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I agree. I think the market is valuing ALK as a generic energy stock and is ignoring its forward deals and its STOR positioning. But while oil and gas prices stay low it will be a slow climb back without some value-building announcements and improving profitability. I was hoping for big things in 2015 - might have to wait till 2016 now!

Interesting RNS today about the directors surrendering the share options, all of which are deep in the money and profitable. Not sure why they would do that unless a) to avoid the dilution and b) they are pursuing bigger ambitions. The £6 level which is the next option strike price is a good target. happy to see that as a Board ambition in the foreseeable future - especially on top of the divvi!.

I've been a fan of EPO for some time. Hank Uberoi is ex Goldman Sachs and he has turned this company around into an international payments firms supplying services to international financial firms. The last interims seemed to indicate they have momentum and the forward customer pipeline looks very strong.The point about this kind of tech service is that once you reach breakeven then any increase in business improves profitability margins. I believe we're very close to that b/e tipping point. The fact that Blackrock's bought over 5 per cent is also supportive. Look out for new customer sign ups for SP prompts. THree potential dangers: one - not enough cost control, two - they get taken over while still cheap and three - leapfrog technology makes their systems redundant. I don't think that last one is likely to happen for some time yet i.e, 2-3 years.

Somebody's seen the light! A couple of very big buys straight after the interims. Great stuff.

Today's price drop makes absolutely no sense whatsoever against the results.

We've been in a 40-45 channel since May last year so this could provide the reason to get out by moving back up to 50p. Excellent revenue and customer pipeline numbers. Big increase in admin costs is slightly disconcerting and needs watching but EPO has got momentum now and we're on the way. Break even beckons, maiden dividend to follow and who know where we end up. THis is as safe a medium term bet - 12-15 months - as anything on the market right now.

This is a very promising announcement. Excellent increase in income numbers. They don't show the costs but if we look at the last year cash number of £8.1 against today's £32m and take away the net cash raised last year of around £25m that makes for a period net cash burn of just over a million. In my book that suggests a shift into break-even/profitability sometime in 2015. Reel in some of that new business pipeline and we're away!

Oops. I meant to write WKP. But as it happens I'm a bull of BWY too. THat's aiming for £20.

Interesting. Today's RNS shows one S N (Nick) Roditi has upped from 26 to 27 per cent of the stock. Our Nick is an ex-Soros hedge fund manager from the 90s who tends to make huge one-way investments. I for one now expect BWY to cruise towards £10. Especially after the Hammerson results today.

Anyone got any idea when the interims are due? Came out on Feb 13 last year, even though the year end is March 31. I'm hoping for a decent report in terms of higher gross revenue, stable costs and good prospects. A signal on break even would be brilliant. Should start to see a climb back towards 200 if these all happen.

Not sure these results are much to get excited about. The increase in gross revenue from £900,000 to £1.8m came via an increase in operational costs of £1.6m. i.e it cost them almost £2 to generate an increase in income of £1. The head count of 65 people also works out to a gross revenue per person of around £30,000. I run a small business and if these were my figures I'd be very worried. ULT has to generate new sales and cut costs fast.

That was a rather sharp two day drop for no reason! I thought the results were perfectly reasonable and showed steady progress - which is what you want in a property stock. Quite a lot of sells today - though most of them fairly small. Anyone think there's anything else going on?

Well done - but an even better start might have been the SP not dropping 11p on the news of decent acquisitions! WKP does this sometimes, just drops off for no reason.

In my inexpert view there's nothing to get worried about here. Pre-tax profit is up around 30 per cent on last year so that's progress. Power markets are clearly weaker than expected the last few months although the indication of a record start to 2015 is good - but that's only a couple of weeks. My one concern is what seems to be a big increase in net debt to £17m. That will need to be serviced so I don't imagine we'll see a dividend increase this year. Liberium's reiteration of 50p is clearly a bit optimistic. But I'm in for the long haul. I'm buying at these prices and building the position for the future. Also - everybody forget fracking - at sub $50 crude it's not happening.

Wow, never though we'd see under 30p again for ALK. I notice last year's trading announcement came out on Jan 20. There's nothing in the ALK diary page on this site so does anyone know when the trading update is due? One consolation today, apart from a big early sell, most of today's drop so far is very small lots. This looks like a very decent top-up opportunity to me

The trouble with this kind of announcement is that it requires the agreement of the customer. In this case Santander probably refused permission for any details. But it's another good big client name and even if the early contract activity is small once you're in the door for this kind of thing the requirements tend to expand. Good for EPO. I still think EPO has huge potential. I don't care much how little detail there is but what we need is a string of such announcements to start motoring above break-even.

Agree - Very good results here. I don't think they could say anything about Asia plans unless they have something firm. If we look at how GVC has expanded in the past it's by buying local operators and integrating them into GVC. I suspect that's what will happen with Asia so we probably won't know anything about that before it happens. Keep the faith! The management seem to know what they are doing. 500+ soon?

Some very big blocks of shares voting against the reappointment of some directors and accepting the accounts. Anyone know why this level of disaffection?

And what exactly might 'normal' levels be for this company which now has a whole bunch of disparate assets, big debts, minimal turnover, a lorra, lorra staff and an untested board/senior management?

The thing about analysts is that the clue to their intelligence is in the first two syllables. Look at today's research. Westhouse is showing BWY at 1411 and Liberum is showing BWY at 1990. That a 580p difference. Why should anyone take what they say seriously?