Member Info for Libero

http://sharecast.com/news/ceo-of-somero-enterprises-sells-1-4m-shares/22106416.html? Why???? This share was looking so good, why has he done this? ...although at least he did it before I bought in. I was getting close...

sounds like they were saying 'sell some/most, and keep your profits in' (i.e. put it on free carry) which would have been rather good advice

Well I see share buybacks more favourably. To me that's a sign of confidence in the company and increases the value per share of course. Although I have to admit it's probably making an illiquid stock even more illiquid (can't help but notice the spread has widened once again) re: Strategy, I think you've got the wrong end of the stick. It's a textile business basically, operating through Hemmers Europe and ChinohTex (in Shanghai) The website looks great to me. Again not sure what you're referring to. http://www.textilhemmers.de/content.php?item=3& Also it looks like they've properly considered their risks and made sure to transfer it (through insurance) or mitigate it (so they're not too dependent on one customer) etc. "Principal risks and uncertainties. Fire risk is mitigated by insurance, including consequential loss insurance to cover the loss of business opportunity while replacement stocks are obtained. There is an adequate disaster recovery programme in place with regard to essential computer systems. The commercial risks of operating in the highly competitive European fabric market are limited by the fact that Hemmers has a wide range of suppliers, and no customer accounts for more than 5% of revenues. The Directors therefore consider the principal operating risks of operating in this market to be the financial risks identified in note 3 to the financial statements." I really like this company. I just wish it was more liquid.

http://www.shareprophets.advfn.com/views/8112/universe-group-interims-company-is-optimistic-but-second-half-year-risk

Think that's a very fair prediction. I'm quite conservative so I'm hoping for pre tax profit of £500k merely so I don't get disappointed but £550k is ever so achievable and, either way, it shows huge growth on last year. In light of the above, I have no idea why this is falling at the moment. MM games? This retains a Strong Buy recommendation from me

Your timing was excellent but 'Strong Buy'. Really? This company seriously disappointed the both of us not long ago (after we both did lots of research) and you now think they're 'Strong Buy'-worthy?

Facts - One of the UK’s leading toy companies - Growing international sales base, which is an engine for further growth - The share price has appreciated steadily over the last two years Stockopedia Fundamentals as of 8th September at 214p per share: Forecast PE – 7.9 Forecast PEG – 0.64 Forecast EPS Growth – 14.3% Forecast Yield – 3.17% P/BV – 5.9 P/Tangible Bok – 6.4 P/FCF – 7.33 P/Sales - 0.54 EV/EBITDA – 6.8 The forecast PE, PEG, EV/FCF, Price/Sales, EV/EBITDA ratios are all very good. Whilst the book value / tangible book isn’t looking great there’s enough looking very good to make me conclude CCT is looking cheap. Additionally the 2 year chart is fantastic so, from my very limited understanding of charts, it is looking good here. The results are out in the first week of December and should show good growth etc, based on the forecasts and also from the positive outlook from the BoD at the interims and in the trading update. Additionally facts: Paul Scott likes CCT a lot and it’s one of the few purchases he’s made this year. Shan is also bullish here. Conclusion It’s looking good from a variety of perspectives and is worth buying into prior to FY results.

FSL and NED? what's these acronyms? haha

what's the story here? why's this done so poorly? the chart's nasty

Interesting move. Were you one of those big trades?

Not long now. Am looking forward to these FY results very much :)

Just taken a look at this share. Results over the years seem volatile but this company is currently trading at a 55% discount, which is an incredibly good margin of safety! Additionally there’s a 4.9% yield just for holding this share and so I feel quite favourably towards this. I think it’s looking good.

has me keeping my eye on this. Hope it plays out nicely for you two (jolly & Blue)...

any ideas? Riddler, you still in here?

"Chinese/ isreali" Chinese companies on AIM are now famously poor / risky to hold. But I've never heard the same about isreali companies - there isn't that many, is there?

these results are disappointing. I'm quite surprised by this

Ohhh I see what you're saying. Sorry I was so focused on working out what the 2014 FY revenue will be I didn't get what he was saying (which was actually v simple) haha!

As long as PTNP keep paying what they owe SyQic at the rate they've been doing then yes it will reach £1.38 ...and much more!

I calculated the run rate revs to be ~£10.5m. Where did you get £12m? That would suggest 155% growth in revenue, which seems a little optimistic to me

So glad to see the company answered my questions below. The answer is that there is partnerships with both Fortumo AND Bango because Fortumo is strong in Asia (but weak in Europe I presume), whereas Bango is strong in Europe (but weak in Asia I presume). Therefore the two partnerships complement each other nicely, and of course the Fortumo partnership is far more significant because of SyQic’s strong presence in Asia.