Member Info for Ivyspivey

In for £3k

Likewise Mick I was only in for £3k and sold half on the 13p spike.As you say one of better days on AIM rising 50% on an intra day RNS. Like the model and the director deals at higher than current SP but as you say they don't push out the news

Probably a nice share to build a it stake as quiet and plenty get bored. Would like news here and I remember the last intra day one which was highlighted before the official RNS and the SP went up really quickly.

Bad sign talking to yourself so just to let you know I do that myself lol on some quiet BBs Still no news on North Yorks framework deal

KaChing Interesting figures but I totally disagree that the sell off on Friday was due to any full analysis of the anticipated EBITDA and cash flow position of PEL.Yes it was not a well written RNS and there was nothing's in the projections to anticipate a significant rise in the SP and once many more recent investors/traders realised there was no quick spike they sold their positions. There also likely to be a few long standing investors who sold/traded a proportion of their holding in order to buy back lower.In fact a rerun of events a few weeks ago when the disappointing results were released. In summary AIM will reflect sentiment at any particular point in time and any movement up or down will be exaggerated which is what has happened.The fuller consideration of all the information ie your analysis,the TMST numbers,the RNSs, podcast,AGM and BOD statements on no dilution and the known and anticipated pipeline and the historical " understated confidence of PEL" rather than just the initial RNS will at the end of the day value the company. My view FWIW is that the SP will recover over a period of time as PEL is a much safer bet than many on AIM as a profitable,revenue producing company with a great anticipated pipeline with no planned dilution. Of course much of a posters perspective is governed by their own considerations and I am happy with everyones MOU as we choose to make money in different ways but as an investor rather than a trader I am more than happy to be here and consider that the SP drop was an overreaction rather than a true reflection of fair and full value.

Cheers Andy Always good to get reaction from people who were actually at AGM.I know TMST was not there but did speak to people who had been.

The SP reaction yesterday was disappointing but was largely the result of a RNS that could have communicated the actual and potential here in a much clearer manner and the reaction of short term traders who sold early after realising they were not going to get the predicted spike up. As the more information was disseminated via the AGM/the presentation/podcast it became much clearer that the future here is extremely positive and that PEL is in a very exciting space. 1.No dilution and a BOD historically of not doing placings bides well for SH value. 2.Increased turnover projection of 29% and EBITDA of 150% and this is from a company which is always understated- Judging by the number of projects they have in the pipeline( including the very significant Hambleys deal) and the strategic partnerships they have established I am very confident that in 2016 their revenues will considerably exceed their current estimates. 3.Director buys which yes I know we're "laughed at" by certain posters but look at how much skin in the game they already have so by all means criticise their reaction but don't accuse them of putting " pocket money" in which some folk have done. 4.They have resolved some historical issues and are seeking to progress PEL into a profitable and secure future.They do not waste cash and do not blow their own trumpet.That is in contrast to many AIM company's and they could improve communication more and have already made good progress re. Interacting with SH but they don't do hype and I for one am happy for them to under promise and over deliver as that way the true SH value is realised. Suggest anyone who really wants to know about PEL view the AGM presentation and e mail them direct rather than just go off the RNS which as we know could be improved and avoid the overreaction imo

Now available

Morning All Agree with all that has been said re.wording of RNS but is moving in right direction and traditional they under promise and over deliver so hopefully the podcast is much better received. Thanks to who the significant SH was re.resolution withdrawals and really think they can increase EBITDA a lot either by winning incremental business or improving their operating margins.

Hopefully will bounce from 45p blue this mornng

Miller It looks like results will not be out for a long time 3-6 months although we have 1H 2915 in Sept RNS but Octopus would have access to Q3 2015 which is an important quarter. I will have another look at everything and take from there- as you say this is sufficiently under the radar to watch the RNS s or sign up for their e mail alerts on website and you get them straightaway rather than having to monitor TYR and TYRU

Morning Miller Nice to see bit of blue-just looking for how much progress on Vamouse sales in 2015(a full head lice season) in major markets US and UK.This is the lead product re.establishing profitability in 2016 and they had really good distribution. The last trading update showed big increase in sales in first part of year but that could be based on new distributors whereas in 2H the distribution was much more equal so want to see says progress in full season and this will be better in predicting 2016-also will know cost of sales( had big UK marketing) campaign. Also by then- will work out when results are due what situation is re.Animal health future which is the really big growth story here. Will probably give UK country manager a ring then-know him well but want to digest results first. In summary I would keep an eye on this one but if Octopus bought in 18% at 3p then they must be confident and presumably saw the current sales- if this starts to move north you may want to consider going in small and buy on dips but would definitely wait for results before going biggest in here at least that is my plan Just think bug sell has really dragged this down- may have been an old SH bailing as can't be any of BOD as they all subscribed recently. Cheers

Miller If I was you I would wait and see how this settles- there was a massive sell on TYR a few days ago so perhaps it is working its way through. Think interims due next month but not sure- you can jump back in here easily enough so would wait and watch

Miller If I was you I would wait and see how this settles- there was a massive sell on TYR a few days ago so perhaps it is working its way through. Think interims due next month but not sure- you can jump back in here easily enough so would wait and watch

Sorry should have said all the updates come on the TYR site- it is a pain but I have e mail alerts direct from them to keep me informed. There a a very recent placing to raise £3m at 3p so not sure who is selling

Sorry interims not intermission

Hi Miller Hope you are well- know this SP reacts quickly to buys/ sells but this SP is below placing price Not sure why big sell- boredom perhaps- is a good entry price but I really want to see intermission before going bigger in here but I understand technology/ market and know some of staff

Hi Mick Does seem that these drops are co-ordinated and yes I know there is a correlation but MTFB hopefully bottoming at 45p and here at 3.5p( agree AMP is more overdone) should see a bounce even on low volume as it was certainly taken down n the same.

Hi Mick Does seem that these drops are co-ordinated and yes I know there is a correlation but MTFB hopefully bottoming at 45p and here at 3.5p( agree AMP is more overdone) should see a bounce even on low volume as it was certainly taken down n the same.

Cheers B99 As you know I am a fundy guy who likes TA info re.buying/ selling points/ trends etc but in terms of calling the bottom a couple of your predictos have been spot on