Member Info for dewilliams

Whether I hold onto them long term or go for a short gain, I sense a northern movement for Versarien imminently. So, I do something that I rarely do, buy on a Friday afternoon when we have a weekend ahead and anything can happen before the markets reopen. An impulsive buy this afternoon, albeit, shaped by the potential of this company and the positive vibes.

Now that is a good response from IQE.

These are strong allegations made by Muddy Waters. Surely the directors' reputations are are being diminished in the eyes of the public, as their actions equate to fraud, according to MW. Surely we will get a response from IQE, as its directors are being libelled, surely.

An extraordinary jump in price and then a fall back to �2. It appears that the institutions have backed this, and I note that Morgan Stanley was among the first to show support after the knock in price. Interestingly, one of the questions taken by the executive at the meeting last week was from Morgan Stanley. Anyway, this stock will be volatile for a while.

Even the PM has entered the fray and said CPI is not another Carillion and all bodes well for the future. Last night I listened to the meeting report from yesterday morning and it seems that the market reaction wasn't expected. The CEO expressed his desire to make cuts, sell off the non-core parts of the business, etc, and the CFO discussed the figures that the market seemed to react to. The institutions asked the expected probing questions about their plans, and the CPI executives more or less reiterated what they had said, emphasising that the company will be strong in a couple of years after it regains direction and invests for the future with up to �700m in a rights issue or borrowings. Is it presumptuous of the CEO to think that Capita deserves �700m in funding based on the company's performance? He distanced CPI from any comparisons with Serco (blue collar work) and others in the sector, citing CPI's strong IT component. I question their method of declaring their plans, but they at least have one. It looks to me that this share will stay at this level for a while and move with future statements and news about the company. It really is a question of whether to sell, absorb the loss and put it in another company with imminent growth prospects where you will get a much better return on your remaining capital or stick with Capita if you really believe in the company and wait for a couple of years for the share price to return. Obviously if you think the latter then buy.

I hope it gets back to 140 as I thought I was buying at a good price at 136. I couldn't resist topping up at 110. I suppose we will get these fluctuations for a while and possibly a bigger movement dependent on the Apple news. IQE did tell us in December that prospects are good. Some further reassurance from IQE might be helpful.

OK, Flapping. Our mutual goal is for a successful Versarien. We shall see.

Well, finally a decent spike after buying at 80p on the last round of euphoria. My guess is that this will settle at around �1 and hover and drop for a while to come, depending on market sentiment.

The share price is going the wrong way...

I have bought in but the price is stalling...

I was also caught offguard by the profit warning. It was a poor call, as the whole retail sector was affected--not just DFS. If they hadn't made the announcement I'm sure the market would have corrected the price in line with other retailers. Instead, we are stuck with a 22% loss and a gradual return to the true level, which one analyst says is 245.