Holders Technology Share Discussion Threads

[sunshine today] 24/8/2021 14:55

News just out, and it’s good .

More cash on its way.

Loss making Division sold

[sunshine today] 12/8/2021 14:02

£2.8M appears to be this companies market valuation.

Assets of £3.5M

Cash of £1.1M

For a listed company it’s dirt cheap, with great growth potential.

I would have thought it was capable of making half a million this year, after all, it has more than one income stream.

Buying into growth companies, below asset value, can produce substantial rewards.

I also note the companies main shareholder, is no spring chicken, presumably he has a game plan, that one would think, involved some kind of corporate action to reward shareholders and himself, after a lifetimes work.

[the queen of shares] 12/8/2021 11:04

Holders expanding workforce makes me optimistic for upcoming report this month and company's future growth. Latest job description (can be found on LinkedIn):

Looking for a new role, working for a rapidly growing company using some of the most exciting technologies in lighting? Look no further!

Holders are now hiring for a UK Lighting Controls Commissioning Engineer to support our expanding project business. This is a great opportunity to take up a permanent position, delivering wireless lighting controls into some of the most exciting lighting projects in the UK & Ireland.

Holders are also currently recruiting for a new Sales Manager (North & Central Germany) and UK Technical and Services Manager.

[the queen of shares] 04/8/2021 07:44

Hi 3Pea, thank you for sharing your findings.

Yes, completely agree with your points stated above and look forward to the higher profits we will be potentially seeing in the upcoming report this month due to the PCB shortage.

And, with regards to Holder's medium to long-term growth, I think we could be seeing the beginning of something great. Primarily, I believe their medium to long-term growth is linked to Casambi Technology. Casambi is amongst Deloitte’s Technology Fast 500 EMEA companies- a list of the fastest growing technology companies in Europe, the Middle East and Africa (see link: hxxps://casambi.com/news/casambi-among-the-fastest-growing-technology-companies-in-emea/). And, like you mentioned, Holders boasts the largest Casambi ecosystem and the widest service offering of Casambi Technologies. So, a great partnership which could see great rewards.

Looking forward to what is to come.

[russman] 18/7/2021 18:23

too small. Armstrong are astute players.

[babscabs] 06/7/2021 17:43

I'm here too, think this is a super solid company with cash , no debt , asset rich , a classic Benjamin Graham value share. Doesn't bother me that Mr Weinrech is going to sit on his 45% thats part of the attraction. Good news is the executive pay and rewards are very conservative so I think this is being run for shareholder value , unlike so many AIM small caps which are cash cows for the benefit of management at the expense of shareholders with huge salaries and free shares issued to themselves for mediocrity .
Great to see .

[value hound] 29/6/2021 15:35

Up again! This is the most excitement we've had, well, ...ever!

It's still easily worth >£5m / 120pps, but won't get there unless they really up the divi, or 45% equity holder Mr Weinreich agrees to sell. He's 75, so maybe he wants to retire, but it's AIM, of course, so I guess he won't want to sell for IHT reasons.

Any thoughts? I guess I'm asking you Russman as there's only us two here :-)

[russman] 27/6/2021 07:29

Someone is buying persistently.

[russman] 08/6/2021 19:35

Bronze today; cleaning coffee off monitor.

[value hound] 08/6/2021 15:22

Are we really 4th on the leaderboard, up 25%, or has my brain become addled in the sun?

[russman] 20/2/2021 07:53

Divi. Chairman must have lost a bob.

[value hound] 19/2/2021 09:50

This is the most excitement we Holders holders have had in years.

[russman] 06/2/2021 10:04

Probably family trusts.

[1hughb] 05/2/2021 09:36

Anyone know who the various Isle of Man companies are that own shares belong to? Or who Andre Marcou is? Thanks

[1hughb] 05/2/2021 09:36

Anyone got an opinion on this? Seems cheap in relation to assets?

[value hound] 02/10/2020 07:38

Whoa - what's all this? An RNS that isn't results or re the AGM! What IS the world coming to?

To make matters worse, it looks like a move aimed at growth!

[russman] 21/8/2020 13:23

A divi. Chairman could buy us out and save the listing "overheads"; then retire gracefully.

[value hound] 21/8/2020 08:03

Not bad under the circumstances - and divi maintained.

[russman] 23/3/2020 13:44

Pretty boring. Divi was a the highlight.

[barnetpeter] 18/3/2020 22:12

Nah....expecting a fall to 15p or something.

[muffster] 18/3/2020 20:59

Surely this is a value buy? Thoughts...

[cjohn] 17/3/2020 15:52

Yesterday.

Look unexciting, but OK. Just breaking even.

No mention of coronavirus in the results. Either blithe ability to rise above events, indifference to what they can't control, or lack of foresight.

I'd have thought the German car industry will suffer pretty gravely from knock on effects of COVID.

[donemyhomework2] 13/3/2020 07:31

Results delayed?

[donemyhomework2] 25/2/2020 09:32

Later than last year.