Member Info for Dartron

Good update IMO. The progress continues, as does the share price. No rush here, as CT said.

Thursday 25 May

DWF Group PLC Trading Statement

Finally some action on this share, possibly worked sells explaining the lack of movement?

18-May-23 14:24:14 92.75 580,000 Unknown* 91.00 93.00 537.95k O

18-May-23 14:21:19 92.99996 100,000 Unknown* 91.00 93.00 93.00k O

18-May-23 14:18:41 92.99996 100,000 Unknown* 91.00 93.00 93.00k O

18-May-23 13:25:26 93.00 100,000 Unknown* 91.00 93.00 93.00k O

18-May-23 13:24:59 93.00 100,000 Unknown* 91.00 93.00 93.00k O

18-May-23 10:17:26 91.00 32,000 Unknown* 91.00 93.00 29.12k O

18-May-23 10:16:26 91.00 30,000 Unknown* 91.00 93.00 27.30k O

Yes on this occasion, it was a good call to sell. With the market so tough, I couldn't see it rising. Generally the small cap market is brutal at the moment, you either need to buy at rock bottom, or buy an already winner. I don't think EKF was either at the time. You have to also consider the opportunity cost of waiting out such a stock, when you could be earning 7% or more yield's. I still have a lot of recovery shares, but those have nearer term expected catalysts, and less baggage.

Depends on the trading update tomorrow. bet it moves 15p - 20p, but which way!

I am still here, bought a lot down at this level.

I added as we look to be at a key level of about 116. I think it could be tough for the price to break 112, but if it does, then we would have 104 or 95 next. Either way it needs to just hurry up and get it over with. Im sure it will rise again afterwards, or get taken out. look at CSH today. very similar price action.

I was right...

3rd may, DBAY Advisors Limited as discretionary investment manager of Fixtaia Limited, Logistics Development Group Plc and DouglasBay Capital IV Fund LP takes APH position up to 16.15%

Not sure why it wasnt RNS here, but it was over at APH on the 3rd May.

I wish them well, as I am sure we can all benefit from improvements in cancer treatment.

Ok, so the buy back has recommenced. I expect the broker needed a fortnights holiday. Lets see how many they buy in May.

Thanks. I do the same. I bought LIT this week as a bullish ST tip. I also bought IHC (Inspiration health care) as an old out of favour tip from 2022, results say it should get back to previous profit levels. I have actually kept a list of all 2022 and 2023 tips, which I regularly monitor, though not made any where near 100k. Cheers.

To me, it sounds like this will do ok, but no immediate rush to be in here. I sold a few yesterday (just before I realised ST had tipped it). Lost about a penny per share on the sale. I expect it will pull back and I will get them back later on. As for his tips, a lot of them do pull back after the crowd leaves. I am in LDG, BBSN and SUP. All super cheap compared to his write ups. Gallmat, wow well done. What was you average time holding to make that return and over how many positions? (and what years was it). Just curious.

Buy back appears to have stopped or paused. Makes no sense, as they can buy up to £2.8M from 29 March 2023 and ending no later than 30 June 2023, yet they are on average buying £30k worth. They wont even make a dent at the rate they are going. So far, MBH hold 604,000 shares in treasury, having bought about half of those since recommencing the BB. Numbers in thousands: 27,28,29,30,32,36,38,39,40,9,14 = 322k.

Hopefully they buy a similar amount in May and June, that would get near to 1.2M shares in treasury, which still wont be much over 1% of the company. It doesn't feel like they are trying to increase shareholder value IMO. I expect they will buy little and slow all the time the market is lackluster, this could go on for the rest of the year?

Lets not forget that yesterday they have issued 985,407 options, 30% more than they have managed to buy back so far.

Those big trades were a short position taken by GLG partners in APH. Interesting to see how that plays out, if LDG are possibly still buyers.

Its done a really good climb on virtually no volume. Very good sign that sub 80p there are not any sellers left.
Historically this stock has always moved fast from 85p to 95p. Could be building back to £1 before update IMO.
Full year trading update for year ending 30 April 2023 - May 19th.

I follow the EPS upgrades in a table on page 51 of Investors chronical. TPX has been in the upgrade table for the last few weeks, this would be before todays announcement: EPS NTM 2.3p (increased from 1.7p). However 3 months prior it was 7.6p. I think the new contracts may increase EPS above 8p. Look forward to a broker note.
On that topic, there is a note (from today) for paid subscribers over at research tree. I am not signed up. But you can go and look at the old progressive equity research note from 2021, which gives typical EPS of 8p for 2022 and 2023, at that time it was on a PER of 23x and a share price of £2.50. I know a lot has changed since then, but gives a flavour of what this company could be worth. I think this should continue rerating and could well bag again from here. IMO.

Great news, well done long term holders, like Seatank. I am still in with my 24p buys. Wont be selling mine.

Look at how RBGP has done 48% over last 30 days. DWF next. Shhhhhh! I'm still buying.
Beg did a move today too. I think the sector might bounce back from over sold. IMO.

Several million traded in large transactions over at APH, think we might see an increase in holdings soon?
Circa 15 - 17M. Could be another 1.5%. It goes exD on 23rd June for 1.7p.

Looks like KHG is breaking out (above 78p). I think the mid term chart looks super bullish IMO.
https://www.tradingview.com/x/ySNOpVX6/
Longer term weekly
https://www.tradingview.com/x/8UBAfWlR/