Member Info for Fallingknife1

Berenberg raises Zegona Communications target to 1,350 (1,000) pence - 'buy'

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Deutsche Bank raises Zegona Communications price target to 1,550 (1,030) pence - 'buy'

After a strong run. Should only be temporary. I was inclined to topslice at 1000p but we have stormed past that so am hanging tight. Only a pause rather than a sustained sell-off.

11-Aug-25 08:38:22 0.455 1,755,281 Unknown* 0.50 0.55 7,987 O

Delayed reported trade.

Every trade today bar one has been a sell. A classic Lincoln move today trying to put lipstick on a pig. He had to wheel out an update on cashews which wasnt even due in order to massage the figures. Appalling update on CPO when it is always the weather and never the incompetence of the board. Disgraceful!

Berenberg flips the switch to ‘buy’ on Luceco

Berenberg has initiated coverage of Luceco (LUCE) as a buyer given the strength of its manufacturing arm and its track record.

Analyst Edward Prest started coverage with a ‘buy’ recommendation and target price of 160p on the lighting manufacturer and supplier, which was trading up 0.8% on Wednesday afternoon at 128p but is still down nearly 15% over the past year.

Prest was impressed by the fact the group has its own manufacturing operations in China which ‘gives it full control of its supply chain’.

He also highlighted a ‘strong track record in product development, and its proven ability to innovate in a dynamic consumer and regulatory environment’, as well as a ‘strong balance sheet and cash generation capability’, the latter of which provides scope for both M&A and investment.

‘Recent years have been tough for [the repair, maintenance and improvement] markets, and the second half 2025 outlook is certainly more one of stability around trough levels than a sharp bounce back,’ said Prest.

‘The group has managed the headwinds well and fared better than various peers.’

Agree with this above. Think it will be a slow burner however. I am calling the bottom as 125p. So more to come in sunnier times.

As Zeg moves into four figures. Bravo to the board. Bound to hit a wall at some point but when?! Absolute ride from29p to 1000p. Definitely more to come but is it worth trading SEG?

Sadly 😥 I expect .5p to give way shortly to .45p. Clearly the MMs are not short of shares or they would have moved the ask up. Unless they try to move it quickly to stimulate trade I think the bid will fall.

950p has come as predicted. *** takes a bow ****

Almost there :) 950p in touching distance....

Though I think the stake taken actually reflect the rumours that the investor was going to take a lesser stake than previously surmised. nd these rumours caused a fall below 500p IIRC (OR MAYBE 600P). Nice to have it done and dusted at any rate, My 950 TP edges nearer though we may have sell on the news or profit takers. New trading range confirmed.

Margins just got better! The share that keeps on giving. Really undervalued and my 950p TP is on its way. Wish I had punted these more but can't complain having been in since 29p and buying all the way up. More to come!

Fall is unexplained to me unless some shorting is going on. The share had no ugly surprises and I expected a rise as posted below. I will continue to accumulate but may adjust to see if i can catch the bottom. Always tricky to catch a falling knife but the SP decline has legs and to go below 130p as it has today seems to suggest to me that there is regrettably further to fall. Still enthusiastic about the share and long-term prospects.

The LSE rise of 1.94%. My broker is quoting .52 to buy which is under the midpoint. Some sap spent £3000 today on a purchase but it wouldn't surprise me to see .5p give way as the ask is so close to the bid. We shall see.

800p smashed. If this can hold above 800p I think we are in a new trading range. Looking for 950p from here. I expect we are a momentum play currently.

Jonathan's commitment to shareholders, his experience and financial discipline plus his strategy insight and international operational experience are expected to significantly benefit ....Jonathan supported the business in the latest fundraise, highlighting his commitment to the Company and its projects.

Translation from DKL speak. Jonathan helped destroy value in a SP worth 1.5p before the market somehow got wind of a fundraise to sell share market value .85p for .55p. Jonathan used his financial expertise to dilute loyal holders down to a worthless holding while positioning himself to draw a fat salary, highlighting his commitment to drawing his fat salary while producing in effect the square root of FA. In particular his direct experience of the Ivory Coast will increase the certainty that he has encountered these charlatans and clowns and therefore will need little training in continuing their disastrous stewardship. Jonathan has been tasked with the challenge of bringing the SP down from .575p mid down to .05p matching the enviable record of the incompetent BOD who have shown admirable dexterity in achieving this very feat in an incredibly short period of time.

When the current/previous phase of growth began or happened at all. I missed it completely yet the new Director seems to be the man to deliver the NEXT phase of growth as per the RNS.

Agreed and the slight downtick in the SP is a surprise to me. I will keep accumulating here until the market gets it. Can't see anything negative in the results except for a mention of a seasonality headwind at one point but profit is up and revenue up. Buy!

Gurdjeff when they have made us join the 99.95% down club do you expect unbridled enthusiasm and cheerleading for the BOD and the SP? I prefer an honest assessment. And if that assessment is negative on a share I own, then so be it.

Good morning Rugs. I see you can resist anything... except temptation. Mark my words we will see 0p before we see 3p. If you want recovery plays Try AUTG ( Wide spread but still value) or Luceco ( results today, look good) instead of these wasters,

Not worth risking 100% to gain 10% solely on the back of these charlatans IMO Gurd. I respect you for putting your money where your mouth is and I will gain if it rises 10% above the placing price but the BOD have only shown greed and incompetence to date. The LTH holders here including myself have been transformed into Mr Micawbers waiting for something to turn up. All that we had was soundbites about value unlocks and the market not understanding the company. Lincoln has a veritable treadmill of excuses though he is in the main just a mouthpiece and a well rewarded mouthpiece at that. We shall see if ever see a return on your punt Gurd.

Can you pm please 🙏? What's your handle on the other site?