Member Info for Johnnydurex

I looked at Burford Capital this morning, what a great set of results! Definitely on the watch list. I'm just seeing how I can participate in the MRO rights issue, as they're good dividend payers. I've been in SOU since 6p, so its pleasing to experience this run. Nanoco has been frustrating as I got in at the wrong time. I took the opportunity to average down, my lowest point was 38p. Its now starting to look interesting. Its pleasing to see PHTM the right side of £1.50

Yes, I'd really like to participate in the rights issue, jut need to raise some cash. What to sell?

Does anyone care to guess what these might be worth to sell?

Worldpay might have disgruntled employees. They're everywhere. I hope your 2 posts worth helped

but what about all the money spent in India? - and the deals in Singapore, China, Saudi Arabia

This is exactly the shot in the arm we needed. Holt's black book of contacts alone is worth the money and Im glad there are good incentives to deliver and draw a line under the last managements woeful performance. Now the SP looks cheap and might attract new and/or further institutional investment moving forwards. Holt's CV is impressive and this RNS is a master stroke. 50p by Christmas is what I expect.

What a nice surprise in otherwise dull day. I still have a string in my step on the recent rise in SOU, and there maybe more to come there. In fact Nanoco looks like it could become interesting too. - Any other suggestions Wizard?

Anyone going to the AGM - don't forget your custard pies for the "Chairman"

was quite enlightening with the recent Falanx interview. Apparently the law regarding notifications about cyber security breaches is being tightened and it will become necessary for companies to report breaches. Given the potential damage to business reputations, and associated losses, there is potential for this to grow. Of course that hinges on securing more contracts. Lets hope this TW tip fares better than TEA

I salute you Funkybeats. I bought my first tranche of sound at 6p and I'm loving the ride. I was inspired to have a punt by Malcy of Malcy's blog and I recommend subscribing to it as he knows his stuff

My guess is September. August is usually quite and by then Rawlings will have had sufficient time to get the company on an even keel. News of a contract for the installation of smart metres would be welcome too. Dirt cheap SP though. Tempted to top up.

With the dividend not due until November and the excursion to £1.30 I expect progress in the recovery to be slow, especially if that pesky seller starts offloading again. That said the fundamentals are sound. Laundry is profitable and expanding. Photobooths the same. With the risks of terror attacks never far away, security and intelligent ID systems will see strong demand. Brexit brings some uncertainty, but also a weak pound. As 75% of business occurs outside the UK this bodes well for future profits. I'm looking to add below £135 if the opportunity presents itself. Christmas expenditure is no covered thanks to the dividend!

there has been a lot of chatter about this one, so I hope we get a cracking RNS on Monday. I took a small punt at 3.4p on Tuesday. Having invested a couple of years ago at 9p and sold for 38p - its worth a punt, although a completely different business now.

Growing convincingly. I'd love to see an acquisition. Also the APAC growth is lacklustre. I can't understand why. Encouraging results nonetheless

at this price, especially given the housing shortage in the Southeast, the relatively low cost of houses INL builds and their expertise in securing planning permissions. I wonder if the Cheshunt site was acquired in partnership with the Candy Brothers? - The housing market doesnt seem to have stalled just yet so regardless of the uncertainties people need places to live

I wonder how much Hawkins is going to trouser this year based on this year's performance?

I've noticed a short position of 1.62% on short tracker. Not quite the usual infestation of PI favourites but obviously someone is betting against the optimistic broker ratings of 500p+

I was impressed to see IMI hold firm and even climb a little in the face of all the Brexit woes. Will we reach the £2.10 target I wonder? Thoughts please. Anybody?

is it punishment from God for nicking our money?

I'd love to add at this price but I can't help but be cautious given the history of this stock and the market being aware of problems in advance of mere PI's. I see that Truell is potentially bidding to buy the steel plant in Port Talbot.