Member Info for modsa

I'm very mistrustful of all analysts in the present climate and my gut feeling is that we are at the bottom. The hold rating is probably good advice but the target looks too low.

There is a need to watch Tunisian affairs, after the assassination of the left winger Chokri Belaid; Kais Saied in African manager says this is an attempt to unleash civil war. Although even civil war should not affect production in Tunisia it will increase uncertainty.

The lowering value of the £ should be good for the bottom line. Although I think we should get through this year without problems with the present competitive devaluation in process 2014 on are unpredictable. I hope management have a strategy to deal with possible high tariffs in the US or even a ban on imports!

Is this a merger wih the old Evolution financial Group?

What a great opportunity for those with cash. I joined in the days when the shares were around 10p, and have never regretted it although they went through some rough patches before certain private investors brought in an excellent Chief Executive, shortly after Mr Daley took over as Chairman and continued the good work. I may be wrong but his great strength seems to be in finding, supporting and encouraging new Executives. My only concern was when Chris Leigh left as Finance Director as I thought he may have been forced out. I now think I was wrong and that his departure was good for both Chris and the company. I can understand that some investors may be concerned about the reliance being placed on Tunisian manufacturing; if they are I suggest they read the Tunisian newspapers available free on the internet. A number are available in French and there are probably some with an English translation. Andrew Evans-Pritchard's article in today's Daily Telegraph also shows how well advised the EKT board are to have started moving more work from China despite its temporary effect on the P&L account.

Although the sales figures may disappoint, the development of new products and the movement of work from China to Tunisia gives great hope for the future. I think the Chairman and Cief Executive are to be congratulated.

Directors buying + some very big buys yesterday.

Saw this recommended December 2011 and bought as an, at that time, unpopular area to provide a defence against a pound likely to fall. I shall stick to it now for the foreseeable future.

Come back in December and ask the same question. I'd love to be wrong but with a Chancellor still spending more than income something must give.

I hope you're right about 12p, but I doubt there will be a divi.

My wife bought these as a hedge against the £ falling, by the look of things today this was a wise move. The dividend has its attractions too! Guess the rest of the holders don't want to encourage competition!

If they expand their sales into the major emerging markets I'll be a lot happier.

As a global company Anite should be a very good hedge against the collapse of the GB pound. This may look highly unlikely now but I suspect that by the end of this year we will be looking at an increasing inflation rate, unless , of course, the government really start serious austerity measures, like a 10% cut in pensions.

Wish I could interpret today's reds and blues,as it is I'm just hoping that the £M1+ at 16.33 @ 9p was a buy!

Auditor's comments.

It will be interesting to see the final form of the changes the board are going to propose. I have a feeling that the change may result in a lower dividend but as far as the share price is concerned the simpler format may encourage additional investors who were detered by the complexity of the previous structure, possibly even leading to a higher sp!

I expect we will see some weakness in the share price as those who rescued the company in its darkest hour take well deserved profits.

For once I bought something and the price didn't immediately slump!

I've bought a few more as a hedge against the £ .

Can't understans why Black Rock seem to be selling all their holding in Dialight, hope they're not rocky; sorry it was intended lol. Must admit its dividend isn't great!