Member Info for Libero

* lack Ok that's it time for bed!

* we're Bloody autocorrect an flack of sleep haha

I kind of forgot about this stock but, having taken a look at it now, the SP is low IMO Pros - the company's revenue is ABOVE its MCAP. - it has a P/E ratio less than 4, despite the sector it's in - the share price has risen from 3p to 10p YTD yet not at all since April really, after a massive re-rate from the astonishingly good Final Results for 2012 - profit margins have increased a lot and is increasing! - to have such a low P/E ratio despite all these good points would suggest lots of debt and yet this company has paid their debt off and the cash pile is increasing Cons - regulation of the industry threatens Zamano, as you can see if you scroll down through the interim results! - the news flow seems rather poor and I feel that's the reason this company is undervalued - a worsening situation in Ireland and USA Conclusion The worsening situation in Ireland and the USA has been largely counteracted by an incredibly strong performance in the UK. Realising how dependent the company is on the UK and how it'd be near impossible to maintain such fast growth here in Britain the company is now geographically diversifying into 6 new territories by the end of the year - Australia and countries in Eastern Europe. In the worst case scenario where Zamano business ceases to exist in Ireland and USA and ignoring the diversification of the company (and therefore it's risks), we're left just with the UK. Based on the H1 results and converting it into sterling, UK revenue for 2013 ought to be a shade over £10m ( = the current MCAP) with UK gross profits around £2.6m. Therefore making Zamano look undervalued based on its UK operation alone. So once you factor in the improved profit margins, the new territories were entering, no debt, no threat of share dilutions etc it really is quite remarkable the MCAP is this low! The interims showed us what a risky industry Zamano operate in. Yet, at this MCAP, I think there is very little risk for those investing into the company now. A re-rate is due and the final results RNS will be the catalyst based on the fundamentals alone, and especially if you believe - like I do - that the company is good hands with a board who realise the risks involved and have therefore taken steps to manage them. In March 2014, when the 2013 final results are announced, I'm expecting the SP to rise to 15p at the very least.

at the moment suggests to me that this is undervalued, and has been treated way too harshly by the market for such a tiny loss. Keeping on eye on this now...

I don't know what to look for when investing in this sector though so I may leave it but this is a dividend paying stock that looks undervalued. Hmm

This looks oversold and undervalued so I'll put more research into this and perhaps buy in soon hopefully at or near the bottom.

I didn't mean for my posts to cause a tiff. 1) I'm a he. Libero is a v popular guy's name in the part of Italy my family originated from (although that's not my name. I'm actually called Dan haha!) 2) Shan and Charlies - thank you for your help. Seeing as news is imminent I will make sure to do more research into SIM tonight. With other things catching my eye (e.g. the SyQic IPO) I'm not too sure what to do but SIM does look promising. I'll keep you updated. Thanks again. Libero

Ah that was a first and the SP has dropped since! Wow this really is presenting itself to be a good buy opportunity!

The miss the boat feeling comes from looking how much it's rose since the start of the year. However you make a good point - it makes me realise these expected results haven't been factored in . I clearly need to do more research. And if news is imminent I haven't got long! Shan, are you suggesting WSG is an even better buy than this?

I feel like I may have made a huge mistake here then. But, as a new investor, I'm bound to have a few of those. You live and you learn. Thanks for your input showmethewonga. I appreciate it.

Positives 1) superb prospects 2) superb financial health 3) it's been a steady riser over the years 4) well run 5) news will probably be out next week confirming that revenues and profit are roughly 20-25% up on last year However, as a new investor, the cons are 1) the sp has risen SO much already this year! I have a bit of that 'missed the boat' feeling, and wonder whether the good news expected next week has already been factored in. 2) the P/E ratio is high 3) the profit margin on those interim results was roughly 5% which does seem a little low (although I haven't compared it to its peers. Does it have any peers?) So I'm not sure what to do...

Showmethewonga, do you have any idea when we shall find out what's going on? And will we find out before the rest of the market / before the shares are in-suspended? And don't 7digital / ubc have any incentive to not screw us over? Surely it'd put off future investors if they came across as if they didn't care at all?

No I am not invested here yet. But I considered buying in at 90p but didn't. That is why I'd be kicking myself haha Especially when you consider where else I put some money on instead during that time - PEG, TLDH (but admittedly also AFPO and more BMN which I am both up on)

No I wasn't being sarcastic - its quite a decent rise, and especially for a Chinese stock!

The share was suspended cos of the takeover talks. Bearing in mind the talks must have been at an advanced stage by Monday, does the fact it's been a week almost before the share has been un-suspended bode well or badly for us?

but not too fast. it's going v nicely. If I wasn't so heavily invested in BMN at the moment I'd buy in. Nevermind ...

http://sharesandstockmarkets.com/benjamingrahamscreener1/

DSG looks like a very steady grower, with lots of recurring revenue, no debt, AND it pays a dividend! On top of all that it looks like this is quite a quiet board, which I see as a positive. The only things that are making me hesitate at the moment is 1) it's in a sector I know nothing about (yet) 2) it's P/E ratio seems a bit high, but I guess I'd have to compare that to other shares in this sector. Can anyone name any other shares that are comparable to DSG?

Blimey this has risen from a 3 month low of 90p up to 98.5p in the space of a two weeks! I really must buy into this before it reaches 100p - I'll be kicking myself otherwise!

"Look at the equity holdings of major investors besides the board and one can see the real reasons for this takeover by 7 digital." What do you mean by that? I'm interested because I am not too sure why 7 digital would want to buy UBC tbh. I presumed it was something to do with Audioboo.