Member Info for skid35

Will be interesting to see whether these are SaaS/Subscription or outright sale -and then how the market assesses these with their differnet P&l impact over time?

https://www.theguardian.com/business/2015/jun/15/luke-johnson-invests-eclectic-bar-group-executive-chairman-students Have a look at the above re eclectic (now PIER). Has taken a significant stake and then actually used this to change the company's direction with a more than doubling of share price. However Eclectic was a complete basket case and was desperate. I think the question is more how hands on will he be - position on the board, change in strategy etc or just saw this as too cheap an opportunity to miss?

think everyone understands the opportunity - I have friend working in a top five retailer managing their site who said DDOS was the biggest problem he faced on a daily (hourly) basis. They really need a couple of big sales in the US to scale their P&L and bottom line, otherwise I believe this should be acquired by a security company with a wide portfolio but missing a ddos offering.

Times today says vision capital sold out, did not mention buyer but will be disclosed due to percentage. If johnson is the buyer will be interesting to understand eventual aim.

Wow. Looking forward to seeing who the buyer is.

Suprised this doesnt get acquired

There seems to be zero professional / fund manager (as opposed to private shareholder) commentary and recommendation here. Anyone point to any? have a small shareholding and just seems unloved / undervalued

Sani, what makes you say this - anthing from the agm?

Small note in st with gervais williams promoting kromek, strange to purely focus on one company

I think the price targets from these brokers are relatively worthless. Know any reason for the price drop?

http://pelotonmagazine.com/home-page-slider/anything-marginal-team-skys-nutrition-gains/

Attach relink in a tweet from peloton magazine, an "upscale / trendy" cycling magazine in the US. At last this is the sort of thought leadership that the marketing team should be churning out and exploiting, rather than the plain untargeted adverts in underground stations. However where is the follow up retweet from SIS to their followers ?

Midas tip in mail on sunday. A few idiots always blindly follow

Interesting to read johson talking about his investment (but not name elegant) im his sunday times column yesterday

Dg. Agreed - would be interested to know who the seller is, this is a sizeable % not easily accumulated on the open market

Worth looking at the recent history of PIER, which used to be the ecletic bar group. Share price has shot up after johnson has come in.

Although it is good to see a director share buy i dont believe this invalidates discussion. the share price has not really increased from the listing. I would feel aggreived as a shareholder buying before the share giveaway (it cant be called an ltip) replacing the previous scheme which they would not have hit. The share price drop reflects the 9.4% dilution at which moon has now bought at. if any of you have access to the times worth looking up an article on october 9th on bulk powders. It had a turnover ladt year of £15.9m with an expectation of £25m this year - a 57% increase. Like sis the article states "we dont strive for a big bottom line, we strive for a big bottom line". Yet yhey still managed a £470k profit last year.

Agree. What is the catalyst though - an institution coming in?

The table has not come out as typed. Revenue growth as columns, profit growth as rows.

The table has not come out as typed. Revenue growth as columns, profit growth as rows.