focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Was mine
Just need pre Xmas gift of a good RNS tomorrow or Friday
Note interims 2023 delayed
perhaps new regime?
Yes, wonder why delayed?
hope no problem with sign off lol
Yes "jam tomorrow" isn't even imaginative
how long does the £5m last? do they go back to investors cap in hand?
I'd need to see a serious contract ==> strong revenue growth
Suspect you did
I'm buying dips
tp £2.50
Strange folk...but I guess they reckon this is still in a 2 year down trend with bottom c £2.70-2.80???
on fundamentals, this looks too promising to sell, let alone go short...and the leverage makes the small bounce to here immaterial
it's trading on a forward pe of just c5 and ctnw ffs...with strong growth potential (organic and t/o); decent management (esp not overpaying under scrutiny for acquisition) and improving brand
Not clever at charting, but this looks beautiful
Strong strong buy at these levels imv
EV/EBIT absurdly low
Trading c TNW
Great aligned management; weathered more than a decade of cheap Chinese tat competition
Yes, margin pressure suggests that some weakness in Porter Framework analysis, but, at these multiples, is that more than factored in
MMs flagging scarcity of shares but they're crafty so could be a false flag
Hold >20k shares tp £15++
Sold another 2.5k@442.xp
If Quilters quitting
Perhaps the best way out of this mess is a better capitalised management group to buy this lot out?
tp 25p for an oversold bounce
On no news
Wilters
I cannot see Barc staying independent at these multiples
If they have any sense, they'll try to sell some of one of their stakes in a funding round for one of their plays
but it won't be easy
Lol
And even TNAV hasn't provided support in the recent past
Amazed if the sp doesn't retest at least the 50-55p area
The trend
both here and AIM in general
...and we can always hope a Santa
Flexibility
when the facts change, I change my mind
and you?
1600/230 or 240, so c7