Member Info for paternostpauper

What’s odd Wayne?

Investors are buying into a share with tremendous potential. Yes, there is an element of risk but if you want ‘safe’ then put your money into a fixed rate account.

An increasing number of shares are now going into sticky fingers as per the cluster of ‘holding’ RNS. These won’t be available for short-term trading. Also, those now being declared are post placing so are not subject to the enticement of warrants.

When the SP inevitably hits 1.6p plus there will be further buying pressure as placees exercise their 1.3p warrant options. Some will then sell for a quick profit but by then the SP will be in the 2p range.

All this without the flush of positive news expected over the coming months. An AIM company where the Board are significant SHs in the company. Not free share options by the way, fully paid up and significant holdings even prior to the placing. That, in itself is a rarity on the AIM market.

Porky9

Posts: 7,240

Price: 0.725

No Opinion

RE: In For a Penny...Today 01:59

……. A fool and their money are soon parted.

Agreed!

Any idea when 4D and Harland are likely to be reinstated? Then you’ll be able to top up with all your gains from GDR.

Take care

There is nothing sweeter than holding shares in a Co. being bought at a premium, particularly when that same enterprise is being shorted.

Thank you Blackrock for being the icing on my cake!

Morning Pigshare, with your Porky9/share 4 aliases proved to be one and the same, a bit of a nerve calling out Laura for multiple ID's, n'est ce pas?

Anyway, Warren Buffet is eager for you to give your 2025 share tips ASAP as he would like to determine which stocks to short this year. He also wants to place on record his appreciation for your unerring consistency in picking losers. Your Harland and Wolff tips proved very profitable last year. He anticipates GDR doing likewise, though feels it has a lot further to fall before he cashes in.

With the standards you have set over the years, it must be increasingly difficult to identify those sure-fire losers, yet you continue to do so. While 4D, Deepmatter & Bidstack proved to be shining lights in your portfolio, Inspirit & Sunrise Resources deserve honourable mentions.

Don’t forget to log your capital losses as you could offset them against any potential future gains. Of course, you first need to identify shares where the SP will increase, as opposed to those who delist or go into admin. Have you considered you may be reading your charts upside down?

Anyway, I hope this helps.

Take care

Not invested here but just a quick review following my first Ocado delivery this morning.

Competitive product pricing. I chose a delivery date 10 days following my order but was updated regularly regarding progress. Cust services e-mailed with a delivery time of 9.00-10.00, the driver name and van details. The order duly arrived at 9.05 delivered by a polite, cheerful, uniformed man. He advised that the delivery bags (10p each) would be deducted from the next order if returned.

Having experienced some atrocious service recently from competitors, I have to commend Ocado for their standard of service. Good luck to all those invested here.

There is always an element of risk buying in on the eve of a trading or results update. Thankfully, I took a leap of faith yesterday and took a position here.

I had been watching for a while but with the recent uptick in M&A activity decided the time was ripe to get on board. It is one of Cape Wrath’s select companies which they consider to be significantly undervalued and as such, hold “potential for a sudden shift”. I recently made a tidy profit on TT Electronics, another CW holding, following a T/O offer. Costain is another in their portfolio to have made significant gains.

The fact that Future is shorted did not affect my decision. On the contrary, it can often work in an investor’s favour as with good news, the shorter(s) invariably reduce and so add to the buying pressure. Although, I could have taken an immediate profit here, todays results may well see any shorts reducing or even closing with the inevitable SP increase. Only 4 years ago the SP was nearly £40 and while that may be a bridge too far, a 100% increase on today’s enticing SP looks quite feasible.

I recently started building a position here. M&A activity is already gathering momentum in the small/mid caps with most T/O offers starting at a minimum 30% premium to the prevailing SP, often significantly more. Last Jan, the Board and major SHs decided that the market was considerably undervaluing the Company’s potential and invited offers from interested parties. This recently resulted in the pending sale of the genetics unit for up to £260m.

