Member Info for cm45

Mike its just a feeling really from doing business in asia where ethical standards can differ particularly when making money from non countrymen. But uk has its own share of that esp on Aim! Nothing more. Just a wariness. It wouldnt stop me buying but may be more diligent

In theory at least Pacman when we ask for a price they dont know whether we are buying or selling. And i tend to agree about their buyback price but then if they can pickup 100k at say 10p less they have saved 10 grand. Not a fortune I know in their grand scheme. It does seem a no -brainer as a buy but the Malaysian aspect makes me a little uncomfortable. Not entirely sure why.... maybe the 1mdb scandal!!

..earlier this month at 40p x100k then 60p x150p. Maybe they think current levels are too rich and price will drop if they do nothing for a few days.

cant get a price now for 7000 even yet was offered firm price for 10k earlier. nervous MMs!

Most recent trades are small sales. Pi's i guess banking small profit. Maybe set the scene for a sizeable buyback?

now offered 10k at 91.5p...

What size have you guys been able to deal at? Just tried 6k to see what would happen and offered at 91-but 5% spread +. I would like to go for more but 'normal'size is shown as 1500...

Yet another 100k bought back by PAG on Friday. Total now over 14m! This program puts an effective floor under the sp at this level which is comforting. One way bet?

Bio bought back over 2m GBP of own shares last Friday. Today carries news of 2 potential huge deals in this sector. I guess Bio feel their shares are undervalued. So do I!

2 x 100k buys today. maybe a fund...

Good to see the daily share buy ins of around 150k a time underpinning the shares and todays small rate fall wont do any harm either. The sp got punished when the new Buy to Let tax regime came in but with the inability of the well paid young to get on the housing ladder, rental growth is an ineviability. Shares look cheap.

Positive cover from ST today after analysing results. He suggests it should get back to the March high of 186p. Hope he is right!

More sells than buys but big rise again today. Anyone seen news, tips or got some clues?

Strong results out today. Trading update to 30/6 shows revenue 63% ahead of same period 2015, albeit with help from acquisition. Ex acquisition still up 23%. and update for 1st 23 days this month shows good growth. Onwards and upwards...

Quiet board! IC again tip Cohort today on the back of yet another defence contract awarded. Sadly, given turmoil around the world, defence, especially electronics, is a growth area and CHRT are performing strongly

Probably due 21/22 July. Feb results so strong they paid special div. Directors own about 50% and J P Morgan have been recent buyers. So I am taking the plunge. looks like a good opportunity in a tricky market, offers more upside than down in my view. DYOR

While this is clearly good news that the Ovarian Cancer/Parsotix study, after all the hurdles/tasks are over, is now starting, with leading German hospitals etc, and AN says next stop USA, why is it not possible for these trials to take place in UK? One would think it should be more straightforward/faster for AGL to make progeress in their own backyard surely?? Limitations of UK NHS/Private hospital sector maybe. Shame

Amazed this BB is so quiet. DTG just reported very strong results and shareprice rose 6% in response. Then lost it again the next day with the travel sector sell of. I dont think UK consumers will take less holidays but will continue to choose shorter haul plus substitute Spain etc for Turkey/Egypt/Tunisia etc as has been happening for the last 6-12 months. And the Chairman has plenty of skin in the game - his personal investment in DTG is almost 300m pounds. If the travel sector softens next week I will look to double up my current holding in DTG.

And more 'related party' buying yesterday just notified to markets. 940k shares. this gets better almost by the day...

I guess whether it is attractive depends on your objectives . It will never be a 10 bagger or takeover target but they are tough to spot. But as the BoD wind it down and sell assets capital is returned in chunks. I believe it is very low risk and think of it as near-cash but with a much higher than cash return. I am hoping it will return 70p in 12 months o r so. Anyone paying sub 60p could pocket 70p -15% return. Maybe not a big deal but works for me as a great risk/ reward play.