Share Name Share Symbol Market Type Share ISIN Share Description
Zamano LSE:ZMNO London Ordinary Share IE00B1G17W46 ORD EUR0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.20p -3.36% 5.75p 5.70p 5.80p 5.925p 5.75p 5.925p 182,000.00 15:58:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mobile Telecommunications 17.9 1.8 1.6 3.1 5.72

Zamano Share Discussion Threads

Showing 676 to 698 of 700 messages
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
DateSubjectAuthorDiscuss
29/11/2016
22:34
>>halved in price --- makes it much more attractive investment. >>staff and directors have gone --- costs cut and the risky M&A strategy abandoned. so making it a more attractive investment. >>now a real basket case --- they have indicated they are positive on the core business being profitable in the future, and the cash remains in the bank as it was before. how does that make it a basket case?
rndm355
29/11/2016
20:21
Last looked here 6 months ago when I sold these. The same positive posts, very confident as then. The stock has since halved in price, staff and directors have gone and it is now a real basket case
barnetpeter
29/11/2016
20:08
Shareholding announcement. Pageant Holdings have reduced from 29% to 20%. http://www.investegate.co.uk/zamano-plc--zmno-/rns/holding-s--in-company/201611291533114617Q/ That explains how Farringdon Capital got their 9%. There is a Farringdon Capital Partners who are a hedge fund. They sound like more probable buyers than the real estate Farringdon Capital. Reckon this is quite positive since it reduces the control of a big single shareholder.
hugepants
29/11/2016
11:41
More being taken at close to the full ask...11.17hrs - 100k @ 5.95p, amongst others. Not just as quiet as of late at ZMNO f
fillipe
28/11/2016
19:40
Bought some of these based on Friday's RNS which I think was positive. Especially the fact they are saying the business will be profitable and cash generative going forward. So a market cap of £5.8M against cash of £6.2M and net cash of approx £4.5M means hardly any value assigned to the business which has pretty decent revenues. There's a holding RNS today stating Farringdon Capital hold 9% http://www.investegate.co.uk/zamano-plc--zmno-/rns/holding-s--in-company/201611281736293541Q/ I can't see this bunch mentioned before. Not sure if this is them http://www.farringdoncapital.com/
hugepants
25/11/2016
18:05
Might they now be wishing they had accepted the takeover offer at circa 14p, I believe? I agree with rndm355 that this is a better strategy than M&A - this way they should prevent undue erosion of the large cash pile and, in the meantime, plot the best way forward
qut
25/11/2016
17:09
I am very confident that this is positive news. The risk involved in the M&A strategy became too much for me to bear, which is primarily why I sold out. It looks to me like this should delist. Hopefully shareholders would be given a decent price to exit. Former shareholder, no position
rndm355
25/11/2016
16:30
Anyone care to guess where the latest RNS leaves us?
tiswas
24/11/2016
10:29
Looks like nobody has much interest in this and that is the Brea son it is currently at a discount to cash. The prospect of them making an acquisition is not one to make most shareholders hopeful or excited in the near-term.
seangwhite
22/11/2016
09:32
They could be on the other side of the world for all the news updates we get. I hope we hear something before results in March.
tiswas
06/10/2016
14:31
Seems like some largish buys have been going through in past few days
qut
04/10/2016
14:24
Isn't this a prime takeover target now? With the fall in the share price and the cash pile they're sitting on... They had an offer before at circa double the price which they rejected
qut
03/10/2016
06:54
Nice of them to tell us there was a court case - even though cleared. Http://www.sundayworld.com/news/courts/tech-firm-cleared-of-wrongfully-billing-web-browsers-for-premium-apps
aleman
30/9/2016
12:28
....will significantly impact the Company's and its B2B customers' ability to acquire new subscribers on the Payforit platform in the UK with effect from 1 November 2016 Anyone with a better understanding know if NEW subscribers is accurate, in other words will they still generate revenue from EXISTING subscribers or are they impacted as well?
tiswas
30/9/2016
12:18
Was clear to see something like this was going to happen. Incompetent.
bonio10000
30/9/2016
11:49
Market cap now below the net cash in the balance sheet! And no debt.
