Member Info for CHEQUEMATE

Sorry C8, welcome to the board as GG has said; really should have said it earlier, where were my manners?. I don't mind abbreviations, too old to let that bother me, hope you don't mind. So now perhaps we are the 3 musketeers......not as good a film as Groundhog Day (read your post on GBO earlier GG). I can relate to Groundhog Day. Trying not to be too concerned about the continued fall back in share price. I have noticed there was a retrace around the backend of August which lasted about a month, so maybe this is just similar. At that time the sp fell from about 98 to about 84p, this time it has fallen from around 101 to todays 94.5p, so less of a fall. Frustrating all the same as I upped my share holding at between 98p and 100p. Could start to believe that I'm going through one of those "whatever I do is wrong" moods. Nice to hear from you again GG. Regards CM

Good evening Christian8, how's your weekend?. I'm fine thanks, all the better for seeing some sunshine, blue sky and exercise, haven't bitten anyone today at work through frustration!. I am glad GBG has been good to you as it has for Gardengirl, myself and hopefully many others. I do believe there is more to come here. I would recommend you make the time if you can to visit the GB website, gb.co.uk, and have a good scout around, reading their news reports (often not released as RNSs) and generally what they are involved with. If you go to "investors" and then "Acquistion FAQ (frequently asked questions), it will give you the rationale for the acquisiton, what is happening to the business they have acquired and what it will mean for GB etc; very useful. Go to "news" then "GB news" and it will give you non RNS news, which is excellent; it gives you a heads up on what is happening before it is released or they feel the need to release it to the markets. That can be very useful and may give you the opportunity to invest further in advance of any RNS, or, to be honest, sell out if the news is not so good. If I see anything that will help I will post on here. I will post how I see things, I won't ramp nor deramp. If you feel I may be able to help then feel free to ask but please bear in mind I can make mistakes and mis read things. My present position on GBG is to hold. However, things can change and market sentiment generally can affect any share regardless of how good it is. What is foremost on my mind in that respect at the moment is the fiscal cliff in the U.S. This has to be resolved by the end of the year, which doesn't leave much time. I understand talks are ongoing between the Democrats and the Republicans but expect little progress to be made immediately; therefore expect some nervousness over the coming week/10 days. Regards CM

Hello GG; how are you doing?, how has your day been?. Like you I think I have been suffering from share fatigue, sometimes it just becomes almost too much, especially when shares are falling back as a number of mine have been despite what the general market is doing. Also hard to take when I see other shares with far less going for them maintain an upward trend being far overvalued whilst our good old shares with all the fundamentals just tread water or head under if only briefly. Glad for you of course that your recent investments at least have been performing ok. Rubbish weather doesn't help nor particularly the dark evenings; feel I really should be hibernating and waking up come March, but that wouldn't pay the mortgage. Still, at least I got the snow chains for the car sorted today (I think) and ready just in case. GBG plodding along, up one day, down the next. Volume is again very low, just 15 trades with the last ones showing the highest buy and sell prices. I have had another look at the latest report, only see positive outlook and comments. A matter of sitting and waiting I believe. Waiting for Naked Trader to invest more!. Just one question though.............where's Santa and his rally?, or have we been mis-behaving and he has passed us by?. Have a good weekend. CM

My buy last week was shown as a sell too. However, the best price I could get today for a buy was around 18.85 and to sell (just checking) was 18.5. Impossible to tell what all the trades were in truth but easy to draw wrong conclusions. May top up a little, along with PEN, but I have not had the best of weeks, or few weeks. This share had a buy recommendation from growthcompanyinvestor.com back in October; not that that means a great deal, but I had been following it over 2 to 3 months before buying in after considerable research based on fundamentals, some of which you mention below. A quiet board, often a good sign. Regards CM

Down again today on little trading again. However, on todays Naked Trader whilst relating to Greencore the following could just as much relate to GBG: "Shares often struggle to get up and through a whole number barrier but once through they can motor so the hope is Greencore can sit in the 90s for a bit then suddenly go for it and rerate over 100." Hope all had a good day. Regards CM

