Ide Share Discussion Threads

[agedman] 02/12/2021 13:13

...failed to issue a note so it's all very much under the radar.

[agedman] 02/12/2021 13:12

If I could butt in? The focus now is to increase shareholder value. Taking IDE private will not happen - unless a buyout from private equity etc. There is stiff competition in the CloudCoco space - look at how Iomart is faring! IDE has a niche in the market in that it's cheaper for businesses to have their tech sorted externally than having to have an in-house team. As Parker said it's a win-win situation. What's holding the share price back is that their broker has

[garth] 02/12/2021 12:53

Dave,

question arising from your commen on PIP thread...

I used to hold here but sold out ages back.

IDE - do you have any concerns about the owners and their strategy? I was diconcerted by their taking teh holding company private - looked like raise case, value decreases, take it back cheaper... Did I misread that?

And are they moving key assets from IDE to CLCO?

Really have not been following along so both concerns may be wide of the mark - but they are concerns (one old, one new) that have kept me away.

G.

[dave4545] 02/12/2021 07:16

Ta

INHC results, reaches EBITDA break even from big losses market cap £41 million

How about £4-6 mil ebitda instead for under £7 mil with Ide

At least we woke up yesterday

[agedman] 02/12/2021 02:02

No - and it's for this lack of guidance from their nomad that IDE's share price is where it is at.

[dave4545] 01/12/2021 22:17

agedman

Have Finncap got any future forecasts for IDE ?

[p1nkfish] 01/12/2021 14:35

A strong hold waiting for value to out.

[dave4545] 01/12/2021 14:15

hot to trot

NT to buy at 1.45p now

edit can buy at 1.44p after a 150k sale at 1.4p on Aqse

[agedman] 01/12/2021 13:59

If there is a debt for equity swap - thus addressing IDE's outstanding LN's then you'd have to base that on a realistic valuation. If this is the route they choose I guess they either issue shares to the full value of the LN's but at 5p - giving a mcap of around £50m or they trim the debt to say £14m but equity issued at around 2.5p. This is of course unless there is M&A activity. Whatever happens, IDE is extremely cheap @ 5p their EV/EBIT is only 11.9 (based on £4.2m Ebit - likely to be more like £6m giving 8.3 EV/EBIT for FY21) vs D4T4 @ 43.9 for FY22

[dave4545] 01/12/2021 13:54

It was clear this would move sharply on any demand.

They have been bidding 1.24p for size for a while now while showing 1.1-1.3p

[ali47fish] 01/12/2021 13:28

what's d4e anew the comparison with d4t4 please?

[agedman] 01/12/2021 09:16

D4t4 - finnCap have a price target of £180m based on FY23 estimates of £27m revenue and an EV/Ebit of 24.3. IDE will be somewhere in the region of £10m PBT by then vs D4's £4.7m
If they did do a D4E it would have to be @ 5p+ otherwise the independents will question the current valuation.

[dave4545] 01/12/2021 07:32

Hornby yesterday interims

Loss of £700k, net cash £0.2 mil market cap £63 mil

Lets have another trading update please IDE or a D4E at 2p+

[dave4545] 30/11/2021 10:50

ALT group is a tech stock

Interim results, operating profit £0.5 mil, loss of £0.4 mil

Market cap £25 mil, shares flying up atm

[dave4545] 29/11/2021 08:25

wow you think I'm chimers

I have him filtered and blocked :-))

[agedman] 29/11/2021 08:21

So when you were masquerading as Chimers do you think LSE would put up with that kind of behaviour?

[dave4545] 29/11/2021 08:10

Because there's no moderation.

At least the LSE cleans up it's site

[agedman] 29/11/2021 08:05

How is this site ruined? It was already a trashy place - full of disingenuous folk wanting to turn a fast buck!

[dave4545] 29/11/2021 07:45

Don't worry I have 2 months left of this premium and I'm gone for good. Already lined up a new provider for prices, shame this site is ruined.

And you are right Knigel, but it's not just a pump and dumper it's one with so many free accounts it's hard to keep up.

[knigel] 28/11/2021 22:42

There’s a few people who don’t like Dave - because he calls out the occasional pump and dump but most of us are wised up to it - these twitter accounts sometimes call it right with a company they are promoting but it’s a shame they don’t usually hang around long enough to see even better returns nor say when they exit to invest elsewhere!

[agedman] 28/11/2021 09:32

I don’t give a monkey’s about Dave’s posts. Do anyone’s posts influence my investing decisions - absolutely not. Do your own research, sniff out bargains and hold for the long term.