Member Info for Sunshinequeen

Myfairlady, I've done my own research in NPT and reached my own conclusions which are also shared by many commentators. Undervalued, by many metrics. Market Cap of £30M and circa £12M (maybe more) in the bank. No borrowings. So not far off half the current SP of 10p is backed by cash in the bank; net SP of 5-6p. And, that's just the start. That's the basis of my opinion that this one is significantly undervalued.

Email, the HY1 results are due in September as you say, per the company's website. However, an interim Trading Statement can happen at anytime, without warning. This is often done by companies to iron-out speculators so that the market is taken by surprise and current investors will be the beneficiaries of any good news. This is, of course, also true of any M&A activity going on behind the scenes and so if you're not in it, you can't win it. This is an extra (and very real) consideration that investors really need to think about this year with NPT and a certain other small gaming company as any M&A activity or takeover by a larger player will simply hit the market by surprise. Look at what happened recently with PLUS and LAD and Coral. The recent appointment of Shore Capital should be enough of a clue for serious investors. As it stands, NPT is significantly undervalued and don't think that this hasn't come to the attentions of some other notable players in the gaming industry; and I don't just mean in the UK either.

There's lots of M&A activity in the UK gambling arena this year and the small Internet and tv companies are especially vulnerable to takeover activity. NPT is very successful and a consistent cash generator too. The recent appointment of Shore Capital is the clue. I'm sure you understand. Say no more!

Yes, Teddy Sagi's stake is not to be overlooked as you say. This year is expected to be one of all manner of M&A activity in the gambling industry and as you'll know some of the big players are keen to get a foothold in the vast Internet gaming arena which they've failed to do and the smaller players like NPT have cleaned up for the last few years whilst the giants slept and looked the other way. In the case of NPT, I can't understand why people would let go of their shares for 10p or 11p given the likelihood of a spectacular M&A windfall whereby even with a lean multiple it would be at least double or treble the current SP and in all probability more. Best of luck.

Netplay's MC is £31.5m and nearly half of that is covered by cash balances (excluding players' deposits). The company is primed for M&A activity this year and the recent appointment of Shore Capital should not be overlooked. This company is ripe for a takeover, which is widely known in the industry and in the world of finance too. Sub 17p, I won't be letting go of a single share in NPT as I don't want to be sipping my coffee one morning catching up on the RNS and market news and find that I've missed out on a spectacular return when the inevitable happens.

The recent appointment of Shore Capital us the real clue here. We know what their speciality is M&A activity. This share is 15p without activity and it's worth bearing in mind that if it's gobbled up by one of the big companies engaged in M&A this year 50p/p/s is not unrealistic. At least 4p of the current SP is covered by the cash balances held by the company circa £12m. This company is a cash cow and at some point there will be some very big squeezing.

I agree that everything looks positive here. Some folks are just a little nervous prior to results being issued and would rather sell out. I've been invested here for a while and am staying here. This company is way undervalued and I believe that it will continue to grow and possibly be taken over by one of the bigger companies at some point. Imagine the upside if that were to take place? Even without that NPT has a great future ahead and I want to be part of it. GLA.

The results are due soon and by all accounts they will be good. This is a great company that will possibly be taken over by one of the bigger companies. It pays a good dividend and is making money. All positives. I intend buying ahead of the results because I fully expect this to take-off. GLA.

No, you're not buying the company but you're buying because of potential upside and profits. The results a few weeks ago weren't great. If the deal with the 99p shop doesn't go ahead, how will they continue to grow? Surely value for money goes as the same products can be bought elsewhere for a lower price or you get less for your pound. Therefore, how can the store continue to generate profits? Personally I don't think the current price reflects the business and its results in my opinion the share price is too high. I believe it is worth around £2.50-£2.80. We'll see what happens in the future.

What happens if the deal with the 99p doesn't proceed? Surely the price will fall back. Personally I don't see Poundland being a great deal. In many cases you can buy the same product at a much cheaper price in one of the Supermarkets or one of the other bargain shops. Also, in Poundland many of the products are smaller than that of the other shops ie. you get 3 items for a pound in Poundland but the same item elsewhere gives you 4 or even 5 items for the same price. How can Poundland continue to make money if the price remains at £1. Everything has been built around the name and the price so obviously things will slow down and profits will reduce. This is my opinion but personally I don't see the big attraction here. For the savvy shopper, I see it as false economy.

This is a good company and I have great faith in them. They are moving forward with new people and I think there are lots of positives here. As always a total over-reaction but just what I have come to expect. Pity you've sold out because I believe that in the not too distant future the current prices will look very cheap. GLA.

If there was a takeover here by one of the other bigger companies St some point in the future. Only time will tell. I'm holding tight as there's great potential here imho.n GLA.

I see that there was 2 large buys reported today from Thursday. One was for 699,000 and the other for 750,000. Someone obviously has great faith in Sweett and rightly do. It is way undervalued. Let the good times begin. GLA.