Member Info for You_Having_a_Laugh

Not many say it but I will. Expect the �, so long as Corbyn doesn't get in, to strengthen post Brexit. Strange to some to think of it but very likely imho. UK will need a � value management strategy else exports get clobbered because of it.

UBI has placed itself as a tool in infrastructure roll-out with the new myworld capture. It's a really good move. The financials haven't been brilliant but the potential is massive, it should be sitting at a higher valuation imho. Start-ups with less potential can be valued towards this level with less track record. This should be �50m+ in my estimation and closer to 70p. They are addressing multiple market segments now and with Saleforce as a route to market it's a big change for myworld. It's all software on myworld too so should be good margins with relatively light headcount to roll it out.

Confused? You will be. Aggregate holding now close to 1/5 of UBI. Threadneedle Asset Management Limited is wholly owned by TC Financing Limited, which is itself wholly owned by Threadneedle Asset Management Holdings Limited, which is itself wholly owned by TAM UK Holdings Limited, which is itself wholly owned by Threadneedle Holdings Limited, which is itself wholly owned by Threadneedle Asset Management Holdings SARL, which is itself wholly owned by Ameriprise International Holdings GmbH, which is itself wholly owned by Ameriprise Financial, Inc.

Show could be over by end of May. Price not moved. Still Sceptical they will achieve a much higher sell price.

It looks it to me as is Amerprise adding to holding. Some other group/S also mopped up about 500k shares in recent past I think but don't need to announce yet. I don't know that for certain but just keeping eye on trades and it smells like it to me. Holdings are tightening. Tax loss selling should complete soon so holders will be doing so without looking at rear view mirror.

Someone is clearing out and someone else is happy to take the stock. When this is complete I would hope the price will rise.

�2.3M+ exceptionals. With some trimming, if exceptionals don't recurr, and if no competitor/disruptor doesn't spoil the party it will be ok. Very fast moving market and change can blind side even the best.

Someone selling.

https://ubisense.net/en/news-events/news/ubisense-secures-mexican-approval-its-market-leading-dimension4-uwb

https://ubisense.net/en/news-events/news/ubisense-secures-mexican-approval-its-market-leading-dimension4-uwb

Makes no difference what the Hills want. The alternative to offloading this to another company are cutting costs so much the company can't function, or massive dilution on another funding round, or winding up. There's comes a time when enough is enough.

The price ALWAYS moves to the deal, or very close, before us plebs discover it. Market knows first. Look at Plant Impact, now closed at10.75p. Look at where it was and fell from. This period of zero volume at this price is a concern. It might be an all share offer?

Strong buy but I'm concerned. Price ALWAYS moves to the expected takeover cost but this is stuck here. Why? If it was expected to be 3p-5p by the market it wouldn't be this low now.

Take a look at the advfn thread for imtk. There's some info there on a new shareholder.

adammark, why don't you put a low ball bid in case you get lucky?

They have been winning more business with partner collaboration. I would have expected some group like PwC to be interested even if they already have an offering. It could come from one of the big consulting firms imho and be a pleasant surprise. I don't think any offer will be from a "usual suspect" but it might well encourage one of the usual to take a look to stop it landing elsewhere. As for the consulting side, that can be a good service bolt-on for large clients able and willing to pay for it as part of a management consulting package.

The way I read it is they are compensating well for GE Small world revenue loss with higher margin own products. I think revenue might even increase and this is valued at about 1x sales. Net cash, still investing so no headline profit but it looks massively de-risked and close to fully self-supporting. I don't get the market not noticing. When the market does wake-up to UBI it should re-rate upwards substantially imho.

The way I read it is they are compensating well for GE Small world revenue loss with higher margin own products. I think revenue might even increase and this is valued at about 1x sales. Net cash, still investing so no headline profit but it looks massively de-risked and close to fully self-supporting. I don't get the market not noticing. When the market does wake-up to UBI it should re-rate upwards substantially imho.

Anyone else interested to know what's happening here and who might want to buy It? I hope there is some interest.

2 large trades and not in the standard trade table. Both buys so some is accumulating about mid 40's.