Member Info for CliffPeat

The sp seems to have anticipated these good results. For me the highlights include increased dividend and continuing reduction of net bank debt. The acquisition in the year appears to be astute and the chairman's report is sober but positive. His "new word" this year is myrmidon. "... we will continue to explore accretive acquisition opportunities, or establish start-ups, that enhance our overall offering that supports our Clients wherever and however they need us to without being myrmidons". DYOR

Preliminary results for year to 30 June show increased sales and profits. Chairman's report is a long and interesting read. He highlights successes and identifies the challenges - all suggesting that management are on top of things and capable. The share price rise has been impressive and has been steeply upwards until a couple of months ago. Perhaps the increased dividend will arrest the current decline. I am holding for now as a longer term income share. DYOR

The company has given us the maths (though I haven't checked it or thought hard about dilution effect). It seems that for a cost of £4m we (the owners) have a company worth an additional £29m Given the current low PER and the opinion of many that TMMG is undervalued, it may not seem too much of a stretch to achieve the target vesting SP. Perhaps sooner than later. Will the recipients of the scheme see these shares as a bonus to be cashed in or as a longer term "safe" investment? If the former, there might be a case for selling one's holding when they get into the 60p-65p range (and perhaps buying in again if there is a post vesting sell-off). Just thinking aloud - DYOR

If WMG is buying in the market this morning it would appear to be by small amounts of (possibly) 10k shares at a time. 80+% of the shares are held by 8 funds including WMG and the PMR EBT QInvest LLC 43.4% Panmure Gordon & Co. plc No2 Employee Benefit Trust 9.5% WMG Asia Assets Limited 9.1% Northcote (loM) Limited 4.7% EFG Hermes 4.6% Church House Investment Management 3.22% Hargreaves Lansdown Asset Management 3.22% Hunter Hall Investment Management 3.22% - Why would it be WMG buying today unless QInvest has had a change of heart.? - And if not WMG, could it be QInvest itself? - Or is it just a speculative tree-shake? The spread is around 10% and so far the number of shares traded is very small.

The sp has dropped another 10p or so since your post - so far your decision seems to be working for you. But what do you think is going to happen post Brexit vote?: a) if we stay b) if we leave c) regardless of the decision

With the Indonesia contract signed up and India seeming to be close to making a decision, perhaps SRT will enter next year's awards in the "£50m plus" category.

ST is normally just about the quickest CEO out of the blocks to report the key full year numbers of SRT. (An example I wish would be followed by other small listed companies). However, I wonder whether the board might take a bit more time this year if there is further income visibility close to being contracted? The modest trading figures plus substantial 2016/17 contracts will sustain and advance the sp further. Those following the share are very aware of the recent new contract and potential that seems to be coming good now - but the sp in past years has always been depressed by "relatively" disappointing results - first in April and then, bizarrely, again when the audited figures confirm what we already know! My "strong buy" opinion may reflect personal bias so should reiterate that we all do our own research.

By developing the satellite capability of tracking Class B and indentifier transceivers, SRT stand to gain a share of the satellite revenue and stimulate the sales of the transceivers and other AIS products. Safety at sea is topical and a classB setup is a small insurance cost for any ocean going smaller vessel. This is a very capable and, I think, shrewd company. A case of multiple Value Propositions in their business model. My opinion is that this is almost a game changer and will impact on the future profits.

Blisworth is near Northampton - and 9:00 on a Tuesday morning (19th) is perhaps not the most convenient time for the average private or professional shareholder. However - is anyone from this board going to attend the EGM? If not - has/will anyone appoint a director or someone else as proxy? Just wondering whether many still hold and are interested in the outcome of the "going private" vote. I hope to be there, though my holding is less than 1%

1. The RNS refers to the AIM quote as being a down pull on an exit value. Suggests a sale may be in prospect. 2. The cost of maintaining an AIM listing was stated somewhere as being £300/400k per annum - an immediate uplift to profits by eliminating this. 3. Hargreaves Landsdown not getting a buy quote price at the moment (09:00 - 1 Nov) - suggests the stock is still "illiquid" and that there is not yet a rush for the exit. - or perhaps filling a large buy order (6m shares traded this morning) 4. It MAY be a medium term hold (for a sale of the business) DYOR and just opinion

And if so why not re-tweet their tweets - if you have businesses in your "followers". Little harm and always possibility of another sale (or 3). They announced a nice sale to Lambert Smith Hampton (Estate agents) yesterday prn.to/1bUf4oa

I am one - and though I had resigned myself to a total loss was still interested to learn of the outcome. But in typical Sarantel fashion it's a case of Saran don't tell. It's dark in here and I don't like the smell! The Company has been informed by PricewaterhouseCoopers LLP ("PWC") that on 2 October 2013 PWC entered into a sale agreement for the sale of Sarantel Limited's business and assets for an undisclosed sum (the "Sale") and Company left with net liabilities. During the whole of its quoted life Sarantel raised money and made losses - and at the death the shareholders have to trust that pwc did the best deal with an un-named purchaser for an unspecified consideration. Lesson learned.

Mining Man - you seem to be the only one left on this board! You have probably noticed that SGO announced that the system now supports Spanish, French German and Dutch. Does this suggest that some investment is being made to tailor for a sale or licence to a larger ISP or player with an international market place? All or at least a large part of the chairman's holding is in his SIPP (see RNSs in November) and so he stands to make a tax efficient gain if they become worth something more than point 3 (0.3) of a penny. Just conjecture and opinion.

Since Catalis took over the exploitation of SGO there seem to be changes for the better. The web site is a hundred times better. Now they need to get likely users to find it. http://www.socialgo.com

Does anyone understand the significance/potential - technically and commercially - of these two new products? As ever, the company gives no clue as to whether they have been developed to meet the needs of one or more customer - which really is the only point of a commercial venture. Not even on the web site so far as I can see.

There have been a number of improvements to the SGO web site, the new pricing, the white labelling option, PR releases that are focussed on it being a website builder for "organisations", detailed, timely responses to Facebook moans and using Twitter when there have been problems with servers etc. It all seems much more professional and business like. Coupled with the fact that so far as we know the cash flow is sustaining the current level of business it is starting to look like a more credible investment. This could be with a view to: 1. just making the business viable and profitable 2. raising serious funding to mount a concerted marketing campaign 3. preparing for disposal (or even going private) It feels like a cautious "buy" to me but may be best to await the next trading update for H1 to 30 June.. All IMO and as ever DYOR

Currently just 82 followers but investors could bump up that number. Why not "follow" now? A regular flow of info. about participation in conferences etc. and some metrics about the company - and, of course, a quick route to the neat and tidy web site.

Mulled wine: The rate of turnover actually went down, I think, because the comparative figures were for only 9 months. 2012 version update seems to give less flexibility for the user to change the look of the site - that is just from a quick look. Cliff

Yesterday's release of a Photo Galleries, Private messaging between members and an Events page improves the functionality of the product and suggests that SGO are able to deliver upgrades quickly. The market evidently felt happier with the company today increasing the bid price to 1.15 pence.

To see the site - world wide web informview then dot com. Cliff