Member Info for Theanalyzer

Chequemate It was very quiet but I am up over 160 per cent so not bothered plus receiving dividends. Also many of the busiest boards are get rich overnight shares which typically end in tears except for clever traders (which I am not) and the ramping crews. All markets are frothy at moment which is why I hold large element of portfolio in cash. However, BP Marsh will easily survive a crash and be able to pick up cheaper deals. It also has strong net asset backing. Good luck in your portfolio.

The last ************* article excluding the ones ****ging of the CFO who seems to continually file accounts and returns late indicated that Octagonal had a good core business in GIS but highlighted duff legacy investments and possible conflicts of John Gunn with funding of Inspirit Energy. Many Cloudtag shareholders endlessly slated SP but they were wrong. I bought after last results when duff investments were written down to �120,000 so now no longer material to annual profit or net assets. My take is that Gunn will fund Inspirit personally going forward and in any case it's annual running costs are also becoming less material versus Octagonal I am up a modest 35 per cent in six weeks with more to come in view.

Of course John Gunn will get the biggest dividend as majority shareholder not sure why that is a negative. I would rather he takes money out by dividend as opposed to massive bonuses where I don't get a share. I haven't always been positive on Octagonal because of the way certain legacy assets were injected into GIS business prior to the RTO and then subsequently had to be written down massively in value. Once those legacy assets were written down to �120,000 and seeing strong progress in GIS profits I made a modest investment. Everyone is entitled to their own view.

This puts company on a very low annualised P/E ratio assuming similar second half. The legacy investments are now only �120,000 so can't have a major adverse impact on full year profits. Hopefully market will start to react to performance of company now. The company's inability to publish its consolidated accounts sooner once GIS results which are main trading subsidiary are published is poor. Looking forward to Court approval of restructuring of capital creating ability to pay dividends.

BPM investor relations publications are at better end for AIM company net asset value has seen pretty consistent growth in net asset value per share Also hurricane and floods this summer are likely to push insurance premiums and a number of portfolio companies are paid commissions based on those premiums so company has positive headwinds as well Companies will plenty of liquid assets and cash also do well in a downturn due their resilience

Further strong growth in net assets in six months Strong asset backing and free cash New investments being made Share bounced a lot yesterday

Strong Q3 RNS out this morning Wish I had bought a lot more at 273p after previous drop

Lets see how share price responds Good growth in volumes in most markets On subject of share repurchase it reduces number of shares in issue which means remaining shareholders own more of future earnings. It also acts as a floor for share price and demonstrates strength of free cash flow.

Some chunky sales at present. Possibly Cannacord selling down post its acquisition of Hargreave Hale I am holding for medium term 2018 interims will be key for me hoping to see real progress in gross margin starting to build and cover admin expenses

With a capital restructuring now approved by shareholders to eliminate historic deficit on profit and loss account court approval should be a formality. Octagonal will then be a profitable AIM company capable of paying a dividend which puts it into a different class from many AIM companies. It also has solid asset backing with legacy assets much less significant to net assets than historically. Talks of main market and hundreds of million of market cap are I think unrealistic. However, continued growth in profits may well lead to a growth in price earnings ratio from current low multiple as well, offering a significant increase in share price in near future.

The Hong Kong buyer has also invested in other tech investments at some scale as a co investor. I don't see it as a buyer of entire company but no doubt it's stake buying has supported share price. I suspect accounting review has been required to go on board new proposed chairman so that he and she is comfortable. The announcement about a review of business and cost cutting isn't that big a surprise given interim losses So in my view no real shocks from today's RNS

Revenue and store growth strong but not yet reflected in bottom line due to new stores taking time to hit profitability Next year will have base of 50 stores which will reduce the impact of such a drag Hopefully existing cash should enable further rollouts without immediate need for another placing It's a shame DPP don't give a greater insight into store level contribution to overall by year of stores opening so as to give a better view of likely bottom line progression Market cap remains a high multiple of turnover so I will run my existing holding for now

I note overall short position has increased which supports my theory that Goldman Sachs are buying to hedge the shorts provided to their hedge fund clients Until new Board has been in place and has commented on financial position TCM remains a risky punt in my opinion Will Yosi be able to fix historic cash burn issues?

I would take your postings more seriously if you were even close to spelling institutional correctly The CEO said in recent podcast that he had 37 potential RNS announcements if all the deals he was working came off - obviously they won't all conclude in deals but I expect a lot more news flow expected in due course I have a bit of punt money in here because I think the company has prospects and CEO who I met at investor show last April. He seemed to me to be a sound guy I could be wrong - like most AIM punters I have winners and losers so DYOR

A long straddle is an option trading strategy where a put and call are purchase at same strike price The objective is to make money from a volatile share movement either up or down and risk only put and call option premium and only risk cost of put and call options

I am not short or long of Telit just commenting on a share

I think that Goldman are hedging the short positions as a broker to hedge funds who have increased their short position - so not a buy signal in my opinion Until proposed the new Board arrives and gets a chance to kick the tyres this will remain a high risk trade

The main shorters are hedge funds most of which are mow hugely in profit Why would they panic about a minor price uptick? The cash burn that quickly swallowed up a large proportion of recent placing is still present Will the Interim CEO buy some significant number of shares to show his confidence in the company having sold his all shares on 28 June plus the whole of a tranche of options?

Even on numbers as stated TCM is a loss making cash guzzling business Relevations around distribution network and other red flags mean that it will tank in my opinion assuming it is not suspended before markets open

I suspect that Goldman's is buying to cover short positions for hedge funds It is permissible to run naked shorts in the UK. So I wouldn't take that much comfort from Goldman stake changes.