Member Info for cm45

Any ideas what is behind recent weakness?? Looks very cheap as covid recovery in sight even if not here yet.

Stonking results. Seriously undervalued. Time to add

Agree. Just don't understand big sellers here

May be the results in early March will be a game changer

These are looking so cheap after ST review in IC and strong performance of afterpay and ZIP down under. Market seems overly scared by muted regulation which will actually strengthen Clearpay /Thinksmart. Happy to tuck away a 3rd tranche today at these low prices. Maybe as Bnpl is a big millenials growth story it is not well understood by non millenials. Yet. When banks here get more involved as with afterpay in Australia it will be a different story.

It's in an increasingly competitive market with associated declining margins and has a leaky bucket. Pouring new customers In while existing customers leave apace. Goint to struggle to stay above 200 imo, where it was 6months Ago

Just taken the opportunity to average down. Results pretty good. Debt paid down. 2ND HALFlooks preey good

Share value zeroed today on Iweb. Anyone know when proceeds will be credited?

All of which makes today's sp fall very hard to understand. It looks seriously undervalued now

if only predicting thefuture was that easy

Agree. I use PIA and can't say I am impressed. Better options out there and better value. The ownership structure here puts me off investing, and the Vpn market is getting far more competitive, hitting margins and renewals.

Yeah. Re-rating. Down

Chrt should benefit from today's announcement of huge increase in defence spending. Was going to buy into the small rise but huge spreads now. Nervous greedy mm's only like a one way bet on their terms

After the bid today for uanc @ 65% premium I am hopeful that Henry Boot may fly above the radar as assets similarly undervalued. Watch this space

I was going to buy until I saw the huge spread. Share price has to rise 7% just to break even. Ridiculous. Is it always this bad or just a temporary thing??

Sales to purchases 3:1 by value. Surprised volume sales as low as 160p after fund raisr

That's a pretty lousy choice - Vpn or AV. Why not use a Vpn compatible with your AV? I find PIA service average and will look around at renewal

Sellers still outstrip buyers even at 166p. Not much confidence in evidence.

A little director buying but otherwise all is quiet. Until next trading update

I bought more yesterday but couldn't get all I wanted. They have weathered the storm well and sp should settle around 300p. Shame the buyback is not possible. A lot of hidden value in Mr Marsh's stake