Member Info for my2penneth

Like Warthog4, I expected debt to be reducing...especially with the sale of JSD. ( maybe the cash hasn't hit the books yet?).

Why haven't PFC announced the new contract? ( Assuming it is genuine,) They do themselves no favours in the defence of the SP.

Fortunately my holding in CNCT is pretty small in my p/f. It's a punt now at best. The divi will very likely be cancelled or be a token sum. The co ckup regarding the disposal of the books division - the directors should have been sacked at that point for not ensuring that the sale was actually a done deal. Cashmore and Bauernfeind have effectively been putto the sword somewhat belatedly imho. Folks, there is danger here. The only thing this had going for it was the dividend and you can say goodbye to that.

Subject to shareholder approval at the Annual General Meeting on 18 July 2018, the final dividend will be paid on 31 August 2018 to shareholders on the register at close of business on 10 August 2018, with an ex-dividend date of 9 August 2018. Enquiries: Nick Giles Company Secretary + 44 (0) 1933 410 064

20.2p - sometime August. Last year was 10 August.

abzzba - the SFO charges have already been factored into the share price - that's why the share price is not much higher. I guess you are hoping for a retrace (based on your comment of 'opportunity knocks'). However, opportunity knocks came and went a year ago (347p June 7th 2017) and I reckon that you've missed that boat. By all means hang around in hope.

There are not many companies out there that are currently as healthy but undervalued as CRST. For an income portfolio, it's a worthwhile addition.

When HS2 goes in, I could see CRST being viewed as having made a shrewd move. The house prices in certain areas of Brum are rising in anticipation.

might be a leak or as suggested, a tree shake in advance of the AGM. Nothing has changed.

To drive the sp so far down is probably due to the action of the hedge fund managers shorting - is there any other explanation (what's changed?). The other factor might be there has been an update (ie a leak) on the SFO issue?

'As the market is high-so when there is a correction BT will take a fall.' Not necessarily so....try plotting the FTSE100 index versus shares prices of companies (example, WPP/VOD/BT/NG/SSE etc).

Looking further ahead, when 5g arrives it will come with larger data bundles. I can see the era of the fixed landline ending (why do we need one other than for 'broadband' access?). Both BT and VOD will be competing ....I wonder if there is any consideration of a merger...that is - consolidate all your internet access into one account (telephone, broadband, digital content such as sports/tv programmes)? No one would have thought ASDA & Sbrys would consider a merger ..why not two comms giants?

it's very nice to see the 'professional shorters' in the city getting a severe haircut! Just shows, they haven't got a Scooby!

Well, we've already got 1.6 BILLION USD estimate for the fine built in to the share price haven't we folks......

Agile. Just a suggestion. Don't put all your Investment with a single platform. Remember the �85k compensation scheme. Now I'm not saying the likes of HL or any of the established platforms bare going to go belly up but who knows? You can do research on HL platform assuming you select it as one platform ( for example) with a view to investing in another platform. IF ( bold, capitals) something were to go wrong then it's very unlikely you wouldn't get your dosh back but the money might be tied up whilst any problems are resolved.

I won't be shedding any tears for the big boys shorting PFC.

Daytradenovice - don't worry too much about the day to day noise.....just bank the dividends ..and whatever you do, do NOT listen to the Daily Telegraph FFS!! (Jillian).

It seems to me that PFC are modifying their business model ..is this an attempt to focus on improving their return on capital employed? I believe so and , if successful, will see a significant improvement in the business leading to higher long term shareholder value. The danger is, that by reducing debt, they become " attractive" so they may not be too quick to sell off the North Sea assets ( reducing debt further). So, manageable debt and the SFO and an increasing Asfari holding should hopefully keep predators away. Asfari doesn't want to make the business TOO attractive....maybe that's the reason for February's IR seemingly co ck up ( it might have been contrived) to allow Asfari time to pull together funds. PFC have huge potential but they need to keep their light under a bushel. However (IMHO) they've got through the worst of it. Come back in about 5 years time and the SP will be significantly higher. Disclosure..PFC shareholder ( but you know that from the number of posts I've made previous).

I wonder if PFC will get a sniff of one of the new BP starts ('Vorlich' contract)? It is reported to be a small contract but it all helps. Subsea 7 got the 'Alligin' contract..

The analysis on SwS based on Free Cash Flow (link below) is about �18 per share. I'll be happy if it gets to 15/16 quid. It is in my mind very oversold at the moment. https://simplywall.st/stocks/gb/software/lse-mcro/micro-focus-international-shares