Member Info for JohnLewis79

11...obviously.

I'm not sure whether those lumpy buys on Friday herald anything of interest to pis. Perhaps an acquisition is round the corner? If so i do hope it will be financed by internal funds, ie cash and not by issuing shares which might mean Idea holders giving far more than they receive. If no suitable earnings enhancing acquisition can be found Idea could use surplus cash by repurchasing shares....usually a plus for holders as long as they are bought at a price below intrinsic value. Might be a close call with Idea atm. Even if Ideas stock price is undervalued no repurchase should be considered if the company needs all its available money to protect or expand its operations even if an investment opportunity offers greater value than the undervalued shares. What is smart at one price is silly at another. How many examples have there been of Co' s overpaying and worse by issuing shares for the purchase to materially effect the Co pretty soon after? Idea is very much on the growth tack evidenced by past bolt- ons --- so we're in an enviable position of having options to improve shareholder value, short or long term.

Looks like they didn't try so a better end to a dull week with no co specific news to fall back on. The 350T fell 13 and currently c.13% down ytd v the tech heavy Nsdq up 8% ytd. Aveva was the big faller of the week on calling off the Schneider deal after just two days of talks. Not far short of 3000 three months ago the sp is now c.1950. Bellwether stock Sage (687) at the bottom end of its 52wk range (830-610) was little changed on wk but down from 800..ish in Jan.

Watch the barrow boys cut their exposure towards close...

Some very chunky buys forced the barrow boys to move the bid off 107 never realistic imo. Strange we have had this vol of interest on a Fri afternoon might be a precursor to upcoming news? Whatever sellers have been caught out which reinforces my masterly inactivity stance.

Little happened yesterday trading down to a trickle just 4 bargains dealt. One glaring deal a sell of c.249k at 109.5 stood out but had zero impact. The 350Tech is off 13% ytd and 10.5% on 52 wk basis. Gains on the day...Sage, E Data and GB Group.

Goodness knows what further impairments could amount to...they are rarely good! Talk of the mark down being well overdone....well aint they always? Would not encourage me to buy back for one moment there's way too much fog surrounding this atm and still valued at c.£69m looks hopelessly out of kilter imo. Day traders will play the swings but it's not a share I would have any confidence in long term. If there were buyers will they put in a cheeky low ball bid of c.£50m? I can see value if they hit the £6.5m number but on balance wouldn't risk it given so many uncertainties here and in the US. Good luck if your sticking with the Co.

Yet another all blue day...ok one -- possibly two sellers kept the stock mired in the 109-111 range. Frustrating for recent buyers for sure but this is an Aim stock after all and is much more dependent on newsflow than the large ftse stocks.....not that the newsflow aint forthcoming...far from it, plenty of it and all positive but the sp could be 'toppy' awaiting a stock-buster deal which might be in the pipeline. Whatever I feel the shares will appreciate I just dont know when -- hence buy and hold is the best strategy smoothing out the ups & downs.

Hi Costello/comeonvog.....yea I was out some time ago as well as most of my nearest & dearest at c.100p. Wont go into the details as i have posted ad infinitum over the years on the pathetic stewardship of this company by Hemmings and his school fag Penrose...who have royally cleaned up. Lucky? Yes...ish as i advised my investees to exit and not listen to the nonsense talked about buyers lining up to buy the Co....plainly a load of Ollox! Once the cash cow of the pools were sold that was it...kaput finito...arrivadecci! One of my few better decisions...not to say I didn't out stock way back post Rodime days. Hope you guys didnt lose too much in this didaster area and for sure worse news to come. Gluck...

See no reason to alter my nos taken from Idea AR. Have a good one TT....

What a shambles!!

Another solid blue trades day...no sells nothing moves the sp...wonder why....hmmm?

Morning TT not sure where you get your nos from but ebita for the stock for '16 &'17 totalled £14.2m and cash £10.5m on a total turnover of £49m now that aint bad. We will have to agree to disagree on the div issue but I take your point as its a plus point for the stock, mind you I wouldn't mind shares in lieu of cash if that was an option. Whatever priority no 1 is to boost turnover significantly.....no top line no sfa!

TruroTrader have to take issue with your comment ' low div and profits' so far. Ebita as a % of the top line (30%) is very good and improving. Im not worried about divs as id rather see the money ploughed back into growing the business. For a co whose annual revenues are under £30m i think its a largess to be paying divs --however good the bottom line is. Doubt the iis would agree with me on that score! An all blue bargains day some chunky buys late on, the sp still unmoved in 'parked' mode.

Wish id outed 100%!!

Sellers taking near 109 buyers 110 (last trades) on another very quiet day vol 22k & 5 deals. Happy to practice some masterly inactivity while the share is 'parked' in the long term rank.

Wan Disco (AIM) results.....losses rose to c. £10m on turnover of £14.10m -- market Cap £317m. Idea mrkt cap c.£220m --- £10m in profit no debt and paying dividends. Hey ho!

Little to add on the days performance (u/c) investors cont to ignore the cash till being rung up regularly -- as Idea add overseas companies to their rosta the latest Engro a $billion turnover outfit. This will prove valuable should a hard Brexit deal cause our trade with Europe to be damaged. 350Tech barely changed....sellers taking 108.8 and buyers 110.4.

Buy vols shudda pushed the sp down....have the barrow boys changed their pos?...I doubt it.

Get the picture?