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It’s just the two founders cashing in some of their profits since founding the business in 2009. Good luck to them I say, they’ve done fantastically well. And they are each keeping 66% of their shareholding which demonstrates confidence in the business. Brief article on them in The Times today. I first got in at 160p and stupidly sold at 250ish. Got back in again at 1000p in a much bigger way and now just leaving alone in my forever fund.
I’ve actually got a sea of green across my portfolio today for a change with the one notable exception of Nano which is now down over 7%. A shame given it’s my largest individual holding, but offset by my doubling down on Burford two weeks ago :)
I need well over 3£ to break even sadly. Mentally written off the whole investment so anything above zero I’m frankly grateful for at this stage! Will just leave it here long term in case they ever start the divi again enough to get it above 3£
Not sure about updates due. I noticed the good uptick this week and sold 40% of my holding yesterday to finally crystallise some gains. I’m now torn between wanting a quick dip to buy back in cheaply or continued increases so the remaining 60% can benefit !
Sold a third of my holding end of play yesterday to bank some profits given we are near the all time high of 1660. The FT article made some good observations. Will buy that third back again if we dip back to the 1300’s
Likewise
I’m topping up. Definite long term opportunities
Wish Santa would get a move on. Odd that this one after stabilising for a while is continuing the sell off
This is frustrating. Further sell offs off the bat this morning. Trying to time the bottom is a challenge
So, decided to top-up at the 1430p mark. Drags my average up to around 880p so still a healthy overall gain. Also, a positive call-out in the Times this weekend: https://www.thetimes.co.uk/past-six-days/2017-12-02/money/the-robots-are-coming-totherescue-7j2bk07bv . The article acknowledged the recent pullback in the SP, so hopefully this will trigger some new entrants given the overall spin of the article was positive.
Question is whether to top up at today’s price. I’m averaging £8 at moment. If it drops below 13 I’ll probably dive in for a few more
Good points. 90% of my portfolio is buy and hold. I just need a bit of fun as well on the edges! Anyway I got back in today at 860p so net have ended the week with more shares without spending any money. I'm going to leave this one to bake now and keep my "fun" 10% fund for the penny stocks .
Sold a third of my stake just before the market closed today and took a healthy bit of profit. In absence of further news I expect the price to trace back a bit by end of week so hopefully can buy back in again at sub 9. Gla
Any ideas what caused the 12% drop on Friday ? No RNS or other news seems to have been released
Today's FRC press release refers to the Member responsible for preparing the Redcentric financial info for the last couple of year ends. PwC as the auditor is not permitted to prepare the financial information. Consequently, the FRC will be referring to someone in the finance team - presumably the CFO - who is a member of one of the institutes, most likely ICAEW. The press release does remind us that a separate investigation had been opened into the conduct of PwC's audit back in February 2017, which is presumably still ongoing.