Member Info for Thincat1

The results are due Thursday 15th. Expect reinstatement of dividend at a decent level should start to push this share up as it should attract dividend hunters.

Cost savings to come in the future and a buoyant building sector should result in my opinion in a decent rise in profits and thus so over the next year. Hope my long term hold on this will start to bear a result.

Any other holders have a view?

Interactive Investor states trading update on Tuesday 13th April so it looks like it is right. Looking forward to the update after recent acquisition news and positivity mentioned for January trading. Been a long time coming but I’m impressed with the way the management team has handled the placing and funding for the acquisition and the ongoing strategy for the expansion in the US.

A nice bit of momentum in the share price recently as well.

IMHO positive times ahead

We will see what Tuesday brings.....

TC

@papaduke
In my opinion a draft of the broker note should have been sent to the FD for comment/guidance/feedback to WHI so that nothing misleading is published. Generally ( but not necessarily always) I would have thought that this has been done.....

TC1

22.75p

Another strong day again. Feels like this recent increase is more sustainable than the previous increase back in November which then fell away again quite quickly.

As we are now closer to the April update I think we will get a positive update on the google scenario which should underpin recent increases. This together with the Scsw recommendation and recent stake increase from Premier all supports a more positive outlook.

Over to the XLM bod to deliver now and I anticipate not to be underwater for much longer

Gla

I’ve just added again and although I’ve averaged up I still think this is a great investment and will only go in one direction

Hello

New to this board but have been watching your comments for the last few months. I bought into jlp on the back of Gervais Williams (Premier Miton) interview on Interactive Investor a while ago.

Looking for a double whammy as I bought into Premier Miton smaller coys fund recently as well and their top holding is jlp

Think this business is well placed to deliver significant growth and glad I’m in for the ride I anticipate, for at least a few years

Dyor etc

A welcome and significant increase so far today. Hopefully can be sustained moving forward and then the results announcement due on 13th April may give us an update on the Google issues together with the a more upbeat picture on EBITDA in the future. Having patiently waited sometime for things to take an upturn here I hope this is the start as despite averaging down over the last 6 months I am still under water and remain in for future recovery

https://www.ii.co.uk/analysis-commentary/stockwatch-good-it-share-patient-buyers-ii515193

@GSmiley

Appreciate your comments and I agree with you on all points.

I have been in this share for 3/4 years and in last 6 months have added to average down as I believe they have hit rock bottom and there is only upside due to many points you have made which I agree with.

I’m planning to stay with them but like you am hoping for more positivity which you hope is in next announcement.....I was hoping it would have been in the recent one.

Feel the share price is only going to go in one direction but would be good to see some movement relatively soon

Good to see that someone has confidence to have a significant holding here.

I’ve been in this share for some time and was disappointed with recent update from the company as I expected something a bit more upbeat. It has taken some time to sort the google issue but it can’t be far away from being resolved? In addition very little was said about the recent acquisition but once again if £10m has been invested there surely has to be a decent uplift to the bottom line?

Improved and more regular communication from the BOD would be welcome from a PI point of view.

I am a relatively Lth here and believe better days will come but my patience is wearing a bit thin at the moment.

Be interested to hear/read other views

Yes I have been in this for some time and think I have to be patient on a lot of the UK shares I am in given the roller coaster over the last few years largely due to the uncertainty of Brexit. COVID on top has made it more difficult as well but I believe the fundamentals in this business appear to be relatively strong.

As such I trust that the update scheduled for January will be positive and hopefully given some more patience this share price will improve through 2021.

Like you I would be interested to hear other views

If you look at the update on 16th December it appears quite positive. Above revised expectations on result for the year to December 2020 and restart of dividend. I feel this share is undervalued and a positive update in January may result in a gradual increase in share price. The December update said efficiencies in second half of 2021 would come through as well and cash generation looks relatively strong

FD buying on the back of a reasonable sized acquisition in the US then you would have thought that they must be positive about resolving the Google situation.

There is also no point in spending circa £10m on an acquisition without the google situation being resolved so surely only a matter of time before they deliver improved outlook for the future.

On the back of this then I would expect this share price to increase significantly

DYOR