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...and I can't find anything negative. Too good to be true almost. Profits and revenue increasing. Increased cash in the bank. Cautious board. Plenty of director purchases recently. The 25% shares in circulation can sometimes be a double-edged sword but I can't see any downsides. Maybe it's so far under the radar that it might drift down again on now news? Anyway, thanks Gedw, for bringing it to my attention on your hotties page.
Does anyone know the story with those weird trades today? 586 shares at 78p. Some kind of code?
yeah, half a million quid. It's hard to say what it was; Sometimes these trades can take a while to get "worked". On Friday,Le Corbeau on iii said that a lot of "sells" were probably buys, based on his own purchase. I think I remember Mellon making a big purchase just before the ex-divi date. Not absolutely sure, but I'm going to start watching this very closely.
I bought into EML on your recommendation (and stoodio's) over a year ago, held patiently and sold after the divi payout at a 50% profit (incliuding the divi). A belated thanks for that. Then I kinda stopped looking. I noticed the recent drop but I think it could still go down further. True it's undervalued compared to its assets but it has a long history of doing that. I recommend you have a look at pages 9 to 7 on iii. There's a lot of good stuff there about how low this share "could" conceiveably go. Judging by what it did for the twelve month period before the divi announcement this may go as low as 1.50 or 1.35 even. This would of course, defy logic, since they have more cash than that, but that's what EML has always done - and I think it's what attracted you to the share in the first place. Having said all that. D and M have always inspired me with confidence and their long term play was always the rare earth metals, but the whole "we hold KAH and that might turn into a bidding war" factor is no longer there. I intend to but in again but I fear it may go lower; Just based on past history. I'm sure Stoodio is still here and I be delighted if he'd share some of his insight (ie more indepth research) with us.
agreed, and now it's on people's radar.
Agree this will go lower because it probably attracted some short termers with its 60% jumps. But, probably not much lower since the new contract has to now be priced in. You might get the spread to tighten up a bit. ACTA also moves too quickly for me, which is a shame because I really like what they do. Riddler; surely 70,000 volume is the point with TNCI. very little sends it up or down. Anyway, it was just my luck to top up just before the results. Not complaining though
I never left IQE. The very thought of it! What with all the talk of ipads and iphone4s, we might just see her break out of her 16-18p trading range. Nothing spectacular, but maybe a move to over 20p. Haven't had news in a while either. EML. Now I'm looking to get back in here. Sold out just after the dividend thing and thought I'd missed the boat again with the rise up to 2.5p which, quite frankly surprised me. I really thought we'd drift down to 1.87p (roughly!) and maybe lower, and that's when I'd buy back in. For the long term again. If I can buy at 2p, I will. Sorry Stoodio, for the inane chatter. I have to admit to being under-researched for the moment, so I'll have another, closer look at the weekend. Are you still invested here? Did you jump in and out, like some of us did?
http://www.investegate.co.uk/Article.aspx?id=201006140700235213N
you da man
I honestly don't know where these people come from. I see someone had a go at you on VGM as well. I have seen you tip shares LONG before they finally go up, always sharing your careful research. Then, when they finally do explode (and usually they explode because that's often the type of share you search out - underperforming, well below NAV, news due soon) the latecomers arrive, after having spotted a 30/50%, and they jump on the bandwagon. And they buy too high. And then they need someone to blame. To accuse you of ramping really gets my goat. I know you have way more fans than critics. Regarding TNCI. I got some last week at 8.4p and was REALLY tempted to get more this week at 16, even 19p, but held off because there was no news. Still hope to get more. Before the news does come out when it will go either of two ways, where do you see it drifting to/settling at in the meantime.
Does anyone think it might just calm down for a while though, because if they release their results tomorrow and they're "to die for", that would be really cheeky, wouldn't it? Mind you, we're all used to AIM stocks being cheeky!
Thanks again mate for bringing this one to all of us. I've seen a couple of these too and I think it can go either way but they were in shares I wasn't in so my memory is a bit sketchy. kerrly; never a bad idea to topslice. Personally, I'm thinking of topping up. Watching carefully
I suppose the logic is that results are expected soon, there was the new contract and there are very few shares so any buzz will send it skyward. Does anyone have any experience of these "i dunno w'as goin' on" RNS's being followed by an RNS saying "Actually, wait till you hear this...you'll love it"
agree with everything you say. I think it's easy to sell because the MMs want our shares - perhaps because they think they can sell them for more when the news comes out. But the company has just said there's no news, so, who do you trust? Or perhaps there's enough momentum to keep it going in the face of the RNS. We still have nothing new (I stress new since yesterday - I'm aware of all the good points since September) to explain the rise. Are we ignoring today's RNS?
no one's saying the news is bad. Just that it doesn't explain the rise.
maybe it's just me being over cautious, but the RNS does say they have no information which, if released, would account for the rise in SP. Surely this means, they've nothing great to announce; that when the results do come out, they won't explain this current rise? Am I wrong?
This is a long-standing tip of yours and I've followed it for probably six months. I was always a bit nervous about the big, steady drop in profits it's had over the last few years but I decided last week that the new contract outweighed this bad point so I bought in, but just for half my usual amount - worrying times out there... So, i'm delighted to come home from work to see your golden touch is still there. Respect! Would liked to have been here to buy more because with so few shares in circulation it was always going fast as soon as it started. GLA but remember we've had this big rise on no real news. Don't bet the farm just yet.
been thinking of joining your party. Looks very undervalued, but I didn't really like their massive drop in profits over the last few years. But I suppose I should be concentrating on the September contract and what that should bring in. I'm also very nervous these days, because of the euro, AND i seem to have completely run out of luck. Confidence really knocked.
In this market, anything that doesn't go down is a bonus.