Member Info for Monty888

Yeah, good move. If the spread was tighter be a good day trader play to dip in and of short term. Good day for me today saw Serica was undervalued a few months back and still is so good start to the year. Currently watching Redde, great fundamentals but abut MMs run it down and then it rises. Solid with nice division and also a good one to dip in and out. Check it out give me your thoughts Buddy ✌️

Been a massive pile back into Cenkos past few trading sessions - ON a PE of c. 3, even though won't be it's best year it is massively oversold and very vulnerable to a takeover. Suspect the new Singapore entity are getting closer to some deals also. [At this rate we could be back to 200p in another 12 months] DYOR

Very vulnerable to a takeover from a foreign company with the British Pound so low and the valuation at such low multiples👍

I agree, if we hit say 1 million EBIT which looks quite likely from the updates we will see this back above 20p. Looks like the brokers know and as you correctly state we are due an update later this month.

A value investors dream, would not be surprised if Berkshire Hathaway took Record out. Fits Buffett's rules for investing to a tee. Great increases in the divi too. Nice safe yielder with a proven track record.

Hi Suark, I think it will be confidential because they are licencing their intellectual property out to different countries with perhaps different costs, different risks and ultimately what the market will pay for their products. They will have more partners that want to work with them in some countries more than others so can tender bids between buyer / partners. For sure though they will be only signing deals that meet their minimum margin requirements and have a shrewd team. They are also not rushing to sign fast deals and spin the market which I like so to me have good credibility and are one of the better run companies on AIM.

Agree with you Mozax - It's incredible we saw 90p on less significant news than this. We are getting real revenue partnerships now on a circa 10 Billion+ USD global industry, as the label says erectile dysfunction sorted in seconds with the products and it's looks real but the market obviously doesn't believe yet - Anyway we could be at 200p + in 2017 or part of bidding war between Pfizer trying to protect it's viagra market or Glaxo etc trying to take it...This is the cheapest way to do it....Won't be long before the big boys come after FUM IMHO

In December results will in line with expectations, In Jan results will exceed expectations. CFO resigns, company's EPS reduce. What's going on?

The updates are so positive but looking a little deeper here the fundamentals show reductions in EBITA / share and only 9K USD retained profit (Contraction & nothing at the end of the day in the last results). THia Nabil guy sure likes talking up the share, something smells to me - Be interesting to see what the real numbers are saying in the audited results....Why would the CFO resign if all was well per the hype I wonder.

The updates are so positive but looking a little deeper here the fundamentals show reductions in EBITA / share and only 9K USD retained profit (Contraction & nothing at the end of the day in the last results). THia Nabil guy sure likes talking up the share, something smells to me - Be interesting to see what the real numbers are saying in the audited results....Why would the CFO resign if all was well per the hype I wonder.

ITA will probably not get pumping at full volume till around March, likely to have technical hitches and delays (It's the nature olf the beast as they say). The key here once pumping do the oil flows match or exceed the BOEPD stated, if they do then we have certainty or as much as one gets in pumping oil and we could see the SP realistically at say 150p in April of course it will depend a lot on the oil price. My take is the positives here are very likely to be good and I sincerely hope and expect to see ITA chugging along brilliantly around then with good news on progress with limited controlled well flows etc news along the way - AS long as no major nasties we will all do very well indeed. I cannot remember nor be bothered to check the exact numbers again but we have a huge tax credit for our North Sea Oil, I think it's GBP20 Mil or more and other options for growth in the wings using the cash we will get from Stella -- I think this is a really great company to be invested in and they hedged the oil when others did not and they are also prudently running down debt and the interest charges on that debt [Unlike companies like PMO who are a bit in the Pooh with their high grearing]. GLA

This is a three year investment, takes forever to get FDA phase III approvals and European, to say the Doctors and Proffesors working on this are inept shows ignorance in the extreme. Sell up and go elsewhere for all our sakes.

GoldD - As always once its XD share price usually drops more than the dividend - Guestimate 25p drop, what is your objective?

Hi Buddy', I am fully loaded in Cenkos now and moving in not Redde based upon its revenue growth, profit, cash and do I yields. Interested in your thoughts if you could give it the once over. Cheers and Thank you in advance

I think you are correct I_J l- Divi ikely to be 1p to 1.5p this year, currently not a great deal of new floats since Brexit but solid repeat NOMAD etc business still. Also the new Singy venture and other careful global expansions could bode well if profitable looking ahead. Plus there is always a foreign bank that might want to take them over too and anything under 100p make them cheap IMO. I am sure we haven't heard the last of Cenkos they are run by a shrewd bunch holistically [did get sloppy on a couple of areas last year but internal processes have been tightened and checked now] So we should see solid rises that accelerate but needs a little patience I think. Also as shares are held by staff and institutions generally not a lot in free float day to day so expect wild SP swings as you correctly point out.

Potentially explosive jump when results come out if all the progress equates to good numbers. Good time to slip in b4 the music starts IMHO

I think momentum is with Cenkos. If one reads carefully the interims talk about a good start to Q2, no more 600k fines. SP at real low. SLP is really a play on platinum. Better value in Shanta and Potentially MARL. Cenkos could also be prone to a takeover at sub 100p also. Especially if the Singapore set up gains good traction.

Bottom line reality is International families like say the Chinese want good value for money higher level education with the brexit it bash on my he pound its Education UK time. There will be a shortage of student accommodation next August, not a surplus.

Mr Nathan Nicholas Lowry holds 0 appointments at 0 active companies, has resigned from 3 companies and held 6 appointments at 6 dissolved companies. Looks like a boiler room scam + You got to make 124% percent profit just to breakeven, look at the spread.

Should see this get towards it's 333p S.P. rating after the fantastic update today - Growth on every business & every financial apsect across all divisions...Well done CVR.