Member Info for Nitbhav06

Even I'll slice when we hit 50p+ however, i will keep a chunk for the long term. Proactis is a very good long term hold as well. It's in an industry which will keep growing as organisations are looking at opportunities to streamline and control the Procure to Pay process. Strong buy in 30s.

Infrastructure is now in place. Focus should be on selling on a big scale.

https://www.klkntv.com/story/40042296/white-marble-market-global-development-trend-and-2019-2025-industry-future-outlook

Shall we get predictions going for h1 19? I think we'll do revenues of around £1.05m. H2 will be crucial for us this year with increased capex spend.

I think a lot of people on this board are too focused on the short term price movement of PHD and are missing the bigger picture. We are the 5th largest procurement services provider on the planet. The value of this market in the next 6 years is estimated to be $50bn. Procurement and Procure to pay is an area which is booming in terms of Management's attention and strategic priorities.

Now put the above into perspective vs PHD's market cap and you'll be able to see that we are undervalued by 200-300% in the short term. With the growing potential we have across small and medium size firms, in the longer term, you'll also see this has the potential to be a ten bagger. Always invest in fundamentals and look at bigger picture.

Unv, based on the revenue/profit 2017 vs 2018, one this is apparent. That is demand is extremely high for white marble at the moment. Unbelievable how much their revenue has increased and the margins are just phenomenal. Imagine how much they'll make when white marble demand is €20bn.

We just need to ensure that we keep extracting as much as possible. We may need another €2-3m in Prilep and Malisheve in a few years to extract more but that should be coming out of retained earnings. Strong buy at these levels.

I'll admit I did have a look at Proactis last year at around the £1.80-90 level and it was just too expensive. I didn't like the pe ratio at the time. However, for a company of this calibre to he valued at c. £33m just demonstrates how "Mr market" is over reacting. We still have earnings and a good product in an industry which will keep on growing. Procurement is the up and coming area in organisations as everyone is looking at potential cost savings to drive greater margins and profits. I've also been fortunate in actually being able to use the Proactis platform and it's excellent.

To bring a balanced perspective, I am a bit nervous regarding the high debt profile but in the long term I am confident PHD will do very well.

Good luck to all holders, I'll be looking for another top up next week at these levels.

If things go to plan, we'll be turning over that in 5 years. We must be the cheapest marble producer in the world for the quality. If our marble is as good as Italy, which I know is based on seeing the factory. It's just a matter of time before this rockets to £100m+ market cap.

Then bring stone alliance and you've got the potential to have the lowest cost base marble company on the planet. I think investors are just a bit frustrated with delays and timelines however, I don't even care about Malisheve. For me the money maker is Prilep as we have some of the best white marble in the world.

Stop ramping Gareth for goodness sake. Do you not have a life other than checking the price of Foot. Just sit back and relax if you're that confident. What's the point of posting can't buy every morning.

Good rns yesterday. All I'd say is don't ever forget the demand for white marble by 2025. It's around $25bn, the question to ask is can the marble companies across the world supply that much. I think not, so if we penetrate even half a percent of that, we're laughing. Long term hold so sit back and tuck away for 3 years plus. Equipment ready to go so expect a 50% increase in extraction easily.

Gl as always dyor but never forget fundamentals.

Unbelievable, we should be at 50p by now. MMs not letting it go.

I'm fully in now. Good luck all.

Can't even buy £500 worth. This is going to absolutely explode.

Still at a bargain price. So much upside still, once seller is fully cleared, we will see a parabolic rise. This will rocket back to £2 with good news. A tech stock with a pe of around 8-9 is a bargain. We have a $250bn market to go at! Let's aim for under 1% of that :). This is a superb long term hold also don't forget that.

Got a feeling this is going to explode. Good luck all.

Could only manage a small amount. I can't even get a quote for £500 now.

However, I'd be careful with valuations at the moment as our balance sheet is very weak. If you strip out intangibles valuation you will a highly geared company. The positive is that we're still making money and have new leadership! Good luck all, I think we will be going to low 30s/ high 20s and at that level it will be the bargain of the decade. Cost averaging is crucial and that's exactly what I plan on doing.

If we don't get a jv partner, this is going to absolutely tank the sp. Given the amount of zinc, silver and small amounts of lead we have, I am hoping this is a non issue. Fingers firmly crossed.

If I were to invest in any of the housebuilders at the moment, Gleeson homes would have to be the one. It is probably the best managed house builder at the moment. Revenue and profits are increasing significantly. It has a bullet proof business model given that it targets lower cost homes (£128k selling price on average).

Have to be the bargain of the decade. For long term holders tuck these away for 5 years plus. Procurement is a massive area where businesses are looking to get right and I've used Proactis products a few years ago. They are very good.