Member Info for Monty888

A good time to top up now CAB is in its closed period and those with insider information are not allowed to trade. Should see a significant re rating end of the month.

McDonald has contributed to the massive growth in way that few people can appreciate. MM is a clown, he is part of the fools that have taken the SP from 700p to 62p - Not exactly a twenty fold growth MM (Beam me down Scottie).

Yes - But it all ended in tears regarding dear Ayrton

If the company spites and pushes away as undervalued a 170p indicative bid. I’m OK with these performance related shares but they should be at say 75p not nil cost. It’s a joke and agree it shows MM’s total disregard for his PI and II share base and continues to make THG uninvestable to serious city money and will hold the SP back continually now from what it could have become I feel. (Very arrogant / Very disappointing). Also should have been put to a shareholder vote needing 90% support or something if MM cared at all (Clearly he doesn’t - We need to have a significant holder table a motion for his removal based upon performance and eps.

Why can’t they market value in their share price if they are good at marketing V-C?

Well put yespsb - Not exactly a like for like but when you look at how Ocado have always commanded IMHO huge valuations for years of loss making and indebtedness vs Ingenuity it speaks volumes about poor IR and marketing.

The price will likely be 60p range bound until the 19th April results. If you believe in the story it’s a good time to top up, if you don’t then sell and go bother people on another BB. (That’s where I’m at, BTW I’m long and think THG is fundamentally undervalued as it’s now says it’s gone cash positive).

Yes it’s old news really, they do remind they have just turned cash flow positive. We need the results details next month to see if we have returned to growth etc. The devil is in the detail as always. I am irritated by MM and strongly think he needs to go. (I want to very bullish but MM has made me very cynical sadly).

People are forgetting he holds the keys to all the castles, he is personally the freeholder to THG’s leases of their properties. He has THG by the proverbials aside his and his buddies majority shareholdings.

Point being vaping is replacing combustibles regardless of tax for adults etc. Check out BATS and IMB’s updates it’s all vaping so big tobacco is becoming big vaping

The company consistently delivers and share holder and investor friendly (Not like THG). It now generates better top and bottom lines than when it was 240p per share and is doing share buy backs as well. I have respect for Sandy and BOD but find it really to hard to understand how SUP is languishing at 115p only half what it was even though it’s exceeding on all metrics especially EPS when next results are out. Sunak & Hunt needs to add some value to our country and open the UK markets to foreign investors that don’t have a UK address to sort this out or we will continue to trade on the lowest P/E’s in the Western world

Crafty - All well and good but does it make a PAT or will it this year, if no then I’m with “yespsb” It’s another vanity project. We need a CEO that delivers some net profit and indeed develops some smart investor relations and investor call ins and engagement (What’s MM afraid of). If he does the afore mentioned well we would see a solid and continual SP rise as credibility and investability returns which we haven’t seen since the few months of floatation

EBIDTA is a financial term for BS as the famous Charlie Monger once said. Net losses are the hard facts and hence the cash on hand reducing. It look like they can and should make a PAT in the next results but the BOD comes across as weak on the calls and presentations. Let’s see if any bottom line progress in the next results, meanwhile it’s a value trap unless it gets brought out in an M&A. DYOR

ArsyTara thinks CAB is worth 50p 😁

What’s fair value on market cap (SP x shares in issues) do people think and why 😀

Nothings happening on 88E, profit not even on the horizon and never will be. Look at there RNS’s of jam tomorrow over the past decade nearly. There are however a few things you can be sure of: There will be more dilution again soon, the banks won’t lend, the BOD will keep tacking nice packages and sending out misleading RNS’s on the PI’s dollar 🙃

The company is subject to continuous stringent independent audits anyway and they have won various awards for the results, transparency and proactive best in class compliance - This is shorters games and likely using bots to tree shake the price lower. I’m very bullish at current valuation from the research I’ve done - DYO GLA

Guttersnipe is an excellent name you have chosen, surprising considering how illiterate and uneducated you come across in your continuous NVA postings.

It’s all a risk, I’m in on PHNX and VOD for divi’s and I think ITV is worth a look at current price vs divi yield also. (I’m in on DEC also but others have said it’s pretty high on the risk factor so definitely not a first investment recommendation unless you like very high risk / reward and can afford to lose a chunk in a worst case scenario.

Article today below, I’m at 200p to 250p some folks even more bullish at 300p. Been as high as 337p in past 12 months. Anyway we are all at 200p and higher - Whatever we see in the March results all on the same page this should double within 12 months with potential uplift to 150p to 170p next month depending on the new product expansions progress and African currency business steadying down again. Could get a share buy back or decent dividend announced also - GLA.

SMALL-CAP - WINNERS

CAB Payments Holdings PLC, up 7.3% at 108.40 pence, 12-month range 46.10p-337.00p. Shares in the cross-border payments and foreign exchange firm are set to register an eighth-successive day of gains, as the stock continues to recover from a revenue growth warning that knocked 72% off its value in October. Shares are down more than two-thirds from its 335p initial public offering price. It floated in July.