Lo-Q Share Discussion Threads

[spud] 30/10/2013 09:16

Trading Statement will be in November now David. Looking forward to some tasty snippets from Tom & who knows, maybe even a new contract before - We seem to be slipping behind 2012 on that front..spud

[davidosh] 30/10/2013 09:12

I assume we will get a trading update within the next couple of weeks or so with Frightfest nearly over but the year end now 31st December do not forget.


Out of interest for those of you with LOQ in their to ten you may want to join in completing this listing ...

[spud] 25/10/2013 15:04

Yup, this is definitely still being accumulated. Only an amateur would sell currently.spud

[rivaldo] 25/10/2013 14:11

Hmmm. 201,800 shares traded within a minute, all at the very nice price of 660p.

[robotface] 24/10/2013 18:37

Merlin to offer 30% off its attractions' tickets for shareholders!

[glennborthwick] 24/10/2013 18:20

Ok think its goingtobe Arta and IDM for me. My basic plan is to gradually build a stake over the next twelve months then see what happens.

[janeann] 24/10/2013 16:37

Glen; PTCM and thal might be worth a look, and also blur whose prospects seem considerable but I find it very difficult to judge. Have a stake in all; small in the latter one.

[spud] 24/10/2013 09:18

Sorry to hear of your misfortunes Glenn but welcome home :-)Still a way to go here before the endgame.spud

[itchycrack] 24/10/2013 08:37

Hi glenn, nice to see you on the boards again, I'm still in LOQ from those sub 10p days. I've actually shifted some of my LOQ profits over the past month into ATUK, ACM, THAL and NANO, but LOQ still the biggest holding in my SIPP. Good luck with whatever you decide to invest in.

[glennborthwick] 24/10/2013 08:16

anybody here got "arta". Interesting announcement today. My first look at it so dont hold.

[glennborthwick] 23/10/2013 23:41

Great to be back. Bit of a cathartic moment. For a year or so I haven't even been able to look at the share price for the "what could have been factor", but if I can do it once I can do it again. It will be interesting to see if I am still good at this game.

[orange1] 23/10/2013 23:28

Why is nobody recommending LOQ to Glenn?!

[davidosh] 23/10/2013 23:28

Glenn....Welcome back and great to have you here. We were only mentioning you a few weeks back in a nice way of course when someone was remembering the days of a decade back !

I know exactly the sort of company you are looking for as I have been operating exactly that strategy with about 20% of my small cap money over the last year or so now that the economy is coming out of the doldrums and there are some good recovery and growth stories in micro caps with enough cash to see themselves through into profit.

My current favourite tiddlers are Inditherm IDM, Universe Group UNG and John Lewis of Hungerford JLH. There have been very positive announcements from all of them but I still think there is a long long way to go if you see how 20% increases to the top line each year can transform the bottom line due to the very high margins and tight cost bases with pretty much fixed overheads that are coming from a low base and break even levels.

I have to disclose that I hold significant holdings in each company so I am backing my own judgement and then talking my own book to a certain extent.

This is an excellent posting on TMF showing the case for IDM...

it has nearly doubled since then but still an excellent risk/reward share in my opinion as the sales to the NHS and around the world are just coming through and they are tiny compared with the scale of their markets.

If you want fairly steady growth from two more tiddlers that are really doing well in their sectors that are hot right now then I think Crawshaws (CRAW) the butchers or 1pm (OPM) the asset backed business loans company are worth looking at. Both those company managements are doing presentations to our group over the next month. If you are in London at some point then do join us www.mellomeeting.co.uk as we have some great investors that come along and network together and a great track record.

LOQ still remain our top performer but there have been some crackers and you will see that our group are already tuned in to Inditherm. A third of the companies that have been selected and presented to us at our monthly dinners have already doubled and in many cases multibagged.

Do keep popping in here but be careful with some of the microcaps as not all directors and management teams want to share the profits when they come through and find ways of either taking far too much of the cake or pay themselves far too handsomely for very average performance and that hurts in a small company with limited funding. LOQ with Leonard at the start keeping the costs down and then Tom taking us to the next level and making the most of the opportunity has been a terrific ride.....not all are so rewarding.

[rivaldo] 23/10/2013 23:10

Davidosh, thx for the heads up on the Six Flags announcement. Excellent news.

There's a transcript of the results conference call here:



Looks like more work will be coming LOQ's way:

"In addition to a variety of other rides, slides and shows at other parks, we are also building a huge brand-new waterpark inside our Georgia theme park. That will be called Hurricane Harbor, and we believe it will be a big success."

[glennborthwick] 23/10/2013 22:35

cheers, btw if anyone fancies lending me a few grand message me. LOL

[baxter99] 23/10/2013 22:27

I too seek the next LOQ since buying my first of seven tranches three years ago this month at 119p. Spotted ECK (mkt cap 50m) earlier this summer - bought in at 17.7p and again at 21.9p (currently 24.9p - i'm up 21% overall). Bought ACM (mkt cap 33m) on 10th Oct and already up 19%. Both under the radar at the moment.

[rolo7] 23/10/2013 22:05

glenn take a look at hayt

[effortless cool] 23/10/2013 21:59

Good luck with that. You might want to take a look at some of the tara7 threads.

[glennborthwick] 23/10/2013 21:56

quite like srt on first look. Basically want market cap under 10million, near break even, not a mining share, something I might understand. Not asking too much really am I.

[effortless cool] 23/10/2013 21:48

AUE
SRT
GBO

[glennborthwick] 23/10/2013 21:42

so pump me a short list so I can begin some research.

[glennborthwick] 23/10/2013 21:41

still got the vending business which is fine thank god. Pays the bills. Exactly, back to find another one, but im hoping its like getting back on a horse cos been out of the loop for a while.

[glennborthwick] 23/10/2013 21:29

long story, sold out at a quid. Lost it all in foreign property investments/scam so got to do it all over again. LOL. Still smiling though.