Eleco Public Share Discussion Threads

[thelongandtheshortandthetall] 11/6/2021 14:16

Only 46,000 shares traded too. Gives a good indication of where the share price is going. ELCO are just churning on in the background. Only good news to be expected as time ticks along IMO Similar situation for FCAP today also.

[ansc] 11/6/2021 14:06

A burst of buying activity (c.11.40 ish) I've no idea why.

[thelongandtheshortandthetall] 03/6/2021 16:45

Funny how such low volume can push prices up sometimes. RNS tomorrow?

[chrisdgb] 26/5/2021 09:40

Who knows, but bid activity clearing picking up in the UK......

[chrisdgb] 24/5/2021 13:32

200p takeover will do for me............

[ansc] 21/5/2021 18:37

The day's first trade (a 50k buy @ 121p marked at 09.39) not reported by the Market Manipulators until just before the market closed ..... no surprise there then.

[ansc] 20/5/2021 18:38

2,487 shares sold today and the share price drops 1p, on that basis I hope there isn't a 20k sale tomorrow!

[ansc] 19/5/2021 18:50

Eight 'sales' marked today but, in reality, the five trades marked at 121.36p are in fact 'buys'.

[ansc] 17/5/2021 18:05

Odd that the two marked so-called sales this morning (@ 154p each) didn't move the price one jot but the following small sales (totalling just 36.8k) dropped the mid price by 2.5p. I find it so annoying that the Market Manipulators continually treat small investors as nincompoops.

[ansc] 12/5/2021 18:50

The two trades, one for 15k and the other for 20k, marked as sales @ 127p look highly suspect. If that was genuine, why did the share price go up 2p and the two subsequent trades (marked as buys) need to pay 128.8p?

[ansc] 10/5/2021 12:07

The share price 'traffic light' appears to be stuck on red at 136p (thrice this morning), will it turn to green this afternoon? edit: Turned to green as I was typing the above (lol)

[brummy_git] 10/5/2021 08:50

I would be delighted to. Please feel free to let Ian Johnson at circassia know that the door is always open at my end.

[thelongandtheshortandthetall] 10/5/2021 08:41

Great to finally see the market starting to appreciate ELCO more :)

[thelongandtheshortandthetall] 10/5/2021 08:38

Or better yet Brummy get Ian Johnson from CIR on. I'm sure you could charm Chris Mills into making the introduction ;) sorry for off topic ansc.

[brummy_git] 09/5/2021 12:27

Please feel free ansc to ask Serena & Jonathan. I would be delighted to assist

[ansc] 09/5/2021 11:28

If it has that kind of effect, B_g, could you do an Eleco one on a weekly basis please?

[brummy_git] 09/5/2021 10:47

ansc - my Eleco positive podcast/videocast (29mins 0 secs) went live at 1pm on Friday afternoon. www.linkedin.com/posts/paul-hill-a5994116_stocks-to-follow-with-justin-waite-and-paul-activity-6796650970454523904-xc2C

[ansc] 09/5/2021 09:56

Back to things Eleco, looking at the trade timings for Friday, buying in earnest started at 13,45 which, from memory, is roughly when American investors can join in. Will there be more to come from there tomorrow?

[thelongandtheshortandthetall] 08/5/2021 14:06

Brilliant! Appreciate that. Yes, watched the Andy Brough one. Schroders have 3.9% of CIR now. Hopefully they'll continue to raise their holding. Right, off to have a listen to the August CM interview. Cheers mate.

[brummy_git] 08/5/2021 14:01

Both the earlier Christopher Mills podcasts can be accessed here. He's world class www.voxmarkets.co.uk/media/5f290fbeee94313af1331b2b/?context=/series/daily-podcast www.voxmarkets.co.uk/media/5fb3dd97bc74c922485f4f5b/?context=/series/daily-podcast

[brummy_git] 08/5/2021 13:57

Thanks - have a listen to a much more recent interview with Andy Brough of Schroders. He talks about Circassia here after 7mins 10secs www.linkedin.com/posts/paul-hill-a5994116_fund-manager-interview-with-andy-brough-of-activity-6790549295012622336-gVEx

[thelongandtheshortandthetall] 08/5/2021 13:29

Hey Brummy. Really enjoying your work lately. Earlier today I was trying to find an interview you did with Chris Mills with regards to Circassia. Ive listened to the one from November but you alluded to CM mentioning CIR a few months before. So around august..? Any chance you could put a link up. Ive tried looking on vox and youtube but I can't find it. Cheers :)

[brummy_git] 08/5/2021 13:12

Also I discussed Eleco on this pod/videocast which went out at 1pm yesterday afternoon. Commentary starts at 29mins 0secs www.linkedin.com/feed/update/urn:li:activity:6796650970454523904/

[petewy] 08/5/2021 11:55

Tipped in the IC by Mark Robinson: Eleco (ELCO), an Aim-traded construction software specialist, which the IC placed on a buy when it was trading at 54p back in April 2018. The shares have increased in value by 131 per cent in the intervening period, yet they change hands at 27 times forecast earnings. That’s hardly exorbitant where software providers are concerned, though it would not be unreasonable to suggest that some unrealistically optimistic growth assumptions have been baked into valuations across the wider sector. Despite the challenges presented in the early part of the year, group sales held firm through 2020, while the percentage of recurring revenue increased by 3 percentage points to 56 per cent. If anything, that trend has accelerated through the first quarter; significant given the strategic pivot towards software-as-a-service (SaaS) sales. Reported pre-tax profits were up by a fifth on the first quarter of 2020, while the cash generative nature of the business underlined a net cash position of £7.9m, a 27 per cent increase since the end of 2020. Last week he highlighted HEIQ which looks a good buy