Sorry to hear about the little man, hope he is better soon. If it makes you feel any better GG, take a look at BLNX; think you will rest a little easier. Lot of head scratching and heart searching over on MONI, glad I am out of that now. Investors still arguing it is worth far more than the current share price despite the huge no. of shares now in issue with further dillution and no profits (warning for all). ATUK may come good GG. PEN is down today and back to where I bought in and ECK has fallen back so we're in a similar position my friend. Has the story changed?, if not, then is it just a retrace?. I've had a quick look at VLK, but would need to look deeper than just look at the last trading statement and the last fundamentals to have a better opinion (not that you are asking for it). Christmas shopping?........what?........you're a bit late aren't you?..........that was nearly 12 months ago!. Good heavens, you had me worried for a moment!. Phew!. Come on GBG, give us something to cheer about. Maybe tomorrow. Adios amigo CM

I have just had another phone call just like the one reported below from another foreign sounding person, who couldn't even speak my name correctly. They waffled on giving me the same nonsense as before. Why would any company phone individual share holders to make them an offer for their shares out of the blue, especially when I only hold around 100 shares?........if I still do hold any, which I don't think I do. I state again.........BEWARE.........THIS IS A SCAM!. Regardsd CM

Hello GG. There has been little volume here today. There seems to be some resistance with the share price when it reaches the higher 90s, looks like it is in a narrow trading range between 94 and 97p, When there is little volume the spread tends to be greater since that is where the market makers make their money; more shares traded the tighter the spread tends to be. Could do with another positive rns to get it rolling again. Not a duvet day today; just a quick dash to the library at lunch time to get on the computer to give me an opportunity to trade if I wanted. Resisted the temptation to buy into TRI at 47p or buy into anything else. Had thought about putting a buy limit on PEN or UFG but held off. Glad to see it was a good day for you with TRI and DTG (you're not such an airhead afterall you see!). Disappointed rise in GBO didn't hold, but at least it held firm. Catch you later maybe. Good luck all on here. Regards CM

Hello GG, that was an early post for you. I have no more idea than you what the delayed trades relate to I'm sorry to say. I have googled "late trades" to see if that would give me any idea but it didn't tell me anymore than what we both can work out from the term "late trades". This seems to be a common occurance regardless of the company. Just to confuse things (doesn't take much for me to do that), I have read on Naked Trader Diary 14 November regarding his use of Direct Market Access. It states the following: "Direct market access means you can place orders directly onto the order book bypassing brokers and market makers with a chance to buy at the "sell" price. ....................." So, with that in mind, I ask........can we assume those large sells were sells or could they be buys?. Sometimes the less we know the better I think; danger we tie ourselves in knots trying to work everything out. Better to assume or resign ourselves to the fact that as investors we are at a disadvantage to those in the know and improve our chances by doing as much research as possible. Anyway, a nice rise for GBG today. Thought about buying into TRI but decided against it; I don't think I can cope with too many investments. I can't chase everything. Good luck incidentally with your investment in DTG, hope it is a high flyer for you.......a high flyer for a high flyer!. Loved your post re. trail running with dogs attached to bungees. Have this picture of being catipulted forward at great speed when the dogs suddenly stop to do what dogs need to do!, probably hitting a tree, only to have them fly past you on either side backwards with their legs in the air or whatever!. Yo!. Fresh snow here today, stopped me cycling any distance at all to work. Now getting very grizzly and growling at folks at work, need my exercise!. As for ski-ing........oh yes...........memories, sun, blue sky, snow peaked mountains, the clunk, clunk, clunk of the chair lifts........and the ............aaarrrrgggghhhhh ice!!!!. Loved it. Oh yes. Day dreaming. Who knows?, one of these days, perhaps I'll hit the slopes again. Have to hit the ghluewein (?); gives you great courage you know if you are having a bad morning on the piste. Probably won't ski any better, but you just won't care!. Sorry off topic folks. Regards CM

