Member Info for W13Ken

Thanks Sunbeam. I'm a newbie to MKS - only buying from November onwards - and I'm very optimistic for their future growth.

Cheers kowi. Easter falls early which should mean that a lot of Easter sales will squeeze in before the end of the Financial year (I believe it will be Easter Saturday this year).

Disappointing reaction to a strong update this morning but perhaps due to a muted forward look (although they tend to under-promise & over-deliver) or higher expectations for the dividend. Looks good for the long-term and have topped up at 298p. Goes ex-div in early April.

No probs Trotsky, I'm as keen as you for one to open.

Apeirogon, I haven't been expecting a store update in the first quarter but the next TU for March FY end is due the week of 7th April. For me it makes sense that they would use that occasion to report on the final quarter and to announce shop opening plans.

I think the CEOs are good at keeping to planned deadlines - they edited magazines so know all about hitting those. They're also very experienced in marketing so I think the shop launches will come with a suitable fanfare.

Is that a store or the head office?

Head Office

40 Water Lane,

Wilmslow,

Cheshire SK9 5AP

I've written a Twitter/X thread with my thoughts on IQGeo's recent history and why they could go ballistic from here. DYOR.

https://twitter.com/W13Ken/status/1758200681163260379

IQGeo Group helped Deutsche Telekom accelerate their ambitious FTTH (Fiber To The Home) rollout in Germany > 3m homes per year, with the help of IQGeo’s Comsof Fiber software.

End-to-end planning & design timelines were reduced by 50-90% compared to manual design methods.

https://www.iqgeo.com/blog/how-deutsche-telekom-achieved-rapid-fiber-expansion-in-germany-iqgeo?utm_campaign=Webinar_FTTH_Deutche_Telekom_14Dec23

This is big 😀

IQGeo simplifies telecom landscape with single solution for fiber, copper and coaxial networks.

https://www.iqgeo.com/news-iqgeo/iqgeo-simplifies-telecom-landscape-with-single-solution-for-fiber-copper-and-coaxial-networks-iqgeo

Hi Newtrader, first off, take all share bulletin board comments - including mine - with a pinch of salt as very few commentators are truly objective.

However, as objectively as I can be as a fairly large shareholder, I think Sosandar have built a strong brand but they still have to convince that they can successfully convert increasing sales into increasing profits.

I am keeping the faith but one key change this year is the move into physical shops in the Spring. If they go well then there's a fair chance of a positive rerating. Good luck...

First 100-bagger! Please tell me your next one...

IQGeo Group hit an all-time high again today with first sales in ANZ. They have the most compelling network mgmt software for telcos & utilities but up to now were just in America, Europe, and Japan. Going global should see them continue to grow exponentially. DYOR.

https://www.iqgeo.com/news-iqgeo/mondospatial-signs-iqgeo-var-agreement-for-anz-and-secures-first-win

I see the same and saw the opposite when IQGeo shot up last week but Google Finance was way lower at the end of the day. I asked a wise AD V F N poster and they said...

"Happens often with Google Finance. Instead of reporting the closing UT or the mid price if there isn't a UT, it seems to use the last trade to be reported, and often one that comes through after hours.

Always have to be wary of the closing prices that Google publishes."

I wish! 😀

Ff, you were right the first time: It's "Gill and me" in this case. Removing the other person is an easy way to work out which is correct (although a general rule is that it tends to be I at the beginning of a sentence - hence "My husband and I" and me at the end of a sentence).

So: "It's cold right now but M&S felt most warming for Gill and me" would either become:

"felt most warming for I "- clearly nonsense

"felt most warming for me" - correct

Here endeth today's grammar lesson - Ken :-)

Yes, line them up and it's a real vindication of IQG's software quality and their strategy. The hardest part is convincing these major companies to try new network software in the first place.

Jan 24: $2.5m Top 10 US Telecom (new)

Dec 23: $5.4m Tier 1 US Telecom (extension)

Dec 23: $3m Tier 1 US Telecom (new)

Sep 23: 8.6m Tier 1 European Broadband operator (new)

Sep 23: $1.9m Top 5 Global Fibre operator (extension)

Happy Christmas long-suffering GROW Investors. Here's to a better year ahead.

"Fintech added 10 million customers in 2022, according to long-delayed results

Revolut says it is on track to reach $2 billion (€1.8 billion) in annual revenues this year despite a number of setbacks in 2023 that prompted shareholders to write down the value of their stake in the group.

The fintech, which published long-delayed results for 2022 on Friday, said it added close to 10 million customers last year, a record, driving deposits up by 71 per cent in the year to end of December last.

https://www.irishtimes.com/business/2023/12/22/revolut-expects-to-hit-2bn-revenue-mark-this-year-despite-setbacks/

I'm expecting Zoo to feature in a few 2024 tip sheets

Nearly 10% up today but there should be a lot more to come.

Looking back, Zoo Digital were as high as 200p in March, when the Writers Guild of America said nearly 99% of its members had voted for improved conditions. Their strike started in May, SAG-AFRA strikes followed, heavily knocking work for ZOO but now issues are resolved there should be a strong bounce back. DYOR.

Courtesy of Citywire...

Zoo Digital can continue to bounce back, says Liontrust

The resolution of the Hollywood actors’ strike has benefited Zoo Digital (ZOO) which is on track to meet longer-term targets, says Liontrust fund managers Anthony Cross and Julian Fosh.

The pair hold the company, which provides globalisation services for film and TV content, in their £140m Liontrust UK Micro Cap fund.

Shares in the trust fell 60% year-on-year in the six months to September as Hollywood ground to a halt amid strikes from writers and actors but in November, the shares bounced nearly 50% as the strikes were resolved and the company ‘now expects sequentially stronger trading in the coming months, with sales increasing significantly in the next financial year, and earnings are on track to meet market expectations’, said the managers.

Over the long-term, the duo said Zoo Digital will be ‘a beneficiary of the media rationalisation trend, as customers select a smaller group of vendors’.

‘As a result, it anticipates increasing its share of the media localisation market once business levels normalise,’ they said.

https://citywire.com/investment-trust-insider/news/expert-view-superdry-zoo-digital-john-wood-de-la-rue-and-trainline/a2432899

One position filled today according to Drapers - the leading authority on fashion retailing in the UK since 6 August 1887 - is as follows:

"Sosandar names first creative director.

Womenswear brand Sosandar has appointed former Karen Millen and Coast head of brand Emily Frazer to the role of creative director."

Perhaps up to now the joint-CEOs have covered this so it should be a positive to see a creative manager of proven quality helping set the future direction of SOS.