Member Info for Leapgrog

Hard to separate out these effects from the intrinsic value and movements in SP today with the results. Im holding for the mid-term and expect to see a SP in the mid 200s. I think this is a safe bet. If this comes to pass, it will represent a gain significantly above the market and sector.

Dilution - share outstanding alread up 28% in last year

RNS
Exercise of Share Options

AfriTin has received notice from a share option holder to exercise 2,336,842 share options at an exercise price of 3p, 1,468,421 share options at an exercise price of 3.5p and 1,468,421 share options at an exercise price of 4p; and accordingly the Company has today issued 5,273,684 Ordinary Shares (the "Option Shares") to satisfy these exercises.

Application has been made to admit the Option Shares to trading on AIM and it is anticipated that the application will be effected and dealings will commence on 28 February 2022 ("Admission").

Ha ha, very funny. Ukraine's president has - if Ive read this correctly - Ukraine's president said that he agrees not to join NATO. That is Vlad's principal objective, there are others and they'll be worked through.
I bought another slug at 272, might do some more at 270 but it is putting my portfolio weightings out of kilter.
The timing of this drop couldn't be better with the tension receding just as we go into dividend season.

272 should do it. The war's over.

I would not be selling at this time.

Tate has a new CFO, taken from Mars a couple of years into its transformation programme. It is the kind of company, by its stability and underperformance, that would attract private capital. It is selling off "underperforming assets" - well, arent they all?
What to expect tomorrow?

This should give consumers more incentive to switch, good for a price comparison site and MONY is the best of the bunch.

All reviews of this company are favourable and expecting 1700+ this year, then today there is a 3% SP drop. With the very considerable rise in energy price, the price cap was raised today - in line with expectations, should say.
Perhaps it is expected that energy custmers will become more price sensitive. TEP is more about convenience than price.
We will have to see how in reality TEP's customer base reacts.

Oh yes, final and important point. Yesterday Monday 31 Jan 22, there was a four-fold increase in volume. But cannot work out if selling or buying in the ascendancy.

Three points and your responses would be of great interest:
Imho, MONY is wrongly classified. It is not a tech stock, it is internet retail. It has zero debt.
Raising the price cap will re-introduce the usefulness of price comparison, though I have to say that if "price walking" is disallowed there will be less possibility of interesting opening offers for customers to switch to.
The analysts following this company expect EPS to up 50% in the short term and a ROE of 40% within three years. All valuations of this company, whatever indicators you may choose, all point to a massive undervaluation.
So I cannot figure out market sentiment - as Chamer observes, this would be a contrarian buy right now (good quality, good value but no momentum).
Considering my 25% loss, I'd be interested in up- and down-beat appraisals...

igg Total G/L
(1) F 22,085 Book value of shares bought ***
(2) H 13,823 Book value of shares sold ***
(3) =(F-H) 8,262 invested ***
(5) M 499 USES DIV2 TAB Divis & ex-divs ***
(6) L 9,189 Market value ***
(7) =L-(F-H)+M5 £1,425 Market + divis - invested = P/L realised and unrealised ***
(8) O 17.25% Change, % ***
(9) C 02/02/2021 Earliest date dealt ***
(10) Q 17.35% CAGR ***

I dont understnd what the argument is about. The figures just published are encouraging and this is why the share price has improved. I have made almost 20% in the last year on IGG and wish I could do as well on all the companies. The risk is of a stable market + everyone back at work and putting away into an ETF.The price should be heading to mid 8.50s and the divi is reliable so worth holding this stock long term. They laugh when they hear "buy the dips". BTFD. Seems good idea with IGG.igg Total G/L F 22,085 Book value of shares bought H 13,823 Book value of shares sold =(F-H) 8,262 invested M 499 dVISL 9,189 Market value today =L-(F-H)+M5 £1,425 Market + divis - invested = P/LO 17.25% Change, % C 02/02/2021 Earliest date dealt Q 17.35% CAGR

This will hopefully be a profirtable turnaround though of the Queen Elizabeth liner variety. I'm expecting miracles, preferably in my lifetime.
Bought at 3665.

Lost money on IGG? I first bought 2Feb21, which is when I started learning this game.
Total purchases, less total sales, plus divis, has returned a CAGR of 17.01%.

Latest company update 2022 :
revenue from £854 to £958m 31/5/23 and £1.053b 31/5/24,
EPS unchanged at 83 GBp and gradual up.
divi unchanged at 12.96 GBp.
EPS are not growing so fast - why?

Capital markets expected to grow 18% this year.
The price target is unchanged £10.24 and the share price should return to the mid £8.50's GBP sometime soon, maybe £8 today, wish we knew.

MattTheBrave thanks for the encouragement, will consider. It is a great company and product, but depends on constant and rising interest in investing (read trading) and I wonder is such interest will be maintained as covid dissappears in the rearview?

Volatility kiiled the cat. Satisfaction did not bring it back.
When it was lockdowns, people stayed at home and whittled away their furlough savings on mem stocks etc. Back at work this year, there's a lot of volatility but that was not enough - customer number increased but not reflected sufficiently in the results.
A first reading of the announcement prompted the spike in SP, but this tuened out to be a shooting star on second reading.
I sold half my holding at 8.61 and cursed and cried as I watched the SP push through quickly to 8.81.
After, tears of joy as it collapsed back to where it had been before the annoucement.
Today, mixed feelings - win a little, lose a little, there's gotta be bit of rain sometime.

In fact, thinking about it, the sharp increase in SP timed with the results ... hmmmmm.

They've mixed up everything in their vision, mission and values statements. Then they've got operational results KPIs, not strategic KPIs as they do not have a strategy. Business divisions are well categorised, but nothing on the orgnasion nd process behind them. Vague statements about people.
If results are improving it is not down to Pearson, I wouldnt think, it is the changing climate in education.
Btw, Train sold of a 5% stake as presumably he has another home for his money (ULVR), so expect SP weakness wirh this overhang to clear.

TATE has got a few things going for it. There's this sale of underforming assets, with proceeds being used to redress the balance sheet and reward stalwarts such as our good selves. It is also a defensive stock in times of inflation. And it has invested in a tiny outfit that is perfecting the use of enzymes to speed the processes of production.
I bought at 668 and am hopeful.

Explanation for MONY poor performance offered here earlier last month. Since then, the SP has declined further.
However, look at recent trades. At 202GBp, hundreds of thousands of shares are being squirreled away, waiting for one event.
Eventually Germany will give Russia what it wants and the Nordstream pipeline will open, relieving stress on natural gas prices.