Member Info for Libero

Ironfish, Out of interest what are you targetting and in what time frame? you sound v bullish :)

Jolly, You said you weed out / ignore your losers. How does the weeding out work out for you? I've heard weeding out the losers and keeping the winners is a really good strategy but it'd be great to hear that from someone like you. best, Dan

so I'm very surprised by the muted reaction!

Welcome mate, It's nice to hear from you. Red24's FY results are out on 10th or 11th June so it's v soon :) Good luck to you Dan

into the 230-38p area so I can get a bite of the cherry before this rises further like I'm confident it will...

I hope you're well & had a nice weekend pal. I just thought I'd let you know that I posted a little something on the RBN bb which I'd appreciate you having a look at. Speak to you there, Dan

Dammit I should have made a move sooner! Totally gutted right now tbh Well done Jolly & all others holding here :)

Jolly, I’ve been looking into RBN a bit this afternoon and I think RBN is cheap on an EV/EBIT basis. Here’s my working: I worked out the current EV (using my harsh method which is Current + Non-current Liability minus Cash & Cash equivalents only) as £32.7m and I divided that by the true 2013 PBT figure (pre-Madrox deal) of £2.64m. This came to 12.4 and is not very good. I then added the £13.2m being spent on the Madrox acquisition to the EV to get £45.9m and divided that by the post-Madrox deal PBT of £4.64m. The EV/EBIT then dropped to 9.9 which is still not great. However I then decided to look at the other assets and I feel like it’s fair to include the £2.1m inventory, the £1.25m non-current assets held for sale, and the £10.8m value of their property & equipment. This brought the EV right down to £31.7m. The EV/EBIT then dropped to 6.8 which is superb! However Paul Scott, an accountant & well-respected AIM analyst, says that “their substantial property assets in Chesterfield are probably undervalued by a considerable margin, as they are only recorded in the books at "cost or deemed cost". Hence open market value is probably considerably more than book value, so there is hidden value here.” So the real EV/EBIT is even lower …and that’s before you even consider the growth both Robinson and Madrox are likely to have over the next 12 months. What do you think?

http://sharecast.com/news/helical-bar-hits-maiden-century-of-profits-and-eyes-outperformance/21739351.html

I don't know how this was so under the radar that it was even under my radar lol but I'll give this a research soon :)

why are you so excited about CSSG? It doesn't look cheap to me so is this another OPM-esque share for you?

wonder if it's because their 2014 £8m PBT target is clearly unattainable* / because they've set themselves up for a fall *£6m PBT is the very best they can hope for I reckon

Revenues are not even 100k at present and yet the MC is still £53m So, despite the superb technology play here, I don't even think it's worth a punt at this price.

http://www.thebusinessdesk.com/yorkshire/news/623899-us-breakthrough-for-xeros-technology.html#

Wow that is very well called. Jolly - have you become a chartist?!

(last thing) their operating margin of ~6% is superb considering their in the recruitment sector. A sector which is clearly growing!

profit before tax increased by 35% Basic EPS increased by 51% Yield has increased to 4.25% - which is v good ...and that's backed up by a really healthy financial position where cash exceeds total liabilities P/E is 13.5 so, with the growth of 35%, the PEG must be low EV/EBIT of 10 which is pretty decent for a company growing at that pace All in all PRP is worth a look

are you interesting in SYQ, or have I got the wrong end of the stick lol?

Recognia has detected a "Continuation Wedge (Bullish)" chart pattern formed on IP Group PLC (IPO:LSE). This bullish signal indicates that the stock price may rise from the close of 172.00 to the range of 222.00 - 233.00. The pattern formed over 33 days which is roughly the period of time in which the target price range may be achieved, according to standard principles of technical analysis. Tells Me: After a temporary interruption, the prior uptrend is set to continue. A Continuation Wedge (Bullish) represents a temporary interruption to an uptrend, taking the shape of two converging trendlines both slanted downward against the trend. During this time the bears attempt to win over the bulls, but in the end the bulls triumph as the break above the upper trendline signals a continuation of the prior uptrend. This bullish pattern can be seen on the following chart and was detected by Recognia proprietary pattern recognition technology.

Got another share I'd love your opinnion on: SFE If you get a chance to look at it, let me know your thoughts please :)