Member Info for Qd22

"Growth in adjusted NAV, together with dividends paid, since 2006 has equated to 26% per annum on an annualised basis." No complaints about that.

I thought the same, topped up on Monday. Down 8% since!

OK..... What was so disappointing?? Revenues well up, cash up in spite of investing in plant. New plant which will probably raise margins and pricing possibilities. Topped up.

Off the wall thought: I wonder if in time this software will form the basis for automation of the process, both in this and other areas.

...soon. With another T/U.

What can I say, O golden boot? Mea culpa. I had topped up ACSO in September, but not in the account where my main holding is, it was only meant to be temporary (although generally I'm buy and hold). Took the lovely 20% gain and topped up PEG, which was becoming too small to be meaningful - having cleverly bought in May. I like investment trusts for my normal investments, and one of the main reasons is that without inflows of cash they have to sell to buy. I'm in the same position!

Yuh, this is great news. What I don't understand is why they haven't named the customer. I am also tempted to hope that when taken apart wrongly these machines self-destruct. PS. General...."Minus 9p tomorrow"?!!! Please keep sharing the crystal ball insights: very useful! :-)

Always a bit nervous about companies getting involved with China, esp the high tech ones. But here it looks like a definite plus plus plus.

"Capital Markets Day Crossrider (AIM: CROS) is today hosting a Capital Markets Day for analysts and investors at the Andaz Hotel, 40 Liverpool St, London EC2M 7QN. The purpose of the event is to provide further insight into the Company's activity in the consumer cyber security arena, providing a comprehensive overview on its growth strategy, software development and sector dynamics. No material new information will be provided and copies of the presentations will be made available on the Group's website at www.crossrider.com following the event." With no material new information being provided that looks like a marketing exercise. Great. So many companies seem to just bury their heads: investors are a nuisance. And you don't open yourselves up like this, I would say, unless you are confident in what you have to offer. Encouraged.

At 48p a couple of weeks ago this was down 84% since March at 300, when it still looked a great prospect. With a good profit, revenues still rising strongly, and a 3% yield I'm hoping this still has a way to go. Who knows, I might even get out of the red. They're a big player in a vital market, which is supposedly not easy to enter.

That's reassuring, since I topped up yesterday. I had to slice ACSO to do it, so was wondering a bit..... :)

Seems to me crazy to sell at this level. Top up if I can find the funds. I suppose the only issue is if something surfaces in the news tomorrow.

Rivaldo, as Falling has said, please keep posting your incredibly informative and factual posts. I have learnt a great deal from them, both re individual shares at the time, and what to look for generally. It's one thing for people to post their opinions, few of us back them up with reason and fact and loads of info. And for me, someone who posts something like this (14th March, BLTG): "I sold today, largely first thing on the bell at around 295p. At this high rating the management, numbers and prospects need to be clear and trustworthy. Management seem to be all over the place - the CFO's departure so quickly after just 6 months is a bad sign. The numbers seemed somewhat lacking, and prospects good but maybe pushed out further into the future with the problems in sales force recruitment and costs therein. Too many red flags. Back on the watchlist." .......is hardly plugging a share on behalf of a client. BLTG plummeted that day and is now 54p so it was brilliant advice. [I wish I knew your view of it now!]. And if anyone thinks he was shorting it, if you look at his previous posts on it, it would be a complete turnaround. I bought into IQE at under 18p I think. Many sold out during it's meteoric rise (it hit 160 this morning), I have held almost every share, partly due to your few but steady posts. Yuh... thanks.

PV panels also don't like the heat...

Below is a post from Rivaldo in March this year, titled 'PEWT still positive on OPG'. I don't know what they say now, but they appear from the release at end of August to have held their shares, since the SP has about halved and the proportion of their portfolio is now 4%. 'On Monday Premier Energy & Water Trust PLC reported their results. OPG is their largest holding at 8% of their total investments (�4.475m valuation), and they had this to say: Http://www.investegate.co.uk/premier-energy--38-water--pew-/prn/final-results/20170313163500P809E/ "PEWT�s largest investment, OPG Power Ventures (�OPG�), performed exceptionally well operationally, fully commissioning its second coal fired power station in Gujarat. As such interim results for the six months to September were strong, with a 40.8% increase in earnings, together with the declaration of a maiden dividend. OPG�s next investments will be in solar power, which should provide highly visible long term earnings. Despite the company�s positive development, its share price fell by 24.7% over the year."' A re-rate draws near? I do need some money in India.

...in IC yesterday, again. Used to be such a nice quiet share! Under the radar. All this yo-yoing is probably just that it's now on the radar.

Hey, I'm rather pleased. The office maestro forwarded my email to the finance director, who responded today saying that the RNS had been issued this morning. OK, not the greatest, but we needed to know. Took the opportunity to top up a little. Maybe it was happening anyway, though no date had been given, but maybe not: and they responded. It's a good sign when someone actually listens.

"SafeCharge (AIM: SCH), a leader in advanced payment technologies, was informed on 10 October 2017 by Northenstar Investments Limited ("Northenstar"), of the transfer of the entire issued share capital of Northenstar from the Goodfidelity Trust (the sole beneficiary of which is Teddy Sagi) to Teddy Sagi, such that Mr Sagi now holds the shares in Northenstar directly. The Company was also informed of the intention of Northenstar to re-domicile from the British Virgin Islands to the Isle of Man, a further announcement will be issued once the re-domicile has been completed. Northenstar's holding in the Company remains unchanged, with an interest in 100,000,000 shares, equivalent to 68.1% of the total number of voting rights in the Company." Interesting. Exactly the same has happened with Crossrider (CROS) today, also in favour of Teddy Sagi. "Crossrider (AIM:CROS) the B2C security software and online distribution platform, was informed on 12 October 2017 by Unikmind Holdings Limited ("Unikmind"), of the transfer of the entire issued share capital of Unikmind from the Solidinsight Trust (the sole beneficiary of which is Teddy Sagi) to Teddy Sagi, such that Mr Sagi now holds the shares in Unikmind directly. Unikmind's holding in the Company remains unchanged, with an interest in 103,500,002 shares, equivalent to 73.08% of the total number of voting rights in the Company." I don't understand this stuff, though Sagi seems a character. Can anyone enlighten me? Why might he be doing this?

Hmmmmm Now suddenly someone's buying. Me and my big mouth!

No info that I can on website about when an update may be forthcoming. Have emailed, will see if there's a maestro in the office who can get around to answering me.