Member Info for CHEQUEMATE

Thanks for your post. FENR eh!. Hmm. I invested in FENR at around 70 something a few years ago, saw it rise to around 82p, set a stop loss at 78p, saw it trigger, only to see it be back at 82p by day end. And the rest is history so the saying goes!. Yeap, it never looked back........went up to over £4. Haven't been back in. Set a stop loss because times were nervous (just like now). There's a lesson in there somewhere...... It was a recovery stock then; not now though. Invested in RNO a while ago for same reason, it was a recovery stock then.......it still is!. Made a small profit on RNO, wouldn't have done had I stayed in. You win some, you lose some. Not a great day for my share portfolio. Think anyone can be Yoda when market rises, trick is being Yoda when market is falling. Lets hope for a better week next week folks. Have a good weekend too. I have to work. Regards CM

Doing a cull of bad investments is always better than doing a cull of good investments. However, many investors do it the other way around because they are afraid of losing the profits they have made rather than admit the mistakes they have made with their loss making shares and having to take a loss. Never easy. I am watching my portfolio drop over the last few days and feel a little twitchy. Caught between do I sell out and buy back in cheaper (IF they get cheaper) or stay with them keeping confidence in the fundamentals. Incidentally, have just subscribed to Growth Company Investor (well, for a month free anyway). It's a very useful point of reference site, which highlighted the sorts of GBG, TRACS etc., a basis to do more research. If I find anything useful on there I will let you know. There is something about GBO. Of course we have to do our own research on the back of it, they can be wrong, but do have useful insights we can't get otherwise, ie interviews with directors etc. Don't feel like running on the spot. Need to get out and collect firewood, but not feeling great - comes from lying out on the fells in the dark, looking at the stars (last night), waiting for a dog to find me!....(mtn. rescue search dog training). Hey ho CM

Good morning GG from a wet and windy Cumbria.......must be my day off!. Glad I got out in the fells with the dog yesterday. i wouldn't get too worried about the share price movement today, there is always likely to be some retrace on any rising share and you are quite right as to some of the reasons why. On Wednesday late afternoon AIE share price took a plunge within minutes, nothing stock specific though. If you look at the todays trading update it is largely positive, the CEOs comments were ok, nothing negative. The market has possibly expecting more and therefore their disappointment (if any) has been to mark the share price down. For instance, if you look at the statement it says: 2nd. paragraph "overall trading conditions for the Group in the first half have been encouraging......", the word OVERALL can be construed to mean the trading conditions could have been better......hmm. 4th paragraph "...........Translating of the underlying Euro denominated results back into Sterling was however impacted by a 9% weakening in the Euro compared to the same period last year." Any company which is going to derive a good deal of its revenues in Euro will have the same problem and can be expected to have an impact. I saw this with RPC, each time it gave a statement and mentioned impact of the exchange rate it had a knock on effect of the share price falling back; generally only temporarily once the greater picture was looked at again. I believe this will be the same for AIE. The market generally is very jittery at present. After having a truly good week up to Tuesday/Wednesday of this week inevitably we are going to be disappointed when things return to their norm. The fundamentals remain very good for AIE. Probably a good idea not to keep checking our portfolios...........but very much me saying "don't do as I do, do as I say!". Have a good day. Gee, is it EVER going to stop raining here!.......let me out!........let me out!.......need my exercise!, where's my lead?!. CM

Not a problem Modsa, I understand. I fully agree with your comments re. happy staff if you have good management (who take an interest in the welfare of their staff). A bad day on the markets generally with the focus returning to the fiscal cliff in the U.S.A. Now we need the Republicans not to play political silly beggers (thats with an e rather than a u) to save the economy from not slipping back into recession. In the meantime we can expect a good deal of turbulence in the markets. Sigh!..............forward to the past rather than back to the future. Regards CM

GBG has broken the 100p barrier. This is truly significant, a milestone. Now it needs to hold it; but don't be surprised if there is a retrace so don't get too excited just yet. A glass of wine maybe, but I am going to resist running around outside with my shirt over my head with my arms outstretched, football celebration style!. Besides it is dark and somewhere out there is the pond!. Yesterdays' announcement appears to have gone down well with the market. Small mention of acquisiton in todays Times and Daily Mail. Around 3 weeks to go to next trading statement. Bodes well. Regards CM

Hi Jolly, how are you doing?, pretty well by the look of it. Not invested here; I'm just scouting around at what was on my watchlist a few weeks ago to see how they are doing. I absolutely agree with your comments here. Who needs o and g?, do proper research you can come up with some very good shares in what others would regard boring, unexciting companies..........who cares?........the name of the game is winning, making profits.....and generally it is easier where it is quiet. The o and g boards are full of those who those who are after a quick buck, well, it doesn't work like that with investing...........or at least very rarely. Doubt I will be on this board, but you know where to find me. Off to look at FIF.....not a tip........just more research, looking for "extradorinary profits from ordinary shares". Good for you Jolly and all on here. Great to folks doing well. Regards CM

