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Very interesting presentation and comments. Will post my take on it later, not surprised the sp has risen again today. Regarding the property, there are a couple of existing tenants. Who will be able to remain in newly adapted space within the building post March 2022, following Beeks' fit out. Until such time as Beeks need that space. Will mean an extra bit of cash from a no brainer deal.

Been too busy to fully go through the results this morning. What I have learned is that the order pipeline has moved to a new record level. The obvious priority would be to reduce that, as revenues don't start until servers etc; are installed and become operational. Therefore it would seem as if the proposed move, to the Riverside Business Park in Braehead, can't come quick enough. Exciting days, ahead with the potential for growth to expand above current levels, in the years ahead.

A pullback is possible at the current level, though think we are looking at 250p+ this time next year.

GLA

Was confident that the drop last week was to encourage panic sales. Took advantage to top up. The lack of a definite results announcement date might also have been strategic for the same reason. Likely the board will be put under pressure to offload some more shares. The good thing is that the market makers have been obliged to push the bid price up to encourage sales. Looks as if they will have to push up to at least 700p to sell

Stephen Newton, Chief Executive Officer said (extract):

"The progress across all four pillars of our growth strategy has been fantastic in the first half of the year with a particular highlight being our US growth, which is a key market for our business, and I'm delighted with the developments"

A reminder, US revenue growth increased by over 100% in H1. The stated ambition is to make Elixirr the No1 consultancy in the World. Obviously to do that, Elixirr needs to be BIG in the US. Therefore heading in the right direction. ELIX shareholders should also be delighted with the developments (with more to come).

Stocky - I am hoping that there will be no more lockdowns or even restrictions imposed on the leisure industry this winter. In the event of a much higher infection rate this winter, however, it is quite likely that some mature customers will make the decision to avoid crowded drinking and eating establishments. That could put a damper on overall CPC revenues. Though could also mean higher numbers on the Mon-Wed trade.

In my opinion investors looking for excitement should be investing elsewhere. CPC are a well run company, focusing on the quality end of the leisure market. Covid-19 is an unfortunate interruption to the company's progress. The current sp is attractive for those who are seeking a decent return over the long term. An investment, ideally parked in an ISA. With no worries about checking the price everyday.

Yesterday's H1 results fairly predictable considering the lockdown restrictions during the period. Thanks to prudent operational changes and Government help the unavoidable first half loss is manageable, as it could have been far worse.

Not much in the way of forward guidance for the second half. CPC have probably been advised to limit optimism, due to the possibility of a winter lockdown or the re-imposition of trading restrictions. Nevertheless plans are underway for Christmas with menus organized. The Hoste in Norfolk already has the Christmas Day menu online for booking. The next update will be in January. Assuming that there have been no restrictions imposed on CPC trading, am confident the sp will be at least 130p before the rns is issued. The detail of the announcement will no doubt guide the price from there.

The good news keeps flowing from finnCap. How do they do it?

https://www.finncapcavendish.com/deals/pimlico-plumbers-neighborly-kkr/

https://www.finncapcavendish.com/deals/rjd-partners-improve-international-debt-advisory-private-equity/

Good news today regarding the development of the possibility of beating the worst of Covid-19 with a nasal spray. Getting through this winter could see the end of economy wrecking lockdowns. The key factor being that the nanobody molecules generated by Covid-19 particle infected Llamas can be laboratory manufactured.

https://scitechdaily.com/llama-antibodies-have-significant-potential-as-frontline-covid-19-treatment-simple-nasal-spray/

As a rule haven't usually taken the opportunity to listen to these events. Registered for the Full Year Investor Presentation on Tuesday 28 September. Following registration took the opportunity to listen to the H1 event. Am satisfied that revenues for H2 will be higher than H1 due to revenues coming online from a number of client installations delayed by Covid travel restrictions. Beeks able to test and fine tune these installations from HQ online but had to rely on local contractors to do the physical work. Other contracts have been increased following customer satisfaction.

Other snippets gleaned include;

Operating in a niche market with two rival companies, not a highly competitive market.
Clients are giving Beeks relative smaller sized contracts initially, looking for reliable performance first. Thus offering the prospect of substantial growth from existing clients alone.
Working with IPC (ipc,com) to provide for their own customers.
The private cloud service now branded Proximity, will open the door for Beeks, to a wealth of potential Tier 1 clients.
Institutions are putting pressure on the CEO to consider halting dividends to fund growth. He did point out that he was receiving the most of this money.
Beeks respect customer privacy, which is why they don't put names to contracts.
Gordon McArthur came across as uncomplicated and trustworthy.
He reminded that Beeks had received a £2m grant from the Scottish Government.
He is expecting 20% growth year on year for the forseeable future.

Final Results to be announced on September 27.

I've just seen Andy Hornby CEO of Restaurant Group interviewed on Ian King this morning. He said they had a staycation boom in August. Apparently they were doing takeaway before openings. He's hoping for a normal Christmas.
Likely H2 for CPC will be good, am sure they will be keen to give some guidance. If lockdowns are avoided, might make a small profit for the year.

