Cyanconnode Share Discussion Threads

[lwaxf13] 19/9/2017 15:16

Same old IMO. Talk is cheap.

@Stav - your luck might be in. It seems they are hiring and things are wonderful there.

[dreamtwister] 19/9/2017 14:56

good write up shame they shafted so many investors with dilution to recieve a negative attitude towards the companys sp"self inflicted",

[stav5001] 19/9/2017 13:35

AIM history regarding post consolidation prices does not make it an attractive prospect, however it will save ink and stop people requiring a PHD to compute the continuing exponential rise of shares in issue. YES. That's a LOL, that hurts.

Iwax

Sign me up. If you can get me a Job on the CYAN board, with share options, with no targets, I'm up for it too! At least I have a proven sales background.

All these years of £m's in losses with our cutting edge technology, now that's...an Amazing achievement.

[dreamtwister] 18/9/2017 11:53

consolidation will lower the shares in issue,so expect a spike,"first profit is the best one" then it will drop as trade volumes dehydrate,but news flow will retrive the share price .... until ?

[lwaxf13] 18/9/2017 11:25

And then we can watch it walk down again from 28p because that is what this share does. It goes down. If I was in charge of this after all these years I would think I had hit the lottery holding onto my job :-)

[dreamtwister] 18/9/2017 11:06

market will walk the share price down before confirmation of consolidation.

[yump] 18/9/2017 09:34

Its just that in my experience, share performance is inversely proportional to the level of posts and dedication of any resident expert. Unless you count the initial ramp up as the masses decide it must be a good share, because someone knows a lot about it.

The worst ones seem to be where a resident expert is joined by other people who appear to have done 'serious' research and contribute by providing vast swathes of information.

It works for them. We're not educated to look for the critical stuff and most people are impressed by the quantity of apparent knowledge.

Although that is contradicted massively by Trump's election ;-)

[spike_1] 18/9/2017 07:19

Resident expert = VRS ('superg1' or 'sg') - I hold.
Best wishes - Mike

[yump] 17/9/2017 12:31

May I suggest that if you are looking for resident expert shares, you first do a quick analysis of their success rate. Easiest to start with chattered about tech. shares.

I mean the group of shares that have resident experts, not the experts themselves.

[rochdale] 17/9/2017 09:13

Thanks for those suggestions. Appreciated.
Will research them.

[techno20] 17/9/2017 09:01

Rochdale - I too take a decent chunk of Kromek. Well under water, but remain hopeful it'll deliver.

You might want to take a look at SEE, SRT, FTC and DGB.

None are for widows and orphans, but they've all got great technology and huge potential. SEE in particular, could be massive.

My largest holding is IQE, huge potential, but massive rise YTD, may may put you off!

[runthejoules] 16/9/2017 22:17

Look for a board with a resident expert who really knows what they're talking about and works hard doing research so you don't have to - IQE, VRS, IDP.

[bscuit] 16/9/2017 22:07

My big ones are CYAN, WRES,PHP,BTG, ASY and BOO --so a real mixture, so held for different reasons.

[multibagger] 16/9/2017 21:51

Rochdale,

My major holdings are

ARC
CYAN
DIS
IDEA
IQE
ISPY
LTG

I stay away from

* Early stage miners / oilers / diamonds / minerals
* Low margin / wafer thin businesses
* High tech - which is yet to commercialise
* Digital marketing
* Businesses which needs loads of capex or investments to maintain growth
* Generally stay away from retail sector - but made an exception to DIS as I expect the DIS brands to be bought out at a significant premium
* I generally avoid investing in companies which have exposure to more volatile parts of the world / where corruption is rife / there is no rule of law
* Companies that ill treat their employees or workforce, sweatshops

I tend to

* Try and identify macro trends
* Buy sized decent stakes in all the companies I invest - high conviction / concentrated investing
* Average up when it hits a new share price high and backed by good volumes
* Pay attention to track record of the directors and their integrity
* Directors must have decent skin in the game
* Have a minimum 3-5 year time horizon to start with

Good luck !

[rochdale] 16/9/2017 13:09

Interested what other shares people hold if you are happy to divulge.
I like battered companies who have failed to deliver but show signs of maybe turning corner.
I only have two significant investments currently CYAN and KROMEK.

I am looking to invest in another couple so all suggestions welcome in order that I can do some research.

Have been looking at Karelian a little.

[davep4] 15/9/2017 23:52

Iwaxf13, for your persistency you deserve to be awarded options.

[davep4] 15/9/2017 23:43

Yes Yump this is VC - at it's best or worst!

[emptyend] 15/9/2017 18:34

Not really. At least there is a growing established market for Cyan's products - unlike with many VC fundings.

[yump] 15/9/2017 17:03

I thought 'contrarian' was investing in an established profitable stock when its out of favour (eg Centrica), not when it was just risky and loss-making... this is pretty much like Venture Capital investing.

[emptyend] 15/9/2017 16:28

Well I just took the opportunity to round off my holding to an even number of thousands of consolidated shares and to average down on my price. This is now in the category of a "big punt" for me, but I do feel they should be on the cusp of some serious progress. A trebling by the end of 2018 wouldn't go amiss.....

[multibagger] 15/9/2017 16:04

Thanks SBP - much appreciated !

My contrarian investments with a 3-5 year time frame come off well, more often than not. Though I have had my share of dogs in an earlier phase of my investing career ! Who hasn't ?

The CYAN share price has picked up a wee bit now though...and if you look at it from a market cap point of view, then it is a small improvement.

Good luck all :)

[bscuit] 15/9/2017 14:53

8 to 6 figure holding-- grrr.

I believe. but patience has been sorely tested. Is it now in the 99.9% club? Discount and dilution is severe.

Concord doesn't fly anymore etc.

[lwaxf13] 15/9/2017 14:50

I think all investors should be put on a level playing field and get one free option for every share they buy or currently hold. This will ease the pain on the losses. Options are traditionally awarded to "key personnel" though at cyan it seems they are dished out like confetti :-)