Member Info for unhooked

Well I succumbed to the temptation.

Famous last words but I see this as largely de-risked.

I'm not sure they should change their business model or diversify - loads of pitfalls going down that road - they do what they do and the most we can expect is that management hunkers down, cuts costs and waits for the cycle to turn. They've got the cash to do so.

Not that I'm happy with the situation - I bought way too early as usual and it's a long way back for the company and my investment

The stock market has a habit of making fools of us all. I bought Diageo for the first time on Tuesday and am already 1.5% down, so you can all blame me!

Old Nick Train said he's been adding on recent weakness... which piqued my interest.

And you need a life to realign your obsession with Manolete.

I've been trimming too early....... people really, really want these shares. What the heck!

I haven't had a share do this to me for a long time. It's most welcome. ITM has always been a mercurial share - pre-profitable, but well-funded and in an important industry, and therefore subject to huge changes in sentiment. That was my thesis anyway, bit chancy but it's working out.

Re the divi going forward, in the video management refer investors to the analysis by Equity Development, where they are forecasting 13p for the year (4p already declared for the interims, implies 9p for the final). The final was 22.9p.

https://www.equitydevelopment.co.uk/research/tough-h1-but-shares-detached-from-fundamentals

Another day, another withdrawal:

"Lumon announces that it does not intend to make an offer for Argentex under Rule 2.7 of the City Code".

Nobody else left, IFX Payments gets the company.

"Terry Clune and Harry Adams confirm that they do not intend to make an offer for Argentex".

Even old Harry, the ex-founder, has had a think and is walking away. Says it all.

Owned this share for the best part of 5 years. You'd think in that time, with all that's happened, MANO's business would be proven. So much money 'invested' in cases too. Where's the return. Mopped up by Cooklin & Co in their remuneration arrangements.

Times have changed. A company this small (< £50m market cap) would remain private these days, which is probably where it should be.

Not my biggest loss by any means, but certainly one of my biggest disappointments.

Not such a long trudge back up. Sharply recovering now. Trader action methinks. Bull case remains intact. A few base rate cuts this year will help immeasurably.

Ouch! Down we go. A long trudge back up, no one said it was easy....

Wrong board again.

Dropping this lunchtime (TRI, not TRIG! ) on no news I can discern.

I don't mind a slow-burner but this is glacial...

Trimmed a few more, what's left is essentially a free carry, so am happy to run and run. Company was very oversold a few weeks ago. Still plenty of risk, less operationally it seems but if anything else emerges from the CEO exit debacle.

Par for the course. Nothing to excite the market, share price continues going nowhere..

Now we know. Apparently they're trading better, per today's RNS, and there was a leak last week. Par for the course.

Statement reads ok, apart from the usual caveat about macro conditions, but sp getting spiked around this morning.

Ah, an insider purchase. Why not indeed?

A little validation from the market today. About time too!

I count 6 separate insider purchase RNSs in the last fortnight. Can't be bad, they do add up!