Member Info for Fallingknife1

Quite right drunk. The yield will sustain this at a certain time but only when the fall in the SP is done. No point in buying for a 6% yield if it falls 10% plus. There are better businesses than this one wilting under the pressure the High St is experiencing. I saw the times rightly ridicule Ms Hubbard for not mentioning in May's trading update so perhaps there is a trust/ credibility issue here.
For balance though I don't think falling out of the FTSE 250 is always bad as many of the funds might have exited anyway and FTSE 350 funds and others might be able to buy in.

Very honest assessment Ragnar and bang on the money. A placing is almost inevitable with the continued cash burn. Their EBIDTA profitability could be one pound for all we know.

I am surprised no-one has mentioned the 105k payoff for Bladen who 'resigned' allegedly for personal reasons. So 30% of the revenue increase went back to one now ex-employee. More NED's on the way. A gravy train with investors walking in front with a white flag. Subsidised train travel at its finest.
What price a placing here? 3p ?2.5p? Now I await the "you want to get in cheap" brigade. Please tell at what stage from 54p to 4.1p is 'cheap'? The results and the SP speak for themselves.

Morning 4kandles. I think I read ages ago he was willing to give FLX one last chance. So I expect Tomb Witherfrith to wither on about profitability and suck in some more buyers.
I have no problems with Dactions on here as he puts his money where his mouth is. Some of the others with their finish blue, market manipulation and previous talk of 54p etc are another matter.
Interestingly amidst all today's waffle I can find no indication of how Midgard is performing. I thought this was the flagship product. No wonder the report praises staff for their sense of humour during the year :)

Muk are you for real? They have given smaller PI'S a chance to get a bigger slice of the pie as the price has dropped. Your comment makes no sense whatsoever! You and others can now fill your boots. According to your analysis it is about 25% below value with a 15% drop instead of a 10% rise. So you should be thanks ful for this 'opportunity'. There is clear reason for the drop actually. This is a jam tomorrow stock which never delivers. Except for bluster and jobs for the boys.

Manipulation? A serial disappointer more like. Revenue only increased 300k. Cutting costs the chairman says but

"We will be strengthening the board in the next few months with further NED appointments." Come aboard the gravy train- except shareholders of course.

The outlook statement is hilarious. "The Board has received favourable indications from our most significant customers and partners that our strategy to scale our security services is the right". What the hell does that mean? Signing new contracts or renewals is surely the only indicator.
As for finish blue today as someone posted below, that is pure LALA land. The market has spoken.

Sure. It will be interesting to see more detail in the results.Today has seen the largest volume for some time in this share but on the back of no news. Hence my pondering below whether it was some speculative positioning. Not seen anything so far that suggests posters here who talk about 3p and 5p are on the money but that may change of course when the results are out.

are having a lightbulb moment today? Fair play to anyone who flicked the switch known as the buy button when this was looking gloomy in the 30s.Is a false dawn though?

Actually the last official trade was for 2.15p with a bid/ask of 2.1/2.5p .

Not intending getting on it thanks Wisha. Certainly not on the back of a speculative rise and the results about to come out. Will let you know if I invest as you seem keen to know.

a bit of speculative positioning ahead of results.Talk of 3p and 5p seems a bit fanciful here as the largest buy recently has been 2.42p. At least investors and would be will get a chance to zoom in on the figures when they are released.

the RNS has set this one alight this morning. It has managed to claw back some losses at least. Quite a way to go and unless these products they mention get shifted then this one will be a slow burner at best.

Yes I know that feeling very well Strudel. I think the management have made some shrewd moves here in addressing operational issues. If these moves falter or prove ineffective then it will be lights out here. But if they work I am convinced we will see the below figures.
It is rare for me to see a dog of a share recover yet hard to sell up and crystalise a loss in other shares. I have bought at 600p and 555p here and am happy to accumulate. The NED buy of 42000 yesterday at 560p is also reassuring.

as it struggles to find its bearings. I am left scratching my head to think of any pawsibe explanation for today's fall unless there is some BREXIT type fear for the construction industry. A stonking buying opportunity imo.

Ok fair enough that was my opinion after today's update but I am not a trader in this.I have no intention of buying it even after today's fall. This might be the bottom of course but again -personally speaking- I am avoiding anything which is high street footfall related. I will be watching this share to see if this fall, is the turning point.

Except there hasn't been a post today with specific advice to sell Weyland. Can you reference one?

Sure there have been negative comments on the company but these must be expected on a day when the SP has fallen 10% and the company has issued a negative update. The opinion button on LSE is not actually investment or portfolio advice but rather an optional button to register a poster's opinion on the share.

I suspect they are holding it back for some resolution or whizzbang announcement Phil. I can't think why even DKL would delay the AGM. With only really Lincoln Moore based here AFAIK it might be a question of coordinating a date which suits most of the board. They always seem to be off doing tangential things anyway. Maybe the Norpalm idea is finally defrosting and ready to be on the table?

I agree with the random number generator comment though the production figures are now more often around 18th of the month following the quarter which at least shows some patterning.

Swing low, sweet chariot,
Coming to my portfolio
Swing low, sweet chariot,
Coming to carry Morocco.
I looked over Namibia, what do I see,
Coming for to carry me home.
A band of debt collectors coming after me,
Coming for to carry me home.

Unless this one has an ace up its sleeve I think most investors would be better off jacking this one in. Today's update is rather sickly and the SP needs a get well soon card! The challenging retail environment and the weather gets blamed in spades for poor trading so the SP is inevitably going to take a clubbing!
To speak of a good Father's day asa sign that underlying performance might not have been so badmakes me suspect this Karen Hubbard is some kind of joker. Did she go a to a psychic card reader to verify her belief that the company is well positioned for the important Christmas trading season. No doubt we will be playing "Find the Lady" when we get the Christmas update!

At least the focus of the discussion here is the company itself now headancer. I find it very hard to value this one myself. Even after the trading statement and the fact that you can get in now cheaper than the placing price or the warrants the SP is down- albeit by a tiny margin- rather than having strengthened. A headscratcher to puzzle out its worth.

Thanks Strudel, I am like a moth to a light with this one. I want to build a position here and it seems the SP has stabilised. If this fully recovers it is worth 800p to 1000p. Even a lukewarm performance would make this worth 600p to 700p. I certainly see value here at current levels. A very quiet board here too makes it even more appealing!