Good evening GG, how's your weekend been?. Cold and sunny up here, although gone cloudy this afternoon, some snow expected overnight on the fells, hopefully clear on the roads for tomorrow though. Right; I've had a look at DTG. I notice Jolly has replied to your post on DTG board. I tend to agree with his views.The figures look pretty good over the last 3 years. The dividend per share has risen for the last 5 years, cash at bank is ok, dividend cover is very good, there is a low PE and PEG. Shares issued is 143.35m, not too many. Around 119m shares are held by directors and institutions. One, minor, concern perhaps is that the Chairman Phillip Meeson owns 56m shares which equates to over 30% of shares issued which gives him a very large stake and say in the running and direction of the company, not quite controlling but along with Schroders 36m shares does. DTG has a contract with Royal Mail for 18 nightly services up to 2 Oct. 2014. The contract is being retendered during the financial year with the result expected in the first 1/2 of 2013. If the contract is won then excellent, if not then not good news. Another issue is compensation for delay, denied boarding and flight cancellation potential for additional compensation costs for the aviation sector, many cases well beyond the actual fare value. Over the coming months a clearer picture will be established on the implications of the decision of the recent ruling by the European Court of Justice. The leisure travel operations are becoming increasingly seasonal with increased winter losses expected. The Board expects to exceed current market expectations for the year ending March 2013. What I have tried to do is pick some of the bones out of the report. I don't think there is anything in there too bad, and it is giving a heads up on the strengths, weaknesses, opportunities and threats (SWOT), .... gosh....., that takes me back to my college days in Durham, HND in Business and Finance (for what that is worth - not a lot when I look at what I am doing now!).. Long time ago........shame I can't remember where I park my car at ASDA in the same way. In my opinion DTG is a good company. Personally, and ONLY personally, I am a little nervous of investing in a company so much linked to the leisure industry which depends to a large but not total degree on disposeable income. Of course it has to be your decision should you be thinking of investing. Trouble is there are so many companies out there worthy of a look, or another look, ie GBG who are competing for the same hard earned capital. Not sure if the above helps. Think an eye needs to be kept on DTG if you do invest for any change to their story; would have to get out quickly at any hint of a profit warning or down turn etc. Good luck GG Regards CM

Hello GG. Just come across your post. I will have a look at DTG, Dart Group. I've come across it some time ago but haven't looked further since it was around 73p or so. I will get back to you, probably sometime tomorrow evening; have to work during the day!. Have been looking at TRI. Mentioned by NT, although I can't find his article about it now, think he said it was cheap at under 60p, present price 45p. Still looking it over. Can't get charts to work on LSE this evening to get historic view of share price movement. Will need to look through rns etc. too. Also can't get access to articles on growthcompanyinvestor.com which is a useful site. Hope the terrorising toddlers have returned to their home planets safely after yesterdays raid. Regards CM

Just read the following: "Long termer GB gave out an excellent report but I top sliced a little to bank a profit of £1,125. However it is a fraction of the amount I have amassed since 22p in my sipp and happily hold the rest. For web purposes closed the last position. A great long termer though and once profit takers are out of the way could shortly be a nice time to load up with a fresh batch. Indeed if it hits the early 90s I am topping up again!". Hope that makes folks feel better. CM

Hey my friend, don't get too despondent. Sorry your day has not been great. You didn't visit the sweet shop today then?. It's a real kick in the pants when the portfolio goes down I know, it's happened too often to me. One day is bad enough, but it is when it is day in day out, drip, drip, drip that hurts. Had it not been for GBO my portfolio would have been down today, with ECK, PEN and GBG down. TRCS was down only to jump 1p up right at day end. You may get the opportunity to buy into PEN, with the sp back down to where I bought in. Is NXP one of your U.S stocks, can't find it on the UK list?. Very tempting to try and get just that little bit more out of a share before selling out. Then again, could do what I did (we did?) with AIE, sell out and only to see it rise again. We all have that feeling that may happen if we sell....chance we take. Saw rns for GBO first thing and waited for a sp rise. After 1/2 hr I decided with no rise, not to risk buying in further because there has been too many false dawns with GBO and despite all the good news there was no guarantee it would rise and could even fall back. Comfortable with present holding and haven't lost out by not buying in. We await to see just how long the sp rise will hold for......like every other time. Got out walking in the fells instead on a fine, sunny and cold day. Had my heart in my mouth when traversing around the very steep fellside only to have to return due to the ice and take another route. Even then it was an "eventful" climb should I say, was that my boots squeeking?.....no!, not my boots!, cripes!. Anyway, I'm still around but should have taken my crampons. Evening good you must have GG. Wine in glass you must take, or if day has been bad, juice of cow. CM

