Member Info for surprised

https://twitter.com/surprised_trade/status/1438433304856956931

small top up to initial holding on that drop at 49.90p ;-)

flurry of activity over a few mins there....looks like price dropped some exit and immediately all shares plus some picked up...someone taking a stake it appears ...

https://www.lse.co.uk/rns/RST/positive-trading-momentum-continues-wzog8pstahpsge0.html

· Current run rate level of revenue now at £254 million, with run rate EBITDA of £74 million (c.18% growth above pre-COVID-19 revenue levels)

· Customer demand continues to increase across all business units with particularly strong demand growth experienced in Technology, Datashred and Harrow Green in August

https://twitter.com/surprised_trade/status/1437824581079904262

..sum-of-the-parts valuation of 164p a share for TSL's own shares'....upside just increased further

https://www.investorschronicle.co.uk/ideas/2021/09/14/targeting-undervalued-technology-stocks/

https://twitter.com/surprised_trade/status/1437664615861833728

excellent results today, no debt, huge increase in profit from CP investment, cash £7m and further upside remains.....next target 140p+

Profit after tax up 35% to £71.7 million (FY20: £53.0 million) driven by a £71.3 million non-cash fair value gain on the independent valuation(2) of the Group's retained 10%(1) shareholding in Clearpay.

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10%(1) shareholding in Clearpay independently revalued to £125 million(2) at year end (up from £106.6 million at 31 December 2020 and £53.7 million at 30 June 2020). Afterpay Ltd ("Afterpay") retains the remaining 90% of Clearpay.

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The revaluation is as at 30 June 2021 and therefore prior to the announcement of the proposed takeover of Afterpay by Square Inc. Since then the Afterpay share price has risen from AU$118.17 on 30 June 2021 to AU$133.30 as at 1 September 2021.

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Net assets at period end of £134.5 million are equivalent to 126.20 pence per share (FY20: £66.5 million/62.42 pence per share).

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Put/call option agreement with Afterpay Ltd ("Afterpay"), exercisable in 2023/24, for the remaining 10%(1) shareholding in Clearpay provides a clear and agreed legal mechanism to enable Clearpay shareholding realisation.

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A change of control of Afterpay from the announced Square takeover would give Afterpay the right to exercise its call option anytime following the change of control occurring. As announced by Square and Afterpay, this takeover is expected to complete Q1 calendar 2022. Following a change of control, ThinkSmart will continue to retain its reciprocal put option, exercisable in February 2024. The exercise price for the call option will be determined by the same pre-agreed valuation principles whether or not the option is exercised early. In addition, if the shares of Afterpay are no longer quoted on a recognised stock exchange at the time of the exercise then Afterpay can only elect to pay the exercise price in cash.

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Shareholder return with special dividend and capital return of A$6.5 million (6.1 cents per share), equivalent to £3.7 million, paid in December 2020.

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Sale of 90% shareholding in Clearpay to Afterpay and retained 10%(1) shareholding has now generated cumulative accounting profit of £135.1 million (including £124.9 million(2) of non-cash fair value gains), with the 10%(1) stake offering further upside potential subject to the ongoing performance of Clearpay.

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Cash and cash equivalents of £7.1 million at 30 June 2021

a lot to like and substantial upside remains going forward ...hugely profitable, no debt and a sensible cash balance...

https://twitter.com/surprised_trade/status/1437661891275407364

Profit after tax up 35% to £71.7 million (FY20: £53.0 million)
10% shareholding in Clearpay £125 million (up from £106.6) further upside potential subject to the ongoing performance of Clearpay
Cash and cash equivalents of £7.1 m

For shareholders, our investment in Clearpay has now generated over £135 million of profit, and we believe there remains further upside potential. While our focus is on value creation via our holding in Clearpay, the managed wind down of our legacy operations continues to generate positive cash flow as we control costs while rightsizing the operations to lower volumes. This leaves our balance sheet robust with £7.1 million of cash and no debt.

"Ultimately, we believe ThinkSmart is well placed to continue accruing material value for shareholders, subject to Clearpay's ongoing progress, and we thank shareholders for their ongoing support of the strategy."

with a very positive outlook .

'....... enormous backlog of NHS cases however, so we should expect demand for Totally’s services to continue expanding.

