Member Info for skid35

I don't believe BOOM should be an arbiter of political taste here, it doesn't create the content neither should it ? On the other day, good to hear more adverts. I am holding as Ibelieve this will take off

Poor interview. Clutching at straws and waiting for the market to come to them rather than the other way round.

Realise they are probably in a non trading window but would be good to see directors buys

Alf, As I have said before I think SIS has an absolutely fantastic opportunity as a premium product in a growing market in which they have minimal international market share. It is just whether the team can maximise the revenue / profit opportunity and provide some of the benefit to shareholders - I still believe this is a perfect takeover stock for a company with infrastructure and existing retail relationships to take this to a higher level. But sold my shareholding and stopped buying product after the recent LTIP, setting low targets - especially in Sept 2016 when they are virtually sure of the 2016 number. No surprise the 30% growth rate in 2016 is exactly the maximum limit of the LTIP, I expect the numbers could have been even better but easy to ship early Jan as absolutely no point in achieving 31%. On sponsorship I think image rights mean they have limited opportunity to directly associate themselves with individuals, the PR from the direct Cavendish association has been non existent for years. Not mentioned is that hey are supporting the telegraph cycling podcast which has a massive audience in uk, aus, America etc - this is a great move as this is cult listening for a cycling fan.

Yes. But it is based on annual sales not contracted backlog (where you don't know when the revenue will be recognised over a multi year time period) ??

I am a shareholder here. but strange logic that contracted sales should support a market cap valuation

A day after DB stated housebuilders undervalued, and a large rise in share prices of the large housebuilders, inland barely moves?

I really wonder what it will take to move costain up to 4.00, and keep it there ? I think one or two institutions building bigger stakes ?

Although it is good to see some lower value deals an additional run rate of $0.3m is, to say the least, absolutely pathetic. The market is going to the SaaS model so no surprise - this does give cash flow issues with no nice upfront payment. Hope the new CEO is purely paid in shares to force his concentration.

Interesting to see COST as one of their 2017 picks. Still have small holding in my sipp.

This provides a ridiculously low PE - as a significant proportion of investors are chasing reliable income I cannot understand why the share price is at this level. Recently purchased at these low levels to add to a small holding purchased at a higher price.

IC have been bullish for years on this stock, I am not sure what the catalyst will be for a rerating

This is the one high risk stock in my sipp (and even then only £2k purchased at 2.5p earlier this year). I use the product and can see the business model and route to profitability. I must say I was deeply, deeply unimpressed with the CEO on the recent podcast - came across as a volatile wide boy who chose his words very unwisely (a bit Trumpish!) rather than considered, forward thinking businessman. Currently breakeven, I'll keep for the medium / long term.

Agreed. Underpriced compared to other auto sellers (although new not s/hand). Unfortunately purchased 5k at 197p and back in for a further 10k at 123p this week. Unless we have a significant economic conditions impacting consumer sentiment this should rise with results, even then this will still attract the price conscious shopper.

To have manufacturing as the restriction to the incredible growth opportunity would simply be just unbelievable.

would be great to see the directors buy some stock (if in a trading window). On Gervais he runs a portfolio, and within this will expect some multi baggers and some flops but can manage the risk.

I don't buy IC so thanks for this, the usual uptick today. I have had this on my watch list and bought last week at 149 after the large director buys, this was such a large buy it couldn't be ignored. Even without NAV increasing a narrowing of the discount provides an uplift.

I have a small position in Kromek, with a slight loss at the moment. Well said. I) We have no understanding of how legally clean the orders are, whether they can be cancelled etc. 2) There is no understanding over what period the orders are for (the research note says decades). 3) Research notes from smaller cos tend to be poor on quality. However Gervais Williams is a massive fan and I would trust his research and understanding - however it is time for the company to deliver meaningful revenue, profit and cash.

The director buy underpins 31p, and hopefully should get this up to 35p

At last, a post. Have a small direct shareholding in my SIPP, share price has been relatively static for 2/3 years. There is a lack of commentary on this share or indeed management communication outside very standard interims and finals.