Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Everything looks good. GWP up, Operating ratio down and dividend doubled.
Pretty lukewarm response in my view!
Yes. I’m in the same boat, having bought in at 250.00. I worked in the industry for 37 years and Sabre’s COR is the envy of the market. Yield is good too.
I’m hoping this lift continues!
Very grown up. I’ll exit now and leave you to insult someone else.
Do you mean wazzock, you wazzock?
Look very good again. The question is, how much has been priced in already?
Any divi would be good!
Great to see. I’ve been in here from the start at 103p, and remember the dark days of 27p, wondering whether to cut my losses. Glad I hung in there!
Early price target now of 215p. Great for those of us who remember the dark days of 27p!
No, me neither. I suspect that Look after My Bills helps to make the business look even more attractive.
I understood why the share price shot up this am, but why would it fall back so far?
I’m no expert but it looks like a tree-shake to me!
Decent jump yesterday, followed by a lift today? Is this a reaction to the AA and Hastings activity?
Wouldn't a dividend be a big help to further growth in the share price? Or have I missed something?
So good to see these where they are now. I have been in from the start, in a pretty big way, and remember the dark days of 27p!
No mention of a dividend. That would help to get things moving!
I think it's the glowing report from Smaller Companies share watch: Kape Technologies (KAPE) In a better market, Kape Technologies would be the kind of business to really capture investor imaginations. Kape is an online cyber-security software vendor, which markets to customers using online affiliates. It�s �a poor man�s Sophos,� a description chief executive Ido Erlichman certainly welcomed when I met him because Sophos is a hugely successful internet security company. If it is half as successful the shares will multi-bag. As I describe below, its costs are incurred upfront and Kape collects cash over the contract length. But Kape is already swimming in cash and with US$69.5m (worth 35p cash per share), it is now in late stage talks for two acquisitions in the anti-virus space, which if completed will widen its addressable market and also enable it to cross-sell and up-sell more products to existing customers. Alongside owned software products, Kape has a legacy �Media� arm, which is a customer acquisition activity for mobile phone users and other stuff. This accounted for US$15.8m sales and made a US$4.5m contribution, representing a margin of 28.3% but this is being wound down to free up management time for the core Apps distribution bit. I think Kape has the look of a business that could deliver some really sensational growth with its online distribution model. You only need to look at companies like AVG, for instance, which grew so rapidly and was recently acquired by Avast for US$1.3bn. The only broker currently covering Kape is Shore Cap, which forecasts profit to rise from US$8.3m in FY17 to US$10.1m and US$13m over two years for eps of 3.3p and 4.3p. Take the cash out (which is 35p a share) and the PE drops to 12.4 in a year. I think this could go vertical.
I think we are starting to see why Toscafund have invested so heavily! I think they have made a decent killing already.
I think it's the lack of dividend that isn't helping. Not sure why a small one couldn't have been paid, just to raise interest - and the share price!
Now at 17%!!!