Member Info for Dartron

Date on which the threshold was crossed or reached 31-Jan-2023
So nothing to do with todays price. Think that was the day we saw those big trades.

Has taken 4.89 +0.15 CFD

Im really pleased about that.

Reckon this was shorted, If CEO has taken all the stock, that is going to be a headache for the shorters.
Good time to buy as you can qualify for the dividend of 1.53p, ExD 16th Feb.

DWF Group plc Employee Benefit Trust, 7.66% to 8.02% (27th Jan)

What is ince mate?

This is being shorted no doubt about it. Actually getting attractive to buy now. Revenue is growing, profit is growing. Think this will be good dividend stock in years to come. Though I would rather they stopped buying things now.

Looks like a fund selling out. I did by a few more, could just be good opportunity.

02-Feb-23 13:18:06 41.00 728,369 Unknown* 40.00 42.00 298.63k O
02-Feb-23 14:27:40 41.00 1,662,711 Unknown* 40.00 42.00 681.71k O
02-Feb-23 10:00:01 41.00 790,014 Unknown* 40.00 42.00 323.91k O
01-Feb-23 12:45:06 41.50 150,000 Unknown* 40.00 42.00 62.25k O
02-Feb-23 10:00:12 41.00 790,014 Unknown* 40.00 42.00 323.91k O
02-Feb-23 09:52:56 41.00 981,617 Unknown* 40.00 42.00 402.46k O

Ahh, saw your earlier post. That's the right decision IMO, but take some profit on the way up. Dont wait to break even.

SeaTank, you should really think about averaging down, it will make a huge difference to your buy in. You seem to have high conviction, just think, they are 80% cheaper than your exit. At least you can take some profit form here sooner, might make it easier to hold the rest.

I bought some back at 20.38. Not bad, effectively a short sale, selling at 21p and buying back at 20.38p. Keeping plenty of powder dry for now.

Situation as of 30th November (last updated).

Mr Erick Grant Harris 9,709,556 10.64
Mr Neal Gandhi 9,199,658 10.61
Canaccord Genuity Wealth Management (Inst) 6,832,776 7.49
Lombard Odier Investment Managers 6,598,192 7.23
Rathbones 6,061,896 6.64
Individuals 5,652,908 6.20
Jarvis Investment Management (EO) 4,476,519 4.91
Mr Oliver Rigby 4,246,764 4.65
Octopus Investments 4,101,431 4.50
Mr Michael Dearing 3,370,086 3.69

From here https://www.tpximpact.com/investor-relations/shareholder-information/significant-shareholders/

Thanks SeaTank. Skin in the game for sure.

Its in the box right above this chat, it says 5th December he bought 50,000 at 53p. I make that £26500.
If you know different, please put a link to the RNS, as no time to go digging right now.

Hi Draft, I could write a very long essay about each of these investors. But I would recommend that you do your own research. Once you start to look in to these investors of small caps, you will keep seeing that many of them are invested in the same companies, and it becomes a good way to source your own tips. Premier miton took a 10% stake in I3E energy (without looking it up it must have been around 10p), they started selling from 30p. I have been an I3E investor for that whole time, it has been a fantastic investment.
Premier miton have a website, you have to click a few boxes, just say you are a private investor. From their front page you can see that they have 48 products, 18 investment teams, 11.1B assets under management, and 45M in cash.
https://www.premiermiton.com/corporate/
Armstrong is a bit more under the radar but if you trawl stocks and look at ownership he pops up again and again.

one last thing, you can buy shares in Premier Miton (PMI). You are not invested in the assets under management, but you are invested in their business and sharing profits. I have taken PMI from 89p last November, it is now £1.20 and has paid a 9p dividend. Target price north of £1.50 in the next few months. If the market goes up, you want to be invested in AUM. There are many players.
These guys have the patience and financial might to wait out an investment like CMH for several years. Getting in when they do, and getting out when they do is much easier for a PI than it is for them. If one of their research teams likes this and they are risking client money, then that is a huge endorsement.

I took a few on the basis that the CFO would not risk 46 grand of his own money, if was not confident of sorting out he deb tissue. He already had invested about 25k from memory.

Chief Financial Officer, has purchased a total of 220,000 ordinary shares of 1p each in the Company at 21.34 = £46948

Shows confidence.

That's really encouraging. Both are well respected on AIM.

Ran Noy as Chief Financial Officer, lets hope he has an Edgility powered calculator. Could this be the reason the buy backs were stopped, no CFO at the wheel. Price is looking perky today.

Jefferies raises Chemring to 'buy' (hold) - price target 360 (330) pence

Interested to know your thoughts Dartron if TPX can get their banks to agree extensions on the debt and they continue to increase revenue? Where do you see the SP in 6 or 12 months from now?

Christo, I will share my thoughts in a few days after some consideration, but I would say you have overlooked the key metric here. Revenue is not the issue, it is profitability. They wont just be granted an extension for the debt, they will have to re-negotiate it at best, on to a higher rate, so until we know how the debt was restructured its hard to say what effect that will have on profitability. I said earlier, look at the MTEC TU today, the margins in this sector are pretty thin. It will probably bounce at some point, but your just gambling here, also any bounce is going to be a flood gate for trapped traders like Maqsood.
Maybe MTEC is a better buy as it is rising rather than falling, if you want to play this sector. I have minimal exposure to government contractors for the reasons above.

Cheers Joe, Did wonder why they would buy now, after such a run. Only scanned it to provide an example of PMI operation. Thanks.