Member Info for Eddie21

Curly-

At least its comforting to see some people are reduced to having to quote from disclaimers and Risk Statements now .. A bit like someone standing in front of a Hospital warning entering patients not to go ahead with their Operations waving the medical pre-operation disclaimer as their reason.

A crude analogy I know, but that’s what it reminds me of

I stuck my neck out a few weeks ago speculating whether The NEW Bod will keep some of their powder dry at the last TU for the H1 full results and reveal something rather unexpected in November.

However small, even a hint and indication of R1 entering the Net Profit Zone would surely be a clever and powerful move that at a stroke will reverse the current sentiment.

Lets see if Eric thinks along the same lines. ! ?

Eddie

Rusty-

Every genuine share holder/Poster should make their own mind up as to who they wish to listen to and who they wish to Filer on here and I fully respect that.

I personally have come to believe that ignoring and NOT confronting certain TYPES of posts/posters will only lead to more of the same, providing a clear run for agendas that at best can only be described as questionable.

Eddie

RUSTY

For NOW, Stt has every reason to gloat ! to fully understand where he truly is coming from all you need to know is listen to his closest Friends and Supporters on the ADVFN. Some are very openly REJOYSING and Routing for SP to fall further and further. You have to then ask the question, what breed of individuals would readily, and openly CELEBRATE other people’s losses ( albeit on paper ).

Instead of distancing himself from such appalling behaviour of his so called supporters that he talks to on daily basis he subtly eggs them on, clearly loving the SP falling but still clever enough NOT to say it openly.

I think I am mostly preaching to the converted here, but its important that once in a while we remind ourselves as to who we are dealing with here.

Eddie

Curley- Thanks

I too share the concern regarding a low ball take over and have voiced this many times. I think that is something that has always been there in the background throughout, particularly in the last year or so.

I have no doubt that there are forces who at least TRY to control the price for their own ends and there has been SOME evidence at times of manipulation in the past.

However, I personally see the ultimate test in the pure Supply and Demand function of the market. Once R1 produce evidence of Net Profit, validating what they have worked for so far then the attached RISKs the market has attached to its success in this long process will disappear quickly.

All IMO of course

Eddie

Malbright,

In the last few years R1 has had to fulfil several fundamental tasks simultaneously simply to survive !

A ) to stabilise itself immediately in the aftermath of the professors Blog

B) embark on an on-going and expensive re-invention of itself technically and commercially to accommodate the rapid changes and evolving business patterns of the industry.

C) win back lost credibility and repair damage to its reputation by taking its security and Fraud safeguarding to new heights within the industry.

D) Ensure that it has sufficient scale and market share through several accusations with attached challenges…etc . etc..

The list can go on longer…. But the point is that this has not been an easy ride and an easy achievement thus far and more importantly …WE ( R1) are still HERE.

The company may have Zig-Zagged a few times along the way (as most high-Teches do) but from where I am standing it has largely been successful in its transformation.

The Market now needs to see the fruits of the above achievements in the way of Net Profits to finally gives it the stamp of approval, hence the current weakness in the SP as we wait for this Holy Grail.

The above is a simplified version of what I personally believe has been going on and where we currently are as a company.

All indications seem to be that we are VERY CLOSE but time will ultimately tell.

I look forward to comments from my fellow share holders

Eddie

Yes imo momentum is EVERTHING .. If I was Eric I would have kept SOME powder dry and held a little back for the H1 results later in October and beyond.
It remains to be seen whether he will be savvy enough and indeed in the position to do so.

But a good beginning last week nevertheless

Good weekend all

Eddie

Ditto 100%

Stt doesn’t seem to have posted anything here for well over 24hrs now!! He must be taking his time to compile a real gooden !!

Personally I would have liked to have seen a little hint of Net profits starting to be achieved by the end of H1, HOWEVER, a very positive and reassuring TU Nevertheless !! Nice to see we are on course and all to play for with the strongest second half of the year still to come.

Eddie

STT- perhaps you should spend a bit more time on TLY BB where your services may be required more urgently rather than on R1 where you CLAIM you have no position.

But we all know better don’t we my shorty friend?

