Member Info for Scarfell

Steady on - still only making a small profit and still a fair amount of debt - but should be onwards and upwards from here.

With interest rates falling and markets pretty frothy again this still gives a 5% yield and is unlikely to go below 70p for any period of time as the turnaround gains traction.. Have just topped up.

Looks like an out of hours sell of £1m !!

Crystal ball on court news proved correct.

Yes perhaps - though we have had many instances of good news which is then followed by poor results and a declining share price. A normal Aim share would have bounced much more on this article. It's analogous to crying wolf so many times.

They look pretty good to me, so somewhat surprised at near 6% drop. It seems a strange share to short - a reduction in that today.

Results look pretty good and share price drop looks a bit overdone, albeit it had risen recently in anticipation.

Results look pretty good to me though the share price has dipped slightly - if it drops more I shall be tempted to top up. Given 60% of revenue is priced in dollars, that would seems to be the main marker for the share price going forward.

So we have risks of GBR eating their future lunch in the UK which still accounts for most of their revenue and also the apparent ease in which hackers can access corporate systems (M&S, Co-op et al) would have a devastating impact with this company. On the other hand profits keep pouring in and stellar growth in Spain.

All companies want that subscription model, but customers are perhaps less keen. The results mirror the earlier update in March but the share price has taken a big hit - I'm still not tempted to top up. I'm coming to the conclusion that AIM is to be avoided except in a booming market - especially after the fiasco with Argentex.

No RNS on this ??

Anyone know if they are still invested in Argentex?

AIM market is like a cash furnace - lesson learnt - I shall totally avoid in the future. Is it just incompetence or is there a whiff of grift. For what it's worth I will vote against a takeover for 5% of last week's price. I would rather the company fell into a black hole than vultures feeds off the carcass.

Data centre builders often tender for work and get their sums wrong or the spec changes and they end up in arbitration or court with the likes of Google, Microsoft and Facebook (all hard taskmasters). Labour costs are now making many contracts hard to make money on. Companies in all sorts of sectors (see oil and Wood Group) work on fine margins. Begbies and the like are going to have more work than they can handle.

The last IC recommendation on Polar Capital Holdings PLC shares was Buy at 827.00 on 23 Nov 2021.

Anyway I think the curent price is too low so have just added.

They are certainly a glass more than half full crowd - and still drinking down my pot.

The tone of the update is positive, but the move into debt and barely increased revenue is not that reassuring . I'm not selling but will see if the share price drops more before buying.

Blimey - a sorry tale reflecting a troubled ship methinks.

Nothing to get too exited about - though a profit (albeit small) is good to see. The market as usual at the moment taking a dim view.

The market is getting very hard to please when results are posted. Given the disruption by strikes these results seem pretty good, however I suspect the share price may go lower first so I shall hang fire.