Mc Mining Share Discussion Threads

[davidwilkin] 24/7/2008 20:22

Hope you like what you find bookworm, i don't do the indepth research that you do,however i do hold 6000 shares and believe this to be obviously undervalued, its quite an illiquid share and needs more investors being made aware of it hence my comments on SGI board to talk to you over here.

Starwood thanks for clearing the figures up. i feel EVEN more confident now.

[bookworm1] 24/7/2008 18:29

starwood I was getting the same figures from a number of different sources so I was assuming that they were correct. The numis estimate makes sense. Many thanks for your explanation. I have downloaded the accounts and will go through them in more detail. Do you have a link for the numis report?

[starwood] 24/7/2008 18:11

Digital look are not comparing like with like.Motivcom accts show 07 turnover was 85mln with 16.9mln income and 3.3 profit. Numis say 08 will be over110mln turnover with 26mln income and 5mln profit.

This share buy back may well have taken out some wobbly investors so with a very low forward pe we could be set for a mini breakout if half year is good. Not many of those these days!

[bookworm1] 24/7/2008 17:56

davidwilkin OT: good timing and good luck with SGI I am looking forward to confirming that everything is on track when they announce their interims 8/8/08. If T/O is anywhere near £10.6m+ then they will achieve their £25m annual target. It has a good discussion thread on ADVFN.

Can you thow anymore light on Motivcom's turnover figures?

[davidwilkin] 24/7/2008 17:40

bookworm, bought SGI today just before the rise at 141.75, i was waiting for the bid to move and i just got in in time, CEL doesnt fit my current profile because of the lack of divi, but i do agree that it is undervalued and recommended it to a friend just before yesterdays rise.

[bookworm1] 24/7/2008 11:30

Starwood only problem is that the £26.5m is the forecast figure for 2008 compared to the actual results of £85.7m last year. I accept that forecasts show a growth in PBT & eps I just would like to know what is causing this change in their business model?

davidwilkin interesting that you are watching SFR might post some questions on there as I would be interested how they see the construction market from their perspective. Not into FDP but I did look at it and was impressed with their growth & results but put it behind me. You could take a look at SGI or CEL both underpriced and IMO recession proof with good growth prospects.

[davidwilkin] 23/7/2008 22:28

Thanks starwood, i was focusing on the profit figure on digital looks website, i believe from memory it is forecast to be £5 mln this year against a market cap of £17mln, the latest co statement said Motivcom may actually benefit from a downturn in the economy. The share buybacks are a positive in as much as the company obviously thinks the shares are cheap and this will increase the eps figure even more.

The last broker note i saw for these had a target price of £1.50

O/T bookworm i cant believe you are watching SFR, they are on my buy list hopefully somewhwere near £2, i do business with them with my company, i live approx 12 miles from their factory at Dalton, N Yorkshire. Another small cap i recently bought was FDP - Your probably already in that 1 too if our coincidences keep occuring.

[starwood] 23/7/2008 15:28

bookworm, looking at the Numis note, it would appear the £26.5m is fee income up from £16.9m in 2007. The £85.7m looks like turnover.

[bookworm1] 23/7/2008 11:03

davidwilkin just had a quick look. Can you explain why the forecasted sales are only expected to be £26.5m when last year they were £85.7m?

[davidwilkin] 22/7/2008 21:11

is it a seller cleared, this may of been the drag on price on next to no selling for the last few weeks. i'm sure its going to be a positive for the share price. This has got to be 1 of the cheapest stocks on the market and a decent dividend yield too.

[scottie01] 22/7/2008 17:12

Any thoughts on the large trades today?.

[davidwilkin] 15/7/2008 20:32

Couldnt resist at 67p - what a bargain.........i hope

[davidwilkin] 05/6/2008 20:40

Bit of a bargain entry point, would be nice to see some director buying at this level.i will top up at 83p.....what a bargain

[starwood] 14/3/2008 17:26

Press release -

Appointment of Non-Executive Director

Motivcom plc (AIM:MCM), a leading provider of a range of business services to assist major blue chip corporate clients to win and retain customers whilst incentivising and retaining employees, is pleased to announce the appointment of Ms. Susan Jane Farr, aged 52, as Non-Executive Director with immediate effect. Ms. Farr is currently Executive Director of Chime Communications Limited and Trustee of the Historic Royal Palaces. Sue's previous roles include Director of Corporate Affairs at Vauxhall Motors UK, European Managing Director of Golin/Harris International, and Director of Marketing for the BBC.

Commenting on this announcement, Motivcom Chairman, Colin Lloyd, said:

"We are delighted that Sue has joined Motivcom as she brings a wealth of experience to the Board and will be invaluable in continuing to provide a very high level of senior management expertise and corporate marketing and communication direction. Sue will also help in providing constructive challenge, objectivity and experience to the planning of the Group's future strategy in order to maximise the opportunities that the Group now enjoys from is leading position within its specialised business to employee sector. We are confident that Sue will be a major asset to the Company. Her appointment will strengthen the Board in preparation for our next phase of growth and we look forward to working with her."

[wynmck] 13/3/2008 11:35

Don't hang about then David-RNS with results date this time last year!

[davidwilkin] 12/3/2008 21:38

Yes there seems to be some buying interest at last, there was a 22000 buy a couple of weeks ago too. i see £1.10 - £1.20 range again soon. i might give it a bit more help along the way with some more buys.

[wynmck] 12/3/2008 16:36

someone picked up 15k shares today-good results due out soon??

[davidwilkin] 29/2/2008 12:46

whooosh, its begun - hurrah - buy low - sell high

[davidwilkin] 28/2/2008 19:51

and another batch today, this is building a head of steam up

[davidwilkin] 26/2/2008 09:12

Just couldnt resist today - this will be back above a £1 in no time at all.

[davidwilkin] 21/2/2008 15:09

looking interesting - trying to persuade myself that this is cheap and will not fall anymore ????

[matt123d] 30/1/2008 07:36

A large part of that was my short covering!

[wynmck] 29/1/2008 15:23

Price moving up here-27k all buys in the last half hour-people waking up to a bargain imo.

[matt123d] 25/1/2008 18:56

Yes a couple of 5k buys today, still couldn't shift either market maker which certainly isn't a good sign!

[wynmck] 25/1/2008 12:43

I see the Company announcement on Tuesday of "a strong platform for future growth during 2008 and beyond" has perked up some interest.
Couple of 5k buys today.