K3 Capital Share Discussion Threads

[robsy2] 13/12/2021 11:34

PP I agree. All is on track. I have added this morning.

[purplepelmets] 13/12/2021 07:50

A PE of 13.5 looks attractive for some fading cash cow. It looks insane for a fast growing small company paying steady and growing divis.

[bull19] 13/12/2021 07:47

If I've done my sums right, I get an EPS of 24.6 and PE of 13.5 which looks attractive!

[tizo100] 13/12/2021 07:29

£4 ???

[purplepelmets] 13/12/2021 07:17

Nice +ve trading update this morn. Hopefully enough to turn this drift around.

[johndoe23] 07/12/2021 10:56

Two more director purchases today. Encouraging

[johndoe23] 06/12/2021 15:34

Nice 30k purchase today by a NED

[w13ken] 02/12/2021 10:07

Yes, CEO John Rigby has said they are planning to build a billion pound company so no lack of ambition there. I agree that they also have the capability to quadruple their current size to get there. There will be ups and downs and I'm in for the long haul and will top up on dips.

[robsy2] 02/12/2021 07:26

They presented very well at Mello. They look very well set.Ambitious capable management, a nice mix of businesses that complement each other, excellent data driven client acquisition process,good dividend payments coming down the line, hugely cash generative, lots of room for expansion in the markets they operate in and 40% owned by the people who work in the business, prudent accounting.Lots of positives here for me.

[tizo100] 02/12/2021 07:24

Director buy always a good sign

[w13ken] 26/11/2021 11:05

Overdone so topping up on favourites: K3C at 304p and GROW at 878p

[bull19] 26/11/2021 09:07

Not sure why this is down so much today? I know the whole market is down due to covid variant news but not by this much?

[melloteam] 24/11/2021 13:20

Just to let shareholders and prospective investors know that K3 Capital Group, Headlam and Kanabo will be presenting at the Mello webinar event on Monday 29nd November at 5:30pm-9:30pm. There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

The full programme is as follows:
5.30 pm Mello welcome
5.35 pm David Stredder interviews Rosemary Banyard
6.10 pm Company presentation by Headlam
6.50 pm Alan Charlton presents educational insights
7.05 pm Company presentation by K3 Capital
7.45 pm Steve Clapham is Behind the Balance Sheet
8.00 pm Company presentation by Kanabo
8.30 pm Mello BASH with Kevin Taylor, Damian Cannon and Richard Crow

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[gswredland] 18/11/2021 19:54

Thank you Mello

[tizo100] 16/11/2021 23:36

Good luck with your investments Simba_ but I am staying put.

Take a look at Pantheon Resources (PANR) some big gains still to come on this one and a very good bulletin board on here as well. DYOR.

[w13ken] 16/11/2021 22:16

No-one's more disappointed than me on K3C's share price since the results. After all, I put it out there on a few platforms that K3C was likely to hit 400p this month! At the moment that looks fairly ridiculous and it does have the possibility to move sideways for a few months. However, I don't see it dropping much under 320p so believe it's near its floor.

Have they overstretched themselves with the acquisitions over the last 18 months? I don't believe so as I think they're well run and excel in company mergers. I also think Quantuma in particular will prove to be very lucrative.

All the best everyone and Simba I'm impressed by your 20% return, where that came from, and where you might invest next.

Cheers,
Ken

[simba_] 16/11/2021 20:46

Thanks, Ken. I appreciate that. It's always a tough decision and annoyingly I have of course left myself with the dilemma of where to allocate new capital..I'm out here at over 20% return so even if it does turn out that I'm wrong on this, it won't sting too bad. I guess on that note, I do hope it goes on to do well for you while I find something to replace it..I'll keep a close eye on the situation from here and if it does appear to be an error on my part, I hope I'm able to leave my biases aside and allow myself back in..Good luck to you, too. And how much better it is when opposite sides can be respectful.We're all playing the same game at the end of the day.

[w13ken] 16/11/2021 13:09

Sorry to see you go Simba but I could see you were talking yourself into an exit.

Good luck with your future investments but hope you're wrong on this one.

[simba_] 16/11/2021 12:11

I grudgingly sold today. Share price will obviously reach all time highs and go on to be a multiple bagger by tomorrow..Risk for me was simply that it's become too complicated a business. Growth via acquisitions tends to be costly. And trying to be everywhere usually gets you nowhere..And for that reason, I'm Duncan Bannatyne.

[simba_] 14/11/2021 09:07

I dont really like where we're at now. K3 went from a simple high margin business to one that now seems all over the place and margins have been decimated.This deemed remuneration confuses me. We can expect to see more of it whilst therye in buy everything mode so I dont know how to account for it..This plus a muted reaction from the market on what was supposed to be excellent results and technically it looks like it's in some sort of wedge. Bounced bang on support line. Next resistance looks around 360. It could pop either way but I'm getting itchy feet. I feel I like it less as a business..I'll wait to see if heads back towards 360 and how it deals with that if it does. .Happy sunday, folks :)

[daisylove] 12/11/2021 14:01

It would be good if the market liked it more though.

[2vdm] 12/11/2021 08:09

I like this company. Very well managed and currently undervalued imo. Like others, I intend to hold and re-invest the divi.

[tizo100] 11/11/2021 14:51

And reinvesting the divi.

[tizo100] 11/11/2021 14:51

I'm holding mate not selling none of these

[w13ken] 10/11/2021 22:49

Ex-div date is the 18th Nov (so hold until at least then) and Pay date is 30th Nov.