Good evening folks. So, a retrace today.........or is it?. Yes, the sp has closed down, but if you look at the trades over the last 2 days you will see there has been very little movement in the trade prices, most have been executed between 94 and 96p, so I'm not sure why GBG should have closed yesterday (Thursday) at 97.5p. Very low volume today. No worries here. Regards CM

Good evening GG. Hey, don't put yourself down re. your sporting prowess, running at County level is blooming good. I just happened to be in the position of being able to run out the door and straight onto the fells for years. When my boss upset me I would take it out on the fell and burn it off. My strength was running uphill, then trying to hold my own coming back down!, trying to dodge the rocks and boulders at speed.........not always being successful as my chin would testify when a boulder jumped out infront of me and gave me a Glasgow kiss!. Ouch, got up and carried on running but more like Mr. Bean!. Generally if I fell I would just get up and check to see what was missing when I got back. As far as swimming goes, I don't think I'll bother, they would still be waiting for me to get out of the water now if I was in the Olympic triathlon; doggy paddle is probably my best stroke. Don't worry too much about the whole of the Zulu Principle; you will find some parts more relevant than others and will return to it. Take your time reading it; besides there are more important things to do. Handbags at dawn at BLNX eh?, hmm, about right I'm afraid, it's common practise when things turn down. Soon to be followed by "staying in to the end", "averaging down", "expect a jump", "no brainer to be in here" etc. Great shame. Not sure that GBG drop this morning was down to one delayed trade but you maybe right. Hoping it was more the case that it was testing the bottom of the range for the day, before slowly rising by day end. Finished the day 2p up was quite an achievement. Tomorrow will be very important imo, to see which direction the sp goes. We need to see confirmation that the sp is on its way back North, one day isn't enough. The sp has crossed the lower BB again, but again, we need confirmation of the movement since it fell back below the lower band twice over the last week to 10 days. 97.5p sounds a lot healthier than 95.5 with 100p on the horizon. Would be great if we could break through again. Don't eat too many sweets tomorrow. I'm ok now, I've had my chocolate fix. Take care. Regards CM

Good afternoon GG from a bright, sunny but fffffrrreeeeezing CCCCCumbria. So good to see the sun, there is a God afterall!. Day off today. I was going to have a walk out on the fells, but my intentions are great in the evening only to be in the relegation zone come morning when I have to pull the covers back when it is dark and get up. Not a problem when it is work but if I really DON'T HAVE TO get up JUST NOW, well.............you've guessed it!. Been out on the bike instead. Felt like I had a couple of Jack Russells hanging onto my finger tips!. Thanks for the link re. SIPP, that was very good of you and most appreciated. I have printed it off and will have a look at it some time later. Re. getting angry with people, well, if you channel that anger it is surprising how positive the outcome can be. I fully undersand Ben Anslie, been there, not to the Olympics but to the World Cup in mountain running 3 times, didn't win but took individual bronze one year and team silver and bronze on two occasions. Long time ago, but reminds me to focus......sometimes!. Why haven't you finished the Zulu Principle GG?, I don't know!. Hope you haven't been too busy looking at what BLNX has been doing!.....you haven't......have you!. GG........what are you like, honestly!. Re. GBG. This site has been showing GBG up all day. It has been down all day, not by much and it looks like it is picking up slightly having just looked on SVSSecurities.com for trade prices. i don't think there is much to worry about GG, a slight retrace is ok. I am sure there will be more upside....in time. I didn't see your earlier post yesterday evening......think our posts crossed. So, sorry I didn't answer your questions. Organic growth of 14% I would say is pretty impressive and not to be sniffed at (or anything else at). Growth by acquisiton is fine, but acquisitions need to be funded. And of course, they need to be suitable acquisitions. Acquisiton for acquisition sake is not good and could lead to disaster. Providing revenue and profits keep rising along with eps ideally and the dividend is NOT cut then imo things are and will be ok. Should at any time the divi be cut then get out fast.......whatever company and regardless of how well it has done previously, don't hang onto senitment. I held RPC for a while for all the right reasons (Zulu), but the story has changed and today has seen their shares crash. There is no near term recovery for RPC. Glad I sold out and will do with GBG if their story changes. Out of chocolate here, but another brew calls. Thanks for posting GG; you make me smile. Enjoy the sunshine. Hope the monkeys are behaving. Regards CM

