Member Info for Nostra

Im back in. Love this share at these prices and after that operational update. Notice the debt almost paid off as well despite them being one of the few companies this size paying Divis. GLA

...looks like they heard you and got their skates on ;-)

Divis should start hitting accounts tomorrow. I’m reinvesting at these prices so see what happens…

I would agree and we should get some buying when divis pay out for auto re-investors. When I visited a site I asked about supply chain issues (after all its the electronics sector) and they didn't have any due to the type of components they use/manufacture (niche) so I see this as a safe investment in troubled times with a good divi as back up but also great range trading potential as well (I miss Morrisons for the same reason but obviously went out on a high with them!). DYOR etc etc GLA

Fair comments Don and I read it quickly but the following bit is what made me think its not long to sort a raise and alla flash Gordon 'NSF I love you but we only have 14 hours to save the earth!':
"Despite cash balances of £115m at 31 December 2021 (2020: £78m) and £113m at 31 March 2022, the Group's loan to value ratio at 31 March 2022 was higher than the level permitted under its loan to value covenant. However, the Group has received waivers and extensions until 15 June 2022 thereby avoiding a covenant breach so that it can proceed with a planned capital raise
· The Group's ability to remain a going concern is subject to a material uncertainty and is dependent upon the completion of a substantial capital raise"
As I said GL Don and All.

Ex divi I think.

Newstart careful what you wish for! Cant believe no posts and hardly any shares traded on results day, but having said that it did drop straight back into auction after the official auction ended. Full confession I got out @3+ from the reduced holding I had on that mega rise day which seems a long time ago. IMHO this is now a pure gamble on if it will survive given covenant situation and narrow time scale for a successful raise (as i read it?). I wish I was brave enough to dive in as still like this company (never get emotionally invested rule no. 1 broken!) but only way I think I would is a lunch time drink too many......mind you it is Friday...GLA still in here (with that phrase being particularly appropriate now I think, but I mean it).

Ive just bought 375k shares @1.387 average, happy with that. Broker reiterated spec buy and thats exactly what ive done so see what happens. GLA

L2 action started at 13:39:56 when someone with DMA (but not a MM proper) clipped off the cheapest offer a MM proper was making for 75k @ 3.20 (full ask) and kicked it into auction. Next cheapest ask was 3.50 which somebody took a bite out of (24934 @3.50) 5mins later and now someone has dropped it into auction again offering 15000 at 3.00 matching the highest MM propers bid (PMUR 75000 @3.00). Interesting thing is that of 2.8m traded today only 262k on SETS (L2 where prices are set) and last time we have seen proper moves the SETS % has always been a lot larger so Im guessing fun and games by someone with DMA but not trading significant amounts for whatever reason.

Some big buys not nudging price up. Might filter through later and push the price up.

Not what I wanted or expected. Only on a position a 3rd of what I was holding previously (thank God) and in L2 its dropped straight into a panic auction so cant sell. I was in at 1.6 avg 2nd time round so not sure what to do. Would like thoughts. On 1st read I see this as a 60-40 against surviving?

We've crashed into auction after some horrible L2 action. Not sure whats going on I suppose after yesterdays massive rise we'd expect some profit taking. offers as low as 2.40 and sell at market during auction. As I write its come out of auction, L2 in a bit better shape. Lowest offer 147118@ 2.795 now and best bid 50000@2.475. Might have been a none MM with DMA up to something. Best MM proper bid CANA @2.35 and offer CNKS @ 2.80..whoa wait a minute into auction again! Somethings afoot, lets hope its good. GLA

Yes this is a great company. Ive followed it for a while since a visit to one of their sites where they were hiring like mad and expanding operations. I knew theyd bounce back from COVID in good order as they were pressing on throughout most of the pandemic when others were mothballing. Divi up too which is nice for holders.

Legin see previous posts purporting to be from NSF investor relations results expected "in the next 6 weeks or so".

Amigo does illustrate how valuable an FCA ruling can be (up 130% yesterday and up again today) and I always believed the FCA looked at NSF more favourably than Amigo (NSF was allowed to keep lending unlike Amigo). In all honesty I was a bit rash selling when the trading report didn't drop at the end of Feb but Im back in, albeit about a third of my previous position and now cant add any more cheaper than I sold for. It was useful knowing the accounts will be out in 6 weeks so the timing of the favourable FCA ruling @ Amigo couldn't be better for us. GLA

Amigo up 85% in a few hours. Just shows. Im back in, albeit a smaller position than before (for now). GLA.

Might be a glimmer of light with the FCA approving Amigos address scheme in an RNS this morning. Maybe they can get busy at NSF now! Good luck all holders more patient than I was..

And another (near enough 484919)..

Interesting late in the day (when traders tend to move) ;-)

Don't think we're going to see an RNS on a Friday so very disappointed, I may well be wrong but I've lost patience and sold. I still think this is the one player in this sector who might make it through the sector annihilation but let my temper get the better of me Im afraid. Good look all holders,