Member Info for PrivatePunter

Write up for interest.

https://martinflitton1.wixsite.com/privatepunter/post/frontier-ip-looks-poised-for-an-uplift-12-05-26

Spoke with Heejae earlier in the week. Write up for interest.

https://martinflitton1.wixsite.com/privatepunter

Following my catch up with the CEO, write-up for interest.

Https://martinflitton1.wixsite.com/privatepunter

Following my catch-up with management, write-up for interest.

Https://martinflitton1.wixsite.com/privatepunter

I caught up with management again last week.

Write up for interest for both existing holders and those taking a look.

https://martinflitton1.wixsite.com/privatepunter

I caught up with team on results day, write up for interest.

https://martinflitton1.wixsite.com/privatepunter/post/hargreaves-services-compounding-quietly-across-infrastructure-31-01-26

Write up for interest and having spoken with the company, hoping to arrange an interview early in the New Year to support a more in depth piece.

https://martinflitton1.wixsite.com/privatepunter/post/looking-for-growth-from-defence-at-qinetiq-15-12-25

Write up for interest following my catch up

https://martinflitton1.wixsite.com/privatepunter/post/catching-up-with-dbox-after-a-positive-tu-10-12-25

Write up for interest.

https://martinflitton1.wixsite.com/privatepunter/post/ai-can-drive-sys-on-a-return-to-growth-09-12-25

Very good update this morning, speaking with the CEO again later this afternoon.

Write up for interest, after my recent catch up with management.

https://martinflitton1.wixsite.com/privatepunter

A very positive update from the company this morning, with revenue ahead 11% for the six month period and EBITDA ahead of management expectations.

Most importantly, "the advertising performance, session values and yields have seen significant year on year improvement," which bodes well for the full year and beyond, demonstrating growth and improved cash generation.

A very positive and reassuring update this morning.

Importantly, the outlook appears very positive, further highlighting the disconnect between the share price and real value.

The recent retrace here would appear to provide a decent opportunity for future gains, hence I added yesterday to an already sizeable position.

Always a difficult call with micro caps, the often wide spread and the issue of fickle investors that have a short term horizon.

However, net cash accounts for around 45% of the current market cap and with the sector performing positively against a difficult backdrop, then the shares arguably look cheap based on both the current and future prospects.

With a much broader but connected offering, DBOX should, I would expect, comfortably meet or beat next years forecast numbers which currently sees the stock trading on a PE of little more than 7.

Further bolt-on acquisitions look likely, which would also assist in nudging the numbers up.

Of course, patience is the order of the day, but it should be interesting to see how things are playing out come the next update!

Write up for interest https://martinflitton1.wixsite.com/privatepunter/post/opportunity-knocks-for-axs-26-06-25

Happy with the results, but more importantly the growth path and future prospects.

Pleased to say I have a call with the CEO this morning, so will add comment for interest in due course.

Very recent purchase for me, after taking a close look and importantly hearing from builders who will recommend nothing else but Accoya for externals.

Hoping to set up a call with management in due course in order to hear more on the prospects.

Write up for interest, after my recent catch up.

https://martinflitton1.wixsite.com/privatepunter

The Schroder aspect was clearly addressed recently by the CEO when I asked the question on any sellers , so no surprises.

Reminder of the comment, “When you look at our top shareholders it has remained pretty static, although every now and again people like Schroders who represent multiple investors do sometimes see some selling."

Happens all the time with others such as Miton etc.

Write up for interest, following my most recent catch up with management.

https://martinflitton1.wixsite.com/privatepunter/post/time-finance-continues-to-impress-27-03-25