Member Info for skier1

The 58p dividend was paid today.

This was a fantastic stock to trade. Shareprice doubled in a few weeks, and then a huge dividend piled on top.

Very rare to see such a double-whammy on a tiny AIM stock.

If one thinks a (heavily streamlined and remotivated) NAK can make £1m operating profit in 2020, factor in a conservative 10x PE ratio (like Hays), then somewhere around 6-10p looks like a fair price.

It is worth noting that just 7 shareholders (like First Point) now own roughly 80% of the entire company. There are very few shares in free-float.

A clear uptrend is now emerging at NAK...

1. The loss-making Australian offices were closed in Q3 2018.
2. The struggling "old" Managing Director was shuffled aside and out of the way in Q3 2018.
3. Total worldwide headcount (costs) were slashed by -23% in Q4 2018.
4. Profits returned, for the first time in years, in the most recent results in Nov 2018.
5. The Board says revenue-per-head is now going up.
6. A "new" finance head is appointed this quarter and his main job is to "drive the cost-saving programme".
7. First Point, a big recruiter, has now upped its stake in NAK to 29%. A whisker away from the 30% takeover trigger.

Lower costs...
higher revenue...
higher profits...
possible takeover...
possible bidding war...

The outlook is strong here.

Up +15% now.

NAK in play.

RNS out...

First Point, one of the world's largest tech-recruiters, has todqy upped its stake to 29%.

Sheffield Haworth, a rival tech-recruiter, also owns 24% of Nakama.

Two big (rival) recruiters now own 53% of NAK.

Feels like a bidding war is on the horizon...

Wonder if there may be news coming here? It is a pretty big move up, on light volume.

Investors are starting to get jittery about perceived delayed news here.

Ticking up nicely.

Flybe is losing big money.

Flybe lost millions with an IT blunder in 2016, lost millions more in the failed Loganair takeover in 2017, lost millions more with credit-card firms requiring upfront payments (due to risk) in 2018, and it is on the hook to lose millions more with new jet orders in 2019... Not to mention its sprawling network of un-joined-up flight connections...

The company is a total disaster...

Meanhwile, Virgin Atlantic is also making big losses. It is also struggling...

Don't expect a mega high bid here...

A quick tap on the old calculator suggests FLYB has an Enterprise Value (MRQ) around 30-40p...

For the chartists out there...

Based on every single one of 17 charting moving-averages, like EMA or Ichimoku, this share is now a clear buy.

The Enterprise Value (MRQ) calculation is currently pointing to 2-3p as the next leg-up.

Good day coming here.

Pretty bad numbers. If the Wall Street bear market continues, this will dip under a quid next year.

The shareprice is tumbling down because the problems are piling up. Tunnel problems, funding problems, marketing problems. It's all gone a bit Dad's Army.

Absolute tragedy that yet another high-skill, high-value UK firm is being sold off abroad on the cheap, taking all the future profit and knowledge with it. British business culture is a total mess.

"The company said it expects cost-cutting activities to continue to deliver better returns"...

Translation = higher profits coming.

https://www.morningstar.co.uk/uk/news/AN_1542715331301114600/nakama-swings-to-interim-profit-on-cost-savings%3B-appoints-finance-head.aspx

The share price is now just a whisker away from its year-low of 22p. Any close below that level in the coming days will be a negative signal.

Babbler2 -- NAK is at the start of a recovery and regrowth phase and focusing heavily on profits once again. Outlook is strong here.

BigBiteNow -- Fair enough, mate. But every year there is one of these hyped-up stocks, where everyone claims to have staked their life savings on it. And it almost always ends up the same way -- endless financing problems or giant placings or the market size turns out to be nowhere as big as hoped. RKH, SXX, etc. etc. What's more, UK-listed companies very rarely get to a mega size -- they usually end up losing to American or other foreign firms with deeper pockets and better management skills.

This one has spiked up on the vanadium bubble, and it will spike down when the vanadium bubble pops (they always do). Right now, the vanadium price looks way overcooked, and that's why we're starting to see the shareprice in freefall in recent days (as predicted).

It is important not to turn these ramptastic boards into an echo-chamber.

Bears have a human right to speak up. Like bulls.

Top of the leaderboard...

NAK has now ditched the bad offices (Australia) and is left with the good offices (UK, HK, Singapore). Revenue per head is up and profit is up. NAK has moved into a new growth phase.