Member Info for DrMaccers

It’s how the shares are held with Spreadex. Shares settled via placement as well as plain SB derivative

Spreadex have increased to nearly 9% post placement. This will be nearly entirely due to Arden clients settling their placement shares into a spreadbet format thus avoiding CGT on the shares.

Their fixed costs and admin is about that level so it’s why they are so geared at this level. Increased revs drops straight to the bottom line. Nice position to be in. 2022 is predicted to have £23mill revs and £5.3mill PBT

IIs significantly increasing holdings - they will have access to a much full DD than us. Specifically id say that the 2022 numbers that the 18p broker target are based from are now mostly booked revenues from all the past and new contracts. Great revenue recognition. The DRC contract alone unpins the SP/mcap and more.

AGM coming up and another presentation which i am sure will be bullish. A chance for some more colour

There are more near term deals promised, both in tech and MSC divisions.

All in all this is now a fantastic hold for as long as you want. There are many detractors on the forums. Unfortunately if you bought pre 4p raise in Dec you likely bought too early. But now, from this base and growth, the upside is fantastic and the downside considerably less.

The pro traders like Arden PIs can settle their placement stock to a SB account to negate CGT. So post Dec placement quite a few did this. They were selling whilst new PIs were just taking normal SB longs. IG/Spreadex limit their exposure to a certain %. Both have been closing only for a while i think.

Certainly looks like a late fund surge. x2 350k late ones at 5.7 then possibly a fund cleared out all the MMs after hours for that 3.3mill and why the uncrossing jumped to 6.2

They are half way through 2021 and have confirmed they are on for 2021 numbers.
Some of these big contracts, tema port expansion etc starting H2 2021.
Revs have been increasing for years

Im not saddled with all your emotions with this share thankfully. Trade/invest in the numbers in the RNSes

I think the indicted profit is there for all to see in the broker forecast notes.
2021 Revs £16.7mill PBT £1.5mill
2022 Revs £23.7mill and PBT £5.3mill

They base their 19p target of a forward PE of 11 on 2022 EPS of 1.8p

Arden broker note target is 19p based on 2022 revs of £23mill and £5mill PBT.
This contract, Tema 4th berth, Certific etc seems to put this well on track if not a certainty.

With the current growth trajectory and scope of growth you really should not be selling the majority of you holding for quite some time to come. Its not hard to see 50p in the next 18-24months and if Iran deal comes back very much sooner.

Who knows where it will be in 5 years time. You could very well get a divi for the same amount you bought today at some point in the next 5 years

No material news except for £16mill and rising in Mast ffs.
Mr Bitter. Why post on a share you don’t own and lost money on??

It’s 55% and where will it be gone to lol
It’s worth 0.7p to Kibo currently

It’s not usual for a 70% disparity to exist on the same exchange when one owns 55% of the other. I’d go as far to say as it’s highly highly unusual

Ive been rewarded handsomely from my buys in the low 30s on 29/3 thanks. Re bought lots more at this level

You are one of the reasons LSE is best avoided now days. A sad ex holder who is so bitter they post on a BB for a share they dont own hoping for it to go down lol.

KIBO needs to do about +60% just to get level with its holding in MAST at the close. The warrants are at 0.4 and if excised add £ to the bank. Risk reward is great here.
Poor you and your losses.

The current situation is KIBO needs to gain about 70% to be equal with its holding in MAST and over 100% for its full NAV.
Mast is clearly popular and up 30%+ from IPO. If it keeps going to value gap just gets bigger
Warrant holders have smashed KIBO today but they can only sell once and its money in the bank.
This will trade higher in the coming sessions. Easy money

I think MAST will do 50% on the 12.5p 23mill IPO price. So KIBO would need to do 100% form here to catch up to its value in Mast alone.

This is why i avoid LSE. At a guess you used to own KIBO, lost money, now troll it?

Thats enough LSE for me for another year.
See you at 100% up in 3 weeks

KIBO own 55% of the IPO which is starting at £23mill (maybe open higher) so KIBO will own at least £12.65mill of it on the bell.
Add in holding in KAT and theres a bag at least from current mcap

Seemingly was a largish seller via Cenkos who's just about out now hence the volume at yesterday close and earlier today. Should trade back to placement price relatively easily now and then 50s on any deals

But he goes on to say they need to stop buying at 5%.
I'll take $4.7mill more buying tho to get him to 5%

might not have listened to all but i thought he could buy up to 5% and then it could grow to 10% before needing to trim