Member Info for Riffgo

Very efficient. Easy website to navigate. Arrived on time. Good quality. Haven’t owned DMs for years.

Docs is perfectly placed for the swing against trainers that is already starting. People are waking up to the plastic waste from trainers. Better to have one pair of shoes that last rather than endless trainers that don’t. Not talking for sport here! So Worth a punt at these prices, I reckon.

It's interesting that the one short on this share is Canada Pension Plan Investment Board with a VP who is ex Goldman. Just an observation on the buy backs...

Well, the board promised a hockey stick… It will be interesting to see what happens at 68p.

It should test 68.

Agree. One of the great things about imagination is that it's so much better than visualisation.

Resumed their buy back. Going over £2.00 now.

Apologies. Didn’t mean to hit the button.

Surely they can’t comment on DWP because it would be a defacto announcement of the result. TAVC would be scrutinised when properly when the result is known, seems a bit pointless worrying about it before - of things, including new contract wins, so speculation feels a bit like . Is the message in the 97% retention rate?

Interesting to see that there's been little declared interest from shorters since July and even then shorts were reducing. You would expect them to be crowding in for the kill if there was going to be one... Could be a push down before a rise?

Hopefully that vote will trigger more attention to the owners of the business in the future. They are big on paying employees a lot - which is good - but it should be balanced. Rerating now to the 11s.

My take is that they invent in 7 main shares which are very fully valued and there’s no dividend to support this if the price starts to fall.. Makes it hard to invest here. Seems to me that the share split just allows the original investors out at a big profit, not sure where that leaves people joining now. But I’m probably wrong.

Well, personally speaking, I feel I now know exactly where this company stands after 2 years or more of uncertainty thanks to Livingbridge. Certainty, in this case, is good.

The last thing Sycurio wants is for PCIP to win the DWP contract. What better way to throw a spanner in the works than by threatening a takeover behind the scenes. Smacks of skinning the cat in a different way. Perhaps I’m just paranoid.

If they offer discounts to new customers, they need to be careful to book them at the discounted price and not the full price. In other words, following your example, that £100 is in fact £75 in real terms (nominally £100 on the books). Nothing sinister in that, because it doesn’t affect retrospective P&L, but does affect ARR projections. If someone is trying to buy PCIP it would be the first thing to check. Just a thought!

Have a look at Goldman Sach's take on this one. I'm not sure it's so much 'last gasp' as 'first breath' for the company now it is refocused. And yes, you're right about it being an aluminium company, but it has had copper on its mind too for a while (Namibia). It swims with sharks...

Reckon, falling interest rates will help all retailers - it bounced today on the announcement. Dividend buys will be coming after 8th. Share price looked very cheap at 10150 this morning...

It’s refreshing, but the directors do have a duty to their shareholders, as you know. I t was just an idle thought because they haven’t been increasing the dividend much… and I would have thought they could take this opportunity to boost the market cap and storm us into the FTSE 100. 32m shares becomes quite restrictive. Like I said, an idle thought. I have bought the dips and been buying the figures for a while. So I am happy.

Does anyone else expect them to split the shares?

The potential for Warlord is massive. I think this is what people are starting to wake up to now. It’s a cheap way into the games market… it might not quite be a GAW … but it could go half way there if they use that business model. Good to see a director buying too. Traders were squeezed today. No stock!