Member Info for oogleflugal

I don't think the 54% institutional holding in BOO actually demonstrates being shunned. If anything all the accusations levelled at Boo and the Levinson report have given Boo a clean bill of health. Some of these tabloid journalists, having failed miserably, really need to take their ****** vendetta somewhere else. The onus is now very much on other British companies to take the thorough diligence test the Boo has been through to prove that a lot of theses critics are not only hypocrites jumping on the accusational bandwagon, but far more guilty of any crimes being levelled at BOO that have so proven to be unsubstantiated. Boo have not just been vindicated, they have come out of the poo smelling of the great British rose

I see they have cash reserves and expecting top end of market expectations. I think the answer is they are both going to win in this situation. Green payed 850 million for Arcadia in 2002 when ASC was just turning over 4 million and Boo wasn't even a twinkle. Boo hoping to pay 55 million for Debs and 25 for their share of Arcadia any idea what ASC are offering? Looks a no brainer for both of them.

I was going to ask if ASC had enough cash. Boo currently have nearly 390 million so I think they are pretty well covered

And so the award for a company posting results and revenue ahead of market expectations for the third year in a row goes to erm, whats that company called . what do they do, o thingummy tip of my tongue ladies and gentleman I give you literally at 99p a share Concurrent Technologies . Hoooorah.

18 Thats interesting I thought Robinhood had scrapped plans to enter the UK market. It just shows how popular trading is becoming. Its opened up to a new generation of traders. My sons and mates use EToro. I think you'll find there is room for many different platforms. If you are trading 5-30k at a time whether you pay £3 or nothing is pretty irrelevant. You just want something secure and private. Are there restrictions on size of trades on app platforms? I gather you can't trade certain stocks and no funds. I like the idea of being able to buy fractions of shares. My worry is that this kind of trading induces gambling addiction. Anyway it seems people love to come on BBs they don't invest in to knock shares which are going down. Tasty Trading is a great buy for IGG. Inevitably with a part share part cash offer there will be a period for a stock to settle.
Volatility is part of trading. Sometimes it effects the whole, sometimes sectors, sometimes specific stock. Volumes of trading are volatile too. Volatility is alway around. I suspect app trading contributes enormously to it

topped up again today. Seems to be mostly bot trades bringing this down.

Thanks BTreacy. Always good to do industry comparisons. On a plus for VM their Mac cap is slightly above enterprise value, which particularly for software sounds cheap. On the downside they seem to have traded very flat of a long time 2 years+ which I find a surprise for a New York listed company. Maybe this has been a problem for the whole sector, except MCRO had an enormous write down thanks to Autonomy/HP mainly, so in a strange recovery position. I can do comparisons with other uk software but not sure that they directly compete with companies like SCT and AVEVA.

had a brief look around opinion surveys, which are always questionable. I think the fact that Amazon chose MCRO as their partner is a rather stronger inditement than opinion poles to be honest. VMware looks a great company with lots of satisfied companies, but I only invest in America via funds. The real question is which one is a better investment right now? Looks like MCRO to me

BTreacy. Is this he one trade on New York? Jan 21 VMware downgraded at KeyBanc on expected H1 weakness.
Difficult to do direct comparison but looks interesting. When you say better portfolio, can you expand on that . Genuinely interested. Will take a look on stokopedia

AKGold. Thats exactly right. Some US stocks are ridiculously valued. I am aware of a lot of young people particularly trading with mobile phone apps particularly on US stocks. They simply look at pie charts and follow a league table of so called "super investors." Ok its a method and it has worked, but I have explained the downside of this and I think and hope some of then are heeding my words. Its an addiction. Some of these guys put their whole weeks wages in week after week telling me about stock they bought going up 50%. Well sure they can. then when I quizz them about their overall position they seem to loose track, and often turn out to be substantially down. God knows what will happen if they get into spread betting. This is being actively pushed now as being as safe as investing. Its not. About 75% loose money. This is exactly how the gambling industry works. Shorting has been around for donkeys years as a hedge. That has changed now. Groups of city boys club to gather to target companies to short . They initiate lots of small buy/sell trades to drive the price down. This isn't just shorting, this is blatant manipulation

It leaves you wondering what the regulators actually do. Manipulation is illegal by most standards and exactly what has been going on here. Just have to be sure of your own convictions and feel for those who have been bounced out of stock by crooks

There are a lot of fingers in a lot of pies here, and its quite a complicated structure of development to market route. Really very good presentation continuing from last night, further helping to understand the problems of time issues in bringing products to market, replacing and updating old technology, slow government decision making etc. The product pipeline is fantastic and the future looks very strong. As suspected they are not flush with cash , although they say their current financial needs can be met. I think a comment in a recent Equity analysis that it would be difficult to 'raise money at a commercial rate' are absolute tripe. If they did need to raise money in future, the kind of products and customers they have i.e. governments, hospitals, colleges, corporations etc, they would have lenders queuing up. No question its been a bumpy road and they have had a slightly unfortunate sequence of events completely out of their hands. It is a painfully slow process bring things to market and crucially getting a top tier customer on board and then smaller ones to follow on. So I can understand that the visibility to forecast with any accuracy is fraught with obstacles . Clearly things are improving at pace.
Over all I am very confident that this will grow into a march larger essential operation. Still going to take a bit of time to profitability, maybe 18 months , but they are a large part of the way there. DYO etc

Naked trader seems pretty keen, 'showing ambition'. 'Once stock settles will be buying more' and expects £10 soonish. Don't quite know where this settles but his purchases were around 7.65ish.
If we are going up to 10 seems a bit churlish not to start loading up now

To be discussed on Mellomonday zoom tomorrow night along with Kape. Lord Lee on the panel too. Making a lot more noise now. Be interesting to hear some neutral analysis on the finances.

Viable. Possibly they are about to become profitable shock horror!

Interesting articles Viable. I see the biovigilant machine was invented in 2002 and your sciencedaily article is from last April. "Bland reassurances' are marginally stronger than I have used but I do agree with the sentiment . There are bound to be competitors in some of the same areas that means there is a good market out there.

It can, but there again Sagas resigned for personal reasons after 1 year, now up 20%. KMK's resigned recently, now up 100%! People move on. It happens, not really significant unless accompanied by the fraud squad, I hope :)

Mm. Very economical with words as well as cutting costs! It is very much their style. Whatever the circumstances this is actually a very good performance. £11.5 million compared to £4.2 million the previous year. A further update next month. Hopefully with a bit more news on Brexit, airfreight, jet card, new offices abroad and medical delivery would be useful Mark!

More than twice the daily average volume traded today and a pretty good close. Hope they keep momentum going

Ah good premier miton selling down having taken part in placing @75p. Last 2 stock they sold down doubled immediately, one being KMK. Terribly impatient Miton.