Member Info for ninjazx6r

A 20% swing in SP over a 6 month period.

Just imagine being a Sainsbury stock holder!!!

Article showing as 4 days old

https://be.fashionnetwork.com/en-be/news/Sainsbury-s-shares-surge-on-takeover-speculation,1327768.html

as an optimistic holder of TMG I must admit of being slightly frustrated that we weren't able to ride the bullish wave of vaccine and Biden news - or at least inline with WPP. I need to remind myself of when we can expect the next trading update, as we know TMG do not use regulatory news service to announce new contracts. This makes the stock feel a real slow burner at times. I'm holding since from this SP there remains more upside than downside (as agreed by CLOSE) but it certainly won't getting exciting anytime quick.

Always look forward not back. Outlook remains of returning to profit for FY results. Was hoping for more detail on forward order book for Pathfindr. estimate FY net debt mostly made up of earn out obligations due in 21. As per broker coverage 'MISSION’s shares trade at a discount to peers on EV/EBIT and P/E averaged over FY19, FY20e and FY21e. Parity indicates a share price of 78.25p, 26% above the current level.

Social Distancing Device for Office Environments - Pathfindr.
This guy has 1million youtube subscribers. It all helps.

https://www.youtube.com/watch?v=TJBtnCvP7jU

Very excited to see Pathfindr (Safe Distancing Assistant) advertising for Sales Director and Commercial Manager vacancies.
Remains a strong buy for me.

https://pathfindr.io/careers

Due anytime now. I remain optimistic and feel this de-rating has gone too far. I was pleased to see them withhold the divi payment. Keep an eye on their website for new contract wins. Its clear that they aren't deemed regulatory news. Net debt was due to be cleared by year end (4.9m) so it will be interesting to see the impact on this.

What I great opportunity to top up. I added £30k to my holding at 78p. Happy to have and hold 107,000 shares. With progressive organic growth yr on yr (incl divi payment) and the expectation that the market will react to the debt being cleared i remain optimistic about the future. Pathfindr definitely not priced in and nor is the fact we will surely be looking for acquisitions to help strengthen the balance sheet - but only at the right price.

Wider economic indicators are certainly giving attractive valuations across equities. Valuations may remain depressed for sometime though. Consensus is that interims will hit target and therefore in the short term TMMG scale of discount remains difficult to justify, given the earnings growth and further improvements in the balance sheet when compared to its peers. Reduced finanical indicators (relative to peers) may not guarentee short term SP growth but it certainly increases its chances too. I take solace in continued dividend growth and other indicators that should attract new investors over the short term and stop others from selling out.

Happy to have purchased 79840 shares this morning. You could use a multitude of indicators to see there is value at current SP. GLA.

The below stood out for me in this article...https://www.businessweekly.co.uk/news/hi-tech/scientific-digital-imaging-targets-new-global-markets-shrewd-acquisition

“From our point of view it's a global exporting company with a niche product....opening up new territories thanks to our global distribution networks through this acquisition.”

More positive news. SDI just keeps giving. Looking forward to Half yearly's in December.

I like what i see and have topped up. I've been out of SDI for 3yrs and regret being so. Looking forward to the next acquisition

a huge market over reaction to interim's that actually show the main arm of the business having increased sales. Further backed up by Kestral Opportunities fund recent addition.

Its a BUY for me.

Interim results due 22nd November. I remain confident

700k shares (1% of entire company) have just swapped hands in a single trade without the MM's feeling the need to either tick up or down.

*isn't considered...

topped up @ 8.25p for another 60454 shares. I like what i see.

Eckoh issued a trading statement saying it expects PBT to be below expectations in the year to March 2017. The reasons are two-fold: 1) it has experienced cost overruns in a large, complex project in a non-core division of PSS and 2) it is seeing a faster than expected transition towards a pure Software-as-a-Service (SaaS) pricing model in the US, where until recently, deals were predominantly on an upfront fee model. Consequently, we cut our adjusted PBT forecasts in the year to Mar 17/18/19 by 23%/20%/17%. The group�s opportunities have not diminished (sales pipeline remains substantial) and we believe the medium-term growth outlook remains very healthy. The accelerated transition of the US business to recurring revenue also bodes well for the overall quality of earnings. However, we recognise that today�s news is disappointing and that steps will have to be taken to rebuild investor confidence.