Good evening Modsa. My concern re. LTIP was referring to HYR, not AIE. I understand that if I do post off topic on any board about another company there is a danger that it may be misunderstood by others; so for that I apologise. I am absolutely sure the Chairman of AIE is a very straight gentleman as you put it, and it was never my intention to cast any doubt on his character. Additionally I tend to agree with your view of the effect of the U.S election, although I do think there may be a more positive movement if Romney wins, whatever our support would be. As for an opinion on whether AIE is a buy, weak or strong or a sell I very rarely comment and prefer others to make up their own minds. But............I think you are probably right in your opinion. Good to see others posting on this board........for a moment I was thinking it had become the GG and CM board. Good luck to everyone and regards CM

Hit 150p yesterday before falling back a wee bit, as thought we might do (see Thursday post on GBG). Key now is to break through 150 and push on, steady and surely would be fine. Have been looking seriously at investing in HYR, have done a lot of research. Had there been no director dealings big style I probably wouldn't be considering it, so is that good enough reason in itself whether it be for HYR, AIE or any other share?. There is huge potential, but one of my key criteria in investing is their record over recent years re. profit, eps, peg etc., and here there is nothing positive. I am sure there will be funding issues to expand, probably through the issuing of new shares, and deep in the latest trading update there is a long term incentive plan for selected members of senior executives effective from 15/1/12 conditional on achievement of share price on or before 15/1/15 of 16p, 20p and 25p; awards not vested at all unless the 16p threshold is achieved!. Hmm.......am I being cynical in thinking that if enough directors buy enough shares and give confidence to the market that that will drive the share price up in itself to reach that target and therefore achieve their objectives?!. What to do?. If I invest and it works out then it will be more down to good luck than hard work. I could post more but it would be off topic so I will refrain. Perhaps this is just to point out that the picture painted by some companies is not always what it appears on the face of it. Investing was never meant to be easy.........or we would all be millionaires I guess!. Gosh late it is and tomorrow work I have. To hit the sack I must go. Have a good weekend. Regards Yoda.............(CM)

Hello GG, have you had a good day with the kidiwinks?, sunshine I hope. Up here there has been sunshine and showers, a little hail and there is a little fresh snow on the fell tops. Yes, a good week for me, hopefully for you too. GBG a tad down today, but nothing in the general course of things. Come the end of the month when there is a trading update I think there is a serious chance this will break the £1 mark. It may even react like TRCS has done this last week after their results. GBO is proving very frustrating as you rightly suggest. But looking on the bright side, the present buy price is above the price I paid on average. I do wonder quite what is going to be the catalyst to ignite this share. All the news and fundamentals are good. This really may be a lesson we have to learn in patience. ATUK have had a great day/week. There is absolutely nothing wrong with taking some profits in any share; enjoy it. Yes the share may continue to rise and you may have made more money, but remember "always leave enough for others". It is always better to sell too early than to sell too late. HYR was not on my watchlist until I noticed the director dealing, although I followed them some years ago when the share price was in the 30s. I could have bought at 11p yesterday and at 12p today, now it is at nearly 13p. I gave it some serious thought when out on the bike. Something inside me says buy, another voice says whoa!, DON'T chase a share. I don't like buying into a share which has risen so fast largely because it doesn't create a support base. This one may be different though with directors buying large amounts. If you don't invest then you can't make any profit, but neither can you make a loss. I am no worse off for NOT buying in, just a lot more frustrated!. There will always be other opportunities. Good luck with the Zulu Principle. I haven't read Chapters 4 & 5 recently, it is probably the hardest part of the book, but I do take a look at other parts from time to time. You are most definitely not dense, far from it, don't put yourself down GG. I am sure I could learn a good deal from you. Have a good weekend GG. I am back to work tomorrow, hey ho!. Regards CM

Sun shining between blustery showers here. About to get out on the bike since it is my day off. Nice to be able to go out with things generally looking positive for the day........await to see what happens when I get back!. AIE up too, may hit 150p shortly, GBG 100p..........but not getting carried away. Enjoy your day. Regards CM

Good evening GG. I agree with your post. Yes, I did contact GBG along with theADDict. I contacted them a 2nd. time. If you look back to my post on 26 September you can read their reply. It is very rare i contact a company, not something I do easily, but sometimes it is worth it. The fact that they replied was encouraging. Another good day for us with GBO, GBG and AIE all up. Notable that AIE hit a 52 week high today, along with TRCS and SAA. May not be long before GBG joins them. Very nearly bought into HYR this morning after noting the very large director dealings recently. However I held off because it would have been on the spur of the moment with inadequate research. The share promptly rose further, but hey ho, that's life and I really must keep myself disciplined and focussed. If a share is worth investing today, then it will be worth investing tomorrow...........probably!. Regards CM

