Member Info for oogleflugal

Typo: Fireball search.

Firelow search looks a good fit. Interview on Directors talk:https://www.***************************/centralnic-group-undervalued-with-multiple-catalysts-for-share-price-momentum-analyst-interview/4121052919

of all the shares to suggest taking profits on! Part from BP and Shell I can't see any other companies performing this well in the current crisis. Probably wrong, but for all the fake war news and fake economy news, the lies and deceit of the UK government this should be nearer £2. Doesn't mean it will be in the immediate future but if current and future forecasts prevail that is surely a fairly conservative target. They can't update forecasts quick enough at the moment. Revenue could be at least or exceed $468 million! I can't see it stopping there either.

Thanks for that Wealth. I think that is a pretty frank and honest appraisal by our new CEO. I know there have been some holders have been here for a very long time. It was one now defunct Aim Investment Trusts top holdings way back and also Lord Lee has been a long term holder with connections on the UK defence Committee. I think most of us have been aware that it has been a difficult year for techs aside from component shortages. It sounds like the good doctor has got this potential thoroughbred by the scruff of the neck and going to unleash its pent up potential. Very exciting. Not something I've been able to say about CNC before and you can tell the CEO is too

and another 33,000 shares for Kestrel. 74% held by Trusts . Where are they finding all these shares to buy without significantly raising the SP, because this stock is pretty tightly held?

More great news. I appreciate these are through RCS rather than RNS, but thats all they need do especially as it looks like new contract news is going to be a regular event as the radar picks them up. I see two outcomes here, a rerate or takeover. From the track record of Kestrel I would favour a takeover at some point, but maybe a way to go so that it is not undervalued. The way the shares are now held it would have to be negotiated . I can't see a hostile attempt being successful unless it was extreme of course. Lloyds fits nicely with their move into property this year as well as lenders. So even if the market cools down there will be a lot of fixed rate mortgages coming to the end of their contracts and people trying to negotiate now as interest rates rise.

looks like someone picked up 30,000 in 3 bites

Interesting bounce on no news in spite of tech sell off. They're not exactly cheap these shares but I'm sure that even if investors cant see the value here there must be larger companies for whom this would make a welcome addition as well as opening a few doors.

Another great alliance with independent comparison site Moneyfacts. This is right up Fogstrups street as comparison sites are his background. Kestrel still nibbling away adding stock this week. Flurry of activity in the housing market but there is a shortage of hoses for sale hence the problems for estate agents and in particular Purple bricks. I would guess there will be some consolidation and a few bankruptcies with interests rates likely to rise . Quite where this leaves ULS I'm not sure but they have now established themselves as a key disrupter in this sector. There will be plenty of remortgaging going on this year if not actual hose sales. With a great cash position and further streamlining this market I expect their headway to continue. Gl

At least the FED are taking cybersecurity seriously. Shame a few more don't. Even the uk government have warned companies on taking cybersecurity more seriously and bolster defences. Supposed to be a growing billions of pounds industry. Could have fooled me

Incorpoated in 2013. Yet to make a profit. The cash position was 15 million last April after yet another raise and I see that dwindled to 10 million last October. Would love to know what the current cash position is. Revenue of 4.7 million up just £100,000 on last year and not even halfway to last years full result of 10 million revenue and they promised they were going to see significant growth then. Its minuscule for a company with a 75 million market cap. How on earth do Cenkos (house broker) think this has a fair value of over £200 million market cap? I do admire these guys a lot and have traded a couple of times over the last 2/3 years. But as soon as I see a profit I take it. Jam tomorrow only lasts for so long in this market especially. I just wonder if they are actually capable of making this company profitable. It seems they are a lot better at inventing stuff than selling it. Should try and get on Dragone Den. They talk a great talk, yet to deliver.

Remember when they first announced about patents, the sp shot up to 15p. Not even any trials or partnerships in sight then. Definitely in a much better position today at less than a third of market cap. Thats markets for you.

Adjusted Ebtitda 55% of 2020. Revenue up 48% cash generation expected to materially increase. Share price down 5% on stockopedia. Just about sums up this market. Debt up 2 million to 32 million, which maybe needs looking at. Should get more explanation on March update .

Very assured interview. Share fall water off ducks back especially in this game. 'Better position than two months ago?' possibly if as suggested the American patent is a done deal. Frustrating to see the sp this low, but probably won't buy more as it really won't make that much difference if they are successful, with multiples potentially astronomic and if nothing happens by end of year they wouldn't need to raise a lot for another couple of years faffing about. Emphatic no to 'does this mean vaccine trials are over?'. Actually it could get too tempting not to buy a few more especially if they really are in a better position than 2 months ago. Price could yet drift in current market conditions if no news before Easter.

I thought a work progress update is a reasonable thing to do after the disappointing 'unexpected result' update. It demonstrates the versatilely and adaptability of Nuvec, and the different possibilities are encouraging with the project very much alive. Would like to know how rounding off the global patent is going. Sp is probably fair considering. A lot to play for

o good . Nobody seems to know we exist apart from Kestrel!

Thanks Pi world. I am a huge fan. Probably one of the best sources of news and interviews around on small caps. Glad JB has become rather more committed with his views on CNIC. Obviously right to be cautious with the market in its current mood. Hoping for a further boost from full results end of next month, as the sell off still looks pretty indiscriminate. The sp here does move quickly, so I am just using Kestrels investment strategy of regularly adding, when the opportunities arise.

EO has long been a contentious issue. No great effort to get it stopped. It has effected the sp even thought the dilution is small.
The acquisitions they have made seem pretty fair to me and these days they always seem to come with a provisor about actually adding growth with these smaller companies which seems sensible and an incentive. Sadly there are staggering number of construction companies in trouble and becoming insolvent. Caught in triple whammy of material costs increasing, shortage of labour and rising wages, and end of furlough and VAT deferrals. All adds up to a lot of work for BEG which is pretty cheap on 13.4 PE and way down on summer high when the economy was looking much better especially for construction, travel and hospitality.

Its food free from antibiotics, contamination, disease, dubious diets, etc. The proof is in the pudding. I believe Big Jim has tried the fish and was impressed. I've known far more healthy vegetarians than unhealthy ones. The benefits in improving water courses, the seas and land are great. The opportunity to provide enough food everyone is likely to be far more possible and sustainable than the current hit miss food production from current factories and farms. Its absolutely imperative that the new food production revolution succeeds on every level.

Is this just about tin price rise? Wait until the market puts 2 and 2 together. Probably only take another year!