Legendary Inv. Share Discussion Threads

[paulthomas103] 09/11/2017 11:17

Thanks Prof but it does seem strange that he kept something of a profile with Zak interviews and a lot more RNS's whereas this year his profile has been very low. The good news is we are at stage 1 with our stock price where volume is low and the sellers are pretty much gone so buying should be rewarded well. I've personally topped up massively over the last 6 months as it's a no-brainer now with john lewis, Carphone, flotation, NHS rollout, potential US contracts (my money's on wallmart (Asda)) and anything from one of our other investments would be the icing on the cake.

[professor pettigrew] 09/11/2017 10:40

Morning paul.

All I can think of is that because it costs money to release an RNS and the contract win was basically an extension of the already announced Carphone Warehouse (as it was) win they decided not to do it. I would think at least that Zaf would watch the pennies.

As you say though, the potential for VS is scary indeed. A $500m float, around £400m would value our holding at around £30 - seven and half times our current mcap without anything else thrown into the mix.

Imagine when the news starts flowing in decent quantities. There will be many here who wondered why they didn't buy more at these levels.

[michaelsadvfn] 09/11/2017 10:16

He wasn't a telex boy for no good reason !

Professor Pettigrew 9 Nov '17 - 09:48 - 9548 of 9548 0 2

The public sector is the biggest waster of public money by far.

[paulthomas103] 09/11/2017 10:14

Morning guys, there is still so much potential with VS it’s scary. They genuinely could float with a market cap of $500 million - who knows.... I’m just trying to understand Zafs plan, he knows that this share rises with news yet when given opportunities to send an RNS he seems reluctant. He puts a tweet out about the flotation which I can understand but the recent contract win.... what’s going on?

[professor pettigrew] 09/11/2017 09:48

In one Mickluv1. The public sector is the biggest waster of public money by far. Inefficient and run for the benefit of those that work in it, in the main.

But, it's up to VS to get moving and start contacting all potential users of "The Edge".

If you have a world-beating product, then let the world know about it.

I must admit, PR from both VS and LEG is sadly lacking in some departments. I'd be shouting it from the rooftops if I were the head of VS. I appreciate these things take time, that's why we've had no positive RNS re VS for some months, we know they will eventually materialise, but I think VS should be pushing this for all it's worth.

Maybe an announcement of a gong at the Amazon Growing Business awards in three weeks time will be the thing that lights the blue touchpaper.

[chinese investor] 09/11/2017 08:42

I know Simon very well - we worked together in Quarry House - Leeds.

[michaelsadvfn] 09/11/2017 08:26

Professor Impatient 9 Nov '17 - 08:16 - 9546 of 9546 0 2

For anybody that wants to e-mail Simon Stevens and enquire as to when the roll-out to the rest of the trusts of "The Edge" will commence, I've found his personal e-mail details:-

[e-mail]

He'll be delighted to have his inbox stuffed with stupid questions from impatient investors.

Sorry, gamblers.

[professor pettigrew] 09/11/2017 08:16

For anybody that wants to e-mail Simon Stevens and enquire as to when the roll-out to the rest of the trusts of "The Edge" will commence, I've found his personal e-mail details:-

[e-mail]

[professor pettigrew] 09/11/2017 08:00

Before anyone thinks VS service Sainsbury's because of the Argos connection, they don't.

I ascertain that with VS some time ago, so given today's Sainsbury's results maybe the big cheese there may look at how "The Edge" serves Argos and want it implemented.

VS has a hell of a lot potentially going for it along with what they already plan.

[chinese investor] 09/11/2017 07:34

Belmont Bellends 7 Shanghai Super Strikers 10
Game abandoned due to lack of interest

There is one crazed Bellender fan remaining but everyone is ignoring him.

[professor pettigrew] 09/11/2017 07:22

I see this morning, that despite an increase in sales Sainsbury's profits are down 9%

If that isn't a reason for them to take up "The Edge" I don't know what is.

[fatfish] 09/11/2017 06:37

yes preferred providers, the railway is just the same. An item I can get off the internet for £6 cost the railway £1200 how stupid is that, and I do not jest

[professor pettigrew] 08/11/2017 14:47

Yup, well put lend.

Two extra routes for further information.

[lendmeafiver] 08/11/2017 14:26

I expect that the Currys announcement will not have been viewed as material to LEG at this time as there is a market expectation that VS are expanding and will be winning those type of contracts regularly, I expect there could similarly be further contract wins in the future in VS that don’t require a LEG RNS, doesn’t make the currys news any less valuable it’s just a case of an investment company not being required under market rules to announce every contract win an investee company is awarded.

Will be keeping a close eye on those twitter accounts.

[professor pettigrew] 08/11/2017 13:28

Yup, agree lend. Do the same.

Interestingly the recent contract win was tweeted but not RNS'd, I assume because we already had Dixons Carphone under wraps, and this was just an extension for Currys PC World.

But the fact remains that relevant news could come via those channels that wouldn't necessarily be announced via LEG.

The VS value is probably more than some think.

[kemorkid] 08/11/2017 13:22

Totally agree lend
Have been just looking st those myself!!!

[lendmeafiver] 08/11/2017 13:16

Really worth following the twitter accounts of Notion as well as VS by the way, some interesting and relevant articles