Agree again generally. But I think that given the size of the CDT investment of over a million shares, our portfolio can go up and down by £1m a day with the wild swings we have seen lately. Therefore our judgement should be based upon what we can gather day to day from the share price of these investments, not a quarterly update that is already 3 months out of date when published.
It would help hugely if the board updated the website with the number of shares held as then it is quite easy to work out the current value.
Way undervalued I agree, but shoddy housekeeping and poor communication is probably why
Gambler: I agree to an extent with your comments below. We should however note that SKLand CSFS have increased notably since the end of September SKL 20p to 25p+ and CSFS 15p to 25p+. These two are not insignificant investments. CODE has also started a slow recovery and is slightly up during that period...another larger investment.
So despite the dropping ENSI ( which I think is way overdone) the portfolio is showing signs of picking up.
Also CDT was not live as such at the end of Sept, and the price at the end of Dec was a bit higher than at the time of exercise in early December.
I don't hold any at the moment. Had a few profit trades around 1.8 to 2.2. Last one was at a loss around 1.8 ( from buying at 2) and waiting and seeing. I only trade in 100k to 200k deals as max and sell when 10/15% up and stops if 10% down. All on orders. Just a bit of fun really, but because of the long history here I am always curious to see the end game ( which has been a very long time coming!). I would genuinely be delighted if truly long term holders got their rewards. You would certainly deserve it!! Just take them quick if you get the chance!
"Wow Ltd Axis, that’s some very strong accusations you make, do you have any proof of this? Strong words with zero proof, why would you even say such a thing? Tin of beans for Boxing Day or?"
Its not an accusation, its a suggestion of what one 'might' conclude when doing research..
I have no more certainty there is any truth in my suggestions than you have that a mega deal is around the corner.