Alpha Share Discussion Threads

[datait2] 16/3/2023 10:43

I find it hard to believe we only get say 50 trades a day for a £790 million stock,WHY?
and a very very quiet chatroom, which can be good ! few retail investors, just funds and a lot of shares owned by the ceo!

[datait2] 16/3/2023 10:40

at the end of the rns on 13th march they state--"and are looking forward to sharing our full year results on the 22nd March."
IMO that is going to be good!

[datait2] 16/3/2023 09:34

22nd march, it was mentioned in their rns on 13th march , as they stated they looking forward to bringing you their results and explained they dont hold bonds etc, they use tier 1 banks and only use money market funds. regarding svb failure

[ali47fish] 15/3/2023 22:30

detait have you got a date

[datait2] 15/3/2023 19:31

glad alpha doesnt own bonds etc, only money markets in tier 1 banks,expecting good earnings next week,

[mysteronz] 07/3/2023 21:06

In a more regular interest rate environment they should be a revenue stream that endures. Whether this is at 4% or 2% the company cant control but its material and as you say as ABS grows so will the deposits.

The company is a beneficiary of higher interest rates, what more do you want in a company at this stage of the economic cycle….

Growing strongly
Competitive advantage over incumbents
Proof of delivery
High net cash
Large growth runway

One to accumulate for me and forget. The market should over time move higher with the business continuing to over deliver

[sdmbot] 07/3/2023 15:55

Thinking about the interest revenue: If they made £9M from four months they should make ~ £27M from a year, on top of this since the TU in Jan, interest rates have gone up further, central bankers are talking it up as well and intimating it will be higher for longer, zirp is completely out of favour, 10 year treasuries are at 4% and ABS, the business unit that is the source of these "transitory" revenues, is the fastest growing part of the business. So the deposits that this revenue comes from should be increasing by at least 20% a year.

What am I missing, is there some aspect of this revenue stream that is impinged or risky in some way beyond simply interest rate movements?

What do other people think?

[mysteronz] 07/3/2023 14:03

I have topped up today. Dont think the market is comprehending the ambition and quality of this business. Interest revenue is a massive boon for the business for investment in growth. How long it lasts for who knows but i trust Morgan The CEO to put it to good use.

[ihatemms] 07/3/2023 10:54

The company normally produces prelims middle of March every year - normally a Wednesday. Im expecting results next Wednesday 15th March.

[shanksaj] 07/3/2023 09:35

The chart is in a typical breakout pattern.. ever increasing lows and reducing highs. Unfortunately it doesn't tell if the breakout will be up or down. Chart looks as if it could dive to 1650 before it quickly jumps to all time highs. Hopefully. My biggest holding.

Annual report, 11 April 2023

[bulltradept] 02/2/2023 07:30

Surely getting close to a share price reversal?

[kannerwas] 23/1/2023 16:41

Never mind. Good chance to accumulate.

[daveme] 19/1/2023 09:58

The update was excellent. I just don't understand the market sometimes.

[toffeeman] 19/1/2023 08:54

>> Marty

TVM

[ali47fish] 19/1/2023 08:32

why the volatility given a strong update

[martywidget] 19/1/2023 07:55

!FOLLOWFEED

[fenners66] 25/7/2018 09:52

So its finally de-listed.

gbenson1 did you manage to get out at a profit ?

[gbenson1] 20/7/2018 10:02

Expecting quite a few trades here today & Mon, before lights out finally?? Climb every mountain ?

[fenners66] 19/7/2018 10:56

That's not life its rigor mortis straightening the corpse !

[gbenson1] 19/7/2018 08:27

Life in the old dog yet!

[pugugly] 15/7/2018 19:46

No tax in Guernsey - OK £500 p/a so tax loss cannot be used (imo)

[bozzy_s] 29/6/2018 14:20

Yep, worthless post delisting.

But, in the next month, anything could happen to a £20,000 company.

Roughly 15% changed hands earlier today (let's say 100m shares in issue, rather than 107m, makes the maths easier!).

Maybe someone wants control, and can do something with the LSE main-market listing?

Worth 0 on fundamentals. But if the market valued every company 'correctly' there wouldn't be much trading, and it'd be pretty boring.

[eezymunny] 29/6/2018 14:12

"the Trust will then proceed with a full winding up of its group"

Almost certainly dead and utterly worthless...

[oilbuy] 29/6/2018 14:01

The delisted company will have huge property tax losses. My suit some