Member Info for Fallingknife1

Good call but there is some more fat to be trimmed here. Strong recovery possible ahead of the general market but decent fundamentals underpinning the SP. Bound to be buffeted but what a buying opportunity the fall was!

You rebooked your window seat yet Etet? I am up £13 a share since my finger hovered on the buy button near recent lows. Really glad now I didn't take flight though will consider grounidng some if this flies higher.

Et voila. An SP correction of 5.36% ona day of no trades. Where are the shameless trio these days, the dodgyone, the dribbly one and the penniless one? Not much to say but they were ociferous before in trying to drive doubters of the board. You have got to laugh. Unless you followed their lead and invested here. Then you wouldn't laugh.

and good to see 500p acting so far as a floor. I expect buying sentiment to return quickly as there is no justification for a 3.3% drop.

Yes Nickel. I nearly sold out at £23 which was the recent bottom. I had my bags packed and ready to leave the share for a small profit. I am finding today's update really uplifting. LBC just called Wizz a decent airline in its financial report. WIZZ will be one of the airlines to emerge in a better place.

Familiar*

as some pooor, literally poor, investor had to accept below the bid to get rid of a paltry £862 of shares in FLX. Was it one of the tricky trio of former board policemen here dumping their holdings? More falls on the way for sure folks! Despite the market being buoyant FLX is finding its level. A near 16% spread is ugly and makes this share a bigger gamble/ Only a fool or the foolhardy would buy now and my advice is wait until the inevitable fall before considering investing. And then find a decent share to invest in. Avoid!

Euskaltel SA (EKT) NPVSell:€8.00 Buy:€8.45 €0.50 (6.41%)Market closed | Prices as at close on 2 June 2020 | This follows a 10% rise on June 1st. On April the 23rd Euskatel was 6.7 euros per share and exchange rate of 1.14E/£1. Today is 1.12E/£1.Will certainly help with the NAV of Zegona and but not the discount to NAV which they are focussed on narrowing.

I thought Tristel was going to go viral when it reached 530p on the ask today but the SP caught a cold and dipped under 520p once again. I wouldn;t say the SP is being manipulated but the widening of the spread from 510p to 530p bid ask was certainly meant to slow momentum. The sell of 10k of shares at 512p probably stopped the gallop anyhow. Lots of buys at 517.5p which is well below 530p but I suppose the MM's can easily ask for 523p etc if buying momentum continues. The FDA approval is painstakingly slow but perhaps investors don;t realise there are other products in abeyance which have been approved by the EPA but have to wait while the focus is on FDA approval. In short there is lots to like but lots to go for here.

Even when Cat sells and buys back he moves the SP upwards! Can't wait until next ISA season so I can buy in tandem :)

and explains the late jump in the SP. Z ynga Inc ("Zynga") enters into agreement to acquire 100% of Peak Games for $1.8 billion

Draper Esprit (LSE: GROW, Euronext Growth: GRW), a leading venture capital firm investing in and developing high growth digital technology businesses, notes the announcement released by Zynga to enter into an agreement to acquire Istanbul-based mobile games developer Peak Games for $1.8 billion, comprised of approx. $900 million in cash and approx. $900 million of Zynga common stock. The acquisition is expected to close in Q3 2020.

In January 2019, Draper Esprit announced that it had furthered its strategic partnership with Earlybird Digital West ("Earlybird"), a German Venture Capital firm with a focus on early stage investments in Europe, by acquiring a 27% interest in Earlybird's EB IV fund for approx. EUR63 million (approx. GBP55 million).

As a result of this investment in the EB IV fund, Draper Esprit acquired underlying holdings in nine high growth technology companies including Istanbul-headquartered games developer Peak Games.

The agreement for Zynga to acquire Peak Games will, once closed, indicate a fair value holding for Draper Esprit in Peak of approx. GBP80 million (depending upon the Zynga share price at the time), which is a GBP12 million (approx. 10p NAV per share) uplift to the fair value referenced in the recent trading statement.

So an extra 10p in NAV plus I note Zynga shares are up in tandem today. Given the rather late in the afternoon timing I would think the market had not time to properly react so we may see a push to 500p on the ask early doors. Usefully this capital can be redeployed at a time when Tech companies are growing fast due to Global lockdowns but markets and valuations are generally soggy due to sell-offs, though now recovering. Still loads more value to be unlocked here.

well received by the market too. But 800p is sticky resitance and it remains to be seen if it can continue upwards past this level after a near 4% rise today. OXB was at around £10 if my memory serves me correctly so perhaps once 800p is breached and remained above then we could reclaim 900p at least.

Steph, the quiet boards are the best ones honestly. GROW is living up to its name today and smashing it. The drop after the update was unwarranted and the ask is thankfully above my latest buy in price. By the time the herd arrive here I am confident the SP will have ran away from here.
I am in POLAR Capital holdings too incidentally as well as BDEV. I think although the housing market is in for a steepish fall, these house builders have the land banks and cash to ride out downturns.
I am not sure if you are in Solid State Steph but that is one share worth a look and an investment. Been rising quickly over the last couple of trading sessions but still 20% undervalued imo.

for the SP? Lots of funding required but a mention of partners. Warrants at 5p against an SP of .39p which has halved in a year. Might be a large spike followed by a paring back of gains?

Thanks Steph and your posts here are very thorough and informative. Very enthustiastic posts without ramping BS which you get on some threads. I an very keen on GROW and certainly under 500p as I agree it will rerate to 550p to 600p even in a moderately successful investments' outcome. I bought into the spike on Thursday at 478p which I don;y normally do, having lost patience with another share EDEN. The fall since then is perplexing given the good news in the update but I expect the SP will recover quickly as the fall is not based on any fundamentals. I intend to continue to accumulate here certainly under 500p and up to 600p in the short term. Of course we maybe have market turmoil with the internal and external US relations plus the frightening debt and falls in GDP we are witnessing globally . But GROW is one to keep the right side of.

Tiptree the current spread is just over 3%. I wouldn't let it worry as it will only matter if you wish to sell quickly after buying. There are worse spreads on AIM and it is fairly easy to buy and sell despite the spread and of course usually within the spread. There was some upward momemtum since Friday which if continuing on Monday will be 500p resistance broken. Currently it is trading between 465p and 500p so it is where you see the entry point that is most important imo while risking missing out on further rises rather than focussing on the spread.

in a single trade reported after hours. No comments here so far on it Sizeable statement of faith by some fund.

by Tempus as holdings remain well placed for digital trends. makes the point that the share carries no dividends but at 17% are at a substantial discount to NAV. Fall in PF not as bad as expected ( up to 25% drop expected). Points not really picked up by the market after the initial rise imv.

as it explodes past 300p. Good momentum and we know its movements in both directions are quite sweeping. Looking more and more like the 210p SP recently was a present even though it was an exceptionally cheap watch. Wish I had sold my entire PF and put it here at that level. If only one could turn back time , eh?

Cautious tone so I wonder what effect it will have on the SP. There will probably be a fall but it is certainly a buying opportunity as it only widens the discount and doesn't take into account the investments made during Cov 19 which will blossom when we emerge from the crisis.