Member Info for surprised

https://twitter.com/surprised_trade/status/1267711014361014278
basic value closer to 90p from current 60p

That’s because Xaar holds a 55 per cent stake in Xaar 3D, Stratasys, a leading 3D printing company, owns the balance, Stratasys has a call option to buy out the rest of Xaar’s shareholding for £26.6m. Xaar 3D has net assets of £15m, of which £9.3m is included in Xaar’s equity shareholder funds of £63.9m (88.5p a share).

In other words, there is potential for Xaar to create £17.3m (24p a share taking the price to 88.5p) of additional value for shareholders assuming Stratasys exercises its call option. I wouldn’t bet against it.
If it does Xaar will also be entitled to 2 per cent of Xaar 3D’s revenue for a period of 15 years, capped at $10m.

the figures speak for themselves :-)

Hi TT..I made a note in April of the details of when pymnt due and put SRT on watchlist with a target entry around 30/32p, so we're close enough to planned entry and with pymnt likley anytime soon all indicated now was the time to secure some stock....the note was from a review in IC a couple of months back , April, when sp was closer to 40p (from memory it was a Simon Thompson article if that helps)

https://twitter.com/surprised_trade/status/1267872720416649216

'The Xaar 1003 is means that 3D Printing & Additive Manufacturing are now a reality for the volume production of parts for many industries' Xaar 1003 printhead delivers for industrial 3D Printing

https://www.xaar.com/en/news/2020/xaar-1003-printhead-delivers-for-industrial-3d-printing/

https://www.xaar.com/en/news/2020/long-term-relationship-leads-the-way-in-coding-marking/

Long-term relationship leads the way in coding & marking
Xaar 128 has maintained its position as the leading 17 mm piezoelectric drop-on-demand printhead of choice for the Coding & Marking sector. Its 20-year proven track record of reliability, ease of integration, throughput, speed and quality of print have made this printhead continuously sought after.

https://www.sharesmagazine.co.uk/news/market/6943371/Xaar-trading-in-line-as-Asia-strength-offsets-western-weakness

as western areas open stronger trading expected from both east and west :-)

https://twitter.com/surprised_trade/status/1267748560096899073

expects to earn £17m in milestone payments in 2020. Cash payments due in April will now be made in June upon recommencement of Philippine government activities.

https://www.aa.com.tr/en/asia-pacific/philippines-eases-lockdown-in-capital-manila/1860560

positioned for challenge on year high

https://twitter.com/surprised_trade/status/1267719276942811137

Importantly as lockdown eases and demand increases over coming weeks
Stratasys still has a call option (to buy out the rest of Xaar’s shareholding for $33m (£26.6m).
Xaar 3D has net assets of £15m, of which £9.3m is included in Xaar’s equity shareholder funds of £63.9m (88.5p a share).

https://twitter.com/surprised_trade/status/1267705896114835457

£1.3m due from prior asset sale by end June, cash =£19m mcap £21m, new CEO and CFO now in place, Online sales have risen sharply, no debt, revenue £10.6m.

Just four week ago Schroders increased to 27%, CEO took a chunk too....and as lockdown eases demand increases :-)

https://www.lse.co.uk/rns/XAR/holdings-in-company-hfi56fjprp835sq.html

https://twitter.com/surprised_trade/status/1267711014361014278
basic value closer to 90p from current 60p

https://www.investorschronicle.co.uk/comment/2020/05/11/five-bargain-share-success-stories/

BALANCE SHEET AND LIQUIDITY
Overall trading in the first four months of the new financial year has been in line with the expectation
The Group entered the year with a strong balance sheet and net cash and an appropriate level of funding to support its strategy. We have maintained disciplined cost control and strong cash management over the past four months and remain well positioned.

https://twitter.com/surprised_trade/status/1267527439401574410

3d printing will be 'super growth' area as lockdown eases, basic value of closer to 90p

https://twitter.com/surprised_trade/status/1267338734304931841

been a long wait , however.....$21.9m Arbitration Decision Granted

Well done guys, been a tough period, a much better start to the week ..

lol..enjoy your weekend ,you choose your style I'll choose mine...time will tell ;-)

https://twitter.com/surprised_trade/status/1266409108774825986

lol.....you're not that daft Greenspan, I've seen your posts, you just try to talk a share down (prompt folk into selling) your interested in and buy at lows, fair enough if that's how you think, you also know a fund selling down alloows a great entry before bounce back, so I wont insult you by suggesting you don't know. You know very well the mechanics here and clearly you are much more informed than your posts suggest at times , and we both know no one waste's their time on a bb if they are not interested...so basically we agree TPG will bounce back over 6p, and entry level price is around here somewhere (always hard to call bottoms and tops) and I'm scaling in to increase position as I did this week...you and I both actually agree , you know and I know, we just have different approaches to posting ...takes all sorts as they say, a bit further to go for L&G to exit and then game on, position patience :-)

yes indeed, makes sense now, the first tranche was completed a couple of weeks ago and the remainder of L&G will be out over coming sessions ,funds follow rules not mkt moves and often provide opportunity as they suppress the sp on their exit, as they are doing here, the bonus is it provides a little longer to scale in and take a larger position, as I have done this week...position patience :-)

and a £77k buy @ 61.90 p :-)

loading continues into close with another 61 thousand pounds purchase at 61.90p ;_)

https://www.lse.co.uk/rns/TPG/holdings-in-company-17v2ybiuvicuslq.html

a little further to go , looks like a second tranche needed to be off loaded ..patience