Member Info for jpsherwin

Bought 11,350,620 - Sold 1,590,939

Hmmmmmm

Huge disconnect again! Whoever the seller was, I assumed had gone and this was now oversold. Let's have a fair crack at this eh.....

Not necessarily, as per the research note and subsequent videos, reference is made to Q2 which gives the company until the end of this month. Granted weeks but still.

Additionally, what I have read over the weekend indicates this has been oversold, we may see it above 0.20 though predictions is not my thing .

I continue to hold and will add later this week if I can (or the good lady allows me to).

Morning All,

Let's start the day with some blue....

To be fair, over the course of the week it’s usually followed by multiples of £M sells, though I remain optimistic, it’s a blue finish which is a positive.

Watched the video from the chap at PI, a better explanation and a slightly better understanding.

Riveting read this evening of Project Tag report published on the 04th March, should help me sleep!

Have a good weekend all.

If they have we, may see a move up into the finish, still a long way to go....

:-)

Frustrating!
Worryingly until whoever stops offloading will see the SP decline, the only thing to counter it would be news from the business.

Waiting patiently.....

I'll not mention the SP again as it's just moved lower.... Typical!

Let's see a reverse and northward movement supported by some news from the business that is due in Q2...…...

White (47) has invested in public markets and private equity for 25 years. He has acquired and managed more than £3.0bn of assets across Europe, and held board positions at a number of public companies including KCR Residential (2017 onwards), REIT PLC, Eight Capital Partners PLC (2018 onwards) and Limitless Earth PLC (2014-2015, including its flotation on AIM), as well as at international investment institutions such as Security Capital European and Henderson Global Investors (2000-2005). He is a member of the Institute of Chartered Financial Analysts.

Key takeaways here are:
1B Euro Pipeline
500m Euro ready to execute with 20m in fees payable to SYME, have a list at around 03;30 into the interview. Also note this is not financing to support distressed companies.

Plenty of experience a success within the board, let's give them time to show what it is they can deliver.

Proactive Research analyst Ed Stacey says Supply@ME Capital PLC (LON:SYME) offers an innovative technology platform providing inventory monetisation, which can help a wide range of manufacturing and trading businesses to improve their working capital position.

He says the model is finding new demand in the current business environment as companies seek to free up working capital and investors search for decent yield in high quality fixed income instruments.

Stacey adds that the company has a deep pipeline of inventory to be securitised on behalf of client companies — some €1.3bn worth.

https://youtu.be/dTuXb6ikPHw

to reiterate, 200% upside based on the lowest P/E multiple in the above tables (14.4x), and our forecast of 0.042p of earnings for Supply@ME in FY Mar 2021, the shares would trade at 0.71p versus the current share price of 0.19p.

It's paid for , for sure.

Nevertheless data doesn't lie, Yes projected which we all agree looks impressive and we will only see actuals when confirmed in future RNSs.

Give them time, that's all for those invested can do.

Question - would it therefore not make sense to let this go, create a market, generate more buys, offset the sells? To hold this back doesn't make sense unless i'm missing something. Though it must be said I have no idea why this hasn't risen further so you may have a valid point.

Everyday's a school day

All on what's in the pipeline and what they actually deliver on. The potential if what is written is significant though there is no certainty in this world of that I am sure.

The write up from PI is detailed which is what is needed, now it's down to the powers that be to bring it to fruition.

If the buys keep on coming I would like to see a little more movement than what's currently being displayed.

Vol Sol - 2,337,804
Vol Bought - 11,076,295

Cont.
Announcing the securitisation deal, Supply@ME chief executive, Alessandro Zamboni said: "The commencement of this programme is an important milestone in the Company's development, confirming the importance of our Platform's offering in supporting the working capital needs of companies and helping to monetise their inventory days, especially in light of the current, unprecedented global economic challenges, and the countless number of businesses impacted by the coronavirus.”

https://www.youtube.com/watch?v=SuD8cWcjTq4