Member Info for W13Ken

Https://news.sky.com/story/revolut-founder-storonsky-to-cash-in-as-part-of-500m-share-sale-13174553?s=09

Sorry if I jinxed it! I did sell a little more above 420p but disappointing to see another drop. I guess there have been a few more like me who were relieved to breakeven and have cashed in a bit.

GROW will rise again.

I'm a long-term holder and have had to have great patience here as I've been in the red for a couple of years. However, I'm finally up again today at above 419p 🥳. I top-sliced earlier in the week but I have IQGeo money on the way and I'm happy with GROW's assets and position in an improving market so this is likely to become my largest holding again soon.

Good luck to all who are already in profit or long-term holders who are still waiting.

I don't see any good reason for the drop. Probably just traders moving on after a strong update and a dividend payment. I've topped up at 1199p and don't expect it to go much lower than that. It's a global leader in its ground-levelling area with very specialised equipment so will always be in demand for large construction projects.

If updates follow last year they'll be a strong TU around 5th July and Half Year Results about 1st August. I expect that the share price will pick up again once investors with short memories are reminded of "A very strong start to the year and a material increase to full year expectations."

I'm expecting a mid-month Trading Update. Last year they released one on 15th June to report strong trading in the first 5 months of the year.

I stand corrected Sang, thanks. I'm a long-term holder and my patience has been tested but we're now approaching my breakeven of 419p so optimistic that we keep going up this time.

The recent Investor Meet call was encouraging. With all of the Seed funds there are a lot of GROW fingers in a lot of pies so there will inevitably be some big winners in there. Strong interest in the Series B funding for FintechOS.

https://businesscloud.co.uk/news/molten-ventures-leads-47m-round-into-fintech/

I hope this isn't the kiss of death again. All-time high was Sept 2021 within weeks of joining the FTSE 250 followed by a rapid fall and relegation back to AIM. Not a promising start today but the market has picked up so hope we can buck that trend.

Hi there, new to this board and fairly new to Keller. Very bullish on it though so I've been topping up and it's >10% of my ISA already.

Fyi I've written a Twitter thread on Keller this morning:

https://x.com/W13Ken/status/1795363052608479662?t=XxXX53K4-NmQD7lLOkg03g&s=19

A reminder that it goes ex-div on Thursday. DYOR.

Https://www.proactiveinvestors.co.uk/companies/news/1048295/graphcore-deal-with-softbank-edges-closer-as-it-preps-finances-1048295.html

I'm a relative newbie, just in for 6 months but holding long-term. It is quiet but hopeful for 300p+ tomorrow.

A couple of interesting articles that are worth a read...

https://theoakbloke.substack.com/p/grow-ing-opportunity

https://theoakbloke.substack.com/p/grow-green-shoots

Good interview with Kitwave's new CEO, Ben Maxted, where he talks about which acquisitions are targeted. They are well on their way to £1Bn turnover.

Dividend payout next Friday.

https://netimesmagazine.co.uk/curated/kitwave-group-interview-with-chief-executive-ben-maxted/

You shouldn't have to regret it if you keep them for a while. Yes, this is a quiet board that reflects the company. They just get on with expanding the business efficiently and growing revenue, profits & dividends with the minimum of fuss.

I much prefer this to a noisy ramping board with dozens of messages a day with a stock that goes nowhere :-)

#KITW is #2 in my portfolio after #1 IQG (also a quiet board).

I don't go in there too often but I shopped there for Mother's Day and it was very busy as it usually is when I visit. We've also had Valentine's Day and pre-Easter buying in the quarter and news below showing that M&S is the fastest growing food seller. It all points to a strong Q1.

Amazing early buy! Congrats. I was not as early as you but bought a lot so things are going well.

I don't think there are skeletons but most dismiss them as expensive by looking in the rear-view mirror rather than ahead. That or they don't put the research in to see what they're building or how their offering beats competitors.

That was my question about the dividends. Thought it was worth getting their thoughts on the subject even if that date was a bit on the early side.

Happy enough that they are focusing on growth as they have been doing a fantastic job on that. Excited to see where they could be in 18 months anyway. I first bought back in July 2021 at 123p, it's #1 in my portfolio and now 34% of it but I've no plans to sell as they have an exceptional software package that will generate global sales.

Looks like it was an LSE problem and a number if RNSs were released late. Some traders were spooked and sold but IQG is rewarding those that are in for the long-term. Now that breakeven has arrived we should see profits grow well from here as globalisation continues.

Some info here with MV investment numbers:

https://tracxn.com/d/companies/perkbox/__oY0_doyjBx37KAvP1e0BbAdGK7IvDGT3HfcbgtkeJpM/funding-and-investors

Excellent news from Sky that Perkbox has been bought by a US private equity firm, Great Hill Partners, for about £130m. Perkbox is still listed on MV's website and a 2017 article said that their investment was $12m but I haven't managed to find more recent valuations in a quick search. Anyone else?

Let's hope this is the first of many sales and that the realisation for MV is registered in March to help the bottom line for this financial year.

https://news.sky.com/story/perkbox-founders-to-celebrate-35m-windfalls-from-great-hill-deal-13094069

Topped up on Warpaint shares last Friday at 398p. Jan's FY TU was well ahead of expectations but in the last 2 years there has also been an additional positive TU in late March/early April before results are published.