Member Info for Kirkyrip

Calm down, it's probably leaky ahead of results on Monday week.

Someone off loading today.

Not that tremendous. Growth seems to have stalled in the second half of the year. FY turnover was £149m, £71m in H1 ,so £78m in H2 of which I estimate £7m was from TRC acquisition, so £71m in H2 too.

They won't talk their way into the 250. Time to leave the ranch.

Seems like the US is where it's all happening at the moment.

Should get a H1 trading update tomorrow too.

AGM tomorrow with hopefully a positive trading statement.

Need some news for some movement.

21st October last year there was a Rns for Notice of results for the 9 months. Can't even manage that this year.

Rockwood Strategic picked up 3.347% of stock this week. Listening to their fund manager they invest in companies that they believe are undervalued and have the potential to double in 3-5 years . They are very selective in who they invest in and on average make 4 investments per year in their fund. They also like to hold 5% as then they can gain access to the Board.

Seems like a vote of confidence in the future to me.

100k buy at £8.80 costing £880,000

SAP mentioned on advfn.

The Major OEM agreement is intriguing with revenue FY27, 5 yr agreement. In the CEO's statement Tim Mason says 'has the potential to double the size of Eagle Eye over the medium term '.

Anyone know who it is?

Brokers target of £2.44 doesn't look unreasonable all of a sudden. Looking forward to Mondays update .

GGG, the full presentation is already available on the investor meet website.

So much for Domain's being a 'sticky business ' with something like 95% retention. Can't believe anything anymore!

Disappointing reaction to recent news. This share price has been depressed due to the uncertainty regarding business in Africa and the future of St.Tropez. The Company has now removed this uncertainty, but clearly the market remains unimpressed. I actually think both pieces of news to be positive. Patience will be rewarded here.

Saw this post by Kestrel on Linkedin yesterday....

Kestrel are delighted to announce that we've established a new partnership with a US-based Limited Partner to launch our second close-ended fund that will invest in the UK small-cap tech sector.

This new mandate provides us with increased resources and flexibility to provide stable, long-term capital that supports the growth and development of our tech sector portfolio.

The fund, which will have a timeframe of 5-7 years builds on our successful Take Private of IQGeo last year and represents an important step in Kestrel's strategic evolution to offering hybrid capital that effectively bridges public and private markets, and is tailored to meet the unique needs of each portfolio company.

This new partnership marks the launch of our second closed-ended product over the the past 12 months and we now have a significant proportion of our Assets Under Management in closed-ended mandates.

'Our new partnership endorses the strength and quality of Kestrel's investment opportunities, the deep relationships we have with our portfolio companies as well as our expertise in crafting innovative and sustainable capital solutions that benefit both businesses and our investors. Closed ended fund structures give us fixed term capital duration that enable us to plan, alongside our portfolio companies, for the long term in a market that has become increasingly short term' says Max Royde CEO of Kestrel.

So begs the question...how big is the fund?

Agreed, don't underestimate how difficult it is to break into Asia.

I listened to the AGM and Michael Reidl didn't seem particularly comfortable. Maybe he was expecting some tough questions or he was concerned about his re-election. Just hope he's not stringing us along about the recovery in the Search side of the business.

I'm also not overly impressed with the Chairman Ian McDonald. There were no questions from the room nor online but he sarcastically thanked all those present for the lack of questions. Unnecessary.

He then had to read out the resolutions and one number was non sensical. Clearly hadn't prepared properly.

Still, we had an additional buy back approved for upto 10% of the share capital so should help going forward.

We should also get a q1 trading update mid May too.

Yet another positive spin on the 2024 results, but the price slides. Demoralising for everyone. Been topping up but nothing left now.

Yes George my thoughts too. Results deserve a better market reaction, however the delay has killed that off.

Auditors should be replaced asap.

Not ideal, but only a short extension which suggests nothing too serious.