Member Info for Monty888

Thinking of buying more but worried I might get ham strung, then again could bring home the bacon. Do the Directors have a share in the pie here. Oh I don't know think I will lean back, chill and listen to Meatloaf.

What a great result today securing the 555 million Eddie Stobart floatation. The news is still under the radar, current multiples are sooooo low PE 3 etc. We will see a huge re rating here once results are released next month 🥂

Good post Rivaldo, thanks for the research. I am with you exactly, as long as no hickups on the 5th April we should be in a pretty major re rating I would have thought - Revenue generation is excellent and the Integumen puts us in great cash position [cash is king]...Let's see I'm holding tight and adding today.

Yes, FUM are doing everything right. They have 5 core products all close to coming through to approvals at various stages and already just starting to generate what will be serious revenue over the next 12 months. Most of FUM's products can kick the back out of major drug companies especially Cialis, Viagra superior products. 100% for sure once they see the US phase III trials approved FUM will be taken out [Probably in a bidding war between the likes of Glaxo etc]. I would be shocked if we don't see this at 100 to 50p later this year. FDA Phase II erectile gel approved, phase III won't be too many more months.

It's my belief this is a quality well run company that has been ridiculously oversold purely on fear of the whiplash cases being capped and will likely be channeled through the small claims court. Yes it might knock revenue off say 10% but they have 3 different visions all doing well and their business model allows for them to invest in their growth areas. Divi might be trimmed a little but I reckoned we will still yield 7%. Well worth a chunky holding at these prices, I have GLA

Thanks Justhoping & justdeezerts, I need to pay more attention to the divi RNS's - Quite a relief, it will bounce back pretty quickly all is well on the ship.

Anyone know what's going on today - Cannot find any reasons at all, looks good to top up on.

All's well at the ship Revenue, Profit, cash & divi's......Got to get back above 200p again soon surely. That's fair value and accords with history and broker ratings [What a great divi yield too over 7% per annum at these prices].

Starting to rise just ahead of results. Something good is in the pot I fancy.

Rocket 79. I agree, from the last update you would think can't be any real nasty surprises here and there is a strategy under deployment that is working well. So as long as the BOD are not lying through their teeth we should be looking at a solid bounce and a sustainable upwards trend on the share price. I had a punt here and my strategy is always value investing and special situations i.e. Oversold occurrences. Soon know if I have got this wonderfully right or terribly wrong 🍷

Interesting investor perceptions of share valuations - Redde at 208p roughly this time last year, what do we know now? Revenue up, profits up, cash up, dividend up, NavPS up, current divi up, future divi's likely to be up, no dilution. A superbly run company - Therefor logically we should be fair value 210p to 220p / share......I guess we will be end of Feb 17 when our results are published. Meanwhile I shall continue to add during the ides of this closed period. Happy to be here. GLA

Cheers I_J. [Staying with this one for the long haul] ...Well this week buddy my trade has been to 30k of my Serica which I doubled my money on and pile it into Plus 500. (Could be a mistake as I like them both at current valuations). My ave. plus 500 price is 440p. My reasoning is that despite the 25% withholding tax 8% ish divi 39p if my numbers are right. As you know I try to be a value investor and cash is king. Plus has been oversold on the new laws regarding not being able to leverage on CFD trades more than your account balance in UK 20% rev and a couple of other countries DYOR. Outside of this it's Op profit is huge, swimming in cash, operates in more than 50 countries and adding used to 800p plus. So an oversold out of fashion stock but wont be for long I believe, think...........and hope :)

Smart trade at these levels. I feel sure the next set of results will be very solid and. The NAV increasing or still around 270p Eventually the city will spot the value and it will go to around the 200p level. Will need a little patience still I think though 👍

Only trade at your price is Pugsy is 80,000 shares. Halifax will not trade that amount so will send to a dealer of which you have no sale price control of course.

Don't understand all the waffle, no added value. FUM design compounds that are if you like a part of other products and they do that on a royalty basis. The sellers of the end products are totally contractually responsible for the product marketing. Seems this is being confused bt short term investors New to this board that want FUM to ramp up the share price. This is not going to happen, why They don't need to, now is not the time. Many products are still in trials. The nice FDA 3 approval is gained. Then we will see this share go off like a rocket 🚀 In my view once the technology works and is nearing final approvals FUM will get taken out hopefully in a bidding war. Won't happen this year IMHO but very likely 2018 unless the products fail to live up to their potential.

Got to admit IJ your Pot Roast comment did hit my chuckle muscles as dear old Ken Dodd would say. It is nice to see a little bit of a rebound as I am a bit unhealthily over weight in ace iOS at 149p ave. Thanks for your tip though I never invest in funds and other investing houses like DMOR and target 🎯 fundamentals and value investing generally with play money on others that could be big growth stories like FUM, TRIN or bottom fishing like CRAW etc. Redde are my largest holding and a chunk in Stobart. Followed you in on Numis and Tullet b4, did 👌 Many thanks. I liked their fundamentals. Take care buddy Good luck 👍

With Deleks holdings and all the Directors plus free floating shares its over Delek got us. Had a large holding average price 29p. Sold at 119p to get my money now rather than April. FUM are my new ITA at current prices raised 12million at 57p unique product ranges all being released to the markets. Only one of which is a 6 billion usd market. Check it out, plenty of other multi baggers if you do your trawling carefully. GLA. Over and out Broadsword. If you are Oil nut look at Serica and Trinity.

Only needs one substantial flotation to get this back to 150p. Repeat business is solid and profitable and a P/E ratio of 3 is overdone for this quality company. Past 4 weeks we see rises from 71p to 95p. Something is cooking I can smell it, something good.

Just for fun that should say....Poxy spelling auto correct

Yeah your right IJ, I keep screwing up my timing, had loads of Ferrexpo at 28p sold out at 30 p only to watch them hit 130 p a few months later did 100k in Glencore at 78p selling at 90p a few months later 250p and so on. Anyway I like Hansard, Bowleven, Cenkos, Stobart, Ithaca, & Redde at current prices. I think my next multi baggers could be Trinity Oil and particularly Serica Oil which is hugely cash generative and just now finding upwards momentum. I think my tip for 2017 would be Serica looking at my current portfolio. Just for one what would be your tip for 2017 IJ?