Member Info for Warno01

ADVFN board is more lively. Very satisfied with results and so next 6 months should see a large increase in realisations, concluded cases and either extended or 2nd fund. Should have large and positive implications on SP, esp with growing number of applications and new cases being started. Believe this will be low 80s within next 3-4 weeks and then steady climb towards a pound in next 6-9 months.

So do we think the two identical GBP538k transactions after closing are buys or not? Also, in the general scheme of things, any view on whether these are sizeable enough to warrant the massive price drop to get stock for such purchases.?

To clarify my previous post, a lot of companies have seen a huge drop in sales and therefore profits but have managed well for the recovery. They have seen strong share price growth.Obviously those industries where sales have been decimated are in a very different situation. Here you have sales growth, healthy performance and lots of cash through a pandemic. And the share price goes from 650 to 730 then back to 700 before opening, before going to 750 settling around 730 briefly and being stiffed to 640. If I had cash I would have added a further 20% to my holding (BUR is the largest in my portfolio followed by DDDD, POLR, LIT AND XAR)

Most of the businesses with strong share price growth in the 6 month have shown a drop in profits, and those with profit growth have soared. So the fact profit has been relatively stable in a pandemic year is very strong and that cash is still healthy considering the potential reduction in activity. I am pretty baffled. I agree - dark forces at work. Having seen the RNS, I was expecting a move to circa 725p and a bit of consolidation with some movement toward 800 over the coming 2-3 weeks. I will continue to hold and still see this as a strong buy.

Absolutely - spike to 750 looks right. Drop back to under 700 is strange. Has to be big blue day.

I only see this as very good news and promising for the future. Considering the doubts, this puts all of those to bed. Drop in profit due to tax charge and no doubt getting ready for NYSE. Has to rerate on this surely. $8 plus in next 2 weeks.

I can't see any price movement. Anyone got real time?

Also, US market not interested in dividends (generally), want to see growth in the SP and cash invested in the business.

If it doesn't come Wittering, then what limited logic there is to investing flies out of the window. I hold a few speculative shares with tiny revenues but massive MCAPs. Different industries but struggle to see how SAVE's price can be so low in relative terms.

This is my second ever bagger after 18 months of investing, with #TSL as the other (3 weeks ago). I can only see much more to come here in the short and long term. My price target for the next 6 months is 30-32p, but can see north of 48p if IIs come on board. #TMT close at another bagger status albeit falling back and hopeful on more to come from #SLP.

Well done to all. Very surprised that with market cap and reducing debt, there is not a much higher SP. Good luck to all LTHs.

Last time for me it took just 24 hours. Great service.

Last time for me it took just 24 hours. Great service.

Yep - maybe. Don't have large funds so work with DeGiro. Sometimes good, sometimes bad.
Was looking to see if others struggling or not

Tried limit buy overs current market price, tried market buys. Nothing - just can't get a trade in. MMs must be holding

Afterpay share price on its way to AU$150. Up 5.88% and rising. Double the TSL price, not that there's a correlation.
However, Afterpay move from AU$110 to AU$150 in 7 days. +36%. TSL from 0.65 to 0.73 in a week. + 8.3%. Something has to give. Surely at least a further 10% to allow for discount.

Afterpay has galloped upwards after broker upgrades. Surprised TSL is not moving more in sync with it. Should be in early 90s at least now

What makes you say that? Can see it going either way, subject to results. If they're like Joules, then great, but if like Superdry, then ouch, even with cash in the bank

TSL does not receive any revenues. They have a 10% share of Clearpay which is therefore valued according to the Afterpay share value. Taken from Simon Thompson, Investors Chronicle
Afterpay’s stock price is material to ThinkSmart because the Australian technology group has a call option to buy out the UK company’s minority 10 per cent (6.5 per cent fully diluted) stake in Clearpay, a fast-growing UK payment platform that enables consumers to split the cost of their retail purchases into manageable interest-free payments. The agreed principle in determining the valuation is Afterpay’s market capitalisation. ThinkSmart has a put option to sell to Afterpay, too.

Bearing this in mind, Afterpay’s first-quarter trading update to 30 September 2020 revealed that Clearpay’s sales increased by 346 per cent year on year to A$300m. The growth of new customers has accelerated since then in both the US and the UK as the pipeline of new merchants goes live on its platforms. In fact, the UK business quadrupled sales to A$200m in November, a fourfold rise year on year, the segment accounting for around 10 per cent of both Afterpay’s record A$2.1bn monthly sales and the group’s customer base. Analysts at Sydney broking house Bell Potter tweaked up their target price on Afterpay’s shares to A$140.

The point is that the carrying value of ThinkSmart’s holding in Clearpay is set to materially increase in the UK’s company’s next accounts. The fully diluted stake was last valued at £53.7m (50p a share) at 30 June 2020 based on Afterpay’s stock price of A$61 and after applying a 20 per cent liquidity discount. It’s now A$110, implying a read-through valuation of £97m (91p a share) to which you can add cash and other net assets (mainly finance lease receivables) worth a combined 10p a share. On this basis, my sum-of-the-parts valuation is 101p a share.

Been in this for 9 months and seeing little. Supposedly the orders are coming, but even with COVID I;m starting to doubt this. Looking at the website for example it's not as professional on the investor side as you'd expect. The RNS buys are not from "known" institutions.
I know however that as soon as I sell, the news will come in. But going to give it another 28 days. Any thoughts from long term holders. Feels like it could leap, but lots of opps to invest elsewhere

It appears momentum and interest is, finally, building. Collins St Asset Management have more than doubled their position. Great to see. A case of waiting for news. Surprised there has been no news of the second fund considering the update in Dec/Jan last year. So hear's to the next trading update. Believe this should be pushing back into high 90s on good news. Would be disappointed not to make it into the 80s at least in the next 4-6 weeks. It's been languishing for too long.