Member Info for surprised

thanks Chas..it's us pi's against the markets not each other, and if we can help each other to some rewards that's what it's all about ;-)

Global Demand & Capacity

US to China / Europe to China trading lanes are in very high demand. Due to the congestion, there is limited amount of cargo capacity. Widebody freight aircraft capacity has become restricted, and are booked mostly through until early/mid-May. There is less charter demand on transatlantic routings, compared to all trade lanes ex-Far East.

Trading update 23.30.20
Xaar continues to make good progress with its strategy and re-iterates the preliminary guidance for 2019:
The Group expects to report revenues for its continuing operations of £49.4 million for the year ended 31 December 2019.
Group cash balances (including cash held for investment in Xaar 3D) were £25.3 million at 31 December 2019.

update a couple of weeks ago support the post below on valuation...position ,patience :-)

price revie already, from Investors Chronicle --''Its £33m market capitalisation means the valuation is less than the value of its current assets less all liabilities at £47m – what the grandfather of value investing Benjamin Graham described as a net-net stock. That's based on a balance sheet prior to receiving money from the 3D stake sale. Adjusting for investment back into the 3D joint venture and the restructuring costs puts Xaar’s net cash at about £26m, or nearly four-fifths of the market cap.''..........therefore adjusted value on current mcap of £29m , take the £47m assets less all liabilities divided by 78m shares in issue provides a basic valuation closer to 60p :-)

https://twitter.com/surprised_trade/status/1249968143319085057

just my initial (regularly reviewed) current target sp.....
current 'initial' target price as requested #XAR ...momentum, sentiment and valuation going forward could see much further uplift over coming weeks

https://twitter.com/surprised_trade/status/1249963442380865538

updated techs for XAR combine it with the fundamentals

med supplies etc and competition for cargo supplies

https://twitter.com/surprised_trade/status/1249950170890059782

now that's more like it, a lot better and showing products usage explanaions etc....very professional look and would appear to support the new launch upcomig etc.....for those of us who've had the patience and belief in the products and the potential of CPX we could well be on the verge of seeing it all fall into place at last and at 2p who'd have thought we'd see these levels again having been at 15p+ a while ago, sometimes circumstances and markets can dissapoint, however, they can also provide serious potential upside at various stages.... pandemic aside !

https://www.cap-xx.com/applications/pos-pdas-scanners/

https://twitter.com/surprised_trade/status/1248169527822757888

Friday's tweet
https://twitter.com/surprised_trade/status/1248232272165306368

https://www.piworld.co.uk/category/company-videos-a-to-z/xlmedia-xlm/
gives a good overview of XLM and the targets re comparison sites, gambling, casino on line changes and growing mkt in America and opportunities in Asia etc

last known cash was around $43m (£36m) so around mcap alone, with no real future earnings priced in at this level, they have no debt at last report and although revenue was temporarily reduced on the google ranking issues on gambling sites the removal of the low legacy tier 3 and 4 sites( not great revenue generators) should see the google no1 ranking back in place and all set to sail again. The loss of income for the that period was noted in last trading update and comfortably covered from reserves .
the risk here is the bod have not recovered the google rankings top spot and revenue has taken a larger hit, however, mitigating against that are the financial strength of XLM, cash almost equal to mcap, no debt and two main playes (the bod and Premier Investment fund have gone on a buying spree in the last few weeks with the share price some 60-70 percent less than it's previous levels (thats a 120%+ rise back up)
It appears directors are very confident of having all running smoothly if having skin in the game is anything to go by, as two of the bod bought over £400k of shares at 29p between 5.2.20 and 10.02.20 just 4 or 5 weeks ago.
Interestingly Premier Investment have suddenly increased their holding in the last ten days 3 times from 8% to 12% .....it's hard to imagine an investment fund taking such an increased stake on a gamble and with such urgency. Three tranches of close to 4% of the company were purchased over three days last week. Company results due 22.4.20 just ten days away.
The combination of the directors buying over £400k at 29p and Premier Investments additional buying of nearly 4% in three days to take them to 12% last week is no guarantee the share price will rebound back to the 50p to 60p area it traded at for the majority of 2019, but it would suggest if google rankings issue has been sorted and the income has continued to stream in from the comparison sites etc.(as suggested) and the newly targeted makets are developing then a serious lift north of current levels is very likely. Initial technical indicators suggest 36p to 40p would be realistic on income confirmation, cash reserves at similar levels and developing new markets, if the bod have restored google rankings it'll go higher still on those same metrics imo.

