Member Info for x54v

Seller cleared?

...taken 9% of the company.

https://investegate.co.uk/best-of-the-best-plc--botb-/rns/holding-s--in-company/202104071440117179U/

Long term holders.

Hugely impressive what Vin Murria did with Advanced Computer Software. Hopefully the company growth and share price appreciation here proves to be equally impressive.

"Vinodka Murria, who has extensive experience of working with private equity backed and public listed companies focused on the software sector, will be appointed upon First Admission as the new Chief Executive of the Company to lead the Enlarged Group together with Michael Jackson." - 23rd July 2008

https://investegate.co.uk/drury-lane-capital--asw-/rns/acquisition---placing/200807231520097323Z/

Commenting on the Acquisition, Vin Murria, CEO of ACS, said:

"In the six years from inception to February 2014, we have grown the Wider ACS Group's revenue to £203m and Adjusted EBITDA to £45m (CAGR of 46% and 44% respectively over the last five years), by a combination of acquisitions and strong organic growth. For the first six months of this financial year revenue was £108m, up 9% and Adjusted EBITDA was £25m, up 14%.

"ACS' value has grown from £32m to £725m, with the offer price representing an increase of over 724% over that period - this offer crystallises a significant return to shareholders." - 25th November 2014

https://investegate.co.uk/vista-equity/rns/offer-for-advanced-computer-software-group-plc/201411250700188977X/

A good opportunity to pick up stock whilst things are quiet here, instead of being forced to chase price when the herd cotton on.

Loads of upside from current levels. Vin Murria has that much confidence that she has invested £17.5 million of her own money here. That really is a huge committment if you think about it. It's a rarity to see a director investing such a huge amount.

By comparison a NED at PURP today bought £250k worth of shares and that has helped push the price up a few percent there. £250k is certainly a decent amount. But £17.5 million, that's 70 lots of £250k.

Follow the money.

Whatever the reason, I'd imagine there are a number of frustrated investors who'd like to trade the shares but can't due to the restrictions imposed by their platform.

Best solution is to try an alternative platform like IG or II which both seem to be fine.

From HL - "Unfortunately we will be unable to list this stock on our platform. Due to the settlement restrictions within CREST, HL has made a business decision not to enable this stock on the platform."

AJB the same apparently. The fact that you can't buy and sell on a couple of the main platforms is likely to be putting a dampener on volume.

Moving strongly today.

Chart breakout with no real resistance until 1000p+, multiple recent director purchases and institutional buying yesterday.

Thanks Hindy86.

Why won't HL be listing it?

"If this deal is completed a quoted fair value would be

· 14 to 15 times PE Ratio
· A further 20% uplift due to growth rate of the company
· A further uplift of 20-30% as a result of Vin Murria’s famous cost equity strategy

This gives a potential valuation of between 270p to 300 pence as opposed to the 120p today."

https://zakmir.com/advancedadvt-formerly-marwyn-acquisition-moves-forward-into-software-advt-mac1

https://investegate.co.uk/asimilar-group-plc--aslr-/rns/holding-s--in-company/202103221317330682T/

Posted at the weekend...

https://twitter.com/sportschris/status/1373427729593417731

https://twitter.com/sportschris/status/1373427729593417731?s=21

https://twitter.com/AccionEAFI/status/1372503197579939846

"Seems I was a bit conservative yesterday: based solely on in-situ resources of flagship assets, #MKA should be trading at 4-7x its mkt cap, just to achieve parity with the peer group average."

https://twitter.com/MylesMcNulty/status/1372137341599543298

Alan Duff buying another 200k yesterday

https://twitter.com/AlanDuff3/status/1370383121892401156

“Speaking of SPACs, there was a distinctly SPACish vibe at Immedia (IME), with professional buying investor interest adding to the existing “All Star” shareholder register....”

https://zakmir.com/stock-market-watch-12/

https://twitter.com/tharisa_sa/status/1367353648230055943

"My crystal ball wasn't working when I mentioned #THS a weeks before Covid kicking off. Nevertheless it's almost x2 since and as I ref'd a couple of weeks back it's very cheap still - I make it second to only #FXPO in the mining category at spots. The next move possibly starting"

https://twitter.com/baroninvestment/status/1367070358432591875

Some interesting chunky buys for sure over the past few sessions.

Particularly noteable are the 2 x 50k block buys at full 170p offer today and a 100k and 50k buy on Monday.

Somebody wants in. Could a deal be in the offing.

From his recent "likes" on IME-related twitter posts, it's clear that he's bullish the prospects here e.g.

“#IME I get that everyone is side tracked by the hot sector (#MXC, #KNB etc) but we've had a buyer taking up even more of the free float this week despite the lack of interest on the feed. Quietly moving through the gears. Same MO as #AAA, #DEV, #ASLR etc... It'll keep going.” - Feb 17th

"#IME 166 grand buy in to go with 51 grand after hours yesterday. Block the stock." - Feb 15th

“#IME has big parallels to PIRI the big raise boys CA and co you couldn't get a peep out of um, many of us sold as thought no goer in 3s. Then it started, For me an m bagger in making. Dont think it will be too long before we see whats cooking.” - Feb 12th

“#IME another 35 grand after hours buy and some more raise stock yesterday shifted, not going to be long before shackles off.” - Feb 5th

“#IME more delayed whoppers bid never 34 or 36. Big money blocking out cheap flips and bored retail. Bloody huge play coming here soon” - Feb 4th