Cupid Share Discussion Threads

[wylecoyote] 07/10/2013 11:52

HH,

I'd rather not engage with you if I can help it...you twist and distort things and raise arguments to support your own view...i.e. you 'cherry pick' facts and figures that supports your own view. Not sure why you seem to think that I made a profit of £700.00 on a measely 2,000 shares. I very rarely disclose my position, other than the price I enter a trade at. Still £700 is a nice sum if you can get it.

Yes, you are right, maybe I was being a little disrecpectful to the shorts here. However, the shorting carried out on here was nothing short of discraceful, still it created an opportunity for me, so I cannot complain at that. SHFT is fundamentally interesting now, but your growth expectations are a little wild at best.

Cheers

Wyle

[j777j] 07/10/2013 11:50

Just as well, they are receiving £28 million cash over the next 36 months then.

The online dating business is here to stay and Dobbie has a very large financial interest in making it work,and a solid track record.

Shorts are just scum.They use lies ,rumours and innuendo to ply their deceitful trade.

They contribute nothing of any value to society.

Quiet apart from the fact that selling something you don't actually own is immoral and would be called theft anytwhere else.


Just look at the scumbags that ply the trade.A picture tells a thousand words.

[hedgehog 100] 07/10/2013 11:48

An exchange from the thread "SHFT (SHFT)" this summer:

WyleCoyote 25 Jun'13 - 22:18 - 2104 of 2322 0 0
" ... take a look at cupid...now that is a buy. ..I studying that one"

Hedgehog 100 26 Jun'13 - 21:06 - 2109 of 2322 0 0 edit
"W.C.,
I've had a look at Cupid, as you suggested. ... Although CUP shares look cheap, I don't like the business here of online dating. With CUP I feel there's possible supernormal profit margins here, which could well be subject to erosion by competition - especially as 'fashion' can change quickly.
It doesn't have the substance of SHFT in my opinion.
Also, I have personally met SHFT's management and trust them in terms of both ability and integrity."




Since my above post Cupid have fallen, but more importantly their recent interims revealed this:

24/09/2013 07:00 UKREG Cupid PLC Half Yearly Report
"... Gross profit margin of 17% (H1 2012: 22%)... "


I.e. (surprise, surprise) a significant fall in gross margins.


In contrast, SHFT's recent interims revealed a significant increase in gross margins -

30/08/2013 07:01 UKREG Shaft Sinkers Holdings Plc Half year results
"Six months to 30
June
(GBP million unless Change
otherwise stated) 2013 2012 (%)
---------------------- --------------- -------------- -------
... Gross Margin 12.7% 10.5% 21.0"



A basic lesson in economics: falling margins suggests a worsening competitive position, whereas increasing margins suggests an improving competitive position.

Where margins have been high, but barriers to entry are low, the margins can deteriorate to zero or even become negative, as in the business of PV Crystalox Solar recently.

[plastow] 07/10/2013 11:45

750000 a month for four years from announced RNS

[j777j] 07/10/2013 11:38

3% shareholder and Dobbie brother in law Angus MacSween ,ceo of Iomart, sold £10 million worth of IOM last week to "rebalance his portfolio."


Toscafund and Kestrel Opportunities now own 20% with Dobbie owning another 23%.


Shorts could ,well,get squeezed with 5% of the co having to be bought back at some stage.

[j777j] 07/10/2013 11:34

Each month for the next 36 months.
They have been receiving this amount( £750,000) monthly since the deal closed in july.

[markbarker] 07/10/2013 11:21

Could any one tell me when the 750000 is due please

[j777j] 07/10/2013 10:45

A 100p bid would value to continuing businesses at 1x revenues assuming they can do £35 million this coming year and the NPV of the £28 million due in.Also the £10 million plus £5 million odd cash.

[plastow] 07/10/2013 10:42

Seems to be moving north more stake building might be happening

[j777j] 04/10/2013 22:27

Shares closed up quite sharply.


All is not always what it seems.

[the monkster] 04/10/2013 20:51

still hundreds of thousands being offloaded daily. relentless.

[j777j] 04/10/2013 15:32

Shorts getting nervous,look at the trades,they are desperately trying to hold it back.

A short squeeze on a highly illiquid Aim stock will be very painful for the slugs

[j777j] 04/10/2013 14:43

Kestrel increases stake again.


The shorts will be getting nervous with almost 5% of the co being shorted.


Bid is a real possibility.

[the monkster] 04/10/2013 12:59

you kiddin. i need about another quid to break even!!!

[wylecoyote] 04/10/2013 12:37

Well I added at 57.5 yesterday.... So lets hope it rallies from here. I would be happy at 100.0p...lol

[j777j] 04/10/2013 12:35

Monskter,half a smile yet?

[the monkster] 04/10/2013 11:13

up 1. calm down. down 200 from a year ago. it was talking to us then!!

[j777j] 04/10/2013 11:05

Is the share price talking to us?

[markbarker] 04/10/2013 09:49

Spot on j777j

[the monkster] 04/10/2013 09:06

ok understood - here's hoping. i'm down a fortune here.