Member Info for Fellwanderer

Apple will have specific trading relationships with suppliers and a distinct distribution model. The iPhone will be in constraint in non-Apple channels. Expansys is a global company and on research, some of their websites do show stock. It's not in Apple's interests to release too much stock initially, as it generates a buying frenzy and limited supply keeps the price up! On a positive note, I commend Expansys for their honesty rather than advertise that they have stock in the UK when they don't. As with all new releases, availability will be inconsistent in the first couple of weeks. FW

Hi TheCleaner and welcome to the chat board. To answer your query regarding buys showing as sells, the system appears to be automated and trades that are ABOVE the midway point between ask and bid price are displayed as buys with trades BELOW the midway point shown as sells ( even though they may be buys). Hopw that helps, it's one of the most common niggles with buyers ! FW

I agree with bobbg88. The markets really want results to move this one North. Expansys is debt free and has now absorbed the costs of relocation and with some good (strategic) contracts now being won it will only be a matter of time before we perhaps see a large investor make their move, which will lift the price. Definitely one for the long term ( and why I have kept the faith ) FW

Just got back from a week in Sunny Devon to see that I haven't missed anything in my absence, SP about the same as it was bofore I left ;) Did start scratching my head though when logged on as I wondered how I'd left a post last Thursday, only to realise that we have a new contributor to the site ' WellFlanderer ' who has made his/her first post. Welcome WellFlanderer :) FW

Yes, I agree, it's a waiting game, results are what will move this one North, and it's only a matter of time. All trades so far today (barring one) are buys (see interactive investor site). FW

Yes, it's a real shame that the buys/sells cannot be shown with more clarity, as possible buyers may be put off if they see a sea of red sells, which should be blue buys. You would also think that it would have been in the Market Makers interests recently with all the good news, to offer the shares for sale at higher prices than they have (and make a better margin themselves) to drive the share price up. Or is that perhaps my ignorance of the system ? FW

Don't think that was a Director buy. They usually buy in round numbers (as do most other buyers). On reflection this could well have been a clearout and exit of a large shareholder. FW

......the 12m share sale was probably a purchase at 11.24am. I doubt whether a price of 1.15 would have been achieved on that volume with a bid price of 1.10 FW

Buffeteer is correct, Expansys HQ relocated from Manchester to Marlow June 2011. As DSNS and PJ Media are all part of the group I suppose it made sense to group them together (coupled with the fact that PJ owns the buildings and receives a sunstantial rental !). FW

I agree TGrus, interesting that with all the good news recently there have been no Director buys (so far). Perhaps they are strapped for cash like the rest of us :) Have a good W/E FW

Good results & two new contracts all announced in the space of a fortnight and the share price is lower now than it was before the results. Totally baffling, but there you go, the wonders of share dealing :) FW

I feel for you mate, I first started buying in to XPS @ 5p in 2010 (as did a few larger investors in the placing following the reverse takeover) and have a considerable holding now in my SIPP but at an average price of 4.5p ! However, as I don't retire for another 13 years I'm prepared to hold for the long term. Like you (and many others) I am really bewildered with the SP movement (or lack of) on good news. Perhaps there is still a large exit in the background which is holding the SP back. Personally though I think what is probably holding back the larger investors for the moment are the numbers. Although the signs for the future are good, the profit relative to turnover for FY12 was minimal. As someone said before me, Turnover is vanity but Profit is sanity. Profit will come though. I have great faith in this company, and I am prepared to give the management and directors the benefit of the doubt. FW

Get in ! FW

My 'sell' at 13.35 was actually a buy. Share price stated at 1.20, bought at 1.16..nice ! For those of you who don't know, if you buy at a price that is below the mid way price between the bid/offer, your buy will show as a sell !! FW FW

Thanks for that, interesting times ahead ! FW

Nice posts, well researched. FW

I thought it may be useful to give a timeline of events for Expansys for those who are looking to invest but know little about the company ( seasoned investors of XPS will probably want to give this a miss! ). I'm going to write in bullet form to keep things brief but concise. Here goes..... July 2010 reverse takeover of Expansys by DSNS and P J Media with a placing of 535million new ordinary shares. This raised much needed working capital for Expansys and the aquisition of DSNS & PJ Media was the 1st stage in their strategy to become a global online technology superstore & provide strong relationships with Network operators. This attracted some high calibre individuals to the board and the placing was supported by some blue chip institutions. March 2011 - Expansys signed up its 1st major nationwide Sim Card distribution agreement in the USA with T-Mobile (one of America's largest carriers). The USA was and still is an attractive growth opportunity for SIM distribution. June 2011 - Head office of Expansys moved from Manchester to Buckingham March 2012 - Contract win by P J Media for the Government of Quatar April 2012 - New consumer websites launched in Thailand, Philippines, Malaysia, Saudi Arabia, Egypt & Quatar. April 2012 - Contract win by P J Media to supply online store for Vodafone Turkey August 2012 - Contract win by P J Media to supply top-up services to UK prepay cutomers of Everything Everywhere (Orange ), the UK's largest Network. So, to sum up, Expansys have made transformational changes since 2010 and set the foundations for an exciting future. They have increased turnover from £54m in 2006 to £108m in 2012 and are now profit making (prior to 2012 they had made a loss for the previous 5 years). The SP has been a little volatile, mainly due in my opinion to a combination of factors, poor economic climate, weather conditions winter 2010 affecting pre-Christmas UK trade and some downward pressure on the SP caused by the early exit of some large investors who expected quicker results and didn't want to hold for the long term. My opinion, those in it for the medium to long term will be rewarded for their patience. FW

Yes, probably a seller still out there, let's hope it flushes through soon, this stock is way undervalued. Have a good weekend all. FW

........sells are more than likely buys. FW

Bit of good news to start the Friday morning :) FW