Member Info for MattTheBrave

If revenues are only $1bn by 2026, I'd be pretty disappointed? That said, I would also expect the Company to be much more mature and growing more slowly. For me, the ratings you have below are pie-in-the-sky (and if that's what they are, I don't believe this is sustainable). As I say though, I would expect the revenues to be more than a billion in 9 years time as well.

Not quite RIV - 2nd RNS shows that it was RG who actually sold to Crux. So his holding is now down to about 20%.

...that the share price change today(�4.60) is actually 25% larger than the share price I paid for my first investment here in 2010. Lovely stuff!

...no news to speak of. We've seen this before - hold fast people.

...after 12% of the Company changed hands yesterday!! Bizarre.

...is hold off for now. Your call though!

+1 Fatty

True, but the ADR closed at an equivalent price of over �52!! Lovely!

That's 12% of the Company traded today - definitely something occurring here! Looking forward to the holdings RNS (or perhaps announced bid) tomorrow...!!

Indeed! Riv, can't quite work out whether I'm stalking you, or the other way around! :-) Or you just post on a lot of stocks (like me)!!

If anything, negative news on a rival should be a positive!! Mind you, NCC is not a player in anti-virus market, so doesn't actually seem relevant at all!

A very odd one to be sure. It looks lie it's been sliding all day. My guess is that one of the institutional holders has either decided to, or has been forced to reduce its holding, and the trade has not been executed well at all. As noted by Lindoser, volume is still only three-quarters of the daily average, which is surprising given the fall (which I would expect to attract quite a lot of buyers in. Anyway, watch out for a holding RNS in the next few days. However, if anyone actually has any stock-specific news we've missed, please shout!

Proved right again. Some people are so predictable...;-)

That's a fair and reasoned response to a poster who seems incapable of posting anything other than rude and derogatory drivel, and who consistently gets the 'facts' wrong. Having been on the receiving end of these for some time, I hope that (unlike in my case) that Robbie, DS1, cassius and yourself receive some form of admission of error and an apology. Just can't see it happening though....;-)

Not terribly informative, but no land mines, and all seems to be progressing smoothly. Hopefully this will pave the way back to �3.

Sentiment got hit when the Company announced a change to its accounting practices where it will take less credit for new contracts in the early years (but more later on). This will hit earnings this year and next, but will be additive longer term. Either way, it makes no difference to cash flow, and the market hugely over-reacted in my view. The firs half figures followed on which were fine once adjusted for the new accounting, but the stock fell further and has continued to do so. I would be a buyer at this level, because I think this stock will either recover hugely through self-help, or will be bought out at a significant premium to this level. GLA

Hi Dave, Good to hear from you. Congrats on your 5-bag - sweet. I've invested 3 times in this baby now. First time a one bagger (�1 to �2), second time a 4 bagger (�1 to �4 - sold too early!!), and currently a 2.5 bagger (�8 to �19.50). Don't worry on IGG - we've all been there. Of course you could adopt a new lesson - Always do what MTB says....;-)) (I suggested this to my wife once - big mistake...)

Yep, it's pretty quiet here. These Boards always make me laugh - go-go growth and commodity stocks get a zillion posts a day with most of the stocks going bust, whilst genuine growth companies like this, RST and AMS (to name but 2) get no interest!! Just shows that most PIs are in fact idiots. ;-) What's the CS news - I haven't seen it.

Indeed. Still feels a bit like 'jam tomorrow' again, but it can't hurt!

:-))