callumross
30/9/2016
11:48
Trading at cash value but are they adding to it more slowly or burning it away now? Very hard to say without more clarity. And possibly an acquisition to announce soon just to muddy things further.
aleman
30/9/2016
11:44
That doesn't look good - market reacting appropriately Fortunately decided to jump ship with CEO in May apart from a tiny position Hard to value business based on very limited info in RNS but the strong balance sheet provides comfort of sustainability but perhaps in a different market. SJ
sailing john
18/9/2016
09:15
Had a good look at this recently and reckon there is money to be made at current levels. + Cash growth last year was in excess of 20% now sitting at £6.5m in June, now probably in excess of £7m - current market cap £10m ! + There is no debt + They state in the interims they expect a strong 2nd half in earnings thus increasing profit. + The £ has recently strengthened against the Euro, good for earnings + There seems a very strong possibility of takeover, last year they received an approach at 17p a share. + They will probably make £1m - £1.5m this year so the forward PE is under 4 + There is talk of earning enhancing acquisitions + It is likely a dividend is possible due to the strong cash position, this would re-rate the shares + There is the possibility of new board appointments which could generate new investor interest. + Only 100m shares in issue, very low free float The list goes on BUT you get all this for an enterprise value of only £3m, the market cap is ONLY £10m, Cannot understand why the shares are sitting around 10p, there could easily be 50%-75% upside here in my view. Looks like it is under the radar and exceptionally undervalued.
the_sage1
07/9/2016
09:42
Http://www.businesspost.ie/zamano-looking-at-three-potential-acquisitions/
aleman
26/8/2016
18:24
This is the obviously the most active ZMNO board, so it's worth highlighting a couple of points here: i) Zamano - Change in Directors: Peter Furlong, of Pageant Holdings, was actually appointed an NED back in Feb-2012: http://www.investegate.co.uk/zamano-plc--zmno-/rns/board-changes/201202291704424266Y/ He resigned in Feb-2016...it's not unusual to see a director resign after 4 years on the board. Notably, his replacement as an NED (Fergal Scully) previously worked for Pageant Holdings: http://www.investegate.co.uk/zamano-plc--zmno-/rns/board-changes/201602160839211850P/ b) Zamano's Working Capital/FCF - just published a new sequence of tweets here: https://twitter.com/Wexboy_Value And for those not on Twitter, here they are...apologies for the format, etc: Zamano is actually one of those rare beasts – a negative working capital biz – no inventory & payables consistently > receivables! So as Zamano bulks up, there’s a tangible net working capital benefit, i.e. (semi-)permanent cash inflow! Another reason to like the Zamano revenue strategy, even if it hasn’t delivered increased profitability And obviously there are other actual & potential tangible/intangible benefits to being a larger company… So comparing two co’s of equal profitability – all else being equal – I’d inevitably opt for the larger company And if we focus purely on payables: One would obviously expect Zamano payables to also scale up with revenue In last 4 FYs, Zamano payables/revenue ratio was 21%, 21%, 24%, 23% & averaged 22% Zamano interim payables/revenue ratio was 20%, suggesting no reversal to come…in fact, I’d argue/expect payables shd be almost €1 M higher! As I’ve said, my intrinsic val estimate fr Zamano focuses on its (Op) FCF & its cash pile…it dsn’t assume sustained P&L grwth Zamano has delivered an avg €2.3 M FCF pa in last 4 FYs & in Last Twelve Mths it also delivered €2.3 M FCF At 12.5 cts per share, that now puts Zamano trading on a 2.2 EV/FCF multiple $ZMNO:ID $ZMNO:LN Cheers, Wexboy
wexboy
25/8/2016
16:01
Good question. I don't know. Difference between Pageant and other shareholders about how and when to realise value? Pageant not getting their way (lowish bid taken) so Rockett and Furlong quit to force the issue? Again - I have no extra info so merely guessing/wondering.
aleman
25/8/2016
15:42
Aleman Why then would Peter Furlong have resigned in Feb 16, he was Pageant's man on the Board was he not? Management certainly comes and goes at this company!
tiswas
Chat Pages: 28  27  26  25  24  23  22  21  20  19  18  17  Older
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