Holders Technology Share Discussion Threads

[babscabs] 10/9/2021 17:09

With Rath Dhu and Armstrong seemingly looking for the exit door looks a great opportunity to load up with the limited stock . Probably only suited to true long term investors happy to invest in a business not traders looking for short term gains (spread is too wide for that).

Provided the deal completes and no reason to suggest it won't this leaves a super well funded company, in a great category, with a great product .

[sunshine today] 10/9/2021 12:32

I can’t understand if we have a takeover/ sale / RTO in the making.

Mr 7% plus must be know to some, but not me, so I can only speculate.

On that basis the following is 50/50


1/ Mr 7% is an investor who has correctly spotted deep value.

If so, he has a low profile on the internet and can’t be found buying lumps of other companies, through my research.

2/ He has a game plan for the company, its businesses, and listing.

[sunshine today] 09/9/2021 17:35

As predicted yesterday’s trade of 35,000 now showing up.

[sunshine today] 09/9/2021 12:09

Umm


35,000 trade was on the 7th.

See LSE trades page ( London south east )



Then today’s the RNS says


--------------------------------------------
5. Date on which the threshold was 8 September 2021
crossed or reached (vi) :
--------------------------------------------
6. Date on which issuer notified (DD/MM/YYYY): 9 September 2021

[sunshine today] 09/9/2021 11:48

Any real action will not occur until after the cash has been received, at months end.

Prior to that date, is an open window for those in the know.

[sunshine today] 09/9/2021 11:45

Yep but may have additional shares from Armstrong.

However:

Slight chance the mugs at Armstrong, have finally woken up, and realised they keep dumping at prices, they have already regretted.

Lol

[donemyhomework2] 09/9/2021 11:41

But the numbers ie 35,000 and the date ( yesterday) seems to point to Rath Dhu.

[sunshine today] 09/9/2021 11:39

Not so sure because our purchaser picked up over twice that 35,000 in the last day or two.

[donemyhomework2] 09/9/2021 11:19

The 35,000 sold we saw yesterday came from Rath Dhu Limited as per the second RNS today. So Armstrong are still in there.

[sunshine today] 09/9/2021 10:03

Remaining businesses and listing, valued, after cash, at a fraction over £1M.

That’s unbelievable cheap.

The listing is worth £600,000 to £900,000 alone.

Try finding any company on AIM that’s clean, debt free and ready to go for under that.

Plus to list on the standard market is going to cost £50M minimum, ( up from £600,000) after new rules are introduced by the end of the year.

[sunshine today] 09/9/2021 09:26

Well something is brewing, it appears our new shareholder had built up a holding of just under 3% prior to the German sale being announced.

He clearly is not short of cash.

He has built a massive holding when one considers the free float, and most of the free float is not free at all.!!

IE: it has been in the same hands for years.

The real free float is absolutely tiny.

[the queen of shares] 09/9/2021 07:27

Laughran essentially buying up Armstrongs dumped shares. Once those shares have been bought up, prices are going to go wild.

[the queen of shares] 09/9/2021 07:12

Mr D Loughran at it again, buying more! Fantastic.

[sunshine today] 09/9/2021 06:32

Morning all:

The market has not seen the repositioning of this company over the last 30 months , more so, the last few weeks.

Unlike 98# of AIM the company does not need to constantly drain their shareholder for cash.

Premium products have pricing power and barriers to entry.

The re rate starts from here and soon it may be extremely difficult to buy in size.

A classic low risk investment with the high chance of super returns from a near zero base line, in my opinion.

[babscabs] 08/9/2021 22:38

Looks good on the Holders YouTube channel , interesting talking about the Holders app linking to the Casambi system.
As Armstrong are almost out now this looks set to blow .

[donemyhomework2] 08/9/2021 18:32

I think you are right.

[sunshine today] 08/9/2021 17:22

Yesterday’s Armstrong 35,000 sale just shown up. ( They sold 15,000 a few days ago.)

Today’s RNS showed 150,000 left.

I guess, and it’s only a guess, we see another Armstrong RNS tomorrow showing them going under 3% (120,000).

[the queen of shares] 08/9/2021 15:58

Hot off the blocks!

[sunshine today] 08/9/2021 14:32

25,000 just been taken off the table, in quick 🔥

[sunshine today] 08/9/2021 13:23

Just one MM left on the offer now.

[sunshine today] 08/9/2021 11:54

RNS just out

Armstrong down to its last 150,000.

Like items in the January sale, when it’s gone it’s GONE.

[sunshine today] 08/9/2021 11:34

Updated shareholder list.



MAJOR INVESTORS (AS NOTIFIED BY 16.7.21)

Details of directors’ and other significant investors’ shareholdings are as follows:

Directors Number %
Rudi Weinreich Executive Chairman 1,900,202 44.98%
Victoria Blaisdell Group Managing Director 34,102 0.81%
David Mahony Senior Non-executive Director 20,000 0.47%
Total directors’ shareholdings 1,954,304 46.26%




Other Significant Investors Number %


Andre Marcou 520,000 12.31%

Rath Dhu Ltd. 235,000 5.56%

David Barry 231,000 5.47%

Charles Stanley & Co. Ltd. (Rock Nominees Ltd.) 210,000 4.97%

Armstrong Investments Ltd. 200,000 4.73%

Stockinvest Ltd. 171,500 4.06%

David Loughran 169,066 4.00%

Hugh Pearson Gregory 161,290 3.82%

Total other significant investors’ shareholdings 1,897,856 44.93%

Total securities not in public hands 2,445,304 57.89%

[sunshine today] 08/9/2021 10:23

Lighting runs at 35% margin.

Get revenues to £10M and that would see a mega share price rise.

3 staff jobs advertised to get to that position.

[sunshine today] 08/9/2021 09:53

Company web page.

I dear say will be updated after the sale of the lower margin German PCB business, is completed at the end of this month.

CORPORATE STRATEGY



The Group has operated for many years as a distributor of specialised and consumable materials to the PCB industry in the UK and continental Europe. The European PCB industry has strengths in the defence, aerospace, automotive and medical sectors.

The Group continues to pursue a PCB strategy based on dual positioning: both as a low-cost source of standard products used throughout the industry; and as an exclusive supplier of technically sophisticated products to the PCB sector.

The Group’s Lighting and Control Solutions (LCS) product activities range from the sale of lighting components to supporting customers with the design and assembly of complete light engine solutions. LCS divisions also offer a complete ecosystem of wireless lighting control products, as well as smart lighting and smart building solutions.

Our lighting and wireless controls strategy is to provide a competitive and complementary premium product range for our selected markets, enhanced by strong technical support, services and industry knowledge.

Overall, PCB operations provide a steady profitable revenue stream, and Lighting and Controls operations offer the opportunity for higher growth/ higher margin returns. In combination they also allow certain efficiency gains

[the queen of shares] 08/9/2021 09:07

What do we think the company is going to be investing in using the extra cash from the sale of the PCB business?