Member Info for Monty888

Hi Indianna, really appreciate your views sounds like you used to be a pro or close to the business. I used the wrong words but I think I was trying to say a big fall on low volume for an illiquid share (Classic Tree shake, I believe). I think you say it with more eloquence and detail. We are on the same page on the fundamentals, at these prices and just having had the Y/E it's tremendous value as long there is not some dark occurrences not released to the greater public yet which I think is highly unlikely bearing in mind the regulative nature and need for a clean reputation Cenkos must have to do business successfully. [What's an HFT trade, not familiar? - Thx]......Live in China with a young family, so take a while to come back sometimes...

Cannot find any shorters on short tracker, only 20K more sells than buys - Not that liquid a stock so will rise and fall on low trading I guess. Well P/E 4 yield >10% and good cash generation as well as steady Q1 in the last YE results. Need to be patient and top up at these levels for me.

No revenues, 2MGBP losses last 2 years, >100% cash burn last year, Poorly regulated AIM penny miner. That's what not to like about this share. A truly perilous risky punt...Are you Nuts Mr Spec?

Wilson where are you my football faced friend? Oh well, guess I'll open another FedEx box............

Do we have some tree shaking going on or is there some negative news we are missing? Anyone have knowledge as to why the falls recently especially today.

With a NavPS of 61p and all the Asset write off's included in the numbers this is very vulnerable to a takeover. Especially with the new Intellectual Property they have now IMHO.

We are on the same side agreed - Numis looks pretty okay on fundamentals, valuation and recent updates at around 200p but your right it has the smell of a small dip coming before rising nicely (Gut feel) I had BNC but ****ed off the Spanish withholding tax on the divi's - It looks real good value now though (Sit on it I would say). Got rid of Sports direct a while ago at 402p (Breakeven after fees). Moved into UAI which seems another one that's very undervalued under 200p. (been winding all the rampers up on jam tomorrow 88E, most blogged share going and it's crap I reckon bit naughty really but what a pile of poop that will turn into if you look at the shares its issuing just to stay solvent) I have no doubt it's Icewine location has plenty of oil but it ain't going to produce enough to put any asset value capital above debt - Most folks buying that on emotion of producing not how it will make any money. (Good day trader punt, but not my style) Be interesting to see if my call on this is right or wrong a year from now. Sorry if I misread your thoughts as judgement on S.D.

We are on the same side agreed - Numis looks pretty okay on fundamentals, valuation and recent updates at around 200p but your right it has the smell of a small dip coming before rising nicely (Gut feel) I had BNC but ****ed off the Spanish withholding tax on the divi's - It looks real good value now though (Sit on it I would say). Got rid of Sports direct a while ago at 402p (Breakeven after fees). Moved into UAI which seems another one that's very undervalued under 200p. (been winding all the rampers up on jam tomorrow 88E, most blogged share going and it's crap I reckon bit naughty really but what a pile of poop that will turn into if you look at the shares its issuing just to stay solvent) I have no doubt it's Icewine location has plenty of oil but it ain't going to produce enough to put any asset value capital above debt - Most folks buying that on emotion of producing not how it will make any money. (Good day trader punt, but not my style) Be interesting to see if my call on this is right or wrong a year from now. Sorry if I misread your thoughts as judgement on S.D.

Is it it's name that makes this overlooked (Bit Naff really). However name aside Citywire article showed some smart money sneaking into this a few weeks nack. Got a sneaky feeling the results are going to be really good looking at the RNS's....Thoughts anyone, are there some downsides I'm missing in my analysis of fair value between 275-300p? [Ticks all the boxes no?] Fellow 'Value' Investors are you out there?

What great updates - How to spin ever increasing base losses, huge losses per share. Imagination getting out, not fooled by the BS of course. Mug punters falling for the hype and share price goes up. AMAZING......Master of PR eh.

Now that Edi T is no longer an employee and is sitting on millions of shares, there is nothing to stop him dumping all his stock in drips and drabs without any Director dealings announcements. This could cause a nasty share overhang for months and months. Why has he really just pulled out of a company he really controlled. Make me kinda nervous....Any thoughts on this?

Please read carefully I answer your question, retail is not on fire agree - I generally buy on a contrarian bases looking at oversold shares or special situations as an investment case. I also like to get into early doors opportunities that could really take off but this is high risk as I have been burned on a few....Current worries are Tech Financials, Netplay TV & Laura Ashley but holding on in hope....Ones I like a lot are Cenkos & Domino Pizza Poland whose progress and good news is not yet reflected in the share price....It's all a game eh......Any reciprocative thoughts on a good investment right now?

A lot of people that buy shares they cannot always afford to take the risk with, that is very presmptious. [Perhaps they should be able to afford the risk but that is not a given]. Many folks have small savings that they cannot get a return on at the bank with current interest rates -- Apples to Apples you are selectively ethical it seems, yet ethical has one meaning. I don't post to get your blessing on what companies I invest in nor would I be so premptuous to tell you what you should invest in my friend.

NAV/PS 275p - Healthy divi, absolutely solid. Cash generative - Cheap as chips based on the fundamentals. Just loaded up big time today - Feeling good.

The same reason, you, I assume invested in Cenkos that has signed off shady RNS's in the past like of Quindell (Watchstone) that has caused people real grief, losses and hardship. (If your ethical get of Cenkos IJ) Also it's not uncommon to have a security system that searches people etc and the Company is working hard to be better. No every company nor all people are perfect and we are not exactly talking child labour.

No, folks want to feel and touch Sports items and also they can buy from SPD on line anyway. It's a huge cash cow and cash is king. Might buy out Dicks Sporting goods of the US - Be hugely enhancing. MA might buy it out also - Good for 500p this year all day long. Watch this space

The share was 877p less than 2 years ago when on lower earnings - It's all beaten up for mistreating employees and a very slightly lower consensus so the press say. Loaded up because the fundamentals don't match the SP [reckon 500p min is fair value]. This will rise steadily IMO.

Morning, I don't normally do retail unless special situation - Sports Direct will come in at only 480M profit, below consensus but a record EBITDA. The share was 877p less than 2 years ago when on lower earnings - It's all beaten up for mistreating employees and a very slightly lower consensus so the press say. Loaded up because the fundamentals don't math the SP [reckon 500p is fair value] Premier Farnell just sold their Fire accessories div for cash and again look to be oversold and divi c. 9%.

Wish I could I just spent my cash on Sports Direct that I am hoping is oversold and Premier Farnell. I am already really heavy on these from a Portfolio balance point of view. Well let's hope I'm right and they get taken out or re rated - Unless there something AIM dodgy going down this really looks superb fundamentally if you are a value investor - Trend investors would probably dump it...........Right or wrong I look for low debt cash generative wherever I can. Good luck to us both Indianna.

10% safe yield (P/E: 4) Why is this SP so low? It's fundamentals are fantastic