Board expectations and the Board therefore now expects the Group's profits will significantly exceed current market expectations for the financial period ending 30 April 2017. The Board continues to be optimistic about the Group's future prospects." Sometimes/often the best performing shares (over the longer run) tend to be the more boring companies - and PHTM isn't one we can jump and down with and punch the air with glee. Then again, I haven't lost much if any sleep over it to date. Having said the above, I keep my options open and don't wed myself to any company and their share price. Good luck all Regards CM

Bought in today at 260.1p, a little higher than what I could have done a day or two ago; but what is 1 or 2p in the longer term?. Sold out of the very short term investment elsewhere which fell below my cut off point. Investors were looking for a spike up from the release of their trading update; it didn't happen so that was the sign to move on and invest elsewhere. Cutting losses as well as running profits is important. Doesn't mean I have got it right by investing here, but a better chance than many. Good luck to all Regards CM

Thanks for the post Rivaldo. SCH has been on my watchlist for a little while, having read the Naked Trader articles. I made a wrong call and invested in JPL against ALL of my usual rules, looking for a quick buck. I am now on the point of cutting my losses there and may well channel the funds into here. That will probably be the cue for JPL to rise, which of course is one of the reasons why investors hold onto their shares rather than bailing out!. Regards CM

Good evening BT, thanks for the post. Yes, I seem to be getting back to normal now after the recent illness. I am back to cycling most of the way to work and taking in some extra hills on the way home, without too much strain. I am also in a better frame of mind consequently, a relief to all concerned!. I need to have a wet nose and a waggy tail or I may snarl!. Good luck with the development plans; sounds quite an undertaking. Makes my/our proposed move into a converted cow barn seem small business, lol!. Well, it has plenty of character. We both have had viewings on our properties and have more lined up. We just need everything to dove tail together. I agree with your assessment with GBG price movement. I thought by day end we would have a blue day, but no. My other holdings finished in the red today but can't complain much since, apart from one share, I have had a decent run of late. Didn't realise GBG results were due imminently. Hmm, that will be interesting. Wonder what affect triggering Article 50 on Wednesday will have on GBG and other companies share prices. Gives the market makers a wonderful opportunity to take advantage!. Hope all went well with the architect. Good luck, take care and regards CM

Good evening BT, good to hear from you and others. I am still around and still invested here. Just being a little quieter (some would applaud at that!), lol. A lot of my time is being taken up with matters outside of investing, ie having put my house on the market, gulp!. Indeed, tomorrow sees my first viewing. I have seen another property I am interested in, but there is a need for my fiance and I to sell two houses to buy it which adds to the headache. Things seemed a lot easier to get my head around 10 years or so ago when I was in my 40s!. No doubt things will sort themselves out. At least I am over my recent illness and regaining strength and fitness. Not sure when we are expecting the next trading statement from GBG. All in good time. Although not a lot has happened re. share price of late, I can at least rest with things here for the time being. Not sure there is anymore shorting going on with GBG, haven't looked at the trades for some time. Good luck to all Regards CM

Good evening BT, et al. Nice to have a really positive day, although I can see no reason why there should be such a positive jump today. Certainly makes up for the slump we experienced not so long ago. I am not really up to commenting or contributing much at present. I have been off work sick for the last 2 weeks; today was my first day back after a relapse from what has turned out to be pneumonia. I need my holdings to climb to pay for the loss of pay, don't get any sick pay so I am only off work if things are really not good. Congratulations BT on going to be a grandad again. That sounds pretty exciting to me, although I can't speak from experience.. Good luck to you. Guess you will just have to keep your Santa outfit for a while longer. Doze - good to see you on IQE. Regards and good luck all CM

If it brings as an uplift like today then, yes, perhaps you should!, lol. Thought it was my prerogative to speak tosh!, only I normally drag it out for longer!. Regards CM

Thank you. I had a feeling that that was the case from what I could see, but that was using older figures. My main concern here is whether the dividend is sustainable should, for whatever reason, profits fall; although I understand from what PP says this unlikely to be the case. Always good to be cautious before jumping into or back into anything. Regards CM

I sold out of here early November, day after TrumptyDumpty was elected President!. I have kept it on my watchlist ever since. Tempting to buy back in. Very inviting dividend, but is it sustainable?, what is the latest dividend cover?, anyone know?. Regards CM

Not a great day but Credit Suisse have put a price target of 370p on here. Regards CM

Last link didn't work, lets see if this does: "Hello Share Gobblers. Uncle Tom has said that Photo-Me (PHTM) is my favourite share. This is no longer quite true, but I do have a lot of faith (and money) wrapped up in the stock. However, the share price has taken a knock this week. And the reason seems to be a press story about the type of photos required for security purposes. In response, the share price of Photo-Me, which supplies and operates those little selfie booths you find in shopping centres and bus and rail stations, took a dive and are now about 9% off. You would expect me to say - and I do - that this represents a buying opportunity. Though I won’t be putting my hand in my own pocket, as I already hold more than my personal ‘don’t over do it’ policies allow. The company has quickly responded to the battered share price. It says the outfit is already in talks with the British passport office to equip its booths in Britain to a (presumably higher) French standard. Photo-Me also claims that photos taken on your mobile phone will be ‘incompatible’ with security requirements, whereas its latest technology makes its pics the most secure available for id purposes. One reason why I am not rushing to sell some of my stock is that the Photo-Me’s chief executive Serge Difficult-to-spell-surname put his hand in his pocket to buy himself a Christmas present of 4.9 million shares shares at about 57p a pop. Would he have done that if the shares were likely to hit the skids? Only if he was raving mad, and all the indicators are that this is a shrewd cookie indeed. So once this bit of a set-back has passed, I expect the shares to continue their usual upward path." Think it should read 4.9 million shares at around 157p not 57p. Good luck and regardss CM