Member Info for WarrenBuffettisRich

at the moment. Glad I didn't add. Happy to sit on this and collect the divi. If they ever have a blow out earnings or if volume picks up, this will start to move significantly IMO. Might take a while though.

Didn't add in the end - Trump is a maniac/EU is finished so I'm pretty bearish at a macro level, but very happy to keep holding this share. Will wait for FY results.

Tempted to add to be honest but it's already quite a large part of my portfolio. It can only trade so well for so long before the market recognise it's potential!

I'm pretty optimistic. This share is priced so low at the moment that unless results are disastrous I think there will be a nice spike. Wider economy doesn't seem to be too affect by Brexit and Trump yet, also I think inflation will be a headwind in the next couple of years. Doesn't matter though, we should be worth 2x market cap even on a conservative basis.

Yeah, a profit is a profit so I have no complaints. It's just my investment case was very strong underlying growth which didn't turn out to be the case. It's still a fantastic brand. Gonna sit on some cash for a while and keep an eye out for opportunities...

I was expecting much better growth so am a bit disappointed. Jumped out at a slight profit.

Same, managed to top up again today last minute!

I'm going to make a bold prediction and say this will be past 200p by weekend, results should be strong following Burberry's results.

Feels like this is about to breakout. Low volume and trending up, hitting 52 wk high. No one wants to sell at the moment, if prelims are good this is going to fly. Burberry results likely caused the spike today.

I'd be for a share buyback, given how cheap these shares still are. It probably doesn't hurt to hoard a bit of cash as well, given uncertainty over Brexit/inflation. I would be interested to see how SCS has coped with weaker GBP since Brexit.

One of the reasons I finally piled in after Brexit. Amazing brand and has so much room to grow. This should be a 10x bagger in 5 years time.

Oh yeah, forgot to mention the almost 8% dividend yield which is lovely.

Prelims looked great. Excellent growth (better than DFS), gross margin and sales density improved. Added to my position as it's a cash cow. GBP is falling like a brick atm so inflation will pick up, this is a great place to park cash to avoid it losing value!

Still pretty well priced at the moment, will keep an eye to see if I can pick some up at a cheaper price.

Seems to be well run, makes cash and actually pays out and good shareholder returns! Wish this was the norm on the AIM and not an exception...

To be honest haven't looked at this share in a while (though I'm still holding). The valuation is ridiculously low, and I would expect continued revenue growth in line with prior periods. Would be good if they can make a decent profit for the interim as well now that their listing expenses are out the way.

Yes the whole ADR thing doesn't really make sense. To be honest the whole thing is a bit odd, what was Costis trying to achieve? Surely he will be going to jail if their was actual fraud involved (which looks like it at this stage). On what happens next, I think it's too early to tell, but I've pretty much written off my investment in Globo for now. Depending on what comes to light in the near future there may be some value to be recovered, otherwise all hope lies in lengthy protracted lawsuits I would imagine...

Hi, Like many others here I did not see the fraud coming. I'm lucky in this regard where I have lost a relatively small amount and I'm relatively young. However, investors cannot be expected to be able to uncover frauds, we rely on auditors to verify revenue and other financial information. I fully expect to be part of a class action lawsuit in the near future. It may end up that GT has done their work properly but were duped with fraudulent information, but an investigation should be carried. I'll keep an eye out on any further information on the class action once someone has started the process.

The Company confirms that, subject to approval at the Annual General Meeting to be held on 18 November 2015, it will pay a final dividend of 11.2 pence per share in respect of the year ending 25 July 2015. The proposed final dividend will be paid on 25 November 2015 to shareholders on the register on 6 November 2015, and the shares will become ex-dividend on 5 November 2015.

Good revenue and LFL growth, just need to sit and wait for profitability to return now. £200m market cap would be a fair value for a company like this. Happy to wait until it at least reaches this valuation (if not double that) before I sell. I'll take the divi for now :).