Member Info for soleman1

Interesting news, this company has the potential to be tomorrow's big story. They certainly have great technology and expertise, just a case of finding suitable markets and translating into sales. Capital raising seems to be baked into the price so if not mentioned in the next report the stock may find surprising strength for no other reason. ATB guys

Looks like some short positions got burned today forcing the price rapidly through 230p. If it closes above 260p should be imminent. ATB fella, big day for genl tomorrow

Yes i think the 70s will stay where they belong.....in the past!

Looks steady as she goes. 4-500m revenue maintained for 2017 seems very conservative. I would expect this to be the case if no new contracts are won all year. Dont blame a new director though iwould also under promise and over deliver in the same situation. Realistically im guessing revenue this year will match the last. Prifitability is harder to gauge, with the restructuring i have fingers crossed for 50-70m fy2017 but perhaps im overly optimistic. It's encouraging that cash at hand is notably higher than in the last update but its difficult to determine whether thats profit of just a coincidence of the cash flow cycle. ATB

The only wee in and out ive done was flying up to scotland for new year, that was good fun. I like the look of MCS thats a sound company growing fast and in an industry surely set to continue exponential growth for time to come. Could be a future FTSE100 candidate. SPI has a similar story and will surely profit from the nhs overspill and any legislative changes. I will buy and hold it but im not convinced by this market at all. There are so many negatives globally that could spill over into a global recession. The longer things go well in the economy the more painful thing are when they go wrong and were well overdue. I believe in economic cycles and worry about the eventual outcome of extraordinary central bank intervention over recent years. ATB

Happy new year! I think 2017 will be a stock pickers market. Yeah sure this has been slow but were in profit and have no doubt drunk away that dividend over the festive period. Looks to me like a break of 230p will set this off towards 260p in short order so some movement may be around the corner. Which two great guns stocks are you referring to? I like the look of spi, cob and the try/jpy as a carry trade. Only the lira is a conviction buy for me though at this stage though im doing a lot of research but dont want to get carried away with this market. ATB

Hi buddy, this board is excellent for non biased discussion. Sure there are ups and downs in production but i think GENL is running at a p/e of around 1 which is about as cheap as ive ever seen in a stock. Of course a risk premium discounts the share price but not that much! There is a lot of discussion of payments but they keep rolling in and have done for some time, again another nervous factor depressing the price but they just need to keep coming in to allay that fear. Of course there is some risk but to put it in poker terms i feel weve got aces in the hole with the market all in so i like the odds. ATB it feels like another LMI or FXPO if you were on those boards before the rise began you will know how deep the nerves and anger ran, relax and let others lose sleep over it

A very pretty chart formation indeed, if it closes above 100p today i only see resistance @106 between here and 150p

Wishing you a happy new year. Whether invested here or not use this board as a base for our share talk🍾🥂

Merry xmas to you both, wishing you great sucess in the coming year. Its a shame to loose you steello but patience is the way to win this game in the end. If you want a little more jazz for 2017 have a serious look at genl, thats my top pick for the new year. Badger i will have a more serious look at phtm when i get chance but ive been working non stop through xmas. Tight loins boys

Long time no speak, its a busy time of the year for me with my missus and i both having bdays just before xmas. Looks like all going to plan here with a northward drift. 260p doesnt feel to far from reach, did you buy any round 217p mark? I initiated a trading buy so looking good with a breakeven stop.

Haha, i only sleep 3-4 hours a night! Gives me plently of time to troll through balance sheets and play xbox without distraction from the missus. Im watching to see if this touches 217p today, a bounce from there and i will add a trading buy aimed at closing the gap on 260

I have looked over phtm a few times and recently, robbie burns the naked trader has a long position in it with a target of 165p. On his website you can view all his open and historical trades with stop and target info its worth a look if you havent already. As a retail stock its quite comparable to dfs with: - similar annual profit to dfs -phtm growing about 3 times faster -a price to earnings about 30% higher than dfs (more expensive) -phtm has less than a third of the assets dfs does I am always wary of companies like phtm, on one hand they can deliver very fast growth and quick profits but they also are high risk. Their destiny in other peoples stores is uncertain and in many ways out of their control. Personallly i wouldnt buy it but i can see there is an argument to be made for it on the growth potential. ATB

Evening buddy, yeah stocks arent as responsive to changes in personell as perhaps they should be. Who knows whether the next chairman will be any good but you would expect a certain calibre. I think i looked into phtm some years ago but didnt buy, will have another look and post some remarks. ATB

Yes bruce the price is not right, many large caps are overvalued imho. Imagine where the ftse goes if wall street moves into a bear market. I still wouldnt be surprised to see ftse 5000 in the next few years so caution is the name of the game for me with large caps im focussing on individual stories its a stock pickers market atm. I havent been buying just waiting for the fruits to ripen. Genl seems to have woken up today and should start its ascent. We will have to see how it pans out but i feel you may have reduced at precisely the wrong time. ATB

Morning badger, yesterdays no news was pretty boring. It seems we have built up a decent chart support in the teens here. If we can close blue today it might initiate the start of a move to 260p in short order. Breaking 210p invalidates that. Have you bought any new stocks this week? Tight loins, sole

There are always pitfalls, i looked at all those dusters when they were pounds but there were definately red flags. Theres money to be made from even the worst though two of those i double bagged from the bottom and gpx twice. Think if i were a retiree i would stick to the western world. There are some decent buys around but nothing compelling. Theres no harm in sitting on your cash until the market or sectors turn down. If i were to put more into this space it would probably be scs to balance the risk between them, 150p looks like reasonable entry. Im thinking dfs will have a slow low vol drift up into the new year as it is december but flat would be fine then next year game on. Yeah this time nexr year rodders!

Morning badger I also had a night at the pub, you squeezed a better average than me then @220p! If your retired stocks are a nice distraction from watching countdown so cant be that bad. I think your right in buying companies like dfs. Any largeish cap thats trading considerably under book value with a fat divvi will pay you to wait without too much risk. Just a question of avoiding pitfalls and im sure youll do fine. Stocks really can be addictive, i find the biggest danger is becoming au fait after making decent gains and taking unnecessary risks so just have to go by numbers and rules rather than emotional trades. ATB

I totally agree, i firstly would like to see the debt payed off then money put into growth with scs a great target. The special divident will create gyrations in the stock price but with no real benefit as we lose capital value after the payment. I think the special divvi should be cancelled and the regular one frozen for a few years thats all thats required to get the balance sheet rock solid to go forward and create growth. ATB

I agree with what you said about the sepu board its the wild west, lacking meaningful information to say the least. I like the genl board but theres a few destructive posters coming on board recently which is a shame. They will probably just melt away with the next price increase anyways. I find most large ex divvi gaps get closed in fairly short order giving a target price to sell if inclined. Scs really did get slammed but its a fat payment. Im still thinking of picking some up there but not above 150p so it may never happen. At some point within the next few years i can see a very nasty downtrend happening to biff. Hard to predict a bottom valuation too without chart history and negative equity makes just about anything possible. Of course my opinion is just that so dont take it as gospel i wouldnt want to be responsible for you missing out. BOO seems to be weakening, needs to breach 115p though for the flood gates to open but looks like a great short candidate for 2017. Tight lines