Eddie

IGW
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"Another consideration is perhaps that to be effective at posting negatively it helps if you're not a figure of general derision with zero credibility"
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100% agree- whilst spreading doubt and fear a real clever professional hired basher normally would still maintain that closeness to their audience, appear almost natural as very subtlety he lays his poison on the share.

Maintaining credibility as you do your work is Key. Some of the posted material from him at times may even be relevant and factually correct , however, lack of Credibility soon UNDOESE the intended message and all the hard work behind the negative post.

Eddie

Quite frankly, I have never personally shorted myself (just don’t agree with the principal of the practice). However, I understand why people do it!

I have more respect for those posters who openly have declared their desire for R1s shares to go down and for the company to fail than for someone who is taking the rest of us for fools and posts with a hidden agenda under fasle pretence.

Other than some mental issues and/or deep personal grudges against R1, I find it very difficult to believe someone would spend so many hours with such dedicated focus purely “out of the goodness of their hearts” !?

As another poster recently pointed out, what we are witnessing requires a high degree of dedication and discipline (e.g. long hours of posting), Computing and Processing Power ( e.g. the ability to recall and produce posts and articles from years ago at the drop of a hat).
People have to make up their own minds I guess.

Eddie

Adri- Good Post

Generally you don’t find shorters putting their hand-up and being transparent about shorting as it will completely undermine what they are trying to achieve. As part of their mission, so to speak, they need to be able to post negativity regularly so that it eventually sinks in people’s minds and create that niggly intended doubt about a share/Company.

Hence to do the above successfully and without giving the game away YOU NEED A “COVER STORY” for your posts camouflaging the real intended aim and the motivation behind posts.

And what better cover story than pretending to INFORM THE PUBLIC under the pretence of providing” Industry News/Challenges” worth thinking about don’t you think ?

The only problem however is that if you do it so systematically and for too long then people will eventually see through it.

Eddie

Dear All

I have mentioned this right from the very beginning of STTs appearance on LSE BB having followed a lot of his posts previously on the ADFN board.

In my book He IS ONE 100% FINACIALLY BENEFITING from damaging R1 reputation and the share price going lower.

Now whether this FINACIAL BENEFITT is a paid one via a 3rd party OR a personal Short position I do not have the evidence either way.
However, sometimes if we look and listen hard enough the TRUTH will be in plain sight right in front of us.

Eddie

Welcome to our world !!

Eddie

1GW
Or are you just using simplistic and non-sensical statements to try to engender concern in the minds of shareholders?
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SPOT ON 1GW

Eddie

Recently a poster on ADVFN commented that he didn’t think the Term used by another poster “ SHORTING R1 SHARES TO ZERO “ was realistic.

Below is STTs reply to that poster:

14/9/2018- Mome "Short to zero is not going to happen." They have a $100m revolving credit facility with the bank having 1st charge over the business... I would never say it's not going to happen... You better hope the industry challenges don't result in any significant increase in costs or reductions in revenue doesn't result in them defaulting..

I let the readers themselves identify the tactics and techniques used in writing the post and the hidden intended message within it.

Eddie

Brass-

Thank you for taking the time to provide us all with a useful view of you thoughts.

Unfortunately I am most probably a lesser of an accountant than many here so not really qualified to do any micro analysis. However, the fundamentals you have used such as Margins , revenue generation beat-rates ( H1&H2), as well as, various anticipated costs ( some so hard to evaluate) all seems reasonable enough to ME.

From my own point of view, I would be delighted with any results within 10% margin of error of the fundamental results you have drawn-up.

I think getting on the PBT Track at last by itself will be a major achievement and the actual PBT figure ( H1+H2) in isolation will be kind of secondary.

Also as long as our actual profit figure is supported and evidenced with things like increase in NEW Sales/Client base, on- going cost efficiencies and solid signs of total integration with recent acquisitions, then we will see amazing turn around in the SP.

Thanks again

Eddie

Ahh Brassy, but some here will argue with you that ALL this growth will go to the Duopoly and NONE to the smaller more niche players. Surely, you are not suggesting for one moment that any of this growth may trickle down to R1 are you ????

I have a sneaky feeling that in a minute we will all be reminded of the Court Case, Fee Transparency ( not to mention Shares on Loan) and one thousnd and one other Industry Challenges. Does anyone else get that feeling too ?