Member Info for shares123

Sorry the last post was meant for the AVG board.

The £28M tender offer suggests that a buy and build strategy is being employed here.

Visual Analytics Firm Qlik to be Acquired for $3bn https://twitter.com/thebigsofa/status/739932643467399168

Here is the link to the conversation with Jake Steadman. Could mean they are testing the software for possible use. https://twitter.com/thebigsofa/status/736100468967886849?lang=en-gb

9.5M cash is 16% of market cap. Plus a positive NAV per share which has been expanding for 5 years. Together with a good operating margins and ROCE with the majority of sales abroad. With a Div cover of 2.06, this is the sort of company you want to ride out any brexit storm in. I hold for the long term.

Paul thoughts on Zytronics interims http://www.stockopedia.com/content/small-cap-value-report-17-may-2016-lake-zyt-new-version-old-one-corrupted-131705/ Plus a interview with CEO http://qualitysmallcaps.co.uk/ceo-or-fd-interviews/zytronic-zyt-ceo-interview-17-may-2016/

Thanks Googins for the update.

I agree the gearing ratio does look high. Also the current ratio/cash balance suggests they do not have much reserves in case of difficulties. Although I am sure £500,000 loan from NEW should help. Everyone seems to be using amazon for cloud storage at the moment. Even company house!

Here is Big sofa's twitter account. https://twitter.com/thebigsofa

In case anyone has not realised The Insight Exchange Limited trades as the Big sofa company. https://www.endole.co.uk/company/05632680/the-insight-exchange-limited Here are its accounts please check them out: https://companycheck.co.uk/company/OC344669/THE-INSIGHT-EXCHANGE-PARTNERSHIP-LLP/financial-accounts It has 5 years of Pre Tax Profit being positive. Very high Return on Capital Employed and Return on Net Assets Employed. The addition of extra capital from NEW should allow this company to rapidly grow. I think this would be a good company to RTO into NEW and should lead to a transformation of the prospects for NEW. What does everyone else think of The big sofa/Insight Exchange financials?

https://youtu.be/895tZ-y5AkE?t=21m50s

Hi all, This is good news. According to Bloomberg "The Insight Exchange Partnership LLP", trades as Big Sofa. http://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=302752411 https://beta.companieshouse.gov.uk/company/OC344669/filing-history Full accounts show a profit in 2013 £667,650 and in 2014 £299,082. (No accounts for 2015 yet unfortunately) So its profitable in a fast growing sector. Looking to expand. Sounds good for the RTO.

FINNCAP 21/03/16 09:18 Bioventrix*: Interim results (CORP) Bioventix has reported interim results to 31 December 2015. Revenues rose 23% to £2.37m, driven in part by the on-going roll-out of the vitamin D test utilising its antibody, estimated to have accounted for c.80% of the incremental growth, but underpinned also by good growth of c.7% in the remaining antibody portfolio. With operating costs broadly flat, EBITDA margins rose 510bps to 72.2% which, in turn, resulted in a 30% increase in EPS. In line with indicated comments at prelims, an interim dividend of 16.5p was declared – a 50% increase. Net cash at period-end was £4.6m, up from £4.1m at 30 June and after the £1.28m final dividend payment. We have raised our target price to 1250p from 1040p, at which level the shares would trade on a FY16 PER and EV/EBITDA of 21.4x and 16.0x, respectively; representing 25% and 15% discounts to respective Abcam multiples and considered appropriate given the more concentrated product portfolio. Analyst: Mark Brewer

I think it is one of the big shareholders selling down abit of their position in stages. It allows us smaller shareholders to purchase the shares at a discount to fair value :)

Someone sold £~950,000 worth of shares today. Should be a holding RNS shortly. I think after the interim statement and the positive outlook it is worth holding for the longterm. I will not be selling.

Combination therapy for HER2 solid breast tumours causes them to disappear in 11 days accoriding to a report in European Breast Cancer Conference in Amsterdam. This could lead to a big increase in Tyverb sales. Which have been quite small so far. http://www.telegraph.co.uk/news/health/news/12190094/Breast-cancer-tumours-killed-in-11-days-with-staggering-new-therapy.html

AR should have chosen 137.5:1. There is to much liquidity for a 4M market cap company just starting out. Even if it is profitable and going to grow.

Are there two many shares in issue here? I would have thought a small cap company would want to have no more than 50M or less shares. Why weren't the share consolidated during RTO.

Paul Scott of stockopedia fame is now buying Zytronics. So he can also see good value in this share. A reasonably priced GARP stock. http://www.stockopedia.com/content/small-cap-value-report-19-jan-2016-dotd-xlm-stm-frp-118430/

Pity about the directors selling does not send a positive message. Although BOD they have low salaries by AIM standard. I am sure the share price will pick up after the indiscriminate sell off finishes.