LSE is not the greatest of sites at times. It showed GBG up 1p for most of the day, when I knew it was down by 1p having been on the SVSSecurities.com site which I use to trade on. Use the LSE site during the day on my mobile to get a rough idea of my investments and catch up on the posts. Not a particularly good day GG, just about level. Better than yesterday. GBO does my head in, difficult to know why it isn't performing better but trying to teach myself to hang on in there. Try to practise what I preach, ie fundamentals etc. Why no SIPP?. Well, to be honest I haven't thought much about it or looked into it. Not sure how much confidence I have in myself for taking on such things. As for wiping the floor with those fools......well, I would like to wipe something with them........, just a little higher than the floor and in the little room. That would take the smile of their faces!. Jedi master?, yeah right Gardengirl.....if you say so. You're too kind. Good night my friend CM

Re sweet shop. I'll have 100 grms of sherbert lemons, 100 grms of toffee bon bons and oh yes, 4000 shares in UFG please. What!. 4000 shares in UFG please. Was it a good idea?, time will tell. Another share that I have been following over a few months and kept coming up after my trawls of the indicies using the Zulu Principle. First noticed it at around 14p, then 16p. Came up again the other day at 18p. Had risen to 18.75p today so checked it out at the library at midday. Spread was 18-19.5p, but able to buy at 18.7p, below what the theoretical mid price was. Tried desperately to resist but gravity prevailed and my finger hit the buy button!. Tried to sit on my hands but failed when hands started looking for chocolate; they were suddenly free to roam.....aarghh........think of all the chocolate I could have bought for the investment!...........yes.........but think of all the more chocolate I can buy if it comes off!!!. Sorry GG..... UFG is not a tip folks........but fundamentals good and meet most of the criteria I set before I even think of investing. Of course I could have invested more in GBG, but I am now content with my holding having bought more recently (even though it was above the current ask price). Believe GBG has further to go and will rise again especially when more news is released. In results it did say it was cash generative, which in these present days is extremely important. Overall confident. Good luck all Regards CM

Good evening GG, how are you doing?; having a better day I hope. What about your U.S stocks?, hope they have at least stayed steady. Line in the sand at 95?, hmm, like to think so. There is nothing necessarily different with this retrace than from the previous one when I felt (and did) I should contact the company about lack of rns in the public domain. Therefore this could be about to turn around; I feel quietly more confident than I have done over the last couple of days (doesn't mean a lot). May be more positive tomorrow with the U.S markets up when I last looked.....hold on.......what have they done, market closed now.........DOW up 106, S&P up 11, that's ok. Doesn't mean GBG will rise of course, but better than had the markets tanked. Re. SIPP, no, I have no SIPP, I just have an aversion to so called experts who rob us blind only to try and tell us how much better we can see now!. I have a personal pension which I have been paying into for years which if I am lucky will pay me back the same amount each month that I have been paying in. Intend taking it at the age of 60 rather than having to go to 65 so I have the chance of getting more out of it overall than the b***ers have taken from me. Way things are going looks like I will be working beyond 65............unless of course we can hit the biggy with our share investments. Pension is with Aviva (formally Norwich Union) which many years ago, before the Dead Sea reported sick I use to work for!. 10 years ago after a minor heart attack I had whilst out running I rang them about the critical illness policy I had asking when it kicked in to pay the premiums and I was told 6 months!!!!, and oh.........did I know I was going to have a heart attack?!. Words fail me........I disliked them then........I still do....... Personally, I can tell you that you are doing exactly the right thing trying to get your pension sorted. It has been said that for every 5 years you wait you have to double your premium to get the same return. Good luck with that one. As for you not getting any younger, well, hey, come on......enjoy your youth......."life is like a toilet roll, the nearer the end you get, the faster it goes!". Incidentally, out of interest (for all), I have noticed that when LSE give day low and highs, they are not referring to the share price but the lowest and highest price traded at. Did you know that?, I didn't. Just worked it out. So, not all is what it seems. Regards CM

the Trade for 4000 shares was a buy not a sell it was mine