Member Info for ggrantsu

So Kestrel are buying....but lets put it in context...they have topped up a pretty tiny amount as far as things go...very tiny.

This is my biggest future winner in portfolio as far as I'm concerned...just a fabulous company. Could be taken over...absolute cash machine so it would make sense for PE. However....out of all my tech potential M&A holdings, I'd like to see these guys stay standalone...much more value to be had as a shareholder. We should get ourselves off AIM for one...onto a US market when sentiment is better would be good.

very hard to predict what those numbers might look like...

It's quite literally in my opinion the most undervalued stock on the UK stockmarket....completely insane valuation. I'm loading up with every penny I can.

over £2mm quid in sells today......what is going on here???!!! look at those last three trades at end of day...how does that not move the price more?

has anyone else noticed the large trades of sells going through today....huge volumes and all at 110...what on earth is going on here? don't understand it...

Shedit...the context is correct...but you also make the argument yourself...in August 2021 we were still benefitting from the massive Morbid numbers...so we have managed to increase ex. Morbid over that timeframe significantly (c. 50%!!)...

Context that matters is that I think. We were told at FYE we were losing Morbid...in the analyst's forecasts for this year. What matters is the grow ex Morbid.

definately not irrelevant...we are in a structurally growing industry and a player that has 35 employees but competes head to head with the big boys in podcasting...and we are only independent one reporting a profit. it's a fabulous business.

my guess is bonnier wasn't fully out...only explanation I can think of. or potentially the wife's holding is now being offloaded...who knows?

I’m sad to say I don’t know when it will stop in this market. Have a lot going against us….

I’d say it’s obvious this is way out of whack now vs. Fair value. Realise the company is doing well and look away I guess (wish I could take my own advice!)

We really need some m&a discussion for any near term recovery!

that was a buy...but unfortunately must still have a big seller in the background. incredibly depressing....guessing Bonnier's position wasn't at zero.

when the hell will this stock get a break..

absolute rubbish isn't it...what planet do people actually live on to think this tosh works. mad!!!

does anyone have any idea what could have caused that UT trade at 560?

at these valuation levels....I just don't see it...honestly fascinated to hear what others think trump it...

at 7x p/e...over 100% cash conversion...im stumped...

There there Kat....off you go to bed...

yup it's a good point...agreed and noted. interested to hear from others invested here...is this highest conviction holding? i would say for me it truly is....

interested to know if anyone has businesses they have even higher belief in than this one...

this is now the huge risk with this share....some buyout at 150 or something...highly likely as well. and we don't have a good shareholder base that would be able to block something...

I just cannot understand how this is under 7x earnings for FY23. Mental....absolutely mental. With growth potential that is one of fastest out there.

Kat look I know you hate this stock you apparently bought....

But maybe it's time you took a nap

was also so so so tempted....also will probably regret!

fantastic day...another stable patient investor adding a significant chunk to replace that absolute spiv bonnier. even kat must be happy...

haha brilliant find...now we know!!

so on here Kat hated the business but bought in the teens anyway...

on the other board he thinks the mcap should be 20mm and he has a short position...

I'm laughing out loud.

I think thats a bit OTT. Can see the rational that this is an area in which scale wins out...and in difficult times will be able to pick stuff up on cheap (especially in tech markets)...so I think thats a little short sighted. Valuations nothing like back then and this company and its previous targets have been bought on value stock like multiples for high growth and ridiculously high cash conversion...

My only point is that VPN was big...perhaps a bit more patience would make sense till it beds in. However, this is an astute team and a team who look long term...I've got confidence.