Bond International Share Discussion Threads

[polzeath] 25/6/2007 14:11

I think we need to be cautious here. Putting my macro hat on, I reckon that in a year or two of rising interest rates, companies will soon be pulling in their horns a bit and delaying implementation of projects that don't have a 1 year impact on bottom line. Also, recruitment will probably slow as companies just put expansion plans on hold a little compared to the last few years.

Both these elements unfortunately don't help BDI in its markets.

Not reasons to sell BDI, which has solid credentials, but probably a good reason to mull the timing of topping up.

[rivaldo] 25/6/2007 13:54

Hmmm....bargain time approacheth :o)) Summer markdowns on no volumes going on apparently....this is what BDI said just 11 days ago:

"'I am pleased to announce the strong performance that the Group produced during 2006 has continued into 2007 and although it is still early, the Group is on course for another successful year. The integration of The Gowi Group Limited, acquired in January 2007, and Strictly Education Limited, acquired in February 2007 is progressing as expected.'"

[stegrego] 18/6/2007 20:23

See those huugggggggggeeeee sells on Friday really kicked in here Polzeath, bet you were glad you were bricking it all weekend.

Best not play with your pocket money on here or Mummy and Daddy will be very cross at you.

Run along.

[polzeath] 18/6/2007 09:14

But Riv, when did you ever know the market work efficiently? A few more sells this morning but inconsequential, methinks.

[stegrego] 18/6/2007 08:37

Polzeath - it seems to me, from what you post on this and other threads, that you perhaps do not have the right temprament to invest in AIM shares.

Perhaps you should stick to something with a bit less risk, such as knitting or flower arranging, in the future.

[rivaldo] 18/6/2007 07:57

Polzeath, this is a lovely quiet and company-relevant thread, no need to keep posting here every time you get a tiny doubt about the market! If you're that worried then the stock market isn't a safe place to be :o))

Your timing was admirable, just before BDI confirmed the continuation of strong trading six months into the year. If the market works efficiently BDI should get back to and past recent highs pronto imo.

[polzeath] 18/6/2007 07:29

I only just bought! Perhaps not one of my best-timed investments but I'm not yet convinced that selling right now for break-even would be a good choice. Let's get a better feel for market sentiment. Don't think I'll get a better feel for how BDI (the business)is doing than the AGM statement but sentiment's different ;-)

[njp] 18/6/2007 03:42

There's a simple answer to your dilemma, polzeath. Sell, and wait for St Leger's day or whenever you think it more propitious to re-enter the market.

[battlebus] 17/6/2007 21:03

£2.50 before long!

[njp] 17/6/2007 13:03

Can't really agree with the 'buy on the rumour' part of the equation, either. The price is currently cheap as chips without any upgrades, so nothing's factored in.

[stegrego] 17/6/2007 10:46

Whatever the explanation for the late trades - the fact is you cant sell shares after the market has closed.

Also, the price doesnt tend to go up when the sells outnumber the buys by 50 to 1...

Whatever the reasons - its already in the price

[polzeath] 17/6/2007 10:20

Let's hope so, Riv. Minor panic over (even though I don't quite buy the explanation of the late Friday trades - I was worried that yet again we're in buy on the rumour sell on the fact territory which has been a tad unkind to me in May/ June.)

[rivaldo] 17/6/2007 09:15

Polzeath, you're avin' a laugh aren't you?!

From Investors' Champion's latest Small Cap review dated Friday - hope he's right about upgrades:

"BOND INTERNATIONAL SOFTWARE (AIM:BDI)
Another successful year

Bond International the specialist provider of software for the international recruitment and human resources industries announced that the strong performance the Group produced during 2006 has continued into 2007 and although it is still early, the Group is on course for another successful year. The integration of The Gowi Group Limited, acquired in January 2007, and Strictly Education Limited, acquired in February 2007 is progressing as expected.

Could there be an upgrade on the horizon?"

[polzeath] 16/6/2007 06:00

Minor panic, that's all ;-)

[stegrego] 15/6/2007 21:13

polzeath - 15 Jun'07 - 20:27 - 1241 of 1243

'I''m blimming worried and will be selling all my BDI first thing Monday morning, hope to get my money back but if not will put it down to experience, the first cut is the kindest'


--------------------------------
polzeath - are you taking the mick or are you really that stupid?

Those trades have been reported and are already in the price

The main ones are an X (cross trade - probably a couple of funds swapping) and a B (broker to broker - probably to fill a buy order)

And the T's will probably have been buys from earlier

It wouldn't be up if there were that many sells vs buys

[polzeath] 15/6/2007 20:27

I'm a bit worried ;-)

[polzeath] 15/6/2007 19:07

What do all those 'sells' at the end mean?