Here we go again folks; more news from GBG from their own website with no rns. I don't know how to post a link, so the best thing to do is go to gb.co.uk and then go to their news. Let me see if I can summarise it though. Hmm, not sure I can.........so, here it is: London 29th October 2012 - GB Group, the leading identity management provider, is excited to announce the launch of the next generation of ID Verification - ID3global. Smarter, faster and with more country coverage than any other ID Verification provider, ID3global really does push the boundaries of innovation. With the ability to verify more than 3 billion citizens across the globe, ID3 global enables you to accept new customers within seconds, safely and responsibly - helping businesses open up new markets with clarity and confidence. In a digital world without borders and boundaries, global is the new local. The opportunities to buy, sell and outsource around the world are phenonemal, with business now having access to billions of new customers and additional renenue streams that were previously inconceivable. But with the promise of new prosperity, comes a whole new world of business risks. When dealing with markets that are radically different to your own, you need to be certain that your new customers really are who they say they are. ID3global provides the intelligence that's key to helping you understand the identity of your customers and the international regulations that affect global trade. The new single ID3global web services interface provides access to the next comprehensive global ID Verification service on the market and the visual inteligence which is built into the results report, enables rapid decision making. Furthermore, you'll be future proofing for tomorrow with guaranteed access to our new products and services including: Enhanced matching via our Global Identity Verification Engine (GIDE) Guaranteed more country coverage and feature enahncements Much richer built in reporting options to meet your changing requirements Extended customere support model options Cuitting edge usability for a better customer experience when using ID3global John Lord, Managing Director at GB Group comments, "The launch of ID3global really does distinguish GB Group as the leader in delivering the very best breed of ID Verification solutions. Its launch is a culmination of the best people working together, with one goal in mind - to give our clients the ability to identify anyone, anywhere and at any time. id3global is a fundamental enabler of global online business." Sounds pretty good to me. I think this share still has legs to go further. Having already averaged UP twice I'm begining to ask myself should I invest more?. This is my main holding and a big part of me says I have enough invested here. Don't expect a rns for this folks, it's not GBGs way. Regards CM

Grounding?.......no, I wouldn't want to take anyones joy away from any good days, enjoy the good times. Could see no reason why SPT were down today. Not tipping SPT. Uncannily that their share price should be almost the same as AIE though. Comparing the two share price graphs, there isn't much correlation recently, so it may just have been one of those days. It was just a thought that came to mind that it may have influenced AIE, which, it may have done. It was a share I looked at a number of years ago at 56p but didn't invest it; very much a turn around share. Right, fire has gone out.......time to hit the sack. Gather wood burners are very good, thinking of getting one myself for living room. Fireplace has not been the same since earth tremor cracked the tiles!.......honestly!. Where I live was reckoned to be the epicentre.........hey,......don't laugh.......I am being serious........ Good night all. To bed I must go. CM

Numis raises price target for AIE to 175p from 138p (from AIE share news logo above). Interesting, but don't go piling in on the basis of it, of interest only. Gosh, a post from CM not off topic!!. Regards CM

Hello GG, good to hear from you. I am glad you have had a good day at the wildlife park, great news, and great memories made for the future. They let your little monkeys out then obviously. They didn't smuggle out any penguins or creepy crawlies?........well.......not that you are aware of............yet!. Just check your bed first before you go to bed, hmm!. Thanks for your comments; "smile you make me when Yoda I am called". As for deserving a good result...well, I don't know about that, I don't look on myself as deserving anything; I just try to improve my chances of getting a reasonable return; although I have to admit I put in a lot more time these days. Sometimes I think I put too much time in, but the other way is rather like throwing darts in a dark room hoping they will hit the board but not knowing where the board is. I would have been happy with a rise of 3p with TRCS today and certainly didn't expect the jump. It may well retrace from here as it has done previously, so will try to keep a level head about it. You are doing a pretty good job with your investments it seems, so that is heartening too. Will keep quiet about GBO, look at it and it sneezes and it may be nose bleed time if it gets carried away with itself.......which of course it can't, because as we all know it is only a share and has no feelings, does not know us, etc, etc, as previously stated but need reminding ourselves of just in case we get emotionally attached to it...it's no different to any other share. Even SAA has come up for air today and has just broken surface (profit)......just!. Don't be concerned about posting about the devestation in the U.S, that sort of thing can have an affect on the markets; watch the insurance sector react in the near/medium term. You are not ruining my day of celebration, I am just sitting here posting to you, real fire going and listening to classical music (telly is on the blink!). I am just trying to take one day at a time. I sometimes think I am not cut out for the highs and lows of investing (seriously). At present though in the current economic climate there are few other opportunities of making any returns and so I take my chances. Boy have I had some sleepless nights in the past, need to avoid those. Talking of sleepless nights...........hope your little angels are just that and you catch up on the zzzzzs. Don't be too concerned with the wee drop with AIE today. It may have been affected by the fall today re. Spirent, possibly its' main competitor here. I haven't looked into that yet; may take a quick look. Apologies to everyone else for being off topic. Regards CM

