Member Info for Libero

This is very interesting... http://www.proactiveinvestors.co.uk/companies/news/67799/haydale-graphene-industries-mulling-legal-action-against-hume-capital-67799.html

http://www.theel1tetrader.com/2014/04/titon-holdings-asset-backed-earnings.html#more He rates it as a buy. Jolly / Shan - are you (still) invested here? And, if so, what's your target price? Do you agree with el1te?

what do you mean? are you asking if I ever sell any shares when in profit but it hasn't reached my target price? Then no, no I don't because I'd hate to sell and miss the rise to the fair valuation price I know it could have achieved. In hindsight though I should have traded on certain occasions - when BMN had a 100% rise, when SYQ had a 100% rise, etc - because, whilst they didn't reach my target price, (certainly with the latter), I knew it was going to fall again eventually and yet I didn't sell. You live and you learn.

the buying volume has been low so how on earth has it jumped upwards the way it has? Not like I'm complaining lol

This is an undervalued (EV/E of just 8.7 at present), dividend-paying, growing company. This must be the first FTSE 100 company that's tickled my fancy so I'm adding it to the watchlist.

http://www.stockopedia.com/content/small-cap-value-report-16-apr-2014-zzz-lrm-rstr-82719/

what ana lovely little company this is and, following a swing to profitability and "an unprecedented interest" in Immedia's services, 28p is looking cheap. I know this has risen over 250% over the last 12 months but I honestly think this has a lot of legs to go higher.

No they're awful. Revenues were 600k last year but, to their credit, they're rising fast and will probably be about £1.4m this year (for the core business). But it's loss making, and those losses seem to be worse year on year. I doubt Eagle Eye's decision to take over 2ergo was a good move either. 2ergo's figures are atrocious and they've been dramatically worsening year on year. Their 2013 revenue is about a third of what it was in 2011, it made a loss of £5.5m, and its liabiltities far exceed its assets and measly £35k cash. Combined the revenue will amount to about £5m with losses of £7m and net assets roughly zero for the 2014 year. The 2015 year should see further growth from the core business but 2ergo could entirely negate that growth considering its the bigger beast. Losses will stack up and there'll need to be equity placings to keep this running. The fact this poor-looking prospect is valued at £36m at the moment (at 180p) is an absolute joke to be honest, Sir Terry Leahy included. I'm staying well away, and am thoroughly disappointed.

Cheers fellas

Oh dear this isn't going as I expected it to go, especially after both the shares mag and the Investors Chronicle tipped it SFE as a buy. I'm holding steady though and, if we reach 180p, I'll be more than happy to top up in this fantastic company!

I need basic info before I can invest here. Where can I find info on revenue, profit, etc at the very least. Oh and the market cap / number of shares in issue. Investing without any info is far too risky to delve into. This lack of info reminds me of the RM2 IPO and look how that's turned out...

Hi Rob, CAM sounds like a good board for us to move to. I’m happy with that, and thanks for sharing a bit of history with me there. No problem re: VLK. As for your following comment: I was 100% fundamental analysis based at one stage but I’ve recently started paying more attention to the charts because 1) some shares look incredibly undervalued but are perhaps at risk of being that way for months, potentially years, in which time you could have put your money to better use therefore I recently was weighing up whether to buy into AEO or SPSY. I chose the former because I thought it was more likely to rise over the next 12 weeks than SPSY. 2) I’ve seen some of the gains people have had from using reading the charts and would love to emulate them. So far not so good though because, as I said, I chose AEO over SPSY. AEO rose at first but has since fallen to just below my buy in price, whereas SPSY has risen 37% since, and the buy in price has moved from 19p (when I first spotted it) to 26p! Ah you already own some CAP shares? Haha great minds think alike, eh? I will look at ACTA soon but I can tell you now that the London townhouse is most certainly overpriced. The housing market in London is absolutely ridiculous and has totally priced me out of living anywhere too near where I work. That explanation of A/R was superb. Thanks for that mate – I can totally understand why you see it as such a negative when it is rising! JIL is so under the radar and yet you’ve managed to find it! Well done. I spotted it previously but only because of my dad. My dad, a qualified but not-practicing lawyer, knows Juridica’s chariman y’see. JIL pays a superb dividend and has recently embarked on some share buy back scheme but I’ve never gotten close to buying because corporate litigation is well and truly outside my sphere of understanding. Very best regards to you across the pond, Dan

Thanks mate. I didn't realise RNSs wouldn't appear here. I always thought LSE was totally reliable but nevermind lol Are you a holder here? If so well done to you pal :)

Seriously I shouldn't have to find out why this share has randomly risen 10% by looking out for news Read this http://sharecast.com/news/talktalk-and-sky-partner-up-with-cityfibre-for-york-broadband-service/21612014.html and tell me that is not price sensitive info haha!

Dear Richard, Why do you think this is the first dip in a double dip correction? I don't disagree with you about there being a market correction. It's the double dip bit and the fact you think it'll last a few months that has really intrigued me. Kind regards, Libero (a non-holder)

popped up. Still not sure whether it means anything but it could help explain the sudden buys.

In a day where it seems almost every share fell, SPSY has sneakily rose ~11% at the very end of the day. El1te - I should have bought in already, eh? May join you soon anyway because this is still absurdly cheap Very best regards, Dan

Hi Rob, Thanks - it’s fun to read your letters too! Ah I had not noticed that. Just quickly could you explain the significance of the accounts receivable figure? Is the issue that it is money owed to the company which they may or not receive, and yet they include it in the revenue figure? Sorry but I’m really unfamiliar with it. I’m not in VLK because I am waiting for it to break through 50p, which really seems to be a barrier for the company, but I’m a big fan of the company myself. It’s undervalued, has a great BoD, is in a strong financial position, and is growing fast. Vislink’s fast growth has been organic so far but it has just acquired Pebble Beach which should really help too. Pebble Beach (PB) has revenue of £5.6m and pre-tax profits of £1.3m. As you can see the revenue isn’t huge but it’s high margin, and the amount PB will contribute will probably be higher than the figures I just gave you in the coming year. Of course the takeover used up all the cash they had previously but, in my opinion, it was better for them to make that move to accelerate their growth rather than let the cash sit in a bank account, and they did buy PB very cheaply! Thanks for the equitydevelopment link – I look forward to reading what they have to say, and will probably post it on the VLK bb unless you beat me to it lol. Ah it’s interesting you mention CAP because it’s a stock I’ve considered buying previously following el1te rating the company as a ‘Buy.’ I’m not sure if you’re familiar with el1te but he’s a superb analyst who has largely influenced my investment style. He judges stocks by fundamental analysis like me but then uses technical analysis to time his entry. He is ultimately a value investor so the fact he chose to put CAP in his portfolio really surprised me. However, having read his analysis, I can see that CAP is easily one of the safest speculations you could make. That reminds me - you know I told you that Stockopedia’s Paul Scott really likes SNTY? Well he is similar to you and I in that he’s always on the lookout for undervalued stocks yet he loves SNTY, despite admitting it isn’t a stock he usually goes for. It’s also worth noting he is invested in VLK too. Thanks for asking but my insurance broking results are not for ages, I don’t hear anything til June! And yes maybe it is time for us to migrate to a different board. I’ll let you decide which :) Best regards as ever, Dan

OMG how did you predict that?!

they've launched a Bangladesh service for the UK and Malaysian community. They haven't actually launched in Bangladesh itself in fact. Apologies for not reading the RNS properly before writing!