Member Info for Libero

Pablo, I know what you mean. Jolly finds some cracking shares and he lives up to his name. He's a superb investor but sometimes his posts can feel like a bit of a riddle haha! Jolly, Are you in ACHL? It's got a huge margin of safety but I wouldn't want to buy in unless I could see something coming to trigger a rise. Is there a rise coming there? Because investing and having wait months / years isn't fun lol Hope you're both well and good weekend to you both :) Dan

Great results showing really nice growth. It's now trading on a P/E ratio of 8.5 ish and an EV/EBIT ratio of about 10 - which is good for a company growing this nicely. Yes cash was slightly down but their liabilities went down further so I don't see that a negative. This looks like a great entry price tbh. Are you in here Shan?

Hi George, The switch didn't pay off like I thought. SFE has only risen slightly more since last Friday than CSN has and yet obviously it cost me money for the trades so, so far, it hasn't looked worth it tbh. However, with the current uncertainty here, I think I'm actually feeling more comfortable with my money being there so it wasn't all for nothing. It just depends on your risk appetite and, as someone who works in insurance, I'm fairly risk averse. Well as much as you can be when you invest in AIM haha! I see 400p and beyond on the cards here once the uncertainty fades away. Good luck, Dan

At the current price the market cap is 928m (based on 400m shares), the EV is 982m (excluding "insurance contracts" of course), profit before tax for 2013 was above 107m therefore the EV/ EBIT is a little over 9 which seems very cheap to me! The P/E ratio must be sub 10 at the moment in a sector whose average is about 13 so again this is looking very cheap. 300p would be my target but I do need to do more research before investing.

Long time no speak. Apologies for not replying to your last message btw - March was a dreadfully busy month. I'm still going 100mph now tbh but that's for a different reason - I'm revising as hard as I can for an exam I'll probably fail on Monday haha! How are you doing? I hope you're doing well, and I hope your investments are too! I've missed our chats so I hope to hear from you soon, you kind gent. Kind regards, Dan

Paul Scott is bullish here http://www.stockopedia.com/content/small-cap-value-report-31-mar-2014-rgs-vnet-ftc-you-82340/

http://www.stockopedia.com/content/small-cap-value-report-26-mar-2014-vlk-ssy-82246/

Yeah just a little... ;) Don't worry we'll make it though and presumably rise up quite nicely thereafter. Just need to be patient that's all :)

Henderson Global have reduced their holding from 4,269,000 ish to below 3,889,000 (the 5% level). This probably explains that large 100k sell earlier today and why the upward momentum really felt so held back yesterday. Just musing...

SFE are employing 30 more people - signs of strength & accelerated growth ahead :D http://www.thetelegraphandargus.co.uk/business/business_news/11115386.Safestyle_is_planning_to_create_30_jobs_in_Bradford/?ref=rss

Now the price is just 80p the market cap is £18.5m - which is ridiculous considering that 2014 Revenue ought to be £7.8m and EBITDA £2.5m. It means we're now trading at a prospective P/E ratio of 9.2 - absurdly low for a very fast growing company of this kind. So I intend to top up soon when I next get the funds (and my bonus is paid in this month)! No advice intended ;)

we opened at 195, hit 200p instantly and then bounced off it - probably due to some unambitious people having their sell limits set there. We'll rise above 200p today I reckon...

Thanks for yet another superb analysis and bloody bravo for finding this gem in the rough. It must have taken you ages to spot haha! I wish I had the funds to invest here tomorrow because April will be good for the market in general, good for AIM, and - as you said in your article - great for Spectra! All the best, Libero

Thanks for your wise words mate. I have to admit I am guilty of wanting more & more I'd say, and the fear of missing out is a very real thing for me and I wish it wasn't. I wish I didn't care to a large extent. I don't know how you've acquired the wisdom to have the clarity of vision that you do but it's very impressive. I don't know what you did for a living but it sounds like you've seen what a life of excess can lead to, and how it's a very hollow version of happiness at best. Could you expand on what you mean in your 3rd sentence, the bit about picking and choosing? Regardless on whether you choose to expand on that aspect or not, I appreciate you sharing with me those wise words. I'll reflect on them some more tonight :)

Well my general views on the stock market etc can be found here (and this has been updated) http://www.lse.co.uk/general-chat-discussion.asp?TopCode=MX6SE8YP As for undervalued stocks I've spotted two lately - SFE and VLK The former is a uk-based windows and door replacement specialist that is benefitting from the booming housing market, has great finances & cash flow, pays a 3% dividend, it's growing fast, and is undervalued. The only reason for its low valuation is that it's a recent unnoticed IPO and therefore, like SYQ, it just takes time for it to get the attention it deserves. VLK - decent company, great finances, just completed a superb acquisition at a very cheap price (6.9 x EBIT) that is not reflected in its recent results, has a superb BoD, and is growing fast. I think 70p is fair value and, similarly, I think it surfers from being under the radar but won't be under the radar for too long. Both of these are well worth a look and I'd love to hear your thoughts on them. PS - what's your thoughts on PEBI? Their results really caught my eye today

When is that due here? I'm dying to see the Linx effect here

Haha And yeah yeah rub it in Out of interest do you fund it through stock dealing? And, talking of stocks, have you found any good 'uns? SYQs a good 'un but I'm finding the hunt for undervalued stocks getting increasingly difficult. I've found a couple recently if you're interested though ...

Btw it's eat to hear from you mate. Especially with such wise words, as ever. How are you doing buddy? You back in blighty yet?

It's undervalued now tbh so, if I had the cash, I'd top up now / this week before the isa money comes in and AIM shares become stamp duty free etc.

Haha I thought you were taking the ****. Don't worry I found it funny lol Unfortunately I sold out here the same day I bought in - a first for me - due to the reasons I have in a previous post on this bb. So thanks for the 'well done' but, for the mean time, I'm not in here Hope you're doing well (and had a better March than I did) haha!