Member Info for Harry34

just bought in at 42p. seems to have drifted 30% of its 52week high for no reason that I can tell. They have fixed the balance sheet, and this will start to show through after the year end results are posted. LSE still using last year's figures with significant debt. They are now net cash

always good to see a good rise in the days leading up to an IMS. I bought in at 64p, but think this has further to go, especially if there are further hints/evidence of margin recovery

"Rome wasn't built in a day" You're right - but it was built out of marble!!

SAL has carved out a leading position in the UK< and no reason why they can't do the same in Germany. These contract wins are signs of excellent progress. With divi cover of well over x2 I would expect that to rise at least in line with EPS growth which is going to be very strong this year I am sure.

can anyone offer an explanation for why the SP is falling after yesterday's announcement? I'm very tempted to top up, but just wondering if I have missed something? The deal seems to preserve cash, share risk, and shows an ability by TRAP to do deals with major oil companies? I know the company is unpopular because of the (excessive) remuneration for a (oversized) board of directors, but still - was this not good business that should have been worth at least a 30% uplift? I'm confused

encouraging to read on their website of first sales in Czech republic, and positive comments about the pipeline for sales opportunities in "Uk and Europe" which are expected to be converted "in the coming months" Still no news of the half-year RNS!

they issued the half-year report on the 14th Nov last year, so we must be due one any day now. Anyone know the date? There is nothing on their website

I agree. I bought in at 4.95p - a very rare occasion I managed to buy in at the bottom, and always pure chance of course! My investment decision was based on the assumption that the end of the Arriva contract will mean no dividend this financial year. But if they did hold it then that would mean an 9-10% yield at current SP. So that alone would bring about a re-rating, all things being equal. I'm also a holder of TRAKM8 and am intrigued that the chair of that business also owns about 4% of C21 too!

He's been selling for a while. Gone from 29% of the company to 11% in about 18 months. Last big disposals were in April of this year - before the big SP fall. Good thing for us holders is that he is selling, but the price is going up. So willing buyers for the stock.

I have topped up, and at the same price I first bought in, 107.5. Didn't expect to see that price again when it was up about 30% last month! The run up to Christmas is their best period, and with very little debt and good dividend cover I am hoping we'll see the dividend yield increase as earnings grow. Long-term hold for me.

I bought some more at 68p Interim and final dividend confirmed at same level as last year, so this is now an 8% yield. Once regulatory threat is clarified then I think this will re-rate.

http://www.indigovision.com/indigovision-celebrates-successful-asis-2013 Not sure I quite know what to make of this. Let's hope the free drinks lead to further orders!

The 2014 outlook statement is more 'jam tomorrow' suggesting that the missed profit targets at the pre-close update was a material one, and not just a timing issue of sales booked after year end. Therefore this SP fall is justified. I'll continue to hold, and the divi increase is welcome. Still hopeful for the longer term!

any guesses for size of interim dividend to be announced tomorrow? I'm wondering if 0.5p and then a 1p final is too much to hope for?!

But they said in their last update that they were not relying on any revenue at all from Go-ahead, so it was therefore reasonable to assume that the contract would not be renewed. That explains the huge fall to about 5p. The question is whether the SP fall was overdone, and whether they can win new contracts from here?

some positive news flow on the website. http://www.indigovision.com/en/news Sales pipeline is very lumpy - which partly explains the profit warning at the pre-close update. But very keen to see what the outlook is at the final results later this month. I have topped up again at about 292p

thank you! That will teach me to read things properly! Still, a good contract, and I am sure other parts of the chain will watch with interest.

http://www.indigovision.com/wendys I am surprised this did not warrant an RNS. No mention of the amount paid but this must be a huge contract simply due to the size of the Wendy's chain. Likely that the sale would be included in Q1 of this coming financial year too, so not included in the recent (underwhelming) pre-close update.

agreed Alfista. Plus the BoD must have a clear idea at what level they will restart dividends at. Even 1p would be give a yield of over 4%. With the interim results so close it must be a near-certainty that they will pay a dividend this year now. I topped up at 23p

but they have also said that they will restructure the business to ensure a break-even performance in 2013. So they should be able to conserve what cash remains after the distribution. This seems to me to be the right strategy - a special dividend and/or buyback, and then stay in the game in the hope that the industry pricing structure changes and they can invest and grow again.