Member Info for Nonegsplease

Wressmycase
Curious as to why you think we're best part of 20% overpriced here?

Ragnor
Being invested here for 18 months is not lucky, well done, enjoy the profits.
I'm going to continue to hold, hopefully at least until I'm not looking at red. Will certainly see you on other boards.
Good Luck

So 75 hours after a "Game Changer" RNS we are now at the same price when announced. Nearly 30% below where we were 74 hours ago. Big fan of Cathal but the take some profit advice? Foot in mouth Gerald Rather moment as already stated.
How low can we go? Will be looking for a few more if we continue to drift.
Those that bought Monday must be furious.

Netcurtains
Thank you.
Where would I find this?

Fludo,
Fair shout and you raise very valid points. I've never shorted anything in my life, just raising my concerns.
My problem is that I've only just arrived here & bought at 25p+, taking the view that given the rise in SP since February's update, that we could reasonably expect further upside with a bullish trading statement accompanying the half year results.
That hasn't happened & given the 3 X revenue valuation (assuming, probably beaten, full year 2021 forecast) I can see the share price drifting sideways & lower for a considerable time.
If I'd bought in a few months ago when I first started looking at WEY that would be fine as I'd be looking at 50%+ paper profit and would be happy to "consolidate".
So, bought at the wrong time, hoping for great news & didn't get it. My fault.
I know WEY is a great company and will generate decent profits in the future.
I'm just not sure they are visible enough, I know at a professional level they'll gain market share by referral but for the average Joe in the street who wants to explore the possibility of blended or home educating his kids whilst working from home try searching for them without using the company specific words, they are not visible enough.
I'd also prefer a more dynamic CEO to go with my "here is the future of education" marketing plan, but heyho, I guess you can't have it all.
Anyway, have decided I'll hold for the foreseeable.
Good Luck Bud.

I've enjoyed reading today's posts/discussion, it's been an all star list of SLP bulletin board's who's who and very informative.
My thoughts are simple.
Love the Bangkok Post article stating that China's April car sales are 4% up year on year, that's creating demand.
In round numbers, lost car production is going to be very close to equalling lost PGM production
And
Our current basket price is still higher than it was at the start of January.
I'm not sure we're gonna get the broker advertised dividend at the end of the year (August) but I do believe we'll get a decent, ongoing, sustainable one.
And every chart In the book (& I'm no chartist technogeek) tells me we have strong support at 39/40p
So my strong belief is
We'll be fine.

Jacqueline, CEO, on today's podcast at VOX, (free subscription to listen).
She's lovely, but comes across as an educator/administrator and not as a (sharp) business woman.
Interview by Justin Waite (who understandably is not everyone's cup of tea, but is also a shareholder in WEY) is not in my opinion anywhere near direct enough.
There's talk of some nice figures with a bit of profit (no numbers or % involved) and when Justin asks whether there has been more interest since lockdown Jacqueline admits that there has been a spike in enquiries "but of course it takes some time before those enquiries might be converted in to sales". No numbers or % given.
The rest of the podcast is Jacqueline giving her schoolmarmley standard presentation.
Opportunity missed Justin, absolutely zero new facts given or asked for.
I'm inclined to hold in the hope that new figures might arrive in a further update although I know the SP has got probably 12 months ahead of itself .
Would obviously appreciate any other views.

Saw that, nice write up with a "strong" buy recommendation. Saves his best tips nowadays for the "Alpha" I/C upgrade. I think his updated 35p valuation is conservative + always a very strong possibility of being bought out ourselves.

Bizarre really.
I can't think of an industry that has been handed a bigger opportunity with Covid closing schools worldwide.
10 weeks since the year end and not a whisper.
43% revenue increase is not to be sneezed at, but I see that with updated forecasted revenue for y/e 2021 of £9.9m that leaves us valued at 3 X revenue in 18 months time.
That is a stretch and I'd want to see Barrie shouting his head off about how busy we've been.
I've also noted that (with lots of new players trying their luck?) that a Google "GCSE" or A level online search reveals two pages of other offers before Interhigh make an appearance.
A similar Bing search doesn't show us in the top 100 answers.
Not what you'd expect from "The UK's leader in the sector"
I'm worried that we're allowing the opportunity of a generation pass us by here and need reassuring that this is not the case in the very near future.

Interesting piece on Hum & several other miners, worth a read.

https://masterinvestor.co.uk/commodities/gold-stocks-update-another-look-at-anglo-asian-and-hummingbird/

Pleased with the results but they are as expected given February's update.
I was hoping for, indeed expecting, a further update on current trading though as results are up to end Feb & pre Covid.
Nice we've got steady rise in SP though so happy overall.

Bazzaman
Not this week. Going over his 2020 portfolio today. He used to be so predictable. Maybe next week?

Have been following here for a while, particularly because PUR is in Malcolm Burne's Golden Prospects top 10 holdings and had made the decision to buy today. "Gazumped" by today's RNS but that only strengthens the buy argument so I'm in at a smidge under 54p.
Exciting times ahead, not only here but with the outlook for gold overall.
Also very happy to be mining in Canada as I can see upcoming issues in Africa (and possibly Russia) should gold prices rocket at the same time as the overall market heads South.
GLA

Wouldn't be possible. It's a paid for link & securitized accordingly.

Good afternoon all. I've been watching Hum for sometime and have bought a small position this morning.
Whilst hum is clearly undervalued on all metrics I'm a believer that there is still a massive **** storm approaching the market in general and that gold producers will get dragged upwards with the increasing reliance on gold as a safe haven
Have also held Polymetal & Highland gold for sometime and have recently added a small amount in bmv. I plan to be 50/60% gold stocks within the next couple of months.
Just my view, which of course, I am happy to share.
Anyone else share my views, or following a different path?
GLA

Big SP % movements on low volumn again today.
Wait till next week when the MM's can't get any stock.

Given up trying to guess with this one. Value will show through eventually so will continue to add.

Tipped in the Investors Chronicle tomorrow, should push £1?!?
Good couple of days.

Strong presentation from Ben on this morning's ShareSoc Webinar.
Link to follow.
Looking to double EBITDA without acquisitions this year & on track to achieving this.
Zero negative effect from Covid 19.
Unbelievably strong business model.
Recurring revenue 92%
Lots of buys today.
GLA

Orph his tip of the year at around 5p with a target price of 10p. Said yesterday on his bearcast that he will top slice but not sell all as we go in to double figures.
Strange relationship here. Open Orphan sponsor his daily bearcast, which as previously mentioned, is almost totally about shredding & shorting companies on AIM that may, or may not be telling the entire truth/have poor balance sheets etc.. but he regularly ramps Orph. Guess even the privileged love a winner.