Inditherm Share Discussion Threads

[drsmessguide] 30/12/2013 11:15

Hope i get another chance to buy at 5p but i doubt that will happen. Davidosh doesnt get too many calls wrong and has a notifiable stake in this one.

[davethehorse] 30/12/2013 11:10

Agreed - there has been some rapid money made by some clever talking up on here and other BBs and the rise seems based on...well not too much really in terms of actual sales, still a massively under acheiving company from all the evidence I have seen, cant see it going anywhere but down to 5p level unless it puts out some encouraging statements re sales growth, they have seemingly missed the big growth area IMO with the massive potential in the industrial market largely unexploited

[steaming turd] 30/12/2013 10:17

Going to go all the way back down to 4p or below.
No substance for the rise in price.
Must say though it was a good lesson in ramping a share.
Just shows how folks can be duped by a good conman.

[davethehorse] 29/12/2013 16:51

It's certainly not stopped dropping yet and I won't be catching the falling knife LOL

[spud] 29/12/2013 16:34

Lol. Taking 'Talking your own book' to a whole new level!spud

[davethehorse] 29/12/2013 12:03

Might be interested in getting involved again at the 5p sort of level but not at the current price, not enough in the last statement to suggest things are moving any quicker than they always have done, still VERY slow progress

[shanklin] 25/12/2013 07:49

Hi David

Any idea how busy IDM are currently?

Thank you, Martin

[spud] 24/12/2013 20:05

Agreed David. I'm a buyer at these levels with deepish pockets.Merry Christmas.spud

[davidosh] 24/12/2013 10:30

davethehorse...who exactly was pump and dumping ? I think this is a very good long term play and as it is very small and illiquid I cannot see traders going near it. Many investors set stop losses so I guess as it falls some sell.

Long term and with growth in revenues here converting very nicely to profit (as the sales are high margin) I think investors will be rewarded. Sales into the NHS and the like will never be easily won but once in place they will be hard to dislodge too.

[davethehorse] 24/12/2013 10:01

Pump and dumpers have done a great job here - hope your not the one holding the baby!

[sundance 13] 20/12/2013 11:15

Just sold by chance Dave!

[davethehorse] 20/12/2013 10:42

Slippery slope downwards IMO. Overvalued after the rises of the past few months and very illiquid, beware!

[spud] 19/12/2013 14:12

Starting to look good value..spud

[papy02] 11/11/2013 07:14

Many thanks davidosh.

(I had similar costs but unfortunately not the same level of ability so the balance was different. I also took the furthest out future, but once it started rolling the default was quarterly, and with IG Index the rollover concession of open at mid only applied to the near qtr, so expensive either way)

With AIM stocks accepted in ISAs now, over time I'll try and get everything ISA'd!

[davidosh] 10/11/2013 23:34

Papy02...Firstly I do not do quarterly rolls as I go for the furthest out date as my intention is to hold long term. My annual holding cost of each stock will be about 4.5% of the value of the holding and I generally deposit between 30% and 40% of the amount effectively as collateral. You could therefore argue that the annual cost is about 6% but that certainly compares very favourably with paying CGT on the remainder of my holdings. There are quite a few other benefits but I cannot cover them all here.

Spreadex act just like any other stockbroker and I do all my trades over the phone. I have never done an online trade in my life so I am not a trader making quick money trading the indices or forex etc.

I am simply backing my ability to pick good quality small caps that will deliver far more than 6% growth per year or clearly I would lose money. Inditherm is not a good example or typical of my long term positions but my top ten holdings have recently been announced and I am very happy with the performance and overall strategy of utilising my Spreadex account.

[battlebus2] 10/11/2013 23:05

Monty i don't think you need to worry on davidosh's credentials as a long term holder. His holding has almost certainly has a positive effect on the company.

[montyhedge] 10/11/2013 22:22

Battlebus
Your right, I feel holding a share on a Cfd's contract is speculative, paying interest everyday to hold your position, really can't be for a long term hold.
But of course every investor/trader has his own way of playing a share.

[papy02] 10/11/2013 22:12

Davidosh, hope you don't mind me asking ... on the odd occasion I've held a smallcap investment as spreadbet, wide spreads caused the quarterly roll costs to be higher than I'd like, so I now avoid (I also tend to have long-term positions).

Do you have a way round this? (other than your stock-picking skills which no doubt make CGT more of an issue for you than for most of us!).

[davidosh] 10/11/2013 20:00

It was totally inaccurate though as I have never had a CFD in my life if the reference was to me. For the record Spreadex have actually held some of my small cap holdings for a number of years and my investments are generally very long term. I am certainly not a speculator and I get more involved in my investments and communicate with management as an owner more than most so how I buy my stocks and where I hold them should be immaterial.

[battlebus2] 10/11/2013 19:21

I think because you use CFDs he's of the opinion your more of a speculator than a major shareholder.

[davidosh] 10/11/2013 19:18

monty....So you have now decided it looks good for the future and I agree. What was the CFDs reference about ?

[spud] 10/11/2013 17:33

Surely you're too old for hand holding? At some point you just have to make your own decisions & not rely on others to do it for you..spud

[montyhedge] 10/11/2013 09:14

Just saying has the easy money already been made, it does look good for the future.

[davidosh] 09/11/2013 18:37

montyhedge says... Why have a 3.3% stake on Cfd's, why not just buy the shares outright. Or am I missing something?

One more question has the shareprice run up to much? at 4p great at 12p fully valued?


Who are you asking ?


I can certainly agree that it was great value at 4p but why are you saying it is fully valued if the market over the last few weeks and since the results has clearly disagreed ?

[montyhedge] 09/11/2013 12:34

One more question has the shareprice run up to much? at 4p great at 12p fully valued?

Also have the directors a stake in the business, what incentive is there for them to get this going.