Member Info for Ups1de

I still see significant uos1de but based on recent placings & his comments on first half revenue softness it won't be any time soon.Since I last looked at carefully the share base gone from 55m to 79.1 m .Ceo signalling that it won't excite in first half.Do I wait for ' jam tomorrow' or bail out with small average loss to pursue better short term prospects like WSG & GBO?

Tom W of share prophets out with a very positive summary.Willing to buy up to 24p with a longer term 60p valuation.Personally,I reckon within 2 years Fox will deliver even bigger uos1de provided 1) Kosovo remains politically stable & 2) quarried marble quality lives up to expectation.Hopefully soon fly through the 20p rights issue price.

Have high hopes for interims.

Churlish not to join the story telling: Jungle book always a favourite & this is certainly bargain book territory.Clear the receivables & the music will start.

Topped up twice in the past few days.Mira progress has been excellent & turnaround firmly in place.The key metric/driver going forward will be the conversion rate of ' incremental sales to ebit 'We don't have to care about ebit (1-t) with tax losses of over £50 million! (an asset in some hands!).Kaching has been so right to bang in about the impact of recurring revenues which influences our key metric so much.I've run a few simulations & certainly see 15p + in our sleep ,with up to 40p looking a possibility provide no more fund raising.Good half year will act as a very positive catalyst.Keep the faith.

Your enthusiasm must be wearing off on me!On board now just please spare me a minute by minute commentary in trades.Good luck with WSG tomorrow.Fingers& toes crossed

Jose talks a good game .We shall soon see if he walks the walk.There is unlikely to be a better tine to sell cable or satellite TV to the South American Middle classes as we countdown to the World Cup in Brazil.

Fearfulgreedy,the results were decent .However there seems little market interest: surprisingly,on results day( event) not even .5% changed hands?If you are fearful- fear not,strong balance sheer,cash generation & positive outlook; if you are greedy you will have to be patient.Chequemate is the expert here & warned us all not too expect a spike.

Hopefully the positive trading statement on such a ' low volume' share might produce a nice spike.

wholly Owned Brazilian subsidiary with' severe financial difficulties'...anyone able to quantify the likely worst case downside?

With so much cash(£9.2m+) relative to market cap (49m) a crude PE is misleading,EV of £40m & net profits hopefully north of £3.5m show there is still nice ups1de.Much to like here : strong growth in a healthy(!) sector & excellent ,high RECURRING margins.Cant wait to see how much next week's results pleasantly surprise (given last positive trading statement.)

Churlish not to join such fine party animals as jolly & chequemate. Curiously my am buy of 31k@40.3p hasnt shown up here yet.Future prospects,balance sheet strength ,excellent results next week & favourable resetting of key multiples will hopefully reward us all over time( like you both I am a fan of value not pricing...though jolly can be trigger happy!)

Panmure upgrades to 50p.If the global shipping market recovers on back on international growth plenty to come from GPRT as this is a classic cyclical play.

The boss buys big.Go figure!

OldFool13,hard to believe this opening on what looks like a very positive set of results?

GBO

Disappointing margins?

Soon see that sub 9p entry soon.Then even modest success delivers nice ups1de to 12-13p

Disappointing small private investors not getting a piece of the action.We get diluted & have to wait for turnaround.

Frankly small investors holdings will have no say but I am for it.