Over 75% of BMK shares are in sticky hands with JNE partners holding 22%, the second largest holder. They are no fools and very careful where they invest, with a small but select portfolio. It is inevitable that with many smaller UK company valuations currently in bargain basement territory, there will be scavengers moving in for the kill. Picking the likely victims isn’t always easy but looking at the limited holdings of worldly-wise institutions like JNE, Cape Wrath and Kestrel might suggest where the next opportunity could arise.

So, the Tiger goes after the Lion!

Another welcome RNS following the AQX offer on Monday.

Decision time for the Board. As stated below, if they don’t support the offer they need to dig deep themselves. Too many times, management protect their own interests rather than those of their shareholders. Two companies that come to mind are Wood Group and THG, both of which recently declined reasonable offers and now have SPs near all time lows.

Although the UK is undoubtedly in a mess, there is likely to be significant money to be made on M&A activity as many companies now have ridiculously low valuations. Happy hunting!

Recently took a slice at 60p. Over 80% of shares are in sticky fingers with multiple institutions now building positions.

A few director buys would be the icing on the cake but would also push the SP up before I have added more.

Here's hoping I have uncovered another hidden AIM gem like AQX.

What a beautiful Monday morning!

Always nice to start off the week with a double your money offer. I posted on here on 25th Jan that this company ticked several boxes and have since built a position while averaging down. Happy days

Bought in this afternoon as the SP was just too inviting. A few reasons why I believe the opportunity far outweighs the risk:

This is the FTSE 250, not AIM. It’s very rare to be able to buy with c60% discount over the opening SP.

This is one of the best trading shares outside the AIM. A drop was justified on today’s RNS but 20%-30% max.

Many sellers will already be rueing the day they set stop losses to their WG holding.

Sidara were very stubborn in their pursuit of WG, having multiple deadline extensions and increasing their proposed offer from £2.05 to £2.12 and a final £2.30. When they eventually withdrew on 5th Aug the reasons quoted were “geopolitical risk” and “financial market uncertainty”. Nothing to suggest they uncovered any skeletons despite having due diligence granted and plenty of time to dig up the dirt.

The directors were adamant that £2.30 significantly undervalued WG and director buys since that time support that stance.

Only last year, it was Apollo knocking at the Wood door 5 times with a final £2.40 proposed offer withdrawn on 15th May. They too completed due diligence and although they decided not to follow up, there was nothing to suggest dodgy dealings afoot.

I’m not sure who will be bidding next year but you can be pretty sure it will be significantly above £2. If you want guaranteed returns, put your funds in a fixed rate investment. If you like an element of risk, this looks a great opportunity.

Uncanny – If that is still the case, why? You appear convinced the SP is destined to fall due to a placing. Yet you still hold? Still fancy Val as a long-term investment but worried about short-term dilution? Easy sorted, sell now and buy back in after your “nailed-on” placing. Maybe double your holding?

FOMO is a b*tch, isn’t it and I get that. Any long-term holder does but while the ball is still in play, few LT holders will bail. Firstly, because they will invariably be selling at a loss and secondly, there is always that nagging doubt that maybe, just maybe we have a CEO and Board who have a lot more about them than the jokers who preceded them. Finally, if Mark’s optimism is justified, the current SP could be dwarfed overnight.

I know you went to the trouble of attending the London presentation when few other holders did. That suggests you must have a significant holding. Perhaps support a Board who, like yourself, have significant skin in the game or sell up, pick another investment and maybe find something positive to post on that forum. Decision time!

Darth – I recently came across one of your posts on another company which I found highly amusing. You asked what’s CGT? I’d say that post sums up your in-depth knowledge of the stock market and your trading success perfectly. Please keep ‘em coming, brilliant!

You obviously have a good sense of humour, mind you, anyone investing in 88E would need one.

Rats – still looking for investment advice. Buy a piggy bank.

Uncanny – Clearly now a bitter ex-Val holder. You may or may not have made the right decision but what perverse kick do you get at continually revisiting. Move on, you will make yourself ill.

Pigshare, I’ve filed your 01.44am post claiming big wins under fiction, alongside animal farm.

Anyone can claim massive gains retrospectively, watch:

PINE – In Oct 21 @ 18p, out @ £3.82

BREE – in Oct 22 @ 0.55, out @ £4.06

RR. – in Oct 22 @ 71p, out @ £5.27

YU. –in Jan 21 @ £1.10, out @ £18.71

W7L - in Sept 22 @ £1.08, out @ £6.34

Not even bothered listing all my low cap Aim winners.

