Member Info for threeputt

I do have a lot of time for his trading methods and his books have definitely improved my trading I just dislike some of what appears to be underhand stuff to keep him looking great, I visited one of his seminars (they are worth it) and came away with a trade of my own that slipped under his radar and paid off handsomely, what I didnt like beforehand was the offer in his e-mail of paying for his tips ahead of the rest, I was like hang on if your teaching is going to make us so good why would we need to pay for your tips ? I didn't buy and never have out of principle.

Maybe we'll hear from his next blog that he sold at the top here and it fell away so much he rebought it ! I'm honest enough to admit I sold way too early at just over 7 but managed to fortunately rebuy those same shares at 6.70 this morning :) imo it wouldn't surprise me to see an offer eventually come in for tpg (another pump I learnt from RB's blogs :)

Robbie has a habit of mentioning target then selling out on weakness, unfortunately there's some shady stuff he doesn't mention. I was watching closely what he did with his open holding of NMC during the recent short attack, on 23/1 it was still showing as open with a s/l of 1900, the short attack was in mid Dec, I looked at his holdings record on 2/3 and it showed as sold at a much higher price in 2019 and without a mention ! I like his trades generally but in NMC case poor show imo, I've seen it from him before too

why on earth would you want it unsuspended if you're a holder ?

Similarly been investing generally since about 2013, a few stories to tell:

Friend of mine worked for Lo-Q (Now Accesso), he suggested they were worth a buy well before I was generally investing, at their peak I worked out a £1k buy and hold at that time would have been worth about £500k !!!!
Bought CNEL on a whim one morning and went for a walk to find out it had gone up 300%, I sold and bought back again and sold out at the bottom lol giving 2/3 of it back, had I held to the present day (extremely unlikely) it has multibagged recently
wsg - was up about £15k and ended up £10k down before trading it successfully to recover the loss
ptsg was my best buy, doubled my money, thought about buying it back on a sharp fall at around 70, didnt and it was sold the following day for about 210
worst performer has been hur, been in and out a few times, sold at the bottom a few years ago around 18 to see it go to 60, traded it quite well since

I'm generally improving but the market is always ready to prove how fallible you are at times

I remember those days well, wsg, cns & apc his stars for the future, before they crashed & burned, then he turned to star so I presume that's an avoid too lol

onwards & upwards by the look of it :)

yrabs, I thought svs shares were unlocked now ?

Always keep an interested eye here, that one day they'll break out of the never ending cycle of raising money, yes PF has been unlucky but there's no escaping poor management decisions & promise that's never yet materialised. Personally I'm not convinced Iran would have ever happened, ferry never took off at all and was a poor decision, and if they were good they would have closed more airport rr deals.
They've been really unlucky to lose the Lunghi income, and I suspect the debt would be being paid off by now had Covid not hit, I believe that was the intention and it was a good intention, personally I'm not convinced that Covid sales can cover that income loss sufficiently.
But looking forward Lunghi will eventually recover, MT revenue will increase albeit at what I believe is a low level of profit (but just imo), they're getting regular income from tech sales, probably not great right now but Covid sales should cover that element atm.
Personally I don't believe they are profitable and cash generative at this exact point in time, and I believe they might be just below break even with a fully functioning Lunghi, annual tech sales and increasing MT but a further low profit airport rr could just be the catalyst for a profitable business with the removal of their debt position and that is probably when the fundies would buy in.
I'm not in right now but remain interested, there remains the chance of a future for current holders, some companies go for years and years on aim before they finally take off (they tend to be the quiet boards however)

about time too !

Well that's three of us at least that have bought into HUR last week
As for "nil replies" I think his phone has autocorrected from "nil profit", full of shat

Yrabs, good question

I would have thought if that were the case that given the time between the year end close and getting the accounts out, and given the 'fact' that Tema could be construed as 'now awarded contract', the auditors might have deemed the difference to be shown as accrued income (in other words effectively the full price included in the accounts).
We might find out more when the full accounts are released on the website but the truth is we don't know yet.

or maybe he delayed them knowing full well there would be a sell on news/not appreciated and needed volume as Riverfort/YA were selling

You're probably right, I'd bought in at .22 and annoyed that I didnt take short term profit at .26, I think the reality is that Riverfort/YA have been selling another tranche into the rise. Canaccord will have bought into the placing for the longer term, I know them well as they are under the guise of Hargreave Hale who run a very successful microcap & nanocap fund
This is due a great run eventually and that's why I bought in

You think I'm going to rave in your praise DHC ? You were the fool who was advising everyone to sell/avoid under 6 and wouldnt be posting here again, more fool you in many duplicitous senses.
Easyjet is being shorted by Robbie Burns btw, I know who my money is on lol

Took a fair few off the table yesterday, still hold some but I'm wary of the number of newbies here, they tend to encircle this share when there's a need for something imo, I don't think it's cash yet but more likely they want pi's to buy the YA dump imo. There is of course potential with Covid equipment sales and Tema numbers increasing but I have to agree with Jimzi to an extent, there is a 60-70% margin hole that they're not getting in SL currently, what I believe are low margin Covid sales and low margin Tema sales wont cover that imo medium term

hello what's going on here then, has my buy yesterday been nicely timed for once ?

Temperature check trialling at Heathrow Airport
Wonder if this is wsg's equipment
https://www.independent.co.uk/travel/news-and-advice/coronavirus-heathrow-airport-passengers-temperature-checks-a9501306.html

From my own dealings I know that Canaccord Genuity own or underwrite Hargreave Hale Investors who run both a Microcap and a Nanocap investment fund, Giles Hargreave has a very good record of picking small caps, I know because his funds have done very well for me over the years. I suspect they bought in the placing

What's the difference between RDSA & RDSB please in terms of dividend.
Thanks

Been reading through the detail today with a view of buying as a turnaround stock:
Pluses:
Shorts reduced from 12% down to about 2%, they obviously see heightened risk of their shorts losing, maybe when they're done they'll let this rise (saw this happen with Pets at Home and others)
Government support to construction companies as a way of keeping employment up, Kier operate across sectors which are vital to the country
80% of sites or workplaces continue to operate
reduction in costs of £60m to mid 2020
Debt facilities don't expire until 2022
Minuses:
Debt facilities of £900m of which average was £400m end Dec 19, what impact will Covid have had on debt position ?
Pause on sale of assets which would help to reduce debt position