Inspired Share Discussion Threads

[pj 1] 21/7/2015 15:15

Welcom TBF

I have held CAMB for 17 months and its only recently started to move and break out so hopefully similar here as the fundamentals improve. Certainly testing patience!

[the big fella] 21/7/2015 15:12

I have bought a few of these today. My 250k not showing yet

[wanttowin] 20/7/2015 19:48

Don't believe there is anything sinister lurking here Funk, I have great faith in management. Could just be Octopus continuing to reduce their holding.
To be honest in hindsight holding these for the last year has not been inspiring.True the company is doing well but Sp isn't. There are certainly other more fast moving and fruitful opportunities available. I continue to patiently hold for a decent rise, but it could be a long time coming if this seller persists!

[funkmasterp12] 20/7/2015 17:31

Our seller seems to have offed another 225k today. The price "rose" at 15:44 and the trade went through at 15:46. I dummy sold 50,000 shares earlier at 10.6p before the rise so it appears the bid didn't move anyway!

In short, yes the seller does seem to be selling into any rise. Quite why that is I'm not really sure, as come HY results in Aug you'd expect a much bigger rise here (as has happened over the past 3 years).

The only logical conclusion would be that the seller knows something we don't, but then you'd expect them to dump at any point if it was potentially bad news.

So yeah, weird.

[whilstev] 17/7/2015 15:48

Made another small purchase here so looking forward to the results.

[wanttowin] 15/7/2015 14:33

Half yearly results on the 19th August, so not long now.

[funkmasterp12] 13/7/2015 15:07

The seller can't be too keen to dump. No volume traded at all today so far.

[wanttowin] 10/7/2015 15:37

nice one wiilstev, can't fault the company thats for sure.
Looks like a decent bowl forming on the chart too.

[whilstev] 10/7/2015 11:32

Increased my holding here as I feel the downside now is very limited and with half year results due in less than six weeks, which I expect can more than meet expectations, a rerating is more than likely. I may purchase more in the next few weeks as funds become available as I am feeling very confident for the near term.

[funkmasterp12] 07/7/2015 11:14

If individuals are then I'm sure businesses are too. Enter INSE! =)

[wanttowin] 03/7/2015 09:59

Totally confident in the company Funk and the superb management, just have that nagging point of being at the mercy of the big boys, but hey thats the stock market I guess. Not got my divi yet… edit divi in now

[funkmasterp12] 03/7/2015 07:35

This is the first time I've encountered a seller since having an interest in this share since 2013. As its only smaller chunks and appears tactical though, hopefully it won't hold us back too much.

The company is still performing very strongly and no fundamentals have been altered so I remain confident!

On another note my dividend is in my account today! Excellent start to the weekend =)

[wanttowin] 02/7/2015 22:32

Yes at least we now know who the seller is,yet I have to say it hardly improves confidence. I didn't really realise how much we are at the mercy of these large holders.

[funkmasterp12] 02/7/2015 18:22

Lo and behold, an holdings RNS. Octopus have reduced down below 4% after selling 500,000.

Their latest update was in May when they reduced below 5%. They're at 3.8% now with 18m shares remaining, when they go below 3% we won't know if they've completely sold out or not.

Could be some seller pressure on the share price for a bit, depending on where their heads are at. Personally, I think the fact that they're selling on rises and not just dumping at any price leads me to think it's only top-slicing - let's see what happens though.

[wanttowin] 01/7/2015 09:13

There's our 100K seller again,

[funkmasterp12] 29/6/2015 16:41

Haha, yeah. Well the main directors are locked in so at least it isn't them. Not really sure who it could be to be honest.

[wanttowin] 29/6/2015 15:09

With 70% of the company held by just 7 individuals/trusts, I don't suppose we will ever be able to see who it is offloading. They can carry on drip drip dripping for years !

[funkmasterp12] 29/6/2015 14:59

I actually tried to dummy sell earlier to see the real spread and I couldn't get a quote for anything over £2k, so how the seller continues is a bit of a mystery.

Stock appears pretty tight again though and the MM's aren't exactly chomping at wanting it.

[wanttowin] 29/6/2015 14:34

Yep and there is that 250,000 seller again, offloading into any rise…..

[morkandmindy] 29/6/2015 11:38

a nice 180,000 buy just gone through. Especially good in a market that's selling off.

[funkmasterp12] 18/6/2015 13:35

Someone definitely offloading or selling into any rises here. It's a slow burn hold, it's frustrating given that we've had exposure in SCSW that this doesn't trade on a higher multiple (especially given where UTW is) but quality rises at the end of the day, and I do believe this will re-rate or be bought out in due course.

One to hold tight on and forget - but accumulate on any weakness!

[oregano] 17/6/2015 14:03

slow burn. i expect it will move on upgrades on interims in August. but it might be next years story, when earnings growth kicks in as tax rates normalise.

[hjs] 17/6/2015 13:46

Fantastic statement. Short term sellers offloading! I see this share to move much higher than where it is now. There is nothing wrong in any part of the business. Cash flow will be improving as well. Stong B/S so I would just hold it for long term.