Member Info for RedNinja

Is that dated October 2020 ?

Can't get link to work when posted.

https://www.***************************/krm22-qa-global-risk-platform-will-be-a-springboard-for-growth-lonkrm/412969879

https://www.***************************/krm22-qa-global-risk-platform-will-be-a-springboard-for-growth-lonkrm/412969879

Kestrel buying around another 1.5% looks like a good sign ....

https://presentations.investormeetcompany.com/investor-meet-company/ADEPT-TECHNOLOGY-GROUP-PLC-Capital-Markets-Day-ADEPT-Beyond-the-Financials?bmid=868a2ad0dabd

Yes. He is just deramping.

Hear Richard Weiss on proactive.
He comes across very well (he's also keen on IQGEO products) :-

https://www.proactiveinvestors.co.uk/companies/news/943025/iq-geo-group-s-new-european-regional-manager-explains-strategy-to-expand-further-into-emea-region-943025.html

The Nasdaq seems to be tottering can't see that helping the ALM share price either.

The SCSW statement on VLX EV participation from January is :-

EVs - the big swing factor
In the few months during the first lockdown, there was a noticeable high demand for power cords from certain sectors (mainly laptops, printers and gaming consoles), which boosted sales. This demand is now normalising and by far the biggest opportunity for the cable division is now coming from EVs.
Volex makes the “charging cord” for Tesla, which comes with every car. This has a conventional three-prong plug that goes into a wall socket, with a connector for the car's charging port on the other end and a box of electronic circuitry between them. The charging cord will test the circuit when you plug it in, to ensure that it’s properly grounded and the current is strong enough to power the charger. The gadgetry will monitor the power and the heat and has built-in safety cut-outs. Volex only entered the space in 2018 when it was approached by a leading EV manufacturer that was being supplied with cables that were not robust enough (water ingress, quality issues, breakages) and now Volex’s track record in meeting delivery times and having a quality product is key to why it is getting specified on “several new German and US EV programs.”

Mmm well it may be a wise buy or a foolish one.
Time will tell ...

Already a holder and added some at 305 because I think they will rerate.
Will they rerate on Monday maybe. I believe SWSC is updated this w/e and will probably back VLX.
Note, I hold VLX pre SWSC tipping of them.

No sign of a deal yet as promised at end of February even though a deal has been promised by this date for months ?

Ok so an indirect effect.
However, markets (including VLX) still weak and surely that may be due to falls in the US indexes being reflected in Europe and Asia .

Added at 81.7p today.
ULS has a fair chunk of cash on the balance sheet and at this price seem pretty reasonable value.

Article explaining the -ve effect inflation and/or rising bond have on tech. stocks :-

https://www.thesun.co.uk/news/14140244/stock-market-continues-to-decline-tuesday-february-23/

Nasdaq futures predict another down day :-
https://www.reuters.com/article/us-usa-stocks-idUSKBN2AN15H
I believe part of the worry is Bidens injection of cash into the economy could raise inflation which is bad for tech. stocks and of course there many hugely overpriced tech stocks and US investors going into debt to buy these stocks.

Mmm no Volex is not a Gamestop or highly hyped stock of the Reddit brigade.

Tesla fell over 8.5% yesterday, Bitcoin fell around $6000 dollars, The Nasdaq fell, I think, 2.6%
There may be worries about Copper, can't see that being a problem
There are worries about chips which could delay orders for cables and Volex has risen fast.
Are we seeing a market correction start in US tech stocks as been heralded by various experts only time will tell ?
It seems to me the underlying story for Volex is still valid and it will correct with time...

Master Investor (M W-M - 19 February 2021) :-

"Fonix Mobile (LON:FNX) – just get ready to dial in

Next Monday sees this UK focused mobile payments and messaging company present its interim results for the six months to end December.

The shares have performed well this month, touching 160p at one stage this week before ending the day yesterday at 157p.

My Target Price could be achieved very soon.

(Profile 01.02.21 @ 136p set a Target Price of 170p)"

https://masterinvestor.co.uk/equities/small-cap-round-up-featuring-ebiquity-braemar-shipping-corero-network-security-n-brown-group-fonix-mobile-and-volution-group/

You could be right, investors buying in for a hoped for announcement on Monday or Tuesday.
If no announcement sentiment might turn negative.