Member Info for Oi_Oi_Savaloy

Sorry - remind me what NT is?! (sorry, being thick)

Stellar results for cmc it appears.

Chaps - two tweets out yesterday both surrounding the fact they've been recognised as go to people for cyber security - I think both organisations that recognised them are, in themselves, organisations that companies use as references to work out whom to speak to for cyber security.

I quote part of one of the tweets: 'We have been recognized in http://Threat.Technology’s top picks for the best Compliance Monitoring solutions. https://bit.ly/3oe8CTE'

This can only be good news for growing the business and ergo, DRUMZ investment.

I think I'm right in saying the BoD also have to act in the best interests of the shareholders; if they turned down an offer of 19p (or was it 21p?) from Benamor last year......they must have good reason for doing so? And a plan to bac that reason(ing) up too. They wouldn't put themselves on the line (if they though the company has no future and therefore the alternative to taking the offer was liquidation of the business). That's why I think Amgo has a future. I could be wrong...... :)

I honestly failed to understand why it was called in, in the first place. that area - postcode is UB10 9QE - has needed a first calls scheme to lift it, for years. It's opposite Hillingdon station, right on the M40 and sited at a major junction, with more buses going past than, well, than you'd want really. Great thing is they can get on with it now - it brings forward the date they crystallise their profit from it (such inertia when things get called in).

They said they'd do nothing in Q4 and I think they're doing their damnedest to prove it unfortunately.

What happened at TERN?

My average is 1.1p (I've owned alot - for me - of this - since it was energiser). Got a good feeling about the long term potential of this - hoping Acuity will actually tweet their 'good news' (that they alluded to on 23rd december) soon.

And a massive dividend..... :)

I got out of BWY about 10 years ago (I used to work for them too and I'm still in the development game) so haven't gone on the Barratt chat area I'm afraid. I have alot of time for Wicks and Nish (and Paul Brett the land fella, whom has now left). They really do know what they are about imo. BUT......it's just not moved on as I thought it would. I've been in since 23p (ages) and I thought it would go to £1....ages ago......which shows how little I know! I always felt redrow struggled a little bit with London and the South-East (when developing) - bearing in mind that they're building for £60 a sqft in North Wales and then would be presented with board approval packs with build costs at £200psf-£300psf+ . London has so much potential for profit.......and so much risk attached! Totally different market to the rest of the UK. I think INL have a good blend. I also bought into Energiser (now Drumz) because of Wicks et al but they pulled out of that - we'll see if that goes anywhere - they've invested in cyber security which I feel is a growth area.

Holding a load of Plus Robert or weed shares (as it were!)? I thought I'd rather missed the cannabis train. Will look into it, thanks.

It's precisely this sort of behaviour that means Plus will always lag it's peers.

What I can't understand is why he'd sell so much when there's a $2 divi coming shortly................unless.......he knows something we don't (total bath on Tesla.......). I only have a small holding here now - reduced it last year - so I'm going to let it ride but I' struggling to work out what to invest in next. I'm thinking hydrogen or the next packaging company (to replace cardboard) or something. Want something interesting. I don't get crypto so that's out.

Strictlybricks - what are your thoughts in respect of the Barratt results/announcement and does their experience of higher sales values reflect on INL? I think it bodes well for INL - their product reflects Barratt's mix of markets too.

WillParker - scroll down - there's reasons why written over the last two weeks (by me and Ghostrider and others). There are alot of v v knowledgable people on here (spelling!) and I don't count myself as one of those. Ghost commented and then I replied with my opinion but there are 5 or 6 reasons for the lag.

Ghost, Retired, GG - thanks for your input. It's a combination of factors that makes Plus the black sheep of the family (so to speak) and perhaps puts the big institutionals off BUT isn't that an angle for us? The lack of transparency (and selection of what to place in the RNS - and what to omit.....) plays into our hands....the share price stays incorrectly low (so we should invest) before the market catches on? Or does the market realise that - yes; there's a cost to hedge (a la IGG) but better to take the cost of hedge than the cost of a massive potential loss? Perhaps the mkt feels they are being too cute with the lack of hedging - that things could go properly wrong for them? I have to say - if it dips under £14 I'm buying but can't see that happening now - there's too much in the dividend potential for it to fall that low now imo, however 'risky' the share appears. You can't ignore the yield , bearing in mind the Israeli withholding tax (although even that's tough to work out - especially if you hold the shares in SIP (as I do and Hargreaves Lansdown play funny buggers with it) etc etc.

It's not mirky as such - they'd argue that they telegraphed the Q4 performance , however poorly they phrased it (and they have a habit of writing things in a manner that is open to interpretation, using phrases and jargon that isn't immediately clear, in my view). What is clear is that alot of people chose to read between the lines than accept the written statements for what they were. They were telling us that Q4 was going to be poor (compared to the rest of the year) in as clear a way as they felt they could (or wanted to). They couldn't come out and say 'our customers have stuffed us this Quarter, by the looks of things'.....but perhaps they should have!

What are people's thoughts? that Drum is going to be taken over perhaps? Or that their investment in Acuity (and it looks like there's some news from Acuity soon - judging by their tweet - thanks for pointing that out Optimist) or perhaps both? One leading to a higher valuation of the other perhaps. Interested to hear people's thoughts. I've been heavily invested in Energiser for quite a long time (since the energiser days - I am a big fan of Wickes and Malde - the fellas that run Inland Homes. But I decided to stay in because this covers my 'v risky' profile element of my portfolio! :)

Doesn't Mark Dixon (chap who owns Regus offices) own a bucket-load of INL, and he's been selling for ages (but still has a mountain to go) hence the doldrums this share is languishing in? Or did he sell out successfully? other than that I've no idea but it just doesn't seem to be going anywhere - I'm a long term holder but starting to get itchy feet.

With crypto going through the roof, could it be that Plus on the wrong side of the huge gains seen perhaps?

Yes - I'm tremendously pessimistic.....! Sorry. :)