Member Info for DaddyAIM

Hi - Could someone remind me the key incoming dates please? thank you!

Hi - Could someone remind me the key incoming dates please? thank you!

TURBO BUY

" M&A still gives upside. After a 1H22E where revenue grew less than we had hoped, we take a look at how much M&A could make up for it. Assuming that Knights does acquire the £50m of revenue that it believes it can afford, we calculate that EPS would be boosted by 21%. We adjust our TP methodology from PER to DCF, which gives a fair value of 410p “fully invested”. We have also finalised our EPS estimates for FY22/23/24E at 22.4/26.0/27.4p, up from 21.7/23.1/25.5p. "

absolutely !!! multi bagger in the making... trading at barely 25x 12m fwd

What kind of orchestrated joke this blog is ?!
There is one article. This article is about BVC. Well written drivel. It’s that easy, get your short on, write *******s, drop it on a retail board, let the blaze go, profit. Common…

trading update ahead, happy days

that's not what the guidance says...

BUY BUYER AT THIS LEVEL - market being market, volatility is part of the game!

omicron throwing a spanner short term but the backlog and need for SUN products is still very supportive. Add on weaknesses !

disregard chaps like ColourBounce, 47 msg, all in CYAN. Obviously has an agenda.
focus on RNS. BUY

market volatility - ignore negative narrative, read the RNS, it's all positive. Buy

another mistake that you guys are doing is to focus only on unadjusted income statement. The bottom is line (-1.7m) is distorted by a ONE OFF DEFERRED TAX CHARGE. You should add it back in your model. This results in the business being in a much better share with a loss of only -0.2m vs last year -1.1m
STRONG VALUE BUY

you guys don't understand that 166x is trailing not forward.
the market is a discounting machine therefore the price reflects FORWARD metrics thus FORWARD P/E is the one to use.
12m fwd PE is 18.5x which is much cheaper than KEYS at 41x. Looking at forward EV/EBITDA it's 11x for KGH vs 28x for KEYS !!
At this level, KGH is a strong value buy.

yep - I am baffled by the current price action

yeah - this is a punt for me... very small position but I don't like the narrative " we will seek file regulatory submission for FF (...) at the APPROPRIATE TIME"....
Also china being china, they could just change their mind from one day to another...

indeed, cashburn over a year has been low... I'm not worried about the this.
I guess, buying in the story few years ago was punchy and I can sense some bitterness from certain posters...
stay strong!

I very much agree this stock is highly speculative (so size accordingly!) but the bet is worth it imo.
There is only 1 last study to be made, all seems very positive so far, no push back from peers or users, BoD bullish too (no surprise here).
HOLD TIGHT ! 2022 IS OUR YEAR TEAM PXS !

watching the tape at the open, the amount of retail selling is mad. thanks for the dip, there is nothing negative and unknown in this RNS. See you higher

thanks for your answer Uggy100 - it's a trading update, so I did not expect much meat on the bone but these few lines read pretty well imo. It does not point to headwinds and mention increase profitability. I topped up too early but still positive

"Revenues in the financial year to date are in line with the Board's expectations and ahead of the level achieved in the equivalent period last year. Trading results to 31 October 2021 were profitable and cash generative, with net cash at 31 October 2021 of £1.34m (30 June 2021: £1.05m). The Board is pleased with overall progress and optimistic about the outlook for the full year and beyond."