Member Info for surprised

interview below was at...... v o x markets

https://www.**********.co.uk/articles/q-a-with-james-thorne-fund-manager-at-columbia-threadneedle-18th-may-2022-13524c6/

SAAS at 50.15mins

https://www.**********.co.uk/articles/q-a-with-james-thorne-fund-manager-at-columbia-threadneedle-18th-may-2022-13524c6/

TLY at 9.05mins

https://twitter.com/surprised_trade/status/1526978983543414786

share holder list ...

extracts of the article...

While UK consumers grapple with the rising cost of living, the one thing we’re betting they won’t want to give up this year is their summer holiday, even if it means settling for a cheap staycation.
As the UK’s largest hospitality business with over 90,000 rooms, and a rapidly expanding presence in Germany where it already has 14,000 rooms, Premier Inn owner Whitbread (WTB) is in a prime position to benefit from the desire to get away.....
... the firm swung back to a profit of £58 million in the year to 3 March as sales almost trebled. That impressive recovery in revenues continued in March and April with UK accommodation sales now around 30% above pre-Covid levels thanks to occupancy rates of over 80% .....the board agreed to resume the payment of dividends from July,.....2022 could turn out to
be a bumper summer for UK hospitality, which means now is a great time to buy shares in Whitbread as its services could
be in strong demand..... BUY

https://twitter.com/surprised_trade/status/1526107032675393536

very decent update rns this morning,,,broker note just released with 29p fair value target

with respect schwee, a pe of 9 is incredibly decent, eps(f) of 26 very good and divi of 6.8 percent not too shabby...revenue and profit all looking pretty good too along with a bit of cash in the bank :-)

article on K3C ..... 'growth and momentum across K3’s businesses remain strong.The company reiterated (9 May) that since
reporting a strong start to the second half, trading has continued to be positive and the board remained ‘very confident’ in its outlook for the financial year to 31 May 2022......K3 has built a diversified business which
provides services across the life cycle of companies, from mergers and acquisitions all the way through to restructuring and insolvency services. This should provide resilience whatever the economic weather....'

the journey back over 300p is where the larger profits are made, or investors can wait till the price is much higher :-)

K3 (AIM: K3C), the multi-disciplinary professional services firm providing advisory services to SMEs, notes the recent performance of its share price and confirms that it is not aware of any reason for such a decline.

In the Interim Results announcement on 7 February 2022, the Board confirmed that the outlook for the remainder of the financial year, and beyond, was positive and were pleased to report a strong start to H2 FY22.

Trading since then has continued to be positive. The Board remains very confident in its outlook for the year, with all three divisions showing strong levels of activity.

Recent acquisitions are performing in line with plan. The acquisition pipeline is healthy with various bolt-ons being evaluated.

The Company looks forward to providing more detail in its year end trading statement in June

https://twitter.com/surprised_trade/status/1523550227877494784

https://twitter.com/surprised_trade/status/1496462583456583681

added to holding ...K3C ..210p..sp fallen back substantially from 340p since excellent results, director bought @ 252p in April. Profitable, cash and growing business...... Broker has 477p target

broker note 1.3.22
Growth motors on. Despite organic growth being delivered across the group’s diversified services, acquisitions are contributing to the continued growth momentum. JE Consulting complements K3’s growth strategy by expanding and deepening the services of the K3 Hub. Management remains confident in meeting full-year market expectations, which remains supported by a strong H2 pipeline

Estimates. JE Consulting generated revenues of £1.5m (mostly monthly recurring revenue) and an adjusted EBITDA in the region of £0.40m (normalised for Director’s salaries). At the end of November 2021, net assets stood at £0.5m, of which £0.59m was cash. We adjust our estimates to reflect JE Consulting’s integration into the wider group. Accordingly, we raise our EBITDA by 0.6% for 2022E to 18.3p from 18.2p & by 1.8% in 2023E to 22.5p from 22.1p. - Valuation. We leave our target price unchanged at 477p, representing a potential upside of 64%. Value-enhancing acquisitions and strong operational performance remain a core feature of this attractive diversified group’s investment case. - Our view. The versatile K3 platform can be applied to multiple layers of services currently offered by the group, solidifying the increasing demand from SMEs at different stages of their business development. Today, once again, highlights management’s well respected strategic vision, and we remain upbeat for the future given K3’s recent operational performance

Merger and aquisitions are very likely in a downturn as large companies take out the struggling competition, K3c seem ideally placed in such markets...the sp certainly does not appear to reflect the strong trading pdate a few weeks ago or the outlook mentioned....broker has a recent 477p target

manufacturing ...even :-)

the ecouraging aspects imo are the ground breaking tech development with graphene that will set them apart from the competition, exclusive worldwide use (IP/patent) and the fact that CPX are seeking to develop long term realtionships, take on board more manufatring of new products and further grow the business globally....all positive for the company and the sp :-)

Importantly from the broker note it also states they will 'procur a licence for the JV, which will have exclusive worldwide use of these materials for supercapacitors, batteries and other energy storage devices '

Cenkos broker note out ----

Today’s announcement highlights the potential for an exciting technological step forward for CAP-XX. Graphene materials have been widely expected to enable significant improvements in energy storage devices like supercapacitors; however, few suppliers have been able to develop processes that are able to supply graphene with the right morphology, purity, conductivity, consistency and cost to meet the needs of supercapacitor and battery producers.

Today’s announcement indicates that CAP-XX has found a supplier that could well meet its needs and it has locked them into exclusivity for energy storage.

In our view, this will enable supercapacitors to increasingly compete with lead acid batteries and lithium-ion batteries in certain markets, particularly as supercapacitors have much greater cycle life, longevity and resilience in harsh climates (high/low temperature). The most obvious example is light transportation including engine starting, with the potential for a graphene enhanced supercapacitor to provide a much greater proportion of energy storage in motive systems than before ...
The capital expenditure to develop prototypes and implement this technology into current production systems is expected to be minimal and therefore whilst there is still work to do to scale up the rGO supply and produce products, this JV is clearly an attractive low cost technology advancement option for CAP-XX.

https://twitter.com/surprised_trade/status/1521738721216897026

rns - Strategic acquisition increases Restore Technology capability

https://twitter.com/surprised_trade/status/1521738821469184000

rns -Bango signs agreement with privacy and identity pioneer McAfee

https://twitter.com/surprised_trade/status/1521738863684825088

rns -secures another five-year contract extension...

https://twitter.com/surprised_trade/status/1521739793431994370

Netcall launches Liberty Artificial Intelligence..