Holders Technology Share Discussion Threads

[sunshine today] 06/5/2022 08:21

All the old guard are leaving town, just at the very time prospects look excellent.

Standard practice, from those who look after other peoples money.!!

[battlebus2] 06/5/2022 08:16

Now we know where he likely got his stock from.

[battlebus2] 05/5/2022 10:22

I agree with your target.

[sunshine today] 05/5/2022 09:25

Hence the £2.00 target short term

[battlebus2] 05/5/2022 09:12

David Loughran increased his holdings again. Now over 9%.

[sunshine today] 28/4/2022 17:20

£2.00 target £3.00 if corporate action shows up.

[battlebus2] 28/4/2022 13:08

Buyers back this morning...

[battlebus2] 22/4/2022 13:20

Yep. My fair value on this company is 190p so incredibly undervalued. DYOR ETC

[sunshine today] 22/4/2022 11:34

No shortage of buyers

[battlebus2] 31/3/2022 13:30

Took a few here. Seems good value at the current price but as ever DYOR

[babscabs] 30/3/2022 21:06

I wonder what exclusivity / protection Holders have in their Casambi relationship .

Casambi seems pretty pivotal to the current positivity.

Need to figure out if there is any exclusivity or proprietary Holders technology that protects their position ?

[sunshine today] 30/3/2022 12:58

Thus a PE of just 1 in 2-3 years, could be sooner.

If it then gets re rated to 20X your have that house, without being a slave to the bank.

[sunshine today] 30/3/2022 12:55

Agreed for a young person who wants to buy a house without a mortgage, put the deposit in this share and wait.

Over the years it could be a fantastic investment

As we can see, your buying two profitable business for possibly a single years profit within 24 - 36 months.

(Market cap less the cash) £800,000.

[babscabs] 30/3/2022 12:48

Holders is proving to be a classic Benjamin Graham share .

Admittedly quite hard to buy but ridiculous value , yet still with growth in a rising tide market and stuffed with cash .

This valuation is madness especially when compared to some of the dross on the market facing headwinds .

Just doesn't add up

3.1 million cash

3.9 million market cap

Rising tide intelligent lighting division growing rapidly with 37% margins

12 million turnover

German PCB division disposed of .

For anyone looking for a long term hold total no brainer.

Shares quite easy to buy at moment as two larger shareholders continue to sell down .

[patient fox] 28/3/2022 18:48

''Shareholders will recognise that the expansion of our LCS business will require significant investment to realise the expansion which we believe to be possible''.

would be nice if they gave us more info/targets on what they believe is possible.

[sunshine today] 28/3/2022 13:21

In effect your buying two business for £1M , after cash on the balance sheet is deducted , that made £500,000 last year.

[sunshine today] 28/3/2022 13:18

So it should.!

A re rate towards fiver.

[zico01] 28/3/2022 13:16

Rising nicely !

[sunshine today] 28/3/2022 13:05

Anyone seen any broker, or press coverage today.?

[sunshine today] 28/3/2022 13:03

It’s in a fabulous position, cash rolling in from TWO red hot markets.

Both with high margins. ( specialist PCB and LED.)

I personally think the PCB division could make a million this year , clients are ordering up to two years in advance, across the industry, to make sure they are themselves production ready.

[patient fox] 28/3/2022 12:53

The company stated intent to invest and grow so I would take a guess at more joint ventures to be announced?.

[sunshine today] 28/3/2022 12:48

Clients have been bitten with supply chain issues, from China.

Investing in U.K. high end PCB‘S production is a very smart move.

Tiny Holders has two fantastic revenue streams.

The market cap today, is plain silly, with assets matching the share price.

If you can get growth at this price, and wait , you will be rewarded.

[sunshine today] 28/3/2022 12:40

PCB made £550,000 and they expect another strong year. !!!

[patient fox] 28/3/2022 11:39

Not many investors know of this stock.could not believe how cheap I bought stock at market opening.

[sunshine today] 28/3/2022 11:32

Assets are £1.07 a share.

This is not a boring property company .

Looking at the LED revenues it’s a super growth stock.