Member Info for W13Ken

SOS now popping. 1129 SOS items available at the Next website and we know they invested heavily in winter clothing, saving airfreight costs by ordering early via ships and trucks.

https://www.next.co.uk/shop/brand-sosandar/0-blsr

Last year there was a TU on 12th Jan, in advance of the March FY end. I'm a long-term holder but I've bought in Trading this morning at 189p in anticipation of good news this month. I think larger contracts will continue to be delivered in 2023.

Happy New Year All!

LTH but have also just bought SOS at 20.3p in Trading in advance of an expected positive TU this week.

The 2022 TU date was 6th Jan covering Trading Oct-Dec so maybe this Thursday the 5th?

Assuming this is Dec 2023 rather than 2024 I'll go with 7.5p and 14p. I wish I could be more optimistic but this has been my most frustrating stock to own of all that weren't heading for complete oblivion. Average 9.3p so want to see this in the black again and start reflecting SEE's potential to set an unmatchable high bar on DMS.

In Sosandar's Oct 18th Trading Update they reported they'd spent £3m on heavy coats & clothes from China and Turkey, saving up to £10-15 a coat by using ships/trucks rather than air freight.

Given this winter's icy weather this looks to have been an excellent investment so results tomorrow should also have positive details on trading in the last 2 1/2 months. Hoping for 25p+ this week.

Ok, it's a banned word. You should bed able to find it if you're interested. Decent podcast too.

The missing word is **********

Just spotted my first 2023 share tip list and K3C are on it courtesy of Justin Waite @SharePickers.

https://www.**********.co.uk/articles/vox-screens-stocks-john-justin-pick-a-stock-from-the-screen-of-screens-cf5299a/

The PIWorld webinar is recommended. Here's what we can expect (sources: TU, FY update, 3rd party websites).
• Additional strong sales as Sept to Nov last year were amongst the year's busiest
• Rev of £20.9m +72% on FY22 H1
• PBT £0.1m vs -£1.1m
• Sosandar.com H1 orders +43% to 347,000 (81,000 new customers
• Profitable in all months of FY22 H2 and FY23 H1
• Sales via 3rd parties continue to grow
Sosandar items available at key partners:
Next (Platform Plus):1254
M&S:451
John Lewis:298
Very:112
JD Williams:69

JP Morgan is in discussions about a takeover of Freetrade, a British stock trading app which targeted a £700m valuation during talks with investors earlier this year.

https://www.jackfm.co.uk/news/business/jp-morgan-in-talks-about-swoop-on-stock-trading-app-freetrade/

Ok thanks

#1 holding so I love this news but struggling to find it online. Do you have a link?

Nice one Surprised

IQG still steadily climbing under the radar. I post about IQG - admittedly not to many followers - and hear crickets. Most people have never heard of them and are not interested despite the excellent growth this year in a tough market.

IQG is now my #2 ISA portfolio holding (after K3C) at avg 136.6p so I'm up 40% and have no plans to sell for the foreseeable future. My best stock find over the last 18 months.

A nice bit of publicity and money for KBS Corporate as they advised Apprentice winner, Mark Wright, on the sale of his digital marketing agency Climb Online for £10m. A nice cut for KBS before the 30th Nov half-year close.

"Mark Wright, who will continue as a Shareholder of the group, commented: “I couldn’t have sold my business without KBS. When Lord Sugar and I first started being approached from trade buyers, and financials buyer and decided to sell our business we knew in order to have the most structured process and achieve the highest price we needed to work with KBS. We were initially impressed with the marketing materials they put together, the teaser document and IM were professionally written and beautifully designed and they took the time to understand our business to present it in the best possible light..."

https://www.kbscorporate.com/digital-marketing-company-founded-by-the-apprentice-winner-acquired-by-xdna-group/

For info I bought in Trading at 648p today and have a good amount in my ISA for the long-term.

Paul Noland was the name of the CEO that oversaw the sp crashing. Few details on what went wrong or why Steve Brown originally left. Rivaldo is a great source of knowledge on ACSO. Not sure if he can add any additional info ...

https://businesscloud.co.uk/news/ceo-returns-to-helm-at-theme-park-tech-provider-accesso/

Oracle, it's a fair point and my main theory on this is Steve Brown's departure. Look at the charts at how the sp rocketed under his control from 2016 to 2018. He left in 2018, bad choices were made by his replacement and the sp tanked. You can see how the recovery is going since his return in Jan 2020 but then Covid hit the numbers badly. I think he's well-invested and here to stay afaik so I'm optimistic we'll climb steadily to £10+ again in the next 2 years.

https://blooloop.com/technology/news/accesso-steve-brown-ceo/#:~:text=Brown%20was%20President%20and%20CEO,out%20in%20its%20strategic%20plan.

Cheers Rivaldo and nice summary showing our biggest customers are not settling for less than the best. I'm in for the long-term.

Here's some coverage on Proactive:

https://www.proactiveinvestors.co.uk/companies/news/997806/accesso-technology-signs-contract-extension-with-global-amusement-park-operator-cedar-fair-997806.html

On today's dip I have topped at 260p in ISA and Trading. Expecting them to feature in the top half of the Investor's Chronicle's AIM Top 100 released later today.