RE: Squeezing supply8 Sep 2015 03:00
By end March or early April we will get a full year trading update. DAN are changing their business model, and we will get the indications of how well this us going. We will also get indicators as to the influence Epsilon are having, and their strategy wrt DAN. I believe this Far East investment vehicle will be utilising DAN for growth into Europe. Pure speculation I know, but they have invested at 3.35p for a reason. They cannot easily exit a 30% stake. I see them as pivitol in the DAN growth story. These are all things I've been saying for months now.
I'm not saying we will sit at this level for 6 months though. News will filter through, starting with a strategy update with the 2014/15 results (long overdue). That strategy update will be very interesting, possibly igniting this share price. Again speculation, but we don't have long to wait. That's all without QPE involvement. That's another whole story, with still exciting possibilities.
So to conclude, for me March 2015 is when I will assess my longer term strategy here. It may get a long time for many AIM apostles, but I see a very healthy profit likely by that time.
GLA, DYOR (and don't rely on mine!)