Member Info for HOWARD49

The PLC's broker, Daniel Stewart shut up shop early Feb. Trading of the shares is still happening as DS did not make markets .Sob new broker soon? AIM rules Nomad, the really important one is unaffected. Only 'research' was from DS.

And the management are sensible people. De risking for a few years..... If it were not for Brexit some state supported French conglomerate would be bidding...

Are we drilling on the moon? Should we expect a Clanger to appear.....waiting for the flare to light the sp.

Do we blame the new institutional investor who bullied the deal price to 120p v 180p ( before the fund raise ) when the cap was passed round for management pay/expenses ,Arden for not protecting existing shareholders and needing a deal fee or the CEO?

The directors,well CEO and FD, (agree Chair and WG need moving on) would usually buy stock as a gesture on such news and sp move. Not so far....could it be the 2 big contracts they expect to trouser worth £5m in total make them insiders? Of course just like comedy,it is down to the timing. FY rev of £38- 40m still supported by plc. Otherwise needs cash from somewhere. Takeover target?...perhaps Oracle are happy to see the plc suffer, hence no biz from them. Other consultants exist. Huron?

New broker, Arden and new chairman ex Cantor's/ ex broker( who held off buying shares until today ) and a quick whip round for cash but a good in depth update .....hmmmm...no doubt institutions dictated the price at120p yet not noted supporters... ...no analyst meeting......why not just issue less shares at a higher price? Too simple for some

The last rights was at 83p.....sad that institution/others sold down to 65p post the recent rights...order driven market not a help....

Shares firming...Sometime soon the plc should update the market on what it is doing with the $31m it got for the 6 ATRs. Got plenty of options for more new ones but bigger picture needs highlighting. Nav 250p ish?

New one in Bournemouth tomorrow opens, part of the Debenham site...Richmond and Reading soon ....with hopes to open in Edinburgh..the Twitter page gives the opening plans..the new Putney one did almost 1500 pizzas in the first three days....lovely manager too.....

On Tuesday NSF has an important day,it's AGM. The last few weeks have seen a few shareholder updates with Woodford the buyer Secure trust the seller,,he being almost an insider with 26%. But if no one else wants the stock then good luck. A comment on the dividend prospects for the year would be good. 5%yielder looking a year out?

Forget price targets,they being as useful as an ash tray on a motorbike.... do remember ED are paid by LRM. A turn around story but with cash in the bank ... Dividend the next target...

Seems Peel Hunt have a persistent seller and no sizeable buyers. Market knows there is a seller and acting accordingly! Welcome to modern market making.....there is none. Final results 26/4.

The PLC has a trading update next month. The recent results were good. On DL stuff, the plc has an important contract with the Frencg Gov(ANTS) to process 3D driving licenses from its booths. Also Irish Gov. German regions looking at it too. All about homeland security. Taking a pic on your mobile,however smart is not something any Gov will want. Security is the issue and remember the EU zone has ID cards. We do too, called a Drivers license.

LRM has only been on the Oracle sales menu since August so now several hundred Oracle sales people also promoting the kit on top of LRM. Revenue for the year.....wet finger in the air but clearly all looks good. Two year plan on track. Cross selling opportunities. Global banks need the regulatory reporting skills. Not going down.

Been a shareholder for a while as I liked the roll out story. Then along came an interesting CEO. Great. Unfortunately in his push for profits he totally forgot about what got the customers in the door. Basic. His fault. There can be no bonus for Noel or the team. Not knowing your customers needs is criminal. People are on budgets and not interested in a big bulk/multi buy from the high street especially when the food retailers are getting their acts together. Obvious to all apart from the Board. Killed the shares. However revenue should be more than the market cap.

Obvious..in hindsight. Badly handles by her advisors....and just ahead of the results. PLC must be furious. Any debt restructuring is killed. ..a buying opportunity again?At least the new broker was involved.

Expect more RNSs. Interims next.3p out 12p just done. The plc was touring last week,trying its best to educate investors about the 2-3 year plan. All about focus. Asset sales will pay the dividends(management own lots of shares) and holding out for quality airlines to populate Southend. Built for 5m passengers, got 1m so far. After years of cape, the focus on value delivery will more than support the climbing share price. Still own 49% of the trucking asset they sold and the value is going up. The buying IoM Fund will be a seller in 2-3years I guess and debt being paid down in the meantime. New contract wins?

Indeed but a lack of numbers,property gain aside does not help fundamental analysis. What is the order book, a figure given before. No teaser comments. The last AGM had numbers as in other updates not order patterns. World class product to top customers makes this plc very tasty. Liquidity is a problem so expect sellers to appear as profits can be booked.

All is beginning to take shape and the new CEO will allow JG to do more bigger picture stuff. However a news vacuum like before must be avoided. Only one broker and getting estimates seems impossible. Today's AGM should bring about upgrades but unless investors can see the numbers it is hard to make a decent sized investment,especially if an acquisition is to be made with shares. Dividend is the clearest number! Clearly the wrong share price but until the revenue numbers for this year are more public all is a bit fuzzy. £25m?