Member Info for EyesOfBlue

I’ve no idea why the market has reacted in this way to an RNS which has merely confirmed EXACTLY what the update on 10th March stated.

Even the good folk on here panicking about the ‘core business’ diminishing are missing the point. Cavendish is racing ahead, its contribution has gone from a quarter of total revenues to half, why not focus on that?

Total revenues are up, profits will be enviable and the dividend will still be outstanding thanks to the enormous cash pile that guarantees it for several years at least as Sam has stated. At this SP, you won’t find better value out there imo. I’m adding today.

You’re forgetting all those utter ****wombles at the credit ratings agencies.

Concluding para from The Times article.

“The pharmaceutical sector values Cambridge Cognition highly but the City doesn’t look to have realised how much. It is benefiting from an increase in the number of clinical trials and more drugs in the pipeline at pre-clinical stage.

Singer Capital Markets predicts sales will rise 24 per cent by next year. The stock should surge, too — buy.”

eEnergy Group plc (AIM: EAAS), the digital energy services company, is pleased to announce its interim results for the six months ended 31 December 2021.



Financial Highlights for the six months ended 31 December 2021:

· Revenue for the enlarged Group up 42% to £9.6 million (H1 FY21: £6.8 million).

· Energy Management revenue increased to £4.8 million (H1 FY21: £0.2 million) through underlying annualised growth of 25%, the inclusion of Beond for the full period and the acquisition of UtilityTeam in September 2021.

· Energy Efficiency revenue of £4.8 million was stable with H2 FY21 but down 28% on H1 FY21 (£6.6 million), primarily as a result of the catch up effect in H1 FY21 of projects delayed from the first Covid lockdown.

· Group gross margin increased in the period to 57.6 % (H1 FY21: 38.2%) due to the change in sales mix towards Energy Management.

· Adjusted EBITDA(1) up 117% to £0.8 million (H1 FY21: £0.4 million).

· Profit before exceptional items(2) of £0.2 million (H1 FY21 £0.1 million).

· Cash at bank £2.6 million (30 June 2021: £3.3 million) and net debt (including IFRS 16 lease liabilities) of £1.1 million (30 June 2021: net cash £0.8 million).

One of their stated reasons for keeping the cash relatively intact is to be able to maintain the dividend policy, even if revenues and profit are disappointing one year for any reason.

finnCap Group PLC

Trading Update

FY 22 Revenues to exceed £45-£50m guidance range



finnCap Group PLC ("finnCap" or the "Company" or the "Group"), a leading provider of strategic advisory and capital raising services to growth companies, is pleased to confirm that unaudited revenue for the year to date has now exceeded the top end of its £45-£50m guidance range.

Sam Smith, CEO commented:

"With further potential deals to close, the Group is set to deliver record revenue for FY22. We have seen the real benefits of diversifying our products and customer base with a particularly good performance in ECM in complex markets and another strong half year in M&A."

Almost missed this yesterday. Obviously not significant enough for an RNS?

https://www.finextra.com/pressarticle/91700/finncap-cavendish-advises-on-the-sale-of-bokus-identity-division-to-twilio

Bugger, thought it would be the trading update but it’s just housekeeping! Maybe tomorrow.

Echoing the thread title, is this being walked down? It’s literally the only holding I have out of dozens of ITs and company holdings showing red today. Absolutely bizarre. On no news and mostly buys in the LSE deal listings.

Can confirm that I got this message from ii about my wife’s fully subscribed ISA but not my own isa, also with ii, both hold POLB. Mine isn’t fully subscribed.

Managed to pick up another £5k for 28.6p. Happy times. Poster on the other board thinks it’s related to a profit warning from Peel Hunt?

No doubt it will correct back upward in the coming few days.

Welcome to the aim casino. Fewer than 20 trades averaging just north of £1k … means this excellent company sheds 7.5%off its market cap.

It’s complete manipulation. Sometimes it works in your favour, others not. Possible to make good money out of the volatility but it’s always a risky manoeuvre!!

Thanks Uhif. And also for relating your efforts on here.

Uhif - why not reply to his email using those exact sentiments?

Bought further small amounts (£1,500 x2) this morning in the amazing sale thanks very much.

Agree that the $20m prob included the existing Tarana framework. Not sure though of course.

My take on the projection is that the various interpretations are valid as it’s terribly badly written (par for the course here it seems). BUT WHAT THEY ARE TRYING TO CLUMSILY GET ACROSS IS THAT FROM FY 2020 REVENUE OF LESS THAN $2m, 2022 IS GONNA BE A HECK OF A LOT BIGGER.

10x bigger in fact.

I rather think they expected the SP to rise on that news but they ballsed the wording up.

Just my take. And I’m going to keep on buying at these prices, it’s nuts.

Big trade from Weds only showed last night. Looks like a worked sale, could be wrong though.

16-Feb-22 10:39:46 11.40 536,267 Unknown* 61.13k O

The new arrangement announced today should be really positive, saving the company money and increasing liquidity.

“The new facility gives the Company enhanced liquidity, more flexible financing, and a strong partner to help support its growth strategy. Whilst the blended cost of the finance will be significantly lower than the refinanced facilities, the Board's earnings expectations are unchanged for the current financial year.”

So minus 8% for the SP later then no doubt !!!

More chunky trades late on. Reported as sells but I’m darned if most - if not all - aren’t buys.

Date Time Trade Prc Volume Buy/Sell Value
16-Feb-22 15:34:56 12.00 125,000 Unknown* 15.00k O
16-Feb-22 16:13:25 12.50 100,000 Unknown* 12.50k O
16-Feb-22 16:13:17 12.40 100,000 Unknown* 12.40k O
16-Feb-22 16:38:30 12.00 50,000 Sell* 6,000 O

Ahhh well you see I’d have interpreted yours as a sell as I think buys are usually a round number of pounds less a typical fee (eg. £1,000 less £4 = £996) or a round number of shares eg 5,000.

Please don’t do that again AdeleK, it’s discombobulating.

That large trade is interesting. There have been regular such trades in recent weeks and months. Suspect it’s a seller but impossible to tell? But a blue day for once, wonder if the two are linked.

Thanks also for the ideas list. Not familiar with those but will check them out later.