Member Info for Sastech

Several good aspects to Equity Development's research, they mention the negative sentiment against retailers but UPGS is not a retailer. It has a diversified set of brands, offered in multiple territories through multiple channels with strong growth online. It has a strong balance sheet and the share is undervalued.
Seems like a good contrarian opportunity.
Bought some more when the market opened.

Once ESG is no longer running at a loss, I suspect buyers might come snooping and MasterCard might decide to protect their interests by buying ESG to get the Homesend shares and then sell the legacy business.
Surely if MC is confident Homesend is getting major traction, surely it would be cheaper to buy ESG quickly to secure Homesend at a low price than get into a bidding war. Imagine Visa popping up to buy ESG. Unless there is a contract clause preventing it.
Could be good for us shareholders at last.

The RNS also states a change of accounting policy to move exploration costs from capital expense to operating costs, so would this not increase AISC or would they have added capex to opex to reach AISC previously?
The Group has changed its accounting policy on the treatment of exploration costs, operating costs now include greenfield exploration expenses of US$11.8 million (2017 figures have been restated to include US$9.8 million of exploration expenditure) which was previously capitalised

Wonder if today's rise could be due to investors ditching Randgold in favour of Centamin. Randgold has been the favourite gold miner, but some shine has come off lately.

I use IWeb only �5 per trade. It's part of Halifax BoS, now Lloyds, so should be safe enough.

Thanks Pokerchips, I particularly liked Ian McDonough saying Blackbird is now an 'irresistible' solution and then 'much more effective monetisation'. �I am delighted our incredible Blackbird software is extending into a new area of production. The fact we are an end to end solution on a fixed rig show dramatically extends our reach within the industry. We are bringing all the advantages of cloud as well as speed, collaboration and cost efficiencies to the customer which is quite an irresistible combination.� Blackbird technology allows full visibility of multi-location digital content, improves time to market for live content such as video clips and highlights for social media distribution, and results in much more effective monetisation.

It's been pivoting away from print for some years and without the print division the overall margins should be much higher. However, if they have to almost give it away to lose the liabilities, then the turnover will reduce, so it may have a negative impact on the share price in the short term if there is no net cash benefit. If they can show growth in all the remaining divisions, we could then see a steady climb. Difficult one to call, but like you say, the share price hasn't moved with any anticipation.

"Paul joins at an exciting time for the group" Hopefully, this means more customers in the pipeline, confidence building.

According to the Financial Diary, we should get a trading announcement today, but no red dot here. Maybe the update is good and those who have seen it are buying. Even so, the share price is only back to where it was in October.

Tomorrow is the last chance for retail investors to take up their allocation at 3:1 and 9p a pop, I've notified that I want to take up mine. Thanks for the link, theheirarchy, he seems upbeat.

It's good that they are offering retail investors the opportunity to participate in the placing rather than leave it all to the institutions. Somewhat surprised that the share price has risen so much ahead of the placing price. Maybe people worried about a placing now know the price and can now add to get even more at the 1 for 3 offer. I will definitely be taking up my entitlement, as I did at the last one.

Lots of buys today, maybe should have topped up during the recent drop.

Worrying that someone has just off loaded �200k of shares in Shanta just prior to the quarterly update.

Last week's strong buys pushed this to �2.08, but now back under �2. I've been here since 2013 awaiting a take over and last week I wondered whether it was finally coming. I reasoned that the traction in the US is creating the exposure to attract an acquirer. Revenues from regular subscriptions are always valued highly, so I am forever hopeful that any bid would be at a decent premium to the share price. Oh well, maybe they will start paying dividends and that would attract some interest in the share.

I wonder what Canaccord Genuity knows to encourage them to take a 15% stake in ESG as of the 22nd September? Let's hope something interesting after this has been flat for so long.