Asia Ceramics Share Discussion Threads

[smart_investor] 04/7/2017 09:46

He tipped it as his share of the year for 2017. I think he said 80-120p by year end in a podcast. You will have to double check.

His neck is on the line, so it needs to come good for his own sake!

[hazl] 03/7/2017 16:17

Bought some GGP today as well to cover all bases.
Read that Autumn/Winter might be good for gold again.

[hazl] 03/7/2017 12:38

Tech might sell off if there is any threat of crisis but when the revenues look good as in WAND and BST I hope they will fare ok or at least do very well in the future.
I am old enough to have seen a sell-off and one firm comes to mind....Autonomy that was affected and you could pick them up at 100p from memory when they had been considerably higher in the internet boom.
However,it went on to do great things.
Hopefully picking up stocks with great promise like these they will retain value .
As you say,best not to spend greatly just keep a look out for the quality.
IMO

[nimbo1] 03/7/2017 12:17

Glad you didn't think it was too daft. A few more customer wins and it should accelerate nicely from its current market cap imo. I have only risked 1% of the P/F.

I am trying to build a basket of small cap technology stocks which have scaleable global platforms. Anything else you see would be delighted to consider.

[hazl] 03/7/2017 12:13

' Secured several significant contracts which underpin a substantial new business pipeline, which are expected to contribute material revenues during the current year, including:

o Formally appointed as a global partner to Procter & Gamble (P&G) to facilitate the acquisition and analysis of both new and existing video content on projects across the global business

o A three-year Master Service Agreement signed with Ipsos which is delivering strong revenue growth

o Secured a Supplier Service Agreement with Survey Sampling International (SSI)

-- Big Sofa's software platform is now generating monthly recurring income
-- Expanded the Group's operational team to 34 across UK and US offices '

[hazl] 03/7/2017 12:12

Phrases like this....
'significant contracts'
'material revenues during the current year'


And of course the calibre of the client .

[hazl] 03/7/2017 12:07

well I can see what attracted you!
I waited till the price was a bit better...some are not sells I would say.

It was the final results that won me over.

Early days yet but looks very good I think.

Thanks!

[nimbo1] 03/7/2017 11:27

This is a good intro video.

Ticker is BST.

[hazl] 03/7/2017 11:23

what's the ticker ?

[hazl] 03/7/2017 11:21

Did notice them at one point.
Will look again.

[nimbo1] 03/7/2017 11:18

Hazl this is not 'a ramp' - I would be interested to hear what you think of big sofa technologies - its in video analytics. V early days and therefore risky - its a midget. But recently did a deal with P&G so they must have something! Sorry everyone else for off topic.

[hazl] 01/7/2017 14:00

This is the thread nimbo, I meant, for your suggestion of general discussion.
No longer used.

[hazl] 05/12/2016 09:10

JUST bought some Warpaint W7L.
The major shareholders look really interesting.....

[hazl] 21/11/2016 15:05

interesting proof of the veracity of the product.... imo


'armed security officers stopped a cargo train headed from China....'

EDIT
Out of STAR now

[hazl] 21/11/2016 13:50

The video is worth a watch as well as the information being concise.

[hazl] 21/11/2016 13:37

Back in STAR from today.
from
'
Starcom Systems indicated that the Kylos Air is only the latest of developed products, which include the Tetis line of products for Ocean Containers, the Watchlock and Watchlock Pro GPS Tracking padlocks and a variety of combinations of units for specific industrial applications. Doron Kedem, COO of Starcom Systems LTD said, "Amerijet's approval sets the stage for our Americas subsidiary to participate in industries such as Pharmaceutical, High Value and Electronics, which require constant monitoring." '

[hazl] 13/11/2016 13:37

I am still pleased with KNOS and we are expecting an
announcement on 28th November.

[hazl] 12/11/2016 19:33

Might revive this thread as a general thread for a few ideas.
People welcome to post investment ideas and trades.

Looks like everything is changing now Trump is in and the $.

[hazl] 12/11/2015 12:43

BE VERY interested to see where STAR ends up got a few earlier...

[hazl] 02/11/2015 13:31

Sold FQM soon after purchase Intend to get back in when timing is right.
QP. oversold and due a bounce I would have thought.
KNOS working upto results nicely

imo

[hazl] 14/10/2015 13:19

very pleased with last two purchases FQM and KNOS

[hazl] 14/10/2015 11:01

KNOS doing well.
Latest purchase QFM.