Member Info for Rich62

Pinochhio - why hang around here talking ****e? - your last quote 10th April was "You must be joking. This outfit is going nowhere fast. A dreadful disappointment in a vibrant sector".
I guess you got that 100% wrong....
Why would anyone take any comment you make on here seriously?

Bought at 8p April 2020 and sold in two batches end 2020 / early 2021 for around 22.5p. Should have got more as they rose to well over 30p, but I let my emotions take the better of me expecting 40p and held on far too long. A lesson learnt and I've become more shark like subsequently!!
ORPH looks well derisked now with £50m revenue and lets face it, CV19 hasn't disappeared and companies still need to carry out clinical trials etc.
Just my view, for what its worth.
Rich

RNS peaked my interest in ORPH again this morning - so added at a goodish price of 14.3p.
More upside than down here. Will keep in my ISA for some tax free gains (hopefully)
Cathal hasn't let me down yet...
Rich

Just checked again - its the INTERIM results which are due this Friday.
Rich

According to Investors Chronicle on line diary - RNWH trade update is expected this Friday.

Hi mindhound - I'm perfectly capable of checking the RNS's, the HY and FY results. Also checking investor presentation etc. Thank you.

We know why SWG is undervalued as H1 revenue and cash was down YoY. SWG typically picks up 66% of revenue in H2, so there is a risk for shareholders that they may miss their targets. We also know this share is traded thinly as only 23m shares in circulation, so a few PI's nervously selling shares, can lead to big drops in the share price...

It is however in a hot sector and I'd expect further contract wins and therein lies the opportunity...

The $64M question is why are you still here?

Did you participate in a fund raise at a higher price and get burnt? Perhaps had to fire sell your shares for some reason. If that's the case, its fine. As an honest PI trader / investor - we've all got it wrong sometimes, either bought too high or prior to results which disappointed. There's no shame in calling it wrong. Likewise there's some companies I've lost money as can't seem to get the timing right. I just avoid rather than getting angry on the BBs. Suggest you focus your energies in a positive way...

So Minehound, you obviously don't like Shearwater Group or its performance or its people and keep posting negative posts to that effect here on this forum.
BUT WHY????
Either a) You are hoping to buy the share cheaper - but you could have bought in at 73p and made a handsome profit. OR b) You are shorting SWG? OR c) You have some sort of personal vendetta against the business and / or its Directors eg You are an ex employee, perhaps?
Can I respectfully suggest you do something more productive with your time, as your posts are making you look like some $2/hour troll.

I added yesterday - A bargain at this knock down price.
I'm always amazed that people fly off to the shops when the January sales are on, but when it comes to shares they wait till the herd move in and buy at higher prices....

Well I've no idea why the share price has dropped 9% today - other than AIM stocks are out of fashion and many PIs seem to be panic selling everything that they own due to Ukraine etc.
I've picked up some really cheap shares in the last 2 weeks (FNX, RNWH) which have subsequently moved back up quickly to more reasonable levels. I've no idea why VANL which as we all know is UK focused and has a pretty full order book plus improving results should be hammered like this. Yes interest rates will rise slightly this week and inflation is rising, but will it affect road building, railway maintenance and projects, house building???
What we do know is that Cutler CEO , his Wife and the Chairman's Wife have all bought significant shares at 42p, 46p and 47.5p in the last 6 months.

Looking at short tracker - all shorters gradually reducing their position Even Marsall Wace, now down below 2%!
Good news for holders, perhaps tide IS finally beginning to turn..

Absolutely agree Rivaldo - I've been adding on the way down and bought more yesterday at 590p.
This is clearly a UK defensive stock with most work contracted way ahead, plus a moat to entry working on nuclear reactors etc.
Buy and hold for market to recover - hopefully the Ukraine war can be sorted out soon for the suffering people in Ukraine.

Clearly the Boards of many companies with share prices down up to 30% due to Ukraine, can see that that company funds are well invested in share buy backs and cancellation of these shares, right now. I agree with them and its to the benefit of most shareholders in the long run.

Agreed - are you buying more or is it time to contact Investors Relations again asking them to put out a statement to the effect that "they know no reason for such a ludicrously low share price"
Rich

I've added some more today at £4.73
Hopefully on 9th March when the full year results are announced, the outlook will continue to be strong and share price can move back northwards again?
Worrying times with Ukraine and Putin, so who knows what will happen next. Thoughts with poor people in Ukraine.
- At times like this, money and investments seem unimportant

By my rough calculations, LLOY buying back £2Bn shares over next 9 months is 22m shares purchased a day at say 50p average. Typically LLOY trade around 200m shares a day, so just over 10% traded each day to be bought back for cancellation.
I reckon this will start to have an impact, especially buying off those PI who were disappointed with the results and can't see the opportunity here.
Hey, ho what do I know??
Long suffering LLOY holder!
Rich

Thanks for the link - I expected ST to tip IHC again for good reason - Recent results were excellent and share price had fallen back 30% on general market malaise (tech stocks USA overrated, inflation, Ukraine etc) so offers rich picking for most private investors. I've picked up some more this morning. Bargain at these levels compared to year high 150p.

Thoughts - If Russia invade Ukraine tomorrow morning, how far will LLOY's shares fall?
As I understand it, when Russia invaded Crimea, the FTSE fell 5%
Buying opportunity if it does the same OR falling knife for a few days until dust settles a bit?
Sounds a bit callous, I know as it will be horrendous for the Ukraine troops and people - hope Putin sees sense and normal service is resumed with most troops withdrawn to barracks.
Rich

Agreed - you can buy at 105p, that 30% lower than year high price of 150p.

Revenue up 10.9% v a very strong 2020 when one off ventillators were included in the figures.
On top of that, RNS earlier this week that IHC picked up a £1.0m contract wind from Egypt at start of FY2022.
Good news all round and this is real hidden gem.
Share price will take off when the herd get told its a good company and cheap at current price.
In the meantime, fill yer boots!

I've added at 60.7p, hopefully a bargain? Only issue is the FX rate v US$ affecting the results. MWE keep adding contract wins, profitable, pay a dividend, also share buybacks in the last year at todays current share price level. What's not to like?
Massive market over reaction IMO, mainly due to general market concerns over Ukraine.
Rich

RNS - CEO Mark Cutler BUYS 150,000 shares at 42p. Good news!