Member Info for MattTheBrave

...re 3 Jan Post. Where in the legal statute does it say you have to be member of a pension scheme? Companies (above a certain size) have to offer one with auto-enrollment, but members can opt out.

....when this gets bought out Gerry. I think there's a reasonable chance of this medium-term given the quality of PBS. Since August, I've made back half the losses I had in the stock from the previous 2 years. I'll be breakeven at 22p. Finalization of the deal leads to 25p in short order IMO. We'll see.....

Hi Dave - Tricky one to be sure. Firstly, no-one really knows what the effect of FCA intervention will be on revenues for sure, but my feeling is that a 20% reduction is at the pessimistic (but still reasonable) end. Secondly, 10% revenue fall not necessarily a 10% eps fall. I think 'very positive' would be overstating my view. I have taken what I would consider to be a 'half' position relative to my normal average holding size reflecting a positive view, but also a recognition of the risks. My view is predicated on: - stock price halved - IG already best-in-class compliance wise in the industry, so may ultimately benefit from changes - Underlying demand still strong, so may get more limited fall in sales than expected - cash flow generation very strong, so divvy relatively safe - did I mention that the stock had halved.....? I have also used the situation to initiate a small holding in CMC Markets - arguably the best system/customer experience, single digit PE, and likely to be a takeover candidate if price stays where it is for too much longer. Hope that helps, and echo Dave in saying sorry for off-topic chat.

Unfortunately not - I have a meeting at midday on 26th that I cannot get out of. look forward to hearing your thoughts if you're kind enough to share them - thanks!!

If you think the Regulatory stuff is over done (like me) it should give you confidence to add. If however, you think te regulatory situation is a disaster (eg Diggedy/GumT) then the figs won't change your view. Goes back below £5, I'm buying more.

Boom Boom!!

...TBH, I'm none the wiser really. Stock holding up ok though!!

Flew too close to the 'sunbelt' do you mean Dubs.....;-)

Still there, as far as I know? What do you think has happened to it....?

...just keep buying God bless them. More than 13% now.

No skeletons. Stock looks good to rise to 50p from here I think.

...we also have to recognize that 3 lost contracts has stopped earnings dead in its tracks, despite revenue growth elsewhere, and this was always a stock priced for growth. Once we see the EPS start to move again, the stock will recover I have no doubt, but we may have to wait till later in the year. Long term burner this one I think.

....this is a bit more like it - just hit 94p on Google finance. My only worry is that this is on no specific news, but hopefully, the market is getting wind of positive developments ahead of full year results......??

....yet the stock's back up 6% and where it was when the news hit yesterday...... Good news here is that at least SHs and management are aligned on this one!

...with the acquisition now being paid for in two parts. Clearly there is a higher risk of the deal not proceeding than before, so share price move is logical, but given the that the $9.5m is only deferred by 45 days, still feels like a reasonable bet to me. Any other thoughts folks?

Larger UK peer? Who would that be?

...back above 17p. Very much looking forward to the next statement.

Indeed. Then again, the press do love a car crash right? Clearly risks emanating from the new factories, although it would now seem that the new Chinese plant is really ramping up. Might take a bit longer in the US, but I believe in the capability of this management to get it right in the end. Failing that, I wonder whether this might be a tasty morsel for Viscofan, the world leader?

...again. Having been down in the $13s this week, just hit $15.15 this afternoon - That's a shade under £25 for the UK list!! But is it a real price?

I think you get both V & G with AHT - Growth at a reasonable price (or GARP) stock.