K3 Business Technology Share Discussion Threads

[cfro] 07/6/2011 14:03

Hi interceptor2.

Nice quiet board here which i like to see. And good to see this moving back again positively. Loads more mileage stil in this yet.

[interceptor2] 07/6/2011 13:32

Good to see these bounce off the 50ma, with stronger volume pushing them higher.

ic2....

[milton rooms] 24/5/2011 08:25

Time for the next leg up?

[cfro] 15/5/2011 18:38

Schucks cambium! :0))

[cambium] 15/5/2011 15:52

Nice portfolio cfro, things are looking good for you

[cfro] 27/4/2011 18:16

Yep, lovely move again today! :0)))

[philo124] 27/4/2011 08:33

Nice retrace!

[cfro] 18/4/2011 18:29

...Tell a lie, its actually fifth. I forgot AMS. :0))

[cfro] 18/4/2011 18:28

Loving the continued share price strength. :0))

KBT is fast aproaching one of my bigger holdings. It is now in fourth place behind JDG, C21 and ETO in third.

[raysor] 14/4/2011 11:37

K3 tipped in this month's Eavesdropper
They met the management in March and have their 'update' as a BUY.
Originally tipped at 141p in October edition and now 223p ish
I think he likes them!!

[cfro] 14/4/2011 11:27

You might be spot on with your observation orange1. It could be the reason that is driving the share price here.

Maxima is a share i never liked personally. The terrible track record always put me off and the gearing seems to me to be a touch on the high side. thanks for fallgging the news there tho GHF, much appreciated.

KBT remains for me the share to be fully invested in. I have faith in Andy Makeham to deliver. You do have to watch companies that keep on acquiring but KBt seem to be making good choices about who they buy and at what price. They seem to be especially buying into the right grwoth areas too imo, which is extremely important and will insure that KBT can keep on growing well into the future.

Incendently, we are still only on a PE of 8...

[orange1] 14/4/2011 09:58

It appears that it is that very speculation, that KBT will now be able to buy Maxima on the cheap and as a result double its turnover, which is driving the KBT share price up at the moment.

[interceptor2] 14/4/2011 09:58

Thanks for the heads up GHF

I used to have MXM on my watchlist but lost interest due to them always missing forecasts.

I did see they issued an RNS but hadn't looked at it, I will take a look now.

Regards ic2.........

[glasshalfull] 14/4/2011 09:27

Hi ic2 & cfro.

Unfortunately I sold out a few months back so not enjoying the benefits of this rise.

Reckon you should take note of the situation unfolding at peer MXM. Don't believe their issues will be experienced by KBT but wanted to flag to provide you an awareness.



In any case I reckon with MXM putting up the "For Sale" sign then KBT would be an excellent fit.

Best of luck.


Regards,
GHF

[interceptor2] 14/4/2011 09:13

This breakout has legs, 226p now and heading towards my initial 240p price target. AGM statement due towards the end of April I believe.

ic2......

[interceptor2] 11/4/2011 19:26

Yes very strong breakout now.

cfro..I'm glad you have posted here because I wanted to get a message to you. You were kind enough to highlight STAF to me on the Zulu thread.

Well I think I have comee across an interesting situation, I have just posted my reasons on the TRB thread.

Please take a look and I would be interested in your thoughts, as well as anyone else who sees this message.

Regards ic2..........

[cfro] 11/4/2011 18:19

Another lovely rise. And the amazing thing is KBT still only trades on a forward PE of about 7.5.

[philo124] 11/4/2011 14:52

Greetings from Malaga, very good progress!

[spaceparallax] 11/4/2011 12:24

The only real weakness with KBT is their reluctance to pay out a reasonable divi. Ordinarily, that wouldn't bother me, but they are tending to hang onto cash a little too tightly despite already having achieved good Company growth.

[cfro] 08/4/2011 18:45

This really is a stonking share saucepan. GOD, im so pleased i saw sense here and got myself back in here after selling out @£1.80. Felt such a dork then buying all my shares back and a few more besides @£1.95 and again @£1.97, but feel soooo relieved now! :-)

[saucepan] 08/4/2011 18:38

Yes, even after today's rise, ShareScope is showing KBT on a Rolling P/E 2 of just 7.72 and a Slater PEG of 0.25. Thus the share price could benefit from a double whammy of future growth and a re-rating. Note, particularly, the spectacular forecast growth in profit and EPS:

[interceptor2] 08/4/2011 16:41

Yes very solid breakout to finish at 208p. Should have a AGM statement before the end of April, 26th April last year,

ic2......

[cfro] 08/4/2011 09:48

Pleased to see a tick-up. Starting slowly to breakout on the chart too. PE is only 7 so absoloutely loads and loads of juicy upside still to go for.

[interceptor2] 31/3/2011 21:16

A close above 197p would confirm a breakout, then we might start to see a quick re-rating towards 240p.

We can't be the only ones who have reached the same more positive conclusion about KBT in the last few days.

ic2.....