Many thanks for the posts MW, much appreciated. Always good to read something positive. A good day and more to come imo. Regards CM

Hi GG. Handed back some of our gains from yesterday today; not too surprised but a little disappointed. Hmm; I was wondering about the Cambridge connection with your investments, but thought, nah!, don't be daft, that would be ........., no, I won't say it!. Actually, to be honest, there are many very good companies that have connections with Cambridge and it isn't as daft a way to look to invest as it may first suggest. If it works then use it. There was a study done some time ago, an experiment done over a year I think, where a comparison was done regarding the success, or otherwise of a professional investor, a fund manager, a private investor and a 4 year old chosing a stock to invest in. I think the child probably either used a pin or a company, or the nearest one sounding like the name of their pet. Guess who was the most successful?; yeap...........that's right!. As far as wincing, no, not me; I reserve that for those who keep averaging down time and time again believing they know better than the market and failing to recognise when a story has changed. I read on one board how the poster was going to have to approach his wife and tell her that the new kitchen, well.......was it really needed this year?!. The thing is that if a share falls by 20% it has to rise by 25% to get back to break even, 25% it's 33%, 40% it's over 60% and if it falls by 50% then it has to double, 100%. Is that likely on the back of suck weekness?, doubt it. There will be better opportunities out there, yet we hate to admit our mistakes and take a loss. Some would say it is only a paper loss until you sell out.........really!. My head isn't working too well just now GG, guess I am tired, so I'll call it a day here. Sure AIE is set fair despite the fall back today. Hoping for good results tomorrow with TRCS, will be a little nervous awaiting the RNS. Hope your little man is now a happy chappie. Regards CM

Looking back at my post of 24 September, I was half expecting a rns around about now before the results are out at the end of November. It has happened this way for the last 2 years; I was just a week or so out. Good to have something out in the open and for the positive reaction today; gives us more confidence. Especially good to see the share price close the day near its' high after seeing it open higher then fall back earlier. Quietly confident here. Good luck all and regards CM

Good evening. Glad to read that you have had a good day. By day end AIE and GBO up for the 2 of us as well, as well as GBG; good feeling isn't it. Additionally SAA up to, but with the spread as it is, it isn't in profit yet. NET and TRCS unchanged but there is a trading update with results due out on Wednesday for TRCS so hopefully that will prove positive with no nasty surprises. I have had a look at ATUK previously, but didn't invest. Glad it seems to be working out for you. Out of interest, what was the reason you invested?. Notice you are also in BLNX, maybe that is turning a corner. Re. Romney and his hair, ha, ha, yeap, know what you mean, but not from a female perspective!. He's lucky he's got hair to dye, although I do still have some. Guess it doesn't grow on a busy street....then again.......it doesn't grow on concrete either!. Agree with your other comments re. the presidential election. I am sorry to hear about your little man, sincerely hope he is on his way to a full recovery and will be up and about causing havoc (no, I don't mean that bit) asap. I haven't got any kids but it must be worse seeing them ill than being ill yourself. How is your reading going?, have you found any time to have a look at anything, bearing in mind the above?. You know, I may be able to help in some way, be a sounding board or someone to bounce ideas off, but from what I have seen of your investments you are making a pretty good show of things; not sure you need me too much there. Excellent. Always good to see someone doing well. Regards CM

Expect the US markets to be closed during the week due to the disruption likely to be caused by the storm. Not sure what affect this will have, but generally the world markets take their lead from the U.S so there may be some uncertainty and nervousness. Re. my previous post about the U.S presidential election; I feel the larger problem to the markets may be if Romney wins with his running partner Paul Ryan who is right wing and is known for his hard line views on the need for austerity. That is likely to create as many problems as solve as in Europe, leading to a slowdown in any growth. Hmm, interesting times. I wonder what Romneys view is on the Iranian nuclear programme and any pre-emtive strike by the Israelis?. Not meaning to worry anyone, but it's these sort of things which will affect the market generally regardless of any companys fundamentals as mentioned previously. Regardless of the above........lets hope for a good week. Hope the weather has been better in Cambridge GG than here in Cumbria. Good luck all. Regards CM