Jaywing Share Discussion Threads

[zcaprd7] 22/7/2019 10:38

Who are the baileys then?

[julcester] 15/7/2019 15:23

I see that the Head of Business Development has jettisoned with the Creative Director to launch McCann Leeds.

[zcaprd7] 15/7/2019 08:43

Hmm, apparently Lord Ashcroft (largest jaywing shareholder) hates David Cameron, whilst Martin Sorrel likes him... So if there was to be a deal, it would need be be hostile.

[diku] 12/7/2019 22:43

With Brexit outcome unknown nobody will want to fully commit on updates...better to under promise and over deliver than the other way round...

[zcaprd7] 12/7/2019 08:57

Agreed, and probably deliberately so. The worry is that they don't turn a "proper" profit with all that revenue, recurring or otherwise...

[buywell3] 12/7/2019 05:34

What they have done by giving such an opaque update is to make readers of it form their own opinions as to what the update means.

Thus they have shot themselves in the foot as worst case scenarios generally some to the fore in such missives.

Profit warnings as this update is ... come in 3's ... this seems to happen nearly every time I follow such events in a company I am watching.

Hence if the company wants to minimise damage to it's share price , then clarity is the way to do so.

[zcaprd7] 12/7/2019 00:42

It's a tad opaque admittedly, but presumably if they have a terrible year, and don't sell anything new to anyone, the worse that can happen is a 50% drop. Not great, but the share price has been hammered over the last few years. At least they haven't used any childish exclamation marks this time...

[diku] 11/7/2019 17:42

Refer to post 220...

[zcaprd7] 11/7/2019 14:05

It also doesn't say 50% down, it says 50% of the sales volume is recurring...

[zcaprd7] 11/7/2019 14:04

I assume they are referring to the gross profit of £36,715,000...

[zcaprd7] 10/7/2019 18:22

Ahh, I see, I think I know who you mean... I had another nibble today.

[zcaprd7] 10/7/2019 15:31

I don't know anyone who's been positive on this?

[buywell2] 10/7/2019 14:40

A certain poster that has been very vocal about this company and a few other shares that have ALL performed very badly indeedy

Has lost all credibility with buywell inc

Can anyone guess who that poster is ?

Needless to say buywell inc never bought in any of them as he saw the scam miles off

[zcaprd7] 10/7/2019 13:14

Agreed, but they are paying down debt, so there is actual cash floating around, not "booked revenue" and mysterious sales pipelines that never convert...

[pugugly] 10/7/2019 13:12

buywell3 - An excellent reminder - Pr to put it anotehr way net pofit and cash are kings.

[zcaprd7] 10/7/2019 12:16

Looks like a profit warning... Marked down on zero volume though?

[diku] 10/7/2019 12:06

Don't know what others think but the statement is very vague...is there something more they not telling the market?...

[zcaprd7] 10/7/2019 11:57

Looks like I was wrong...

[zcaprd7] 09/7/2019 11:02

SFOR just bought biztech in Australia...

[zcaprd7] 27/6/2019 15:17

No, not in particular, but I think the strategy they are offering resonates across the market, and expect jaywing to do ok with the same approach.If there were a takeout, that would be a bonus though, obviously. Does Sorrel need australian coverage?

[ny boy] 27/6/2019 14:22

zcaprd7, you see SFOR taking these out in the short term?

[zcaprd7] 27/6/2019 11:42

I've had a little speculative nibble, hopefully the results will signify a turnaround... They are right in Sorrels sweet spot.