Member Info for Libero

Yeah results were announced here: http://www.lse.co.uk/share-regulatory-news.asp?shareprice=SPSC And I can only presume that the market didn't like them

I remember that either shares mag or IC (can't remember I cheekily read without buying recently) said SFE has a natural advantage and so its market share should grow year on year. In light of that it may make sense to just hold this indefinitely because this is the EXACT sort of company Warren Buffett would buy and then hold forever.

where did you hear about this speculation? I'm kicking myself at the moment because I was considering buying in here this weekend just gone, and now it's 15.5p (which puts me off) and I feel like I've missed the boat!

Ex divi date I think

...or at least what I think is the bottom before I buy in to this wonderful share. It's worth noting that much of IPO's inherent value (in my eyes) comes from their investments and, considering many of them are Tech stocks, I feel like last year's results might be hard to replicate going forward but nevertheless IPO looks like an excellent share to be in. So I shall wait until the bottom / it becomes too irrestible to invest here ...

and a bit of a note to self re TRT: (hope you don't mind, shan) "TRT interims shows big increase in revenue and much lowered net loss compared to last years half yearly so defo seems in turnaround mode. trading update in August I think will be significant and will find out before finals if they have managed to convert the good half yearlys into a net profit - they are yet to post a net profit for the year in the last 5 years so could be good if they can continue progree"

Jolly, Apologies for not replying to this til now. I agree with you that holding cash right now is probably quite a smart move. If you have bothered to look at my recent posts on the general chat topic 'Stock Market Direction' you'll see I'm deliberately building up a cash reserve for now so I can take advantage of the bargains in a few months time. My general view is that the market is in the midst of a down turn that shall become more apparent following the May sell off and the usually-poor-for-AIM summer months. But that will mean that June, July, August, and possibly September will be fantastic hunting ground for value investors like you and I before the market picks up again in the latter few months of the year. Obviously I'm playing this by ear / there's no rigid plan but, broadly speaking, there it is and so of course I agree that holding cash right now is a smart thing to do, especially in this no-AIM-stock-is-safe environment. Very best regards as ever, Dan

Jolly, Sometimes your bullishness surprised me and this is one of those times. CAP is easily one of the best speculative / blue sky shares going. I'm very bullish there. My issue is that, if you're right about there being a 20% market correction this year, this is the sort of share that will get hammered and treated much more harshly, is it not? Hope you're well, amigo. Dan

by the recent share price performance. We ought to be rated higher than this. Happy to hold, and will buy more if the price falls further. 230p remains my conservative target, and there's a nice dividend to boot of course :)

http://www.investegate.co.uk/spectra-systems/rns/spectra-systems-provides-ics-services-in-michigan/201404290700187136F/

Thanks mate. I'll hunt it down and read through it tonight :)

that, after the inevitable retrace after last Friday's spectacular rise, AEO is rising again.

Did anyone attend the AGM? I hope the BOD gave a good, honest, and thorough reply as to why they were so bullish just a month before the profit warning. Did they? What was said? I feel like I really ought to know before I can take the plunge of investing here for the long term. Riddler - thanks for advice. It's always appreciated mate

For making nice profits here. But I have to say that I'm jolly surprised at the rise considering that, without the one-off sell off of Tudor Rose, this was far from cheap even at 100p ish when I last looked here.

http://www.thisismoney.co.uk/money/investing/article-2613924/MIDAS-SHARE-TIPS-Its-hit-Grab-slice-US-sports-stars-huge-salaries-TLA-Worldwide.html

http://www.proactiveinvestors.co.uk/columns/shard-market-eye/16028/backing-the-right-horse-in-the-ipo-race-and-making-sense-of-quindell--16028.html?

I actually think 130p, Allenby Capital's target also, is too conservative and I have written my thoughts on why in the comments section to this article here http://www.theel1tetrader.com/2014/01/syqic-pay-tv-on-go.html (written when the share price was 60-65p)

Dear StoneBroke, I’m equally baffled as to how we’re still so cheap but give it time. We’ll get there. As I’ve always said the 2014 HY results, which we can expect by year end, will really get the market’s attention :) “The final was particularly strong” – this is very encouraging / exciting! 2013 will still look a bit lousy on the surface (we’re expecting 20% growth when it should have been 50% growth Year on Year), but this will bolster it and suggests that 2014 will truly be the stellar year we’re expecting. Who knows – maybe we’ll exceed the ~9p EPS for 2014 we’re expecting. Either way SYQ is massively undervalued. My end of year target remains 144p because I don’t want to get ahead of myself but I think the fair valuation is closer to 180-190p in all honesty. DYOR as ever but there's every reason to be very bullish here :D Kind regards, Dan

and am seriously considering whether now is a good time to buy in because I feel like it's pretty much fair value right now and this company looks superb over the long term.

Is anyone else thinking of buying in before 30 April just for the dividend?