Member Info for Monty888

Agree, I just topped again yesterday at 100p. It’s great to see these impatient sellers keeping the price down. Fair value around 180p to 200p all day long. Next results plus a more normal market will see that back over 200p in 12 to 18 months time.

Laser like focus (should say)

Agree with all sentiments. One thing that gives me great comfort is we are bigger better more established company now than when turned down the 170p bid. So one would think that’s a minimum
fair book value. We do need MM to stop giving away our money to charity until we are in net profit. After all he is cutting staff to save jobs so he should think about his people first and if he adopted a lease like focus on that he could avoid taking the knife to his various underperforming businesses. He could easily make himself more city friendly and course the II’s instead of sticking 2 fingers up them. Anyway there is a lot of hidden value here and we will find our level that should be at least 170p I believe.

It’s incredulous it’s dropped a few panniers today. I’m 61 years old and never seen such pessimism on the back of such good numbers since I been trading from the age of 19. I still have some faith the II’s or others will take a closer look and we should rise. It’s hard to imagine any seller at this low price. Maybe they are in a distressed situation and it will create opportunities for others in very near future. Meanwhile we need to wait for the strong Bull market to return in volume on UK markets as it will but maybe end of the year or early next…

CentralNic proposed a maiden dividend of 1.0p per share for 2022, after significant increases in revenue and profit. The internet services holding company said revenue was up 77% to USD728.2 million from USD410.5 million in 2021, as pretax multiplied to USD14.8 million from USD1.6 million. "Whilst early into the new financial year, we anticipate 2023 will see yet another year of robust growth and shareholder returns," said Chief Executive Michael Riedl.

Matt Moulding lifts lid on caffeine addiction

THG founder Matt Moulding has finally set the record straight on his caffeine addiction.
His reputed 20 shots a day rose to 30 after the e-commerce firm's listing – ten triple-shot flat whites.
Some may say it explains why the shares have lost their froth, languishing at a tenth of the float price.
Aside from suffering any ill-effects of excessive consumption – anxiety, irritability, tremors and insomnia – Moulding was clearly spending so much time ordering and guzzling his coffee he had little left for anything else.

We are a much bigger org now across 2 high growth countries with the food prep commissions and acquisitions all converted to Dominos. We have £4M in cash to continue the role out and all the World Cup uplifts and new ad campaigns uplifts still to come. We should be on the way back to past years highs of 36p again soon. Looking forward to the next trading updates and results (Sooo under the radar right now, good to get in before the crowds find it and tip it (IC, Daily Mail etc etc).

This has been around for years, never made any net profits, probably never will. As we saw it’s leaky as fxxk as well with a nasty spread. Not a serious investment for investors, day traders play share

It’s 30 days closed period not 90 days - Directors have had plenty of time to buy

You may need to ask yourself why did you buy 100,000 shares. Pretty dumb move

If you get your facts right then why are nearly 2 million shares being sold by 2 Directors as well as LTIP’s cashed in. His need the money to fund other projects is totally nonce. Yes Royde been buying but a huge Director net sell down just before the closed period where trading is blocked.

So “why” are not BBC should say

Agree on all points, so why BBC are the directors dumping stock on mass ahead of the closed period

This all looks very good from the updates (actually better than good). So why are the Directors dumping in January, doesn’t make any sense at all as the “audited”results should be extremely good No? Any ideas folks?

Takeover target, news soon

Very prudently managed, stopped the dividends to execute their growth strategies mostly out of free cash flow. We should back to close on 400p in the next 18 months ish. (Undervalued)

199p to 205p is NAV/PS as independently valued by 3 qualified sources in the trading update.

Hi Amersham,
What was your thoughts on DPP as the next potential double bagger, having missed out on SPEC?

Gemfields Group Ltd - London-headquartered gemstones supplier - Sets new annual auction revenue of USD316 million in 2022, up 32% from USD240 million in 2021. Gemfields owns 75% in Montepuez Ruby Mining Ltda in Mozambique. It also holds 75% of Kagem Mining Ltd in Zambia. The company operates a retail unit Faberge.

With more than £100m in cash and £55m coming in from auctions of Gem’s already sold this has a fantastic dividend yield - Extremely undervalued.