Got the gist, anyone can play along, it’s easy.

Take care

Rats – you want a serious response, fair enough. Don’t invest if you have doubts, You are asking posters on a Val forum whether you should invest. Do you realise just how gullible you sound?

Pigshare: “Nah, the company’s about to go bust. I’ve been involved in enough to know”.

Me: “What an opportunity. Just wish I was buying in now, instead of an average over 6p”.

Got the gist? Be a man. Make a decision. That’s life. Mummy won’t always be there.

Got to admit, that is funny. As I predicted, at 1 min past midnight you posted as P9. Maybe I’ll rename you Cinderella!!!!!

Hang on Pigshare, that ain’t fair!. You will post up to midnight as share4 then Porky9 starts his shift. I’ve got a life you know!

Anyway, where do you get 50p from? I was in long before that. I first bought in small before Val exploded in 2020, top-sliced when it peaked and started topping up early ’22 (see my history). Admittedly, too early but que sera. Incidently, you will also see a post of mine warning people off GDR (the SP was 25p -currently 2p – how is that investment going Pigshare?)

I guess there are few investors on here who can boast of big wins in the current macro environment but until you delete your P9/s4 posting history, your losses are eye-watering.

Over 8500 posts to peruse though between both of your alter-egos but I suggest this is not suitable for bedtime reading as it can be pretty scary. Leave the light on!

You are definitely not the sharpest tool in the box, are you Pigshare.

on the aim, most holders will lose money. however, like a honeypot, it still has an attraction. big bucks can potentially still be made on the right share. big losses too as pigshare (porky9/share4) can confirm.

as regards val, like many long-term-holders, i simply bought in too early and then averaged down. personally, i am very confident val will come good under the new regime. i refuse to sell at a loss and more than happy to bide my time while mark gets the ship in order. pm, ob, gb1, laura and a couple of others who post regularly on here also see val as a sound long-term investment.

others post alternative viewpoints. some like ratcliffewriter purport to be potential investors seeking enlightenment. they need to make a judgement call having watched the ceo’s presentation and reviewed the information available. don’t rely on advice from a forum, that would be very naïve. if you don’t see the potential then move on. plenty more opportunities out there.

uncanny undoubtedly has a negative viewpoint yet i am aware he is a concerned holder and another holder has verified his presence at the recent london q&a. like many holders he is peeved at the current sp (aren’t we all) yet, interestingly enough, with 87 posts this month, he continues to hold. he obviously expects the sp to recover at some point or he would have sold and moved on. regardless of a holder’s average, if they don’t see any revival, sell out now and accept the loss. bet he doesn’t, cos he knows, long-term val still has considerable potential. fomo is a *****, isn’t it?

just like val’s major holder, the prof. he has a fortune tied up in val yet obviously still believes his investment will eventually come good. traders want a quick turn-around of weeks, maybe even days. however, weekly, monthly or even longer falls in the sp don’t impact those who ultimately believe their investment is sound. many probably aren’t even aware of the daily fluctuations.

we then come to the mischief-makers. led by pigshare, a sad individual with little else to occupy his life. 58 posts under his p9 guise and 17 posing as s4. one individual posting 75 times in a month on a share he isn’t invested in. just a wannabe attention seeker who can be ignored.

of the other non-investors spending their days posting negative nonsense here i expect several of those are previous holders who chose to sell at a loss and feel extreme bitterness towards val. they knew and accepted the risk when they invested. some you win, some you lose. a loss only becomes realised when you sell and materialise that loss. c’est la vie!

most long-term holders still see val still as a potential jackpot. the ball is still in spin, and last bets being called. plenty of room for those who choose to watch rather than participate but please don’t park your skodas next to our ferraris.

Well, waddya know. Very welcome RNS today.

Only bought in recently following the recent director buys. I had been watching for a while. This is a Cape Wrath holding and like others in their portfolio, they see the company as considerable undervalued.

The director buys sealed it for me.