Member Info for threeputt

several reasons: director buy pf £0.5m main reason it swung double bottom on the chart

thank you, that's the one I was looking for good to know my buys were cheaper than theirs !

director made a nice cool purchase of £0.5m, shame i bought 3 days early, but a decent long term price nonetheless

PFS typically take on caps between £20-£150m, and they decide to take on our little peg "The Fund takes a pro-active private equity approach to investing in quoted smaller companies. Investee companies will typically be capitalised between £20m - £150m. The Fund will aim to hold a concentrated portfolio of 25-30 investments. The Investment Manager aims to identify investments that are valued on low price-cash flow ratios relative to peers, and will undertake rigorous duediligence, modeled on that of a Private Equity style, to establish the robustness of management teams and company strategy. The Investment Manager will invest when the results of due-diligence highlight strength of management, a corporate strategy that has been largely overlooked by the market and the potential for the company to demonstrate an uplift in valuation of at least 30% in the first year of investment"

I remain convinced looking back at the big trades at 11.75 of late showing as sells, that these were in fact buys from PFS. Nice price for some

maybe thats them coming through now, quite a few to go at this rate though :)

so how does this work then ? on 2/2 PFS passed 3% and held around 1.1m shares on 10/2 they passed 6% so around 1.2m shares must have been bought since 2/2 but not shown in 'recent trades' above and not on isdx either can anybody explain ?

http://www.stockopedia.com/content/small-cap-value-report-10-feb-2015-entu-hrn-sim-91911/

and more again, 19% now

only at about 8x profits atm, special divi to come, and a large cash pile

a while ago I was going to double up, put my money where my mouth is at 83p, this is a drop in the ocean as a long term hold

depends on your situation of course, but if you're going by guesswork & gut feel you'd be safer off sticking it in a growing investor fund who know what they're doing. However If you want to learn by simple terms get a copy of the Naked Trader off ebay, and learn through that - and have an amusing read along the way

well more fool the pi's for selling then !

how long before the 'no reason' rns ?

some decent small caps in their top 10 too (if I've got the right fund), we're in esteemed company http://www.hl.co.uk/funds/fund-discounts,-prices--and--factsheets/search-results/p/pfs-downing-active-management-fund-a-accumulation-inclusive

I doubt they joined aim haf a year ago if they weren't serious about future growth, and in the link I gave there was always a risk of these 2 shareholders moving on by the looks. Nice divi as well which was one of the reasons I invested with their strong cash return. I put a relatively tight stop on nonetheless (although I better be careful when they go ex-divi). Unsurprised they sold below the bid with the huge chunks they sold, oh, and looks like breakout mode too

but if you've been in this a couple of years then you must be in profit judging by the chart. Looks like a good investment this one, growing into the us and several deals announced over the last 6 months

http://www.bullbearings.co.uk/traders.views.php?gid=1&id=649 hafl way down:- "One thing to take note of is that major shareholders Lloyds Development Capital and Inflexion, which reduced their stakes at the time of the flotation but still own 15% each, are locked-in for six months so by the end of November they may wish to sell more shares. That could hold back the share price"

but more to the point, who bought them ?

so anybody want to hazard a guess on the quarter of an hour of humungous trades here ? got me.....