Member Info for Ups1de

Do we know what the banking covenant conditions are? Be very sure the banks will exploit uncertainty to beef up their margins which won't help recovery.Uk metal/ scaffolding market in 2013 will remain in doldrums & India is always a tough nut to crack( recent devaluation & perennial challenges of repatriating cash to UK). My position hasn't changed...buy but not yet( will slip into 60s)then tuck away,Ask yourself whats the hurry in buying in now?The last RNS demonstrated they haven't a handle on how bad internal problems are...and you can be certain new CE will do the smart thing( for him or her!) and load up the kitchen sink.

Chrisatron,looks liked you bailed out before me.Well done....and the very best of luck with the new ship NCT.I hope it proves profiable & I know you as a fan will stimulate interest.All the very best.

Nice one ! Booked some excellent gains on Cey @58p then bought in big again@53p.Confident end of this week stonking results will drive it back up to nearer 60p.then flip & wait for the gloom re court case adjournment on Feb 6th.Then buy back in for the real ups1de action....heres hoping! Dont you just love volatility.

It looks to me increasingly like ups1des are going to be someway off.If IMIC were going to bid soon why buy such a nominal amount of shares.Rather it looks like they now want to ' to tuck in ' with a nice little strategic earner knowing they won't get to play a bigger role. Also whilst encouraging AffbRNS on grade quality everyone has to realise cash exploitation is a couple of years off.The dramatic gains are there,,,just not tomorrow !So my bet is bod won't sell out cheap( under£1.50) & bidders won't overpay.One to tuck away in Sipps not daily trading accounts.

With its cash reserves & proven prospects I cannot see us dipping as low as 60p.The price weakness this weak however should remind the bod that they better do a good deal- either JV or takeout IF premium is significant.

Counsel appreciated!

Jolly.ran a fundementals comparison ,looking at IDG,QPP,MONI,GBO.Appreciate that IDG has tiny market cap so wont get much analyst airtime.What stands out are its Quality ratios with ROC 29% & ROE 43%,£.75million cash .Operating margins only 7% however.A business model that requires VOLUME GROWTH-licences(most profitable) & 3rd party adv.Y/e sept results out on 20 Dec signalled good momentum in both categories.So March interims will do the job on share price progress esp 3rd party advertising hopefully as LY 1st half was weak & they won Asda atm business recently.Would imagine that fleet of 1000 machines would attract adverisers.

You are most kind.Have to say the feeling is mutual as I respect your canniness (& gentle humour).Lets hope IDG repays our faith.It will take a RNS or two but its poised to deliver.Like you ,topped up again this morning on Globo & significant capital now employed.

Jolly,I once went out with a girl you could describe as foxy...she had red hair & would only eat out of bins.

The bidding context is now excellent....huge Indian conglomerate vs well backed ,Chinese orientated fledgling venture with insider knowledge on AFF( & aspirations).I hope the deepest pockets win...and it gets personal so bid squeeze a bit extra out for max outside bid or JV t & c.

Interesting...he will certainly be well versed on where to pitch their deal!

You are jolly welcome.Understand your caution on WSG & once it breaks 40p I will try to derisk. However like most I have tended to sell my ' winners' too soon.Have you had a peek at FOX ? I really like its fundamentals ,highlighted eloquently by L1onheart. Todays news warmed me up no end & its only reached the entry,rights issue price,I know you place significant store on the bod quality( take a peek in their website) & balance sheet( well funded)...only risk is its in Kosovo...I know !? IDG will correct on good news.

WSG: I have already made great money buying inc @19p but topped up @ 35 p recently.As I see it WSG is carving out a powerful niche in specialised security( airports& pipelines). It brought on board some heavy weight UK military boys & a couple of local heavyweights as JV partners In 2012.it has a CE who gets about in Africa.First airport contract performing ahead of plan & heads of agreement on 2nd.if signed I expect WSG to fly through 40 p.Also note very few sellers in January so most investors keen.Next RNS key to determine if I stick or twist.( financials don't tell much as its all about prospects which I know a net net man won't like) IDG sits at a low point with next to no trading volume( watch the spread). However it too has carved out a very specialised niche in ATM banking.It provides the platform to allow ads.I have noted a significantly rising customer base & some tidy international expansion( licensing). I also believe the retail banking scene prospects will recover .It has cash,acceptable forward pe( for software co) & good board.first sniff of good news & it will be back up in high 30s.I am fond of it having made good money before.DYOR my friend but I think it will deliver & is under the radar.

I cannot help thinking the IMIC £1.40 was a low ball bid.With AFF current cash mountain surely an acquirer has the internal means to cover interest payments on a sizeable capex programme( £.25 billion+) for several years.Must be appealing.

We will need to improve our codes to deflect the oil whisperers.Hows your Chinese?

Like you I was convinced to play.As ever its a gamble & its always a challenge to complete acquisitions.Many aborted lse efforts in 2012 like Chemring,Goals soccer,etc .I also took the resignation of director as a positive sign & we appear to have at least a couple of credible bidders.Hopefully the thrill of the chase takes over to our mutual advantage though I personally doubt it will conclude early- possible counter bidding & due diligence delays.

Not ramping just solid logic.Fyi,the 70 p was plucked out if air by Investor chronicle trying to ' map out' various scenarios.On balance,they came out strongly recommending a punt.

Congratulations on cicr bounce today!No vol being traded in IDG & when it releases good news it will surge back in mid 39s easy.

dont scare me.I want my money back then gone.

attractive for short term speculation or long term value creation.Very informative presentation(Dec2012) on company website.Its clear Aff cannot fund its future - so any suitor won't want to overpay as they have all the hard work ahead...turning potential into hard cash.However the potential uos1de is so big I can see a strategic partnership as the outcome delivering the significant share price appreciation 15-24 months down the line.