here's a re cap for some research, but simply no you have not missed the boat, if you can allow it to run more than a day, this is not a 'bottom end aim stock', and to support that statement see the below tweets that provide a summary of why the sp still has the potential to potentially double from here and the ket fact is it's a net- net stock, rare find indeed and that it remains net -net at 35p, hence the re valuation will some way nort of current levels as no account of income earnings in currently priced in and we know stratasys also have an option of investing a further £27m at some stage on the 3d prnting side if they wish, they already have a stake of around $10m...Schroders have been securing further and now have at least 20%, likely to grow further imo.....

https://twitter.com/surprised_trade/status/1245602806813188103

https://twitter.com/surprised_trade/status/1247180313375244288

https://twitter.com/surprised_trade/status/1247831613494435840

https://twitter.com/surprised_trade/status/1247877023818809345
'3d printing ultra high growth' article

https://twitter.com/surprised_trade/status/1247881511946162178
revised new realistic targets,and could go higher as it traded much higher , XAR'S new management team are achievers and with new investment by the Stratasys all looks set for a re rate back up as per fundamentals, figures speak for themselves and techs all support the same ..

https://twitter.com/surprised_trade/status/1248167186029580293
AXA almost out and clearly the brake will be off. at some point over coming sessions...

https://twitter.com/surprised_trade/status/1248234195979317248

last tranche for AXA should be out in next few sessions following todays reduction to 4% or under, Schroders may well be adding to their 20% and then we have a clear run to 40p -45p+

they can take their time, notification dates are advisory and not enforced as such..pretty safe to assume their holding is very close to being exhausted any time soon :-)

https://www.lse.co.uk/rns/holdings-in-company-5xpz2ia4cvat33w.html

premier increasing again :-)

tweet from 2.4.20 below
https://twitter.com/surprised_trade/status/1248167186029580293

XAR awaiting the final tranche of AXA to be sold off, brakes will be off at that point...position & patience, as stated earier it's a net-net stock so worth the wait as basic value more than twice current mcap etc

https://www.lse.co.uk/rns/holdings-in-company-fbk2udfb4l69wyz.html

Many folk enjoying buying pharma stocks and anything associated with cov19, however, the variety of applications avaiable here and the solutions 3d print can offer not just for medical but almost any aspect is mind boggling and will continue to develop year on year and thus continued growth. Securing shares at this stage clearly offers greater rewards going forward and having already identified XAR as a rare net net stock, the increasing investment by Schroders (20%) and Statasys $10m already placed with a further $33m option it all looks set to achieve new highs over coming weeks, the figures speak for themselves :-)

3d printing 'is an ultra high-growth category.'' the virus is reminding us of the almost limitless potential of 3D printing'

https://seekingalpha.com/article/4336271-stratasys-3d-printers-set-to-soar-after-virus

'for now the emergency bookings show no sign of abating.'
'we were able to tell the market that in the first two months of our new year the flash management reports indicate that we have already made more than half of our total profits for 2019-20. April’s order book is also encouraging. Our shares have rebounded to over 50p. Mark Briffa, the chief executive, and I tell each other that it’s a shame we’re in a closed period ahead of our full-year results and unable to deal in the shares'

'One of our largest institutional shareholders has been building its stake'

https://www.thetimes.co.uk/article/our-share-price-tanked-but-talking-candidly-to-the-market-has-paid-off-vqp9jzgq0?shareToken=c3c2bea354d427b88cfe931401b35e3e

https://twitter.com/surprised_trade/status/1248142086282543104

https://www.thetimes.co.uk/article/our-share-price-tanked-but-talking-candidly-to-the-market-has-paid-off-vqp9jzgq0?shareToken=c3c2bea354d427b88cfe931401b35e3e