Coms Share Discussion Threads

[cgod] 13/2/2015 08:37

Even more jobs on offer!!

Current vacancies

Would you like to join our team? You'll find a list of our current vacancies across the Coms plc group below.


Project Delivery Site Manager - Contract London Redstone

Project Delivery Project Manager - Contract London Redstone

Administration Receptionist Stokenchurch Coms.com

Finance Group Financial Controller Stokenchurch Coms

Sales Sales Support Coordinator Stokenchurch Coms

Sales Corporate Real Estate / Smart Buildings Sales Manager London Redstone

Animation Animator London Coms

Support-MS Data Centre Engineer Basingstoke Redstone

Sales Business Development Manager Stokenchurch Coms

Sales Telephone Account Manager Stokenchurch Coms

Pre Sales Pre Sales Consultant - Physical Security London or High Wycombe Redstone

Project Delivery Data Cabling Engineers & Labourers Customer Sites as Required Redstone

[g1g4lo] 12/2/2015 20:34

Saucepan - I try to give a realistic view and very much appreciate you response.

Yes 2p is a major support and hope it holds but I do think that many investors will have stop losses just below this.

This all depends on what Coms release and this is the main point. The point is it needs to happen relatively quickly as from a technical analysis, this can drop below 2p but I do hope it does not.

As you say it is not easy to call and I hope the bottom has been realised.

I fully appreciate your sensible response or otherwise each post that are invested end up being too much on one side. I try not to be negative but with Coms it can go both ways. However, I do not feel that the CSS report showing the share price should be around 13p around a p/e of 50. If the results are issued and they achieve the forecast, it should be there now at 13p on an historic P/E ratio of 50.

I have also seen a peg factor of less than 1 being an advantage. However, Coms has been going for one full year really since Coms bought Redstone in Nov 2013 and Cloudxl in Feb 2014 which accounts for 95% of Coms bought for a value of around £12m.

If ppl realised that the peg factor was based in previous average of 5 years average growth, then the peg factor cannot be used.

Coms have a great chance of performing very well but a large tender Coms were working on will change many of my views. However, I just hope DB can fulfill his expectations on this scenario as he has failed on many like TV adverts, cross selling, mahoosive news etc etc.

[mega_trader] 12/2/2015 20:26

Plenty of sizeable buys going through, listed as sells, the usual case before major news imo. Look at ukog, shorted down, then up 50% after a good news fest.

[saucepan] 12/2/2015 20:16

30p by Friday, Jim :-)

More seriously, let's see what we hear in the next RNS - whenever it arrives - and then there will be some solid evidence for further speculation, bullish or bearish.

[jim rockford] 12/2/2015 20:02

Saucepan - how high do you think this could go this year?

[saucepan] 12/2/2015 18:59

Good to have a well-put bearish analysis, G1g4lo, thanks; even though I am myself bullish.

We both seem to agree 2p is an important and obvious line in the sand. I would not be all that surprised to see a raid on stops placed just below that level, but that might only be an intra-day rout. However, I still suspect the lows are already in.

Not easy to call. We shall see :-)

[mega_trader] 12/2/2015 13:50

Look again at that chart, double-triple bottom. When these were 8-10p a year ago most were looking at 20-30p to come. If DB has created half the company we know he has 4-6p is realistic

[maytrees] 12/2/2015 12:42

Greetings Saucepan and good luck

Down a little since my buy but I still hold

[cgod] 12/2/2015 12:41

So you don't hold any G1g4lo?

[g1g4lo] 12/2/2015 11:36

There is no confirmation of the next trading update. Last year it was at the end of Feb but I am not expecting one this early.

DB cannot afford to make a mistake and the NOMAD seems to have restricted DBs comments from last year after a trading update/contract wins on a weekly basis and the ramping done on twitter. Bet he does not get cuff links engraved with "BUCKLE UP" this year. I assume the buckle up was for acceleration and not braking.

I agree the 2p is major support and think many stop losses are just below this. The one year downtrend is still active and really good news will change this. However, I do not expect any news from Coms for months unless we win a major contract.

If nothing happens in the next several weeks, 2p will be attacked and if broken or a poor trading update of the forecast is not met, then see 1p or lower.

I am very surprised to see multi bagger on the cards I see here regularly. It may happen but looking at the previous 12 months and the failings DB had achieved, I feel 1p is more likely than a multi bagger. Multi bagger is 3x this price so a minimum of 6.75p. Very unlikely as it has to pass major resistance at 4.5p and 6p.

My money is on 1p

[seans66] 12/2/2015 11:11

Anyone find out when the next trading update is?

No rumours about a big deal, just confirmation that the company will the update the market on a particular date.

[jim rockford] 11/2/2015 21:46

Rumour deal could be with a big uk pharma coy.

[mega_trader] 11/2/2015 21:31

Agree coms oversold, potential to multibag. Once these move they REALLY move. Recent buying activity suggests contract news due. Could be a big one, hence the job vacancies

[imranawan] 11/2/2015 14:25

Thanks for your detailed post Saucepan.

[saucepan] 11/2/2015 13:54

imranawan - in my case it is mainly a technical trade. I think the stock is oversold and has now double-bottomed. 2p looks like obvious support. If that failed I would be out. Fundamental valuations also now seem at reasonable (arguably bargain) levels, though ShareScope is currently showing no forecasts.

Moreover: 12 current vacancies imply the business is growing:



(There are others on this board who have made reference to insights from their line of work and others who have been in contact with management. They report things are going well. It is not wise to rely on that kind of information to make investment decisions - but the posts seem to have been made in good faith by reliable posters as far as I can ascertain).

I also think Dave Breith is an impressive entrepreneur worth backing. He seems driven to deliver and has a lot of his own money invested.

[imranawan] 11/2/2015 13:34

What makes you guys think that something may be happening in COMS? I have a smallish position and am just curious as to what you think may be going on.....

[saucepan] 11/2/2015 13:07

Hi maytrees - I am very recently back long with this old favourite myself :-)

[maytrees] 11/2/2015 12:10

Greetings Chesty1 - long time since SC days!

There does seem to be something happening on COMS though you may be right.
I have bought a few.

[chesty1] 11/2/2015 10:36

One of the biggest p&d's of 2014.....froth has gone & down it goes.....

[balbains324] 11/2/2015 09:35

Lots of buys going through but no shift in price. Must be a seller that needs clearing. Hopefully see an increase by the end of the day.

[christopher logsdon] 10/2/2015 14:17

I've been investing now for two years you only have to look at QPP to know hellbent the aims market is I bailed out before lost it all

[lr4850] 09/2/2015 19:46

Nothing illegal on AIM is my experience. All types of shenanigans happen and toothless FCA unwilling/unmotivated/incompetent to do anything about it.