Alpha Growth Share Discussion Threads

[7rademark] 17/5/2021 18:16

1.5m taken at 7.0

[pretax2] 16/5/2021 19:03

Took a look at TERN because I wanted a cyber in my portfolio. I just didn’t get it so, as many already know, I plumped for BRSD instead. Looking at the chart you’d wonder what the fuss was about. But that’s the time to buy in. Before the fireworks 🎆 Results due this month.

[7rademark] 16/5/2021 15:45

Apologies everyone for the OT talk, back to algw now and hoping for a good week ahead.

[7rademark] 16/5/2021 15:42

You make some valid points, many of which could have been applied to IBM Microsoft apple etc in their early days, but I also share some of your concerns, but take keyscaler often an interested party will polish and enhance a product before buying, so you end up owning a solution that's out of your league without any hope of taking full advantage, the only option is to exit the investment. So poor communications / presentations aside it's not beyond the realms of possibility that an investment can succeed. Tern is the Investee not the solution.

[cszjrh2] 16/5/2021 12:24

..risk of high dilution - Low bar to replication. If they did identify a gap in the market how long would it take GCP, AWS, MS or any of their partners to replicate the capabilities- Amateur-hour presentations low on content and high on buzzword bingo -> made me suspect slideware Given recent share price movements though they have presumably convinced the market on some of the above :). Not for me though. My ALGW holding is 1000x greater value than my TERN yet I am more comfortable with it.

[cszjrh2] 16/5/2021 12:20

Sure, I never fully researched the company to the level where I would be happy investing as I was put off but my initial view was:- Struggled to see where their IP was. A number of different systems/platforms already provide overlapping capability in this area. Boundary controls, IDS, device cert management, smart network monitoring platforms. - Classic solution looking for a problem?? who are these large scale IoT producers who are developing mission critical systems yet dont have the resources to deploy their own proprietary security systems. If they are mission critical they are normally behind aggregators/concentrators which can be secured - Money-pit for investors as the company develops the product searching for customers therefore

[7rademark] 16/5/2021 08:09

I was in the forces and worked in I.T, Im actually really impressed with recent events, whilst this board is quite can I ask what you don't like about tern, device authority Is on a different level to where it was and iot no longer a concept.

[cszjrh2] 15/5/2021 22:05

Absolutely, but that is based on 25 years working in IT. But if people can make money out of it short term then all good. Definitely a very different proposition to ALGW and that is where I've put my money.

[7rademark] 15/5/2021 20:25

Still think tern is a bad bet.

[cszjrh2] 15/5/2021 16:05

Thanks both. Always good to keep learning.

[baghdaddy2018] 15/5/2021 14:16

Any trade 6 times nms or more is automatically delayed by 1 hour. MMs can choose to delay for a longer period

[7rademark] 15/5/2021 13:47

The mms can delay reporting trades that are a certain multiple of the nms, so I would assume a rollover fits into the same ruling. Imo its yet another tool that's used to blindside and manipulate.

[cszjrh2] 15/5/2021 10:39

Do rollovers get delayed reporting if they are big enough?

[7rademark] 14/5/2021 22:07

The 1m and 500k trades are rollovers. The 350k is a buy.

[801710245] 14/5/2021 19:28

More late trades reported. The timings and strike price for some of which, don't make much sense.

[gilesfitzh] 14/5/2021 16:15

@801710245: I know his nicknames on Twitter, LSE and in here :)

[aimshares] 14/5/2021 16:13

Algw =ALPGPUp 15.6% in the USA otc market

[801710245] 14/5/2021 16:12

I'm pretty sure we'll have late reported trade(s), executed around 4pm.

(offer is now 7.376)

[801710245] 14/5/2021 16:10

The 'dummy bid' has just crept up from 7.05 to 7.156.
(well it has using the Halifax trading platform anyway).

[hoper1] 14/5/2021 15:58

Have a feeling it ain't going to happen. Hope I'm wrong...

[garykc] 14/5/2021 15:44

It's about time for our afternoon surge isn't it??

[801710245] 14/5/2021 14:59

Is that last comment a un-contestable fact - or 'guess-work' on your part Giles?

[bobby.ifa] 14/5/2021 14:58

Thanks giles.

[gilesfitzh] 14/5/2021 14:36

@bobby.ifa: No one has suddenly taken 3% of the company. Mr Alder had 10.4 million shares (4.31% at the time) on 18/12/20, increased to 10.6 million earlier this year, had less than 3% on 16/3/21 due to the placing and has now increased his shareholding to exactly 3%.
No one on Twitter, or elsewhere, had any 'insider info.' as the TR-1 'rumour' was started by Mr Alder himself.