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With Livingbridge joining I reckon that's a bit over 7m of the new shares accounted for. 4m to go. That's not a lot, considering.. More importantly, three new major sharholders gives me confidence I'm on the right track here. Wouldn't be surprised to see this feature in IC or Shares Mag soon. Just my take on it.
You could well be right. Markets are choppy, but I mean to buy the dips. PCI-Pal is already in 70 organisations, so it's not as if they are new to the market. And now they have cash. Also we don't yet know the name of the UK based company they signed up in October. Perhaps they will reveal that soon.Recently, we've been looking at our company's PCI needs and we are seriously considering using them... Just seems likethe right place, right time for this company, but I could be wrong!
the picture is clearing. Approximately 5m of the sharss issued have gone to Octopus and Unicorn (6% and 4% holdings respectively). We get more liquidity in the share price with all the news to come and the regulation starting in the spring. It has cash now to persue the deals. It has also remained above the offer price (so far) so clearly 45p was a good deal. That puts a floor under it for the rest of us of about 50p. Time to mop up a few more, I think...
So the Dutch company Kempen turns up with a stake bought at these levels. Interesting. This from their website: Asset managers, pension funds, banks, foundations, insurance companies and family offices all know Kempen Capital Management as a unique, specialist asset management company � a star player in its niche markets. Every day, our clients and their clients benefit from our hard work and insights. Our strategy is simple: we focus on delivering stellar investment returns for our clients.
LONDON (Alliance News) - Secure payment service provider PCI-PAL PLC said on Tuesday it has secured a series of contracts in the month of November, with two UK local government contracts and a major reseller contract. The major reseller contract is with an unnamed "FTSE 250 company with operations across the payments, telephony, contract centre and outsourcing markets", and was won through a competitive tender. The reseller will use PCI-PAL's Amazon Web Services platform to deliver an operationally efficient and secure payment solution to its customer base across the UK and Europe. PCI-PAL's current financial year ending June 30, 2018 has started well. Recurring revenue is growing by 50% on a year-on-year basis with 100% client retention. Overall revenue is ahead for the year-to-date, as the company transitions its revenue model to a complete software-as-a-service licence fee focus. The company said it currently has a significant pipeline of contracted projects to go-live, which is due to regenerate recurring revenue in due course, and enquiries continuing to rise. "I am extremely pleased with how the current financial year has started. The level of global enquiries we are receiving more than vindicates our strategy of focusing entirely on our PCI compliant contact centre payment solutions. As with any channel sales route to market, revenue momentum may take time to build, but once established we believe we will have access to a far greater market opportunity than that available from direct sales alone," said Chief Executive William Catchpole. "The level of enquiries looks set to accelerate demand for our services faster than anticipated and the company is evaluating the resourcing levels that may be required to take full advantage of the commercial opportunities in a nascent but fast-growing international market," Catchpole added. Shares in PCI-PAL were up 7.8% at 55.50 pence on Tuesday.
For the last 12 months the directors have been buying these shares consitantly even though they own 49% ish of the company between them.They are already heavily exposed. So it makes me think they must feel the need to reach 50/51% in order to strengthen their hand against any unwanted advances just when things are turning good with new contracts coming in. Small company with a lot bigger fish about in the market. Of course it could just be that the shares are undervalued...
and 49% ish of them are owned by the directors... who are buying more. The contract win against stiff competition attracted my attention and I bought in yesterday. Other companies must also have noticed PCIP's contract win. It's risky, but in the right market for the times. I also see that the UK government has commited to following the EU lead on data protection even though we are leaving the EU. Tha should give this a kick up.
Just being part of the US JER-DAP programme sends a signal to potential customers - especially in the Middle East.. If Avon starts winning US military contracts (as well as UK) then the present price will look like a steal. The company is transforming itself and paying a dividend too. Good news.
12% is City consensus and I can't find my original link to the figure. This from Fool confirmed it more recently though: https://uk.finance.yahoo.com/news/value-dividend-stock-falling-knife-154144382.html
Earnings are expected to drop 12% in the 12 months ending September, but the company is expected to advance 7% advance next year. That puts Avon Rubber on a forward P/E ratio of 14.3 times earnings. Take a look at CRPR and see what an eyewatering PE level looks like and still the share price goes up (industrials, but not in the same business). The MoD contract is up for renewal next year and once that's out of the way. The company 's high-tech masks are the best around. They've recently had a big one-off order and are actively seeking more defence contracts - especially in the Middle East. Dairy is also showing signs of life. City forecasts are that dividends will keep going higher (last year's 9.48p per share expected to rise to 12.3p this year and 15.3p next). In an uncertain world, those gas masks could propel this company to a different level. One more major contract would blow the current estimates away. There aren't many shares in issue and when they move they move fast. Meanwhile the of 1.2% yield puts a floor under this at about £10. In my view, this has the potential to surprise - hopefully on the up side!
It has the same feeling as Biffa had before it took off. It's got a great dividend record to support it,, with military sales growth potential. Should also benefit from a low oil price and a low pound to help exports. Reckon this might just become a lot less boring soon. I'm in.