DaddyAIM - Did you read the Outlook statement? Plenty of waffle, nothing to boost confidence though. Perhaps they are experiencing the odd problem with taken over franchises? Worry enough for me to sell yesterday morning as an investor happy with a very rewarding profit. Not likely to reinvest but wish all current long term holders continued good fortune.

https://sigmaroc.com/wp-content/uploads/20210908-SigmaRoc-and-Marshalls-Collaboration-3-3-SH.pdf

Most likely products made with powdered limestone as the key ingredient.

https://ir.q4europe.com/Tools/newsArticleHTML.aspx?solutionID=3744&customerKey=beeks&storyID=15181028&language=en

Beeks headquarters will move from the existing leased office of the Lumina Building to the nearby Riverside Building in Riverside Business Park, King's Inch Road, Braehead PA4 8YU in early 2022, following two years at the Company's current address, during which time the business has grown considerably. With approximately three times the square footage, these larger premises will provide the necessary space to fulfil the Company's growth potential. Consideration for the property was £2.1 million, payable to Braehead Park Estates Limited, which was funded out of existing Company cash balances and available debt facililties. There are no profits or losses attributable to the property pursuant to the acquisiton.

A company confident of future growth, on the back of investing in Proximity Cloud, let's hope it is money well spent.

Too early.

All changes from this review will be implemented at the close of business on Friday, 17 September 2021 and take effect from the start of trading on Monday, 20 September 2021.

https://content.ftserussell.com/press/ftse-uk-index-series-quarterly-review-september-2021

Sorry for delay in replying Stockready1 - City Pub would spend £5m just to buy the Paddington Hotel pub. The company wants to expand, the alternative is borrowing though that is likely to be more expensive currently, for a company under a threat of not being able to trade due to lockdown.

Yesterday's vote for an increase in National Insurance including employer contributions is a another financial blow to the leisure industry, recovering from having been hit hard by the pandemic. I can't see City Pub rushing in to buy anything at present until valuations have been fully adjusted to reflect the new economic reality.

As far as the CPC share price is concerned, the interim results for the 26 weeks upto 27 June, will be released on 23 September. They won't be impressive due to lockdown, in one form or another, for the whole of this period. I will be looking for evidence that the company has managed to keep costs under control. Also confirmation that since pubs have been able to open fully since July 19, that the outlook for H2 trading will be numbers positive. Obviously will come with the proviso regarding future lockdowns being avoided. On top of that, we have the worry of the impact of staff shortages. Have City Pub been affected? With the boom in staycations the Norfolk based Hotel pub, The Hoste Arms, should have been booming, were they affected?

Since last week and allowing for the latest developments, has your opinion for the short term future of the CPC price been tempered? Am still waiting for good news, 23 September's announcement will have my full attention (unless ELIX report on the same day.)

Extract from yesterday's H1 results:

Our market

The COVID crisis has highlighted the importance of our products and services for end users. During
the crisis they were able to carry on their business and many new customers have enjoyed the benefits
of using a UCaaS product for the first time. As businesses move to new post-pandemic working
practices, many are finding that a UCaaS solution will assist them with home-working or hybrid-working.
We are seeing traffic volumes increase as the economy rebounds.

The PSTN switch off in 2025 is also a driver for businesses to move to a UCaaS solution – we
estimate that 3m PSTN lines used by micro businesses will need to be migrated.

We are finding that businesses of all sizes are now embracing UCaaS and the pipelines for both our
Direct business and our Channel Partners are strong. As our CEO describes below we now have a
number of solutions for businesses of different sizes. This bodes well for our future growth.

This will explain the change over from PSTN

https://business.bt.com/insights/digital-transformation/uk-pstn-switch-off/

Good to see the recent rise maintained. It suggests that the newly released Proximity Cloud is being well received. Logic would dictate that this service has been developed in response to feedback from potential customers. The boost to revenues for the 21/22 trading year could be very significant if performance levels are as hoped. We might get an inkling of what's ahead in an outlook statement with the results, expected Mid-September. Am thinking Thursday 16th.

Something to consider. A new joint broker will have their own division of institutional clients. That would suggest that there could be a placing soon to raise money. Unless City Pub's recent trading has been severely hampered by temporary closures due to covid outbreaks, there might be the possibility of of an acquisition in the offing. City Pub have mentioned the possibility of acquiring during this pandemic.

Am going to sit tight and wait for news, we could well get something on top of the Interims by the end of this month. If good news will top up then.

As I understand it free float is not an impediment for inclusion in a FTSE index. The commitee will ask for a commitment to increase the free float within a reasonable timescale. If the company gives assurance that they will comply with such a request, they can be included. Failure to increase the free float within the required time limit as assured, will mean exclusion.

Not too many trades today, seemingly more shares sold than bought, but a 10p rise. Almost as if there is a large buy order out there, waiting to be covered and sellers are more than welcome.
Last week's rns brought good news of the Proximity Cloud system launch. Which by offering clients assurance of complete privacy is sure to attract new business thereby future growth. Update did not create any worries, looking forward to the results mid-Sept to see the actual numbers and future outlook. Of course the sp could be back down below 130p by then, who knows.