Member Info for dsc1978

Researching this share right now. A very low PEG of 0.10, but the rest of the balance sheet is not that inspiring. The company has 3.8 million in net cash, which was reported in November.

This 10k buy has piqued my interest, though.

I'm considering buying more. A great share.

The security software developer has amassed 430m users since its launch in 1988. Unlike its rivals, Avast offers free protection, then upgrades customers to paid-for services. About 12m spend money with the company.

The business model is working. Sales rose about 6% to $427m for the six months to June, driven by “strong growth” in cross-selling privacy products to customers using desktop computers.

Investors have been sweet on the company since August, when it said it was on track to hit the top end of its full-year sales target. The shares are up about 60% on the year, giving the Prague-based company a market value of £4.7bn.

Analysts expect more. Stefan Slowinski at Exane BNP Paribas has set a price target of 570p, implying an upside of 22.5% from the current 465.2p.

With only a small proportion of customers paying for services at the moment, there is more money to go after. Operating margins of 50% and strong cashflow give Avast the financial firepower to push into new markets.

And who could rule out a takeover? Sophos, its FTSE 250 peer and rival, was recently snapped up by American buyout fund Thoma Bravo in a £3.1bn deal. There remains plenty of private equity appetite for tech companies that throw off cash.

Avast was one of the biggest tech listings on the London market in 2018. Could 2020 be the year it returns to private hands?

I don't know when the last crash was, but they do have an ageing fleet which needs addressing.
The PEG is quite low, so there is a lot of potential growth here. I might buy in at a later date.

Sold mine. Will buy more in the future.

Good results today. Some higher cost headwinds ahead, though, but GRG should deal with it and continue to be competitive.

Gggg21, the price might continue to collapse because there is still no clarification on the accuracy of the report. I get it, you want to believe it's a fabrication, emotions are high, you have invested in it, but just because NMC are allowing an independent review doesn't mean they are innocent.

Lots of "back in at x price" and confirmation bias without knowing if the Muddy Waters report is accurate or not. Avoid for the time being.

Oil prices going up.
Ranked second worst in Which? poll.
AirlineRatings.com released the ranking of the world’s safest airlines. British Airways didn't make the top 20.
Let's not forget the strikes and data breaches last year, which the SP rode over.
I'm bailing for now.

Last trading announcement the share fell. Over-valued at the time.

I have tried the Vegan Sausage, very salty. Okay for an occasional consumption, but can't say it was THAT tasty and certainly not a pork substitute.

Avoid. Most car stocks are not worth the investment.

Bought some shares. :) Sports betting in the USA is gonna get much bigger.

I'd avoid. Spread is nearing 4% and no one has a clue how much it's really worth.

Oneandonly, I still maintain my holding. No point selling just yet. Yes, this could be a winner in the long run, so I'll hold out.

No panic today, SP up. The tobacco companies want regulation on e-cigs and this news is a step in the right direction. Market likes clarity.

Lots of cash and juicy divs.

Good news in America. They are working towards regulating the e-cig market. Nice boost to the share today.

Market cap is 414 million, yet it's pre-tax profits last year was 7.37 million. Way off. Market cap should be more reasonable, probably at 100 million.

Any reason why CWR don't have a PEG number?

Circling this share. Checking out its balance sheet right now.

Bought some shares. :)

CWR surging today.