Member Info for skid35

Does link have to sell to distribute proceeds here, on can they just hold on?
The wcpt investment trust also used to hold arix, on the schroders site I couldn't see they still held this.
One move might be for a fix to buy and cancel the shares as they have cash, even if they bought above market share price this would still be beneficial

Is this online, i couldn't find a link on the ir site?

I can see progress in a growing market, it is good to see director buys.
The uk market doesn't value smaller companies at the moment, if this was on Nasdaq it would be valued at 2-4 times it's current share cap.
As with a lot of small uk shares I cannot see the news to spark the price, I think might just need some questor / tempus / inv chron write up to get a band of shareholders on board.
Interesting to see the medium term candy intention.

Well above my paygrade !
With all the buying, selling, disposals, jvs, goodwill this just stops the focus on running the business. For starters where is the communication on reducing office space?

It may be out, but judging by the share price possibly not public.
Cannot understand this share

From an outsiders view it is difficult to see past the basics that this is poor share.
The bod seem happy with their personal performance and real lack of action and planning to improve, hiding financial performance behind acquisitions / goodwill / sales / debts.
They should just stop mucking about and start actively managing what they have - with a maniacal drive on retention and customer service, cost reduction and cash generation to drive debt down.

After yesterday afternoon now breakeven.
Agree still undervalued, a long term holding for me and buying on any further dips.

AIM is the cheapest way to access capital, and has very limited compliance / reporting requirements - just look at Globo as the best example.
Downside is that this risk premium is reflected in valuations for well run companies.

If you take out the cash from the portfolio valuation and company valuation the discount is quite ridiculous

Couldn't resist another nibble this morning, now at 10k shares but still underwater. Not sure what the catalyst is here for the market to revalue this, a massive ipo of a holding?

It sends a positive signal if they are buying in the open market, not when they are getting options.
Believe this is a buy anyway. I am impressed with the way the team have navigated away from the over supply craft gin market to rum - when this trend runs its course hopefully will be one step ahead again.

In software companies capitalised development costs.
In telcos goodwill where they have paid over the asset value of acquired companies, this has been the downfall of vodafone having to write these down consistently

giancotti - we could do with those positive news statements !

Could do with something to spark some life in here

Glad i didn't use the dividend to top up in vf shares.

There should be a manic focus on costs and cash at every level in the company.

Yes, the 8875 is mine as a buy, topping up from cash from dividends elsewhere.

The outstanding returns from kape etc have been large enough to more than offset kmk.
Came to this share originally after seeing gw was a key shareholder

This share is just a piece of s###. I don't know whether to cut my losses here, or wait for three, four, five years?
Broker targets are pretty much a joke.

With low interest rates would this ever become a takeover target? At the moment it's valued at a fraction of tiktok.

Bbr - any deals or facts backing this up, or just hope?
Does the oil price need to increase for budgets to be released?

Jesus, how low can this vet?