The bid pipeline is said to be picking up. There will also be opportunities in new areas,. The latest RNS in early August announced the winning of a 3-5 year urgent care centre contract for Kings College Hospital expected to be worth £4m pa, along with other contract extensions and increasing insourcing demand.

With profitability benefiting from the company’s increased scale and a following wind for the foreseeable future as the NHS grapples with the case backlog, Totally looks to be set fair. The shares had a strong run in the first half of the year, hitting 43p in early July; having consolidated that move they now look quite timely

https://twitter.com/surprised_trade/status/1436322749727879168

sum of parts valuation by both brokers (Allenby & Cenkos 16p/15p)....a lot of moving parts with a global IP in the IOT & energy storage/battery sectors.....merger/takeover consideration a possibility in addition to growing business

https://twitter.com/surprised_trade/status/1435887580952858637

all networks need testing to ensure compatability, performance etc. 5g only grows from here...

https://player.vimeo.com/video/441950698?autoplay=1&loop=1

https://twitter.com/surprised_trade/status/1435861134364524544

provide services to reduce waiting lists & BOD anticipates significant growth in business in 2021/22.Profitable, no debt & £14m cash.....Government funding NHS backlog services..

new position, the 1 trade not showing is initial purchase :-)

https://twitter.com/surprised_trade/status/1435489282031030275

it's recovering...
RNS -
Revenue increased $125.7m (H1 2020: $16.7m)
Underlying EBITDA* increased to $17.7m (H1 2020: $0.7m)
cash $37.7m
+ invested in growth, Vietnam plant has been completed, Eschenbach integrating, Construction of Norville underway, expansion of Vietnam manufacturing with further land purchase

https://twitter.com/surprised_trade/status/1435286501122842624

28% upside to IC target price 260p+..... poised to smash full-year earnings estimates

https://www.investorschronicle.co.uk/ideas/2021/09/07/priced-for-a-highly-profitable-outcome/

https://twitter.com/surprised_trade/status/1433685117260734464

no debt, completed a £3m fund raise @ 5.5p with new product launches ahead, own production line ramping up and global patent cases, sum of part valuation 15p+ (Allenby 16p & Cenkos 15p )....undervalued stock hiding in plain sight

Investors Chronicle highlighting JLP in this weeks edition today as the lead small company recommendation and strong buy ..

A mining company that extracts platinum group metals and copper from mine tailings has reported 178 per cent higher attributable earnings for the year just ended and announced a smart deal to scale up its copper production..................

amongst the frustations of a pull back in the sp (an annual event it seems looking at the charts) the good news is that someone(s) felt confident enough (with maybe a little more knowledge than appears on the bb or is in the public domain) to invest 3 million quid into a small aim company. There are many larger 'safer bets' out there, but they chose CPX at this stage. Do they expect the sp to rally back up from these lows, I'd say they certainly do. CPX is in the best shape for years, the sum of parts value appears to be 2 or 3 times today's sp and for investors spotting a stock that is below fair value is a key part of investing :-)

Downing Strategic, one of the ii's recently invested with a 13 percent stake released a newsletter today with refernce to RFX .. ''Ramsdens’ management team remain confident and are positioning the business for future growth. It has reported a pipeline of six new stores, including debut sites in London and the South East. It i s also investing to further grow the company’s online presence .We believe that Ramsdens is well positioned to resume its growth trajectory as restrictions are lifted, and also outperform weaker competitors as we return to more normalised trading conditions''

https://twitter.com/surprised_trade/status/1432407223154757636

broker has updated valuation to 139p using 13% of Afterpay’s value as benchmark, with potential for a 160p+ value possible...clear upside potential highlighted by IC too with target of 140p+

https://www.investorschronicle.co.uk/ideas/2021/08/02/thinksmart-strong-buy-opportunity-squaring-the-circle/

https://twitter.com/surprised_trade/status/1432398361617960964

ii's increasing holdings, may provide a clue to expectations ahead...
Downing Strategic Micro-Cap Investment Trust
0% to 13% on 17.6.21
Otus Capital 6% to 10% on 13.7.21

recieves a BUY recommendation in IC companies report section today

https://twitter.com/surprised_trade/status/1430945201539985411

MWE highlighted today in IC as one of 5 top quality Aim stocks ....