Member Info for DaddyAIM

not a bad rns - some margin attrition but growing at a double digit, undemanding valuations and end markets supported by regulation and structural forces.
I believe the worse is behind us in terms of scalability.
Looking for margin expansion from here onwards.
STRONG BUY

might have to take this back... recent data from phone sales and Apple do not bode well :/

- Not keen on buying a business with EBITDA loss but I guess they use fwd looking revenue which in this environment is expected to be lower yoy so "buys when there is blood in the street" applies here, great acquisitive strategy
- trading update is good, margin expansion from 7% to 11% - 10/10
- biz is still cheap which provides downside protection
STRONG BUY

indeed ! dw mate this will payoff

*last week

looking at the trades - these are small and the selling pressure has been driven by RETAIL selling.
I have been buying almost everyday this week...

sure I have them - in my model I use FY23e rev: $631m ; EPS: $18.6 - cheers

time to re rate this stock.
With an undemanding 2.5x fwd p/s on FY22 revenue (11.3m) it's a 3p price target, +70% upside.

Which for a stock growing at mid single digit organically, strong structural tailwind and a 3% dividend yield is a STRONG BUY

Pure non sense. On a conservative modelling, it trades at 16x FY23 EPS.

Q4 has never been a strog quarter for Spirent so the slowdown is disappointing but not surprising.
Update gives a mixed outlook "h2 weighted" but a 17% move down is a KNEE JERK reaction !
Spirent has much higher margin than the peer group, a strong structural positioning (5G/6G) but now trades at a deep discount at 16x. HUGE BUY

gap filled at 1043 - upward we go ! STRONG BUY

"Asset Match operates an open auction system where volumes of bids and offers at different prices are displayed on its website together with the closing date of the auction. At the end of each auction period, Asset Match passes this information through a non-discretionary algorithm that determines a "market-derived" share price based on supply and demand and allocates transactions accordingly."

If buyers are willing to take on last market price we could exit limit the damage (hope).

numpties selling - just fill your boots on such pull back

BLTG has derated quite a lot - organic top line growth is not the most exciting but the co. is profitable and highly cash generative. ESG factors remain very attractive. Buyer at this level.

lagging the ytd rally for no reasons. Peers are smashing it so will ELIX. STRONG BUY

there is no smoke without fire.
"management" is rushing to the exit by selling into weakness...

this deal was signed before Ben's departure.
As the RNS highlight, focus is now on profitability and the asset base.
STRONG BUY

in fact... yesterday Kestrel (Max) has increased its stake in CNIC by another £450k.
the message could not be clearer.

was able to have direct chat with Michael.
Kestrel has been backing/instrumental in Michael's move. Kestrel = Ned = Max.
The chat that the broker gave me was bullsh*t. No blaming them though but clearly Ben has made the large shareholder based uneased with his inorganic strategy.
Narrative from my convo was that M&A will stop - the focus is on the asset base and profitability.
Strong Buy.