Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
lselsf are you optimistic yet? 440 is starting to look even more of a bargain that I thought 4 weeks ago!
Some of it is lower hardware, but also some is the sales and acquisition investment. You can register on their webstie to listen on their quarterly results call which gives plenty of details. This is land grab and I bought in recently as a long term investment and I would be more than happy to give up some short term gain on the div if that meant they were unconstrained in going after the land grab. The mid term annuity upside from this is where all the value is in my view. That being said I don't think management will cut the dividend as that takes a lot of courage unless you have no choice. It doesn't always drive a drop, when I bought into Glencore a couple of years ago at 68p, there were a lot of doubts expressed on the dividend and when it was suspended the share price rose. It's now sitting at nearly �4, so my philosophy is don't get sucked into short term issues unless you are a short term holder. Long term fundamentals is where the big money can be made, providing you can show a little patience.
Not M&A acquisition, customer acquisition. At the moment one of the reasons their aviation margins are down is that they have invested more in customer acquisition and I'm very happy with that.
In 18 months time when the cost of attacking in flight broadband starts to ease and the benefits of this start to feed through I reckon this will be over 700. In the mean time why not enjoy the div. It wouldn't bother me if the div was cut, I would support the BOD cutting in half and putting the cash into driving the acquisition focus even harder as that will mean even more long term gain.
Share been lifting recently, I wonder if this is becasue inside information is leaking out around a decent set of trading over the last quarter? Makes you wonder why a share shifts like this when no information is in the public domain
lloyds, WPP, Aviva and BAE Systems might also be worth a review. If you are looking for something with more potential although less defensive, I like Petra Diamonds, Merlin Entertainments, ITV, and Inmarsat.
I agree and I've been buying GSK, you may want to look over BT as well as I think its a good long term defensive position.
Long term I think this is undervalued because of Screwfix, however I sold out at 341 today, I think it will take a couple of years before the market recgnises the underlying value in a sum of the parts valuation so hopefully i will be able to buy back in for another ride
The shorts have dropped their position over the last couple of weeks. In my opinion this will be mid 5s by end of Jan
This is good news for Halfords as fewer new cars mean average cars are getting older which will need more maintenance
Lets have more of this to finish the week off
OK might not be this week, but its certainly moving in that direction
Last rally went from 609 to 842, strap on your seatbelts!
As the tumbleweed blows through this forum, I assume we are waiting for 500 before comments come in
Looks like it might just be
Here's to hoping this is the start of a sustained rally
For a company with decent growth coming 12-18 months away I think its a great price.
The downgrade which sent the shares dropping, said that "they see limited scope for positive earnings momentum until late 2018" I'm not a short term trader so if this means supressed prices in the next year, that seems like a buying opportunity. I've been loading up on the bargain, If you need the money in the next 18 months then probably more risky approach, but so much market sentiment is driven by short term results rather than a DCF approach to the underlying value of a company.