Member Info for Strongman

Nitbhav06

Good post, and agree on a lot of your points. I had not looked at this one before, but it came to my attention on the fall after the trading update. Hence I have been researching it since and before buying in at what I consider, and still consider to be very cheap prices for a company that should be valued much higher on the numbers in front of me. Distressed seller is not helping, hence the price action, but they have limited number to sell, that is a fact, and there will be a finish to it at some point.

On Friday we have got rid of one at the very least, the odd number high delayed trades at the end of the session, leads me to think it was the last of whatever was working for whoever at the time.

I expect some holding RNS's from Monday onward to give us a clearer picture.

Right off to enjoy the Sunday with family, I expect a few incoherent, angry and personal retorts will be fired over from the dynamic duo of laughing bottoms through the course of the day. If nothing they are very predictable.

NAV of £95.2m, expected revenue in the range of £55m with EBITDA of £17m. Here is Tim Sykes reply to me in full, I take more consideration and notice of the CEO of the company then these two foolish persons.

Thank you for your continued interest in this company. The Company has an obligation to keep the market up to date with developments that it feels are pertinent to an investment decision. The Company has done that to this point and the market has reacted ion the way that it frequently does.

I will try to respond so far as I can to your questions below.

We have indicated in our statement the level of revenue and EBITDA that we expect to report for the first half of the year and that we do not now expect to see growth from that in the second half. This has been fed through finnCap and through Singers research functions and the range of expectations averages at approximately £55m of revenue and £16m EBITDA. This is ahead of 2018 on revenue (2018: £52m) and marginally behind on EBITDA (2018: £17m).

There is no intention to go to market for any funding round. The Company is not in breach of its covenants (otherwise it would have announced that it was). On the contrary, the Company enjoys a strong and supportive relationship with its bank, HSBC, who has just signed an additional facility of £20m to support a specific product within the Group's prospective growth plans.

I am not in a position to divulge that information. The institutional selling that you have seen through finnCap is part of a wider picture that may or may not included other sellers. It is also not clear that Liontrust are undertaking all of their selling activity through finnCap. The investor's compliance department is obligated to manage its affairs in line with the FCA regulations and is better placed to judge its obligations as to what it needs to announce and when it needs to announce it because it is coordinating its activities and we must allow that to be the case.

The Board is heavily aligned with shareholders as all, except the most recent NED addition, have substantial parts of their personal wealth invested in the share price. All of the Chairman, the CEO and the new NED have purchased shares in the aftermath. We are working incredibly hard with investors to promote stability and demand to cover the selling activity of certain investors. We are also working excruciatingly hard within our business to deliver the changes required to return the group as a whole to the qualities that it has in its UK and Dutch businesses.

You seem to have a bad habit of buying stocks and then have spectacular failures. The last two of three you have purchased are anywhere from 40% down to 80%, to when you went with the ''great price to buy'' posts on their relevant boards. We can only judge you on your previous endeavors on AIM, which to be honest look like a complete shambles at this time.

You were ramping this very stock at 112 to 135 levels not so long ago, posts of take over targets were being released by yourself with vigor at the time. Now you want us to believe you have woken up and now know a price target for all of us to listen to.

I am afraid you are like your counterpart here, who has also called a complete disaster wrong in another share, to which his long term hold as he say's is looking extremely dicey at best.

Before preaching to others, perhaps try and get your own investment and trade positions correct first.

Here again you make assumptions for price targets, without any inside information of how many shares are left to sell, after fridays good flush through and end of the day bounce off the 35 line. Indeed that would not sit well with your ''I want to buy at 30'' hopes. I hope the pair of you miss your entry here, it would please me more then the profit I will make.

I have your bottom chum on filter, looks like you deserve to join him at the moment, as I can not stand childish retorts from an adult (I think).

Excellent post on Saturday 04.20am, as can be seen by the positive receptive green ticks shown by readers on this board. I have zero time for his type across social media investor focused outlets like lse, hence I place the said person on filter. I have not placed him on filter for his alternate view, which if it has merits are worth consideration. But for his transparent method of wanting to work an entry into a stock. It beggars belief that these types have nothing good to say about a stock, but still wish to buy it at X price, if that is not trolling, I do not know what is. The impact of the recent trading update, whiles it is overly exaggerated into the share price, brings these trolls onto a fine board to work their position. In this case I am not sure why they place such energy into doing so, while there is a seller causing havoc on the share already.

I have purchased this stock at different price levels last week, from 34.87 right up to mid 40. This is my choice of course, and in doing so I now have what I think is a great average price for what is a large core position today. Now I do this, knowing that short term weakness on the back of the seller is a temporary event, as once that seller feed is finally dissipated, the share will then return to a normal buy to sell book. This will produce a significant rise from these low levels, this includes my higher end of the buy in price. I have the patience to see it through, I have learnt in the many years I have been a full time investor and trader, that once you research a company and establish the price channel, it is a simple matter of holding your conviction in your research to gain profits. The joyfulness he is relishing in for a 10% movement here and there, shows his inexperience on market mechanics.

I do not have a need to show my recent winners, it is all in my posting history for all to see, but a 2 month look at it would show that I picked MTFB at 5.00 for a exit at 14.65, I picked PREM 9.90 to 15.10, I picked AAOG from 6.81 to 17.22. These are just last two month examples, but I am proud of the fact that my research is good. His posting history shows a complete failure to date, but I will not labor that point.

I see a huge upside here, I have from day one entry seen it, as have a large majority of savy investors. Hence I patiently wait for the sellers to finish, knowing that once they do, shareholders old and new will benefit from the low price buy in's.

In a distressed share, you will always have a few trolls come over to try and gain a even lower entry, they become very excitable and very distressed that no one listens to them. We would do if they were transparent and informed us that this is the price for my entry or I am not going to invest. They never do though, they look for argumentative options, in order to blanket bomb a board where share holders are in discussion and information sharing. Our troll's here laughing and bottoms are better placed on filter - end of

No, it makes me generous enough to tell you first. A troll is someone who comes onto a share board (bottomzup), who has no position and de-ramps for his amusement. Long or short positions are the same, we are all invested in it one way or the other.

Anyway, no more from me on here, have a good weekend to all. Will post back on here only once I close.

600,000 @ 35.60 and 498,333 @ 35.65 delay trades showing now.

I will be shorting this on Monday, it is for profit of course, but mainly to show the troll called Bottomzup how this can be bought down to 10's in short order.

Good luck to genuine holders, but some short term pain is coming, where I hope you take advantage of any fall.

GLA.

Nice pull back off the low's, support back and not broken. We have shifted a large chunk of investec today IMO.

35 support regained into close. Oh well, sorry to the trolls.

Now that is a size, can't blame them, looking forward to some tr-1's next week, may not be all seller.

Who`s the clown now?

You and laugh, I did post that earlier old chap.

'' more like treble whisky required here watching this''

LOL that was good.

52-week low of 35.00, set on Mar 01, 2019

https://markets.ft.com/data/equities/tearsheet/summary?s=PHD:LSE

Huge buys hitting the ask now, someone is accumulating or averaging down.

250k buy at 37.55

So they sold or were selling on that rise, which means it was them and not Liontrust that started offloading. The 2.150m was theirs on Wednesday, the only thing is it seems they want 40+ to sell. Have LionTrust gone back to just holding pre January 5% again.

45,000 @ 37.475

50,000 added @ 37

250k delay buy or sell at 38 showing now.

Huge buys at 38 line to finish the day off. Fully expecting a holding RNS tomorrow at some point.