Member Info for surprised

from here on we are all holders of Square /Block shares....if you feel the pe is a defining aspect it's not a share to hold, if any holders feel that Block will be a major player in the coming months in the sectors they are targetting and envisage a rise in sp from the current lows then it's a hold..no more complicated than that.....all this of course at the discretion of the bod of TSL, who also have a large stake in the same shares so appear allinged with the view of increaed value going forward

you know better than that Battersea :-)

Hi Wobbly....I don't think you're living in anyone's head, that's your own issue it appears. You are simply living on this bb whenever anyone glances at it and you have ensured it is no longer a place for discussion about CPX where others can share or provide information about our investment in the company...if your genuine intent is to promote CPX and ulitimately see an increase in the value here it would appear you have spectacularly failed.
The sp has fallen back, fewer people post now and the bb is rendered almost pointless as you continually post old news.

Rather than displaying a genuine interest and belief in the potential of CPX , the manner of your postings and paranoid replies (hedge funds etc !) to other posters suggests a degree of desparation rather than anything positive or confident....clearly there is no reasoning with you as many others have all tried and failed...., I'm not sure if you are a truly genuine investor or simply someone who has taken a new distinctive approach to disrupt the bb and have some axe to grind against other cpx investors and the company....

Hopefully CPX will deliver us some positives soon and it'll take us above Wobblys price target :-)

Hi battersafish, re pe, simply stating that one of the top fund managers states pe is not a guide for expenive or cheap, as per the examples, I would guess he has that view based on managing funds and picking stocks....re Kinder they are indeed selling down and clearly a brake on the sp, I would imagine most investors would have expected this on the basis of current mcap (as I'm sure most will appreciate once below the 100m and 50m quid mcap levels they (ii's) have rules to follow and selling their holdings is one of them, equally they can buy back again once above etc.)

face palm ....

love a good rally....investment in hydrogen and storage only grows from here, potential only grows from here too and with the likes of Shell transitioning into hydrogen etc as fossil fuels gradually lessen hydrogen and sorage clealry grows, it'll not be smooth (look at this weeks energy bumps alone) but the direction of travel is clear for the sector CWR occupy and in addition CWR are already in position with developed /developing relationships with major players....a lot to like :-)

Hydrogen and energy storage will be mainstream, and securing at lows will look a very decent investment over coming months imo, in addition the analysts will all state buy once the price has lifted again...it's all part of the investment game...in addition share purchasing is typically forward looking, if an investor feels that CWR will be 500 in a few months or even less this is not a stock for them, however, if an investors forward view of energy markets is for greater development, investment and opportunity in this sector then current prices offer a very decent buy opportunity :-)

......Cenkos convinced them the risk was to the upside)

imo the sp is likely to remain in 'limbo' pending an update re trading (soon) or news breaks from the on going patent issues, so an sp sitting around these levels is to be expected as we all await 'direction'...of course there could be movement just prior to news breaking as often a few close to the company occasionally 'get wind' of that direction before matters are public ...and the guys who pumped £3m in here at 5.5p as we know are still waiting on the expected uplift (no one provides that sum in the expectatation of losing, so Cenkos convinced them the rik was to the upside)

Hi Wobble, as much as i admire your enthusiasm for the investment in CPX, and I mean this with the greatest respect, have you considered that on occasions less is more ?......I glance the boards, like most investors I guess, and it is interesting to pick up on the various opinions and debate regarding each share that we have an interest in. Typically that interest is through different posters sharing opinions and views rather than one single poster.
In addition I've noticed that sometimes a news item provided by other posters is pushed 'off' the board by the sheer number of posts you provide in the day, this often means something for debate or of interest has an incredibly short time spam before it is 'lost'.

please don't be offended, i'm an investor too, ..over to you

Hi Arch , you make a popular point re pe, however, mkts are not as simple as that imo or the likes of investments in Boo, Asos etc with low pe would be rising and not sinking consitenty for over a year or two (the mkt clearly does not recognise low pe ! ) .....interest rate rises appear to be somewhat over cooked by mkts are they are still at historically low levels and 0.5 or 0.25% rises should be taken in most companies stride, particularly the large global players...as ever mkts go to extreems at times before finding the middle ground.... invested holders of TSL have a clear value gap to 60p+ on current figures and IF Square/Block rises from it's own lows currently and it forges ahead with it's global plans there is a decent likelyhood of it's sp rising too.
Block does appear to have ambitious plans to serve both retail and wholesale markets and are only now just positioning themselves ...interesting times ahead, there is always a risk things could go a bit lower, however, there is also risk from these lows that things could go markedly higher ;-)

Interesting comment from Terry in the Fundsmith annual report on P/E '..despite the rather sloppy shorthand used by many commentators highly rated P/E does not equate to expensive any more than lowly rated equates to cheap'...

https://twitter.com/surprised_trade/status/1488834337290260480

added to holding 140p....arr 31/12/2021 was £39.0m, +9%, Net cash £13.4m, new 5-year agreement with JCB, leading to a 10% increase in the number of like-for-like subscriptions

https://twitter.com/surprised_trade/status/1488774996377939970

another contract - secures £2.6m contract extension

https://twitter.com/surprised_trade/status/1488443185684791296

as slow moving currently as hospital waiting lists, however, with new contracts in place and funding with political drive to drastically reduce patient lists #TLY perfectly placed to add value with a broker upside target of 60p+

https://twitter.com/surprised_trade/status/1488431891464265732

tech stocks hit in the recent mkt drop, none more so than #CWR...hydrogen, energy storage etc. will be where growth and value is found....pulled back from 1200p+, awaiting the rally over coming weeks

https://twitter.com/surprised_trade/status/1488433914972717057

ii takes over 5% of CWR

https://www.google.com/finance/quote/SQ:NYSE?window=5D

Blimey.....Square/Block up +10%... ;-)

Hi Bruce, tweet referred to the sp being pulled down from it's previous levels above 200p+ and therefore offering an opportunity at lower levels :-)

https://twitter.com/surprised_trade/status/1488073912361668608

sp pulled down in the general mkt drop, Broker target raised to 260p on the growing business

https://twitter.com/surprised_trade/status/1483341480710352897

FY 2021 revenue of $226.8 million, up 68%, Q4 saw the strongest quarterly revenues in the Group's history, and the momentum has continued into 2022 across all business units; ...
.CAPD have embarked on a share buy back programme that is expected to complete during February 2022

Tamesis broker have set a 140p target

https://twitter.com/surprised_trade/status/1485930100193468416pulled back in the mkt drop, however, profitable, growing and cash rich'....share disposals can be less reliable indicator than share purchases,....Directors can sell stock for personal reasons which have no reflection on the state of their employer; they might need to free up funds for a divorce or raise money to pay for someone in their family to have medical care. You also quite often see directors sell some shares when they’ve received stock as part of a bonus payment, where they are selling to raise enough money to pay the associated tax bill.'