Member Info for deepjoy

edged into this all week and took 200k more so nearly at a decent holding but NT to buy right now...

buy in here but I have.. only because i was looking for a matress and thought the site and offering was good. One thing led to another and after some hours researching here I am. Interesting turnaround in play here and the first shoots are beginning to show I feel. The Mcap - cash ratio is silly and although there may be supply side problems the demand is strong and with a capex light model I just couldn't fathom out the downside risks being significant over the longer term. Anyhow took a far chunk to start with and see how we go :)

helps to flush the risk managers :)

https://www.polarean-ir.com/docs/librariesprovider37/archive/admission-doc.pdf page 120 details the holdings of each director. Mr Sudol left the company therefore was unable to take options / warrants over his initial holding of 6206121 shares which have remained the same since

That is correct Wetdream, he holds the same number of shares now that he held as detailed on the admission document when polx listed. He has just been diluted that's all.

US analysts assigned an underweight rating to this that was reported yesterday,

probably lower than that but i am happy to top up as we go down every 5% because fundamentally this business is sound

Nope all on track for the 5th - read the RNS

the high street survivors will do very very well in the future. Not all people support on line shopping and increasingly the woman in my life get frustrated with sending stuff back for wrong sizing and styles that dont suit on. Likewise men's suits although off the peg hold an appeal for many. I am bullish on MKS simply because they have the clothes and food offering and some prime locations which will benefit from the regeneration of towns centres to more leisure hubs. the last man standing can do very well indeed..

thats hardly an endorsement Greece has out performed the UK index YTD never mind the US LOL

What????? LOL

Kilgeever.. yes thanks for that.. That said my previous target price is now looming so not all bad :)

Dote... you are right apologies all..I've just seen it the figure I was using should have been a PE 15 not 150 on an SP of 21 which was a typo and I didn't notice that will now. The basis of my point still stands thou.. the company in not undervalued IMO but the market will find the true value based on interims that's for sure

So treating spin off as dividends one can expect the SP to track any such spin offs accordingly and each time revalue the business on fundamentals which will always win out in the end.

Dumble... last year 10m loss this year lets say he turns that round and hit a 10m gross profit. So EPS is 1.4p given 670m shares in issue .. therefore a simple PE ratio would be circa 150 on those figures. That is top end for a high growth stock!! Predictably you point to broker targets based on the valuation of non core assets, which they never did before strangely. That said either way given plans to spin out they won't hit Orph's balance sheet ever... So we are left with a high valuation on a stock on fundamentals with little growth evidenced to date in the 'core' businesses. The above of course assumes that they make a gross profit this year. The valuations for me on these metrics not; its the market who will determine the price but let us just say I differ and agree to disagree.

toastal... I did try to warn you weeks ago where this was heading. let the band keep playing on the deck while the ships slips down to proper fundamental valuations ..GL

just filled my boots on these. Ridiculous over reaction to news on delays already telegraphed to the market in the May update. Quality company I never thought I'd get for these prices

Nope not added but sitting tight... way over exposed here and very excited at future prospects; not least because there aren't many posters on this board -YET :)

I e-mailed the company about the Hatch Waxan application process which led to the 12 month target date being 5th October. Not entirely sure about the timelines for hatch waxman but the company investor presentation has it down for Q1-3 which to me means it could be any day now. They have yet to reply but a 5yr protection on their tech would be a real boost for the SP before October.

I think you missed it ... looking stronger now and rightly so :)