Member Info for smudgedan

Seems to have been a timely buy. Thanks again for mentioning it.

Thanks mate. Think it has more to run. Nearly makes up for selling GNG at 4.75! Doh!

Thanks for the info/rec on BCB. Had a good read over the weekend and have taken a £3k position there this morning in my SIPP.

Just shy of GBP 30m although this does include some intangible assets

couple of sellers. Get them out the way and off we go again.

paid. Bid just ticked up as I am writing this. Wonder if anybody will sell?

Difficult one to call, similar to GNG (must stop making that comparison!) so IMV woefully undervalued. MC vs NAV at les than 10% Five year chart was showing it trading at 35p back in 2009 with same amoun of shares in issue. If they improve their terms of trade/receivables and win a contract or two who knows. As i say will be fully in until double figures and may top slice at some point after that.

Try a few limit buys. MM's don't hold many at all but if the bid ticks up a bit more that may free a few. i am holding until at least double figures.

Morning, yes always tricky to buy here. When i was buying i just set up limit orders at various prices until they got filled. So few shares about and those that were interested in selling at this level probably did so on the last rise.

Had a quick look. Clearly undervalued on NAV. Will look to take a position over the next few weeks. Thanks for the info.

Much obliged. Will take a look

Thanks, yes same to you. Hopefully we will see both get up to previous levels with additional contract wins and a reduction in their respective receivables..

Absolutely - different companies operating in different areas of business, however the comparison comes from the territory of operation, levels of receivables, the market sentiment and the gross undervalue to NAV. I think that both have merit in their own ways but equally both must get a handle on their billing.

Thanks. Had a quick look at BCB. On the face of it looks hugely undervalued. Is there a summary somewhere?

Lets hope we see a similar re-rate here. NBU is another one. Annual profit pretty much covers the MC. Am relatively heavy in there.

Seems to be slowly changing for chinese AIM shares. First Geong now BSST today, maybe this will be rated properly in the not too distant future.

Sorry mate, I fear that might have been my scaremongering on GNG, but I dont think anybody could have predicted the meteoric rise there given that the nothing has really changed.

PTV is looking tempting again as well.

Cheers mate. Are you in? I know you were having a look around the same levels. Was difficult to buy with buys being limited to a couple of hundred quid at the time. Seem to be a lot of long termers here who aren't selling at these levels which bodes well.

Yes that just about covers it. Welcome onboard!