Member Info for sundancer

just so u know....i'm not an expert - i was just thinking out loud. =)

i remember you asking if you should sell back when it was 18p-19p. u must be glad u hung on eh? imagine if u had sold out then - only a short 3 months wait and it's risen by another 100% from your cost. even if u sell now, u may regret when 2 or 3 months later, it's shot up to 60p. if u don't need the funds, just let it ride.

well let's see what else is left to be expected of UNIQ :- 1. potential takeover target if consolidation occurs 2. potential expansion into desserts 3. disposal(hopefully not merger in the last minute?) of northern european assets 4. downgrade of premium products to suit recessionary pressures 5. expansion of business at M&S on the downside, increased pension deficit if the economy goes downhill again. do you see that coming? i don't. so, to hold, top slice or sell out? i would normally advise to top slice because you can never tell a company's direction for sure so it would be better to bank in some profits. but DON'T SELL WHEN THE PRICE HAS SETTLED. you top slice when there is a sudden spike on no news and unfortunately, you have to guess the top price for that day. don't sell off when the price has settled in the hope that it will drop further. i have sold off many times in the hope that it will drop below the price i sold so i can buy back in, only to see the share price fly off without me. so i changed my strategy - buy a "base holding", then double up on any dips. you can do this with companies you trust and whose share price is on an upward trend. UNIQ, in my opinion, is going north. i've currently only got my base holding here, will top up again if it drops to 28p which is where i see the previous support level. even sub-30p is worth considering. remember, UK business hasn't turned around into profit yet but i reckon that's not too far aw

the MMs follow u wherever u go. =) and u have more guts than me. with the need to restructure/accelerate their debt reduction program and only £200,000 cash in the bank, i wouldn't dare rule out equity fundraising so i'll stay out. to me, debt reduction could also mean raising funds to pay down debt. and how else would they raise funds?

http://www.tradingmarkets.com/.site/news/Stock%20News/2476127/ "While results this week showed trading has toughened for both, analysts say William Hill is in a better position than its rival, with gaming revenues growing particularly strongly." once the big sellers have finished dumping their stocks, WMH should shoot up. it is being touted everywhere, by many brokers too.

just released on investors chronicle :- http://www.investorschronicle.co.uk/Columnists/NoFreeLunch/article/20090812/44dec0f2-8712-11de-80de-0015171400aa/Betting-on-real-recovery-stories.jsp

i notice you are in TW(me too). if u are into housing developers, i reckon it would be better if you invested in TEF or BHY when they retrace. both of them haven't been diluted and they are well managed companies(so far)...better value, imo. perhaps better investment than that dog TW - they are too diluted. dyor...

sorry mate - haven't dropped by because i have been hunting down other prospects...not many cheap shares in the market these days. i reckon it COULD hit 130p this week unless some big bad news about commercial property surfaces. i reckon that is a exit if you are thinking of top slicing. but if you have a small holding only, DON'T SELL. as roundhouse said, the rights issue didn't materialise and QED once peaked at £8 a share. so after you factor in the assets they've sold off to raise cash, and without any share dilution, QED could very well reach £6 or £7 per share again in the future. i reckon the bigs boys are already buying in, hence the phenomenal increase. who would have thought that QED would rise more than 100% in less than a month...that's why it always pays to have a foot in as your base holding, then just buy more on the dips! =) if i could turn back time, i would have bought sh*tloads when they were 8p less than 6 months ago. ahh well...can't be too greedy.

i've been watching this for a while and i notice you guys have been here a while. after doing some research on their most recent update, while their highlights definitely contain improved digits, etc. what concerns me is this statement in their half year update on 9th june :- "Funding During the six month period to March 2009, bank loans and hire purchase liabilities reduced by £7.3 million to £39.2 million (September 2008: £46.5 million). In November 2008, a new working capital facility was put in place with amounts drawn during the six month period of £5.6 million resulting in total debt at the period end of £44.8 million (September 2008: £46.5 million). Cash balances were £0.2 million (September 2008: £1.2 million). A major investment programme in plant and equipment and mine development has recently been completed and, with the rate of investment set to fall significantly in the UK, the Group is targeting to accelerate debt reduction over the next two to three years." *cough* am i missing out something here? correct me if i am wrong but cash balance of only £200,000? do i smell a rights issue? could somebody enlighten me?

the figure i posted was sales on bingo alone. football season starts soon. i still don't understand why this hasn't bounced back up yet except perhaps there are some big sellers at the moment and the shares are being drip fed back into the market. it this drops further, i will top up but not at the moment because i've already got a position opened.

http://www.londonstockexchange.com/exchange/prices-and-news/news/market-news/market-news-detail.html?announcementId=10133484

http://bingo.gamingsupermarket.com/news/1001/bookmakers-expect-16-billion-in-internet-bingo-sales

a bit scary as there is no updates yet...can't help thinking we're playing a game where the MM is the ringmaster.

seems like a lot of speculation going on. just a few weeks back, it was consolidation. today, it is expansion! lol...

there will be some devaluation, impairment charges that will be reported as losses. however when i last checked, debt has been sorted although it would be interesting to see how much is left for cashflow. also, don;t forget commercial property value rose for the first time since june 2007 :- http://www.propertyweek.com/story.asp?sectioncode=297&storycode=3146534 and late last month, the MD of RICS India has this to say :- Commenting on the survey results Sachin Sandhir, Managing Director & Country Head, RICS, India said, “The emerging Asia region was the best performing area in the latest global property survey from RICS with India at the forefront. Tenant demand rose for the first time in 18 months with the office market outperforming the industrial and retails sectors. Enquiries to occupy business space are now rising offering near term hope that ongoing strengthening will continue into Q3. Furthermore, agents were less pessimistic on the rental outlook indicating that the pace of decline in rents may ease in the coming months. The improved outlook has filtered into price expectations with only modest falls in values anticipated in Q3.” Source : http://www.indiaprwire.com/pressrelease/real-estate/2009072930353.htm the outlook appears to be improving/brighter.

if Muller is indeed profitable?

that was the article i meant in my post on 29th july(scroll back 1 page). the share price has been rising after that article appeared, not due to real results from TTG. what investors seem to forget is that TTG's coming update will be for H1 2009, which is the worst time of the year for the automotive industry. indicators in the bbc articles(BMW and Toyota update) i posted recently seem to substantiate this although i have seen 1 or 2 articles that claim better times ahead(as in H2 2009, not H1 2009). so my guess is TTG's coming half year update will report bad figures as they were losing at least the first 4 months of the year. for me, the best is to wait for their update and see how TTG are really doing, before buying more. just a suggestion. note : my opinion is wholly based on TTG's primary involvement in automotive industry, not the telecoms or defence industry.

i have been tracking this for a while too, and have popped in and out a few times when it bounced off 14.5p. i'm currently out but if last friday was any indication of what's to come, i think it is time to get back in again...=) the recent good news on commercial sector hasn't really caused a rally in UCP yet although i've seen a few other companies that have been re-rated.

there is no RNS that states Morgan Stanley doesn't have a holding in here anymore. it states disposals but not a confirmation that no more is held by them. where did you get that info? thanks

with a P/E ratio of only 3, EPS of 47p and as of their last update, STILL profiting & lowered debt by £400m...these are a bargain. it would be a mistake to not have a piece of cake in here. for me, even if it drops lower, i will surely buy more. if anybody knows of another share with stats like that plus minimal risk in the pipeline, would appreciate a shout. dyor ob, good to have u on board, when u do buy in. =)