Member Info for Ups1de

Does anyone know if their products are actually any good...and market leading? Riddler,are they better at transport CCTV than PEG?

Apologies Ian,not meant as a cheap shot just a reminder that there is also risk.I recalled how positive you remained in the face of obvious headwinds.Glad WSG worked.zits my biggest holding having got in at 19p & Inaint selling till that RNS fat lady sings...soon.

Options: have you studied outstanding options,Ian.I reckon there is another 2-3million.Whats your take? Pointing out huge markets yet they only grew 16% in 2013 to still tiny revenue.You are obviously as positive on this as MOS @70p.IF big contract wins come through then it will spike again( not so long ago it was 38p)'but in Absence of an RNS will stall around 25-27p.As someone pointed out appears to be little downside from here .If it drops a tad I might take a punt again,

Ian.B ,you are always a positive man.Simigon is more than reasonably priced based on current revenue & ebit trends.Like most software cos it will jump on a major contract win.However : 1. the outlook for military software providers is less rosy..Other cautions:2. forward PE already 19 well ahead of the market.3.Also watch share base expansion ( gone from 37m to 47.3m ,with a few million outstanding options) .4.low free float(29%) makes it difficult to trade when market disinterested( most of the time for a £12m market cap). I bought @27 .5 sold @ 29.5 and don't regret ...yet.

Perpetual,zero coupon,no equity trigger...great!

Got on board today.Convinced by the quality of posters,balance sheet strength,company credentials( industry awards/momentum)...,and poll of American fund managers who said that cyber security was the biggest business opportunity in 2014.Good luck all.

GBGBGB67. Many thanks.Nice turnaround here.

Does anyone know what the future holds for the loan noted-current value or future redemption date?

Look at current sell price( now only 29p) ...and that's on a good news' day.Ive found it difficult to trade this share ( few willing buyers)so have jumped ship with a small profit.Its so difficult to value this share with few analyst followers?Much more interesting cos out there like QPP where you can quantify the likely ups1de by analysing available research/ projections.Good luck all.

Listen in to the trading update webcast conference call.FD was downbeat about the Engineering division next year.Signalled engineering ebitda down circa 15% next year with 2 big contracts ending & not enough new business on horizon to compensate fully.Gulf of Mexico projects ( industry) slowing with outlook for oil price looking negative.From questions Analysts clearly trying to get to grips with the ' business mix ' effect .Other divisions more positive with good acquisitions to tackle the fast growing US shale opportunity.WG works on single digit margins with significant forward capex/wc outflow recently so if a Revenue Growth looks to be slowing then big Finance Houses start to fret.

Camk will need positive news & better profile to make progress.Hopefully we will see a more bullish outlook statement backed up with decent results.Liquidity is an issue with only 10% of the share in free float?This ( & dominant shareholder) obviously deters funds from investing & many others private investors are fearful of emerging matkets( ESP China where there remain corporate governance issues),However at such a ludicrously cheap valuation we need not worry,Eventually the market will wake up & notice the valuation chasm.Meanwhile we pick up an above average dividend yield.Definitely one for the isa.Keep the faith.

7 years after global financial crisis & Chinese economy is 70% bigger! With the 1 child policy the 4 2 1 formation( 4 grand parents,2 parents,1 child) augurs well for Camk.

Smudgedan,here's hoping for a positive January update!

Couldn't resist any longer.Valuation compelling:PE under 3,more crucially EV:EBITDA just over 1 for a brand business.Excellent operating margins,ROC & ROE.Strong balance sheet with very healthy cash balance,Set for decent growth in 2014 because of on line upweight & Tier 3 Chinese cities launch.Very little downside at this bargain price but significant uos1de as even with conservative dcf inputs I see an intrinsic value of over £2.50 a share.A less cautious January update will see Camk take off.Very limited free float but if Camk can deliver the limited share supply will push price up.

Delighted to get on board today.Obviously a low free float which should spike the price if & when progress seen.With excellent future prospects( sector momentum /recent contract wins/ US cevt); excellent management( their pedigree/trackrecord);superior fundamentals( p & l momentum/cash!); decent margin of safety( reputation/ recent non exec buy/cash!) I have high hopes for 2014.Even allowing for future options I forecast a very conservative intrinsic value of 40p a share so recent high 30s could easily be tested without more new business.Time will tell & good luck all

Jolly,Your dark secrets safe with me.At least GBO delivered big & I agree more to come.Must decide my own tips for 2014.WSG will certainly be one of them.Have a great Xmas & a healthy 2014 my friend.

If you own AFF then you probably do own IMIC...in 2 years they can push their shares for the 40p if it suits their purposes rather than pay cash.

Hopefully Mira will deliver in next update.What shares do you like for 2014?

Ian.B,the cashpile is excellent.However more pertinent is what is going to happen to revenue growth & net margins now?Do we have any idea of what the core recurring revenues position is?( it's all very well winning new contracts but if revenue stream is ' lumpy' too much risk.Also despite excellent gross margins the net profit of around 10% disappoints & again suggests relatively high fixed costs that could hurt in a down year?

Still in here,Jolly as when I tried to sell around rights issue time no takers at a decent price.A lot of positive noise from CEO but half year disappointed me.Kaching eating some humble pie on free cashflow methinks.