Member Info for win4call

I agree that there should be no need. Remains to be seen whether PF will concoct a need to keep the Fowler Family Coffers topped up.

Which could be soon if past performance is anything to go by. Whilst everything would point to there being no need for funding PF typically raises beginning and middle of every year and with almost 6 months gone from the Rivers / YA finance you can almost sense him getting fidgety and itchy for his next fix of equity financed cash.

Misty, I’m aware that trading this is the best option. No point waiting for 15p to exit like Phil (sorry Phil), better to follow the rampers next time this starts to move who’ll be calling 18p, 20p, 25p when all along selling at 13 or 14p. Then go again on the next drop sub nominal.

MTP - I think what we have is the disconnect between WSG ‘the businesss’ and WSG ‘the share’. Normally you’d expect that the fortunes are intrinsically linked but it’s hard to see how much that is the case here. On the face of it PF is progressing well with ‘the business’ albeit with some issues along the way, however it doesn’t get reflected in ‘the share’. What does get reflected is the poor decisions around issues like funding, delivery against rhetoric etc which maybe fine in support of the business but damaging to the SP,

I’m not sure anymore how this can be addressed and that WSG will only ever be a trading share, not fit for long term investment.

Nothing wrong with the RNS - Reach or not - and good to see some communications going on.

Just seeing the usual jaded reaction based on past track record and weariness with Foolers ability to turn these in to anything other than a trial. Fooler cried wolf so many times, so many cusps, contracts unsigned, unconverted MOUs and LOIs. It’s hardly surprising that all this does is stop the SP dropping today,

Reece - that would be nice but highly unlikely in my view.

I suspect market will see it as a - ‘meh, so what ?’

Something for YA and Rivers to sell in to now we’re in another month.

It means they get them for 10p - who knows if they’ll be flipped.

The notes were meant to be redeemed by 1st June so it could be somebody had forgotten they’d been extended to next year and was looking forward to receiving the 93k.

At the end of the day, they’ve chosen to swap the loan for the shares so I personally think they’d then be looking to sell them.

AIMHO.

Foxy - I suspect you’re right. PF has cried wolf so many times that the regular AIM folk just see it as the spin, hot air and jam.

I’m still not sensing any prospect of a decent re-rate. At the moment it just seems to be ebb and flowing against a central point of the nominal price , up to 12p down to 8p.

Press news, market commentators, twitterati would suggest that great things are going on and the company would currently be in a sweet spot but not really happening. The herd move in briefly then realise this isn’t going to rocket so move on just as quickly.

Long, long wait continues for LTH whilst the £1 parties go on elsewhere.

Bid at 29 but only offering 26 to sellers. Clearly don’t want anyone selling - why ?

With CD&R investing such a big sum at the 25p level they wouldn’t want to see other II’s getting shares at a similar level. Expect next raise to be a fair bit higher.

Looks like all the regulars really have gone off out today.

Maybe jaded now but that was a typical PF interview, a bit like PF RNS’s - said a lot but told us little.

Key points - working hard on the many managed service opportunities and would like to deliver one this year. Well he’s not going to say he doesn’t want to ?!

Skipped quickly over the point about share price disappointment, told us he’s the largest shareholder but then quickly moved to say the focus was on him building the business.

Putting aside the bits of the interview that we already know, last years numbers, Q1 performance and the other details released last week the rest was just the usual vague indications with lots of potential, expressions of interest, irons in the fire but nothing that doesn’t sound awfully repetitive and given past history very little is of real significant impact.

I appreciate this was a video update so there was never going to be anything material stated otherwise it would need to be in an RNS. It still felt that this was a ‘steady as she goes’ update which isn’t going to trigger any rerate in the SP, even if he thinks we are unfairly priced.

Max - interesting observation, my general perceptions of PF having been here for 7 years is that news has to be pretty much dragged out of him , other than at placing time.

It would be a very welcome change if we started to get some meaningful updates and news. Certainly not heard anything substantial on our supposed long line of cusps for a while. Are they really all ongoing ?

Tema won’t move this - the initial announcement at the AGM did but failure to formally close the deal meant that Tema is now old news.

Company updates and anticipated news generally does little to the SP because, in the end Fooler is just providing more flim flam. It’s only the surprise news that gets noticed.

Other than that this moves up and down, like most AIM shares based on sentiment, a bit of pumping, and weariness with knowing that the potential and prospects will never be met with Fooler at the helm.

Fooler hates giving shareholders information and instead relies on vague statements. Secrecy is paramount in his mind.

Only exceptions is when funding is needed in which case he sings like a bird to hook people in and once raised its back to the silent treatment.

Revenue is meaningless

And Fooler said Tema contribution will be meaningful?

Vague as ever - make of it what you will.

Generally we await Fooler more with trepidation than anticipation.

So many updates, so little delivered. Time for something definite rather than prospects and potential.

Meant to add -

Off out to walk the plank.

Kings - the thing with Foolers updates are that they may well read well but then you read them again and realise they’re full of the sort of vague statements that even Boris would be proud of. At the end you realise that it’s generally more Jam tomorrow , maybe ?

Hope I’m wrong and for once we get definitive for a change but I can’t see Fooler changing his spots.