Member Info for Colbats

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.

https://www.insuranceage.co.uk/insurer/3186031/ey-predicts-motor-profitability-for-2018?utm_medium=email&utm_campaign=IA.Daily_RL.EU.A.U&utm_source=IA.DCM.Editors_Updates

Bought in at 4.45, and got out at 8.56. Thought I'd done well, which I guess is true, but can't help feel a bit disappointed every time it heads up again!

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%!!!

Dividend growth potential Also offering dividend growth potential is insurance company Esure(LSE: ESUR). Its bottom line is forecast to rise by 32% in the current year, followed by further growth of 8% next year. This is ahead of the wider market's growth rate and should enable the motor and home insurance specialist to deliver strong dividend growth during the period. In fact, shareholder payouts are expected to rise at an annualised rate of 13% during the next two years. This should prove to be well above inflation and puts Esure on a forward yield of 5.7%. Its dividend payout ratio is expected to remain relatively comfortable. Even after the planned rise in dividends, profit is due to cover shareholder payouts around 1.5 times. This indicates that dividends could grow at a similar pace to net profit over the medium term without putting the company under financial strain. Esure currently trades on a P/E ratio of 12.5. This indicates there is upward re-rating potential - especially since it has such promising growth prospects. Certainly, its shares could become increasingly volatile as the momentum towards Brexit builds. However, with a wide margin of safety, low valuation, fast-growing dividends and a high yield, now could be the right time to buy it for the long term.

it was only me that had a problem: https://www.allagents.co.uk/countrywide-estate-management/

If I had shares in this lot I'd be selling the lot. In six months they have failed to resolve a rat issue at a building where I have two flats. Really, 6 months. They are a shambles!!!!!

Esure Group PLC with EPIC/TICKER LON:ESUR has had its stock rating noted as ‘Initiates/Starts’ with the recommendation being set at ‘OUTPERFORM’ this morning by analysts at Credit Suisse. Esure Group PLC are listed in the Financials sector within UK Main Market. Credit Suisse have set their target price at 240 GBX on its stock. This is indicating the analyst believes there is a potential upside of 15.9% from today’s opening price of 207 GBX. Over the last 30 and 90 trading days the company share price has increased 7 points and decreased 72 points respectively.

Wouldn't we all?!!!

Wouldn't we all?!!!

Wouldn't we all?!!!

With the Goco demerger the market cap is now below £800m, which makes it more digestible by a trade sale entity maybe?

Toscafund now holds 15.38% of this. Let's hope he has picked another winner here!

He's now increased the holding to 12.4%. I wonder what he knows?

No, not divi day. The issue is that the Solvency II ratio has reduced, which is making some analysts twitchy. However, from what I know of ADM, they don't carry anywhere near all the risk (they have fancy reinsurance arrangements), so the SII ratio isn't too big an issue in my opinion. Great results and an increased divi - happy days!

Recently stock market analysts have updated their consensus ratings on shares of esure Group (LON:ESUR). The newest analyst ratings which are still in issue on Thursday 4th of August state 6 analysts have a rating of “strong buy”, 0 analysts “buy”, 5 analysts “neutral”, 0 analysts “sell” and 1 analysts “strong sell”.