Member Info for dsc1978

I was looking to invest but very disappointed with the management - they haven't been honest about the earnings in their AGM. The least they can do is buy shares and do buybacks at these levels if they are confident in the business going forward.

Revenues down from H1 last year! But improved some metrics. Forward order book is strong.

I'm watching :) Seems like s good buy at these levels. Below 300p is a bargain.

I added more yesterday. :D

I have been buying at these levels. I can see a path back to 600 this year.

50 trillion.

Yeah, 2023. They haven't sold, which gives me some confidence that they rate the SP much higher.

I was waiting to see how their business was evolving. Director buys signalling that they have confidence of growing the business in the long term.

Started a position after the update.

It's never overdone in a pessimistic market. The drop could be more when there is fear in the market.

I bought in. The budget wasn't as bad as feared.

Yep. Still very much undervalued. 4.3 billion forward book order.

Good results. 4.3 billion forward book order.

Divi is stingy, though.

Should be 160p, way undervalued right now.

Avoid them. You might get lucky, but sticking to companies which make profits is less of a gamble.

160p would be a fair price for this stock. Yes, it's boring, but as long as it increases profits I don't care.

When are they projected to make some money?

Naked Trader bought it for 317, 12th Jan. His target is 390. It's on his spreadsheet table. Not a fraud.

Net Cash only 16 million? Debt 26 million?

I thought they held more cash than that.

The reaction is a bit over done. It's still looking at 1.5 billion revenue. Looks like it might dip into the 300s at this rate.