Legendary Inv. Share Discussion Threads

[kemorkid] 12/11/2017 21:20

Good lad Proffy

You are the man

Keep up doing what you do

See you in NYC

Party Party Party !!!

[professor pettigrew] 12/11/2017 21:10

I have it on good authority, that this week will see an RNS.

[mudbath] 11/11/2017 09:47

Pettigrew has achieved legendary status on the JW thread with such illuminating comments.
Truly priceless.

[professor pettigrew] 10/11/2017 19:29

Ask Vs sid.

[carefreesid] 10/11/2017 18:31

One mans nav is another mans target. There's only so much promises that arent kept that any investor will take.

Why havnt we seen any new contracts since Notion?

[chinese investor] 10/11/2017 18:29

Dave,
Did you get any reply from your personal email to Steve ?
Invite Steve and the other members of the NHS directorate to one of your legendary dinner parties !

[maxk] 10/11/2017 18:18

What ails you dog? Besides the weather.

[bionicdog] 10/11/2017 16:48

Cold and getting increasingly disillusioned in Banstead.

[professor pettigrew] 10/11/2017 15:50

Another one?

Maybe it's just what the mm's want, so they can pick up surplus stock on the cheap.

We've been trading well under the NAV for months anyway.

[turbotrader2] 10/11/2017 15:47

I’m becoming seriously disillusioned with this i must say

[professor pettigrew] 10/11/2017 15:36

I wish you luck sid with all your holdings.

[professor pettigrew] 10/11/2017 11:54

Lol! I don't think Zaf wears jeans any more.

No, to be serious, maybe I was a tad blunt with sid