1pm Share Discussion Threads

[dround87] 24/10/2018 17:08

A couple of my aim stocks that bombed in previous weeks are back up where they should be today. Holding out some hope for OPM.

[dround87] 19/10/2018 16:45

You should definitely buy them. No ulterior motives on this BB ;)In all honesty I've priced them up based on the fundamentals and I've bought happily on the way down. Some rumblings about an increase in overheads from some on this board but my opinion is that there's nothing there to be concerned about. No worrying debt. Profits growing. Dividends up. The current share price price is baffling and took a big hit during the AIM wobble last week. Looking incredibly cheap right now.

[p1nkfish] 19/10/2018 16:44

If in doubt, stay out.
I hold.

[gr4nts] 19/10/2018 16:21

I was in these in 2016 and got out with a small loss. I don't think they have come up on my radar since then. Can anyone give me a genuine reason why I should not buy these on Monday because unless I am missing something these shares are exceptionally cheap???

[dround87] 11/10/2018 11:43

Actually fairing pretty well today in the current climate.

[dround87] 10/10/2018 09:46

It's almost laughable. Grab a handful of bargain shares.

[p1nkfish] 10/10/2018 08:53

Currently still inside uptrend channel started about April/May 17. Towards the bottom of channel. If it breaks below time to re-assess otherwise it should turn back round and upwards.

GLA.

Frustrating.

[hatfullofsky] 10/10/2018 08:33

WTF is going on !

[dround87] 08/10/2018 14:03

Oh well we're rolling back over in the right direction in terms of trading volume. Patience is needed! The fundamentals are there. The tip sheets are right to call it out. Lots of people buying at an excellent price.

[nw99] 08/10/2018 10:00

Buying in today

[p1nkfish] 08/10/2018 09:57

Wasn't the old founder lightening up?
Probably bounce back just as various bailout due to the frustration.

[salpara111] 08/10/2018 09:34

Talk about frustrating!

I have been a holder for years and was finally at b/e when it hit 60 but felt that on the basis of the last set of solid results I might have even managed to make a profit. Well that was a mistake! back well under water yet again. I struggle to see what is causing the weakness but I guess I will continue to hold for the moment.

[dround87] 08/10/2018 09:27

Ah didn't notice the spread.

[john09] 08/10/2018 09:25

A certain tip sheet mentioned. Normally means it goes up . Alas

[dround87] 08/10/2018 09:22

Suspicious looking trading volumes today. Can anyone explain?

[santangello] 05/10/2018 15:13

What a difference a day makes.....got the majority of my Pelican Order filled, and at sensible prices too.Feels like legalised theft lol.

[dround87] 05/10/2018 09:10

Loads of buys coming through. Good to see

[dround87] 05/10/2018 07:03

Seems like most of my shortlist took a hit yesterday. Trouble in US markets.

[maiken] 04/10/2018 11:15

I'm still a holder but i sold a good few on the results and here's why...[apart from the fact they always tend to drift back after a puff up ahead of results,dunno why... they just do]

1]I still don't understand why administrative expenses have risen from 37% to 40% of revenues.I spoke to Ian Smith on this but didn't really get an explanation that I understood.Nor did I get the impression this would reverse by much.Okay,so the compliance dept went from 1 to 4 people [which implies by the way that none of the acquisitions had any compliance capability at all before being acquired] but surely there must be some synergies,some leveraging of the fixed cost base and some economies of scale. They never seem to talk about [getting a grip of or stripping out] costs...maybe they should!

2]It looks real cheap but Broker forecasts are for minimal eps growth this year which I also feel i do not fully understand.Why such a sharp slowdown in growth?Surely they should just be getting into their stride now !
No doubt The co. is seeking to keep forecasts conservative and retain scope to over deliver but Hardman actually reduced their eps no. for 2019in their latest co.sponsored research. Terry Smith would urge you to ask not is it cheap,but is it a good company?

3]There's potentially a bloody big overhang of 6% of the company shares.not a reason for my sale but relevant to the discussion perhaps.

If anyone can offer a sensible explanation as to why eps growth should be expected to slow and/or costs rise I'd welcome it

[santangello] 04/10/2018 11:02

I tried one of my Pelican buys this a.m (350k) with the offer at 51p. My Broker went to the MMs and could only get me 75k @ 56p T+2. Obviously there is a buy order being filled, and stop loss triggering is being used to hoover up stock.I ended up with 2 buy trades, way less than what I wanted. Patience needed here.

[wanttowin] 04/10/2018 10:44

Seems crazy sellers at 48p this morning, needs to hold 50p, or 45 next support imho.

[dround87] 04/10/2018 07:50

Apart from being small cap I'm pouring through the numbers and can't explain it. I added more @ 50p today.

[hatfullofsky] 04/10/2018 07:42

Something is dragging it down, for sure

[melody9999] 03/10/2018 21:34

could not agree more Dround.

[dround87] 03/10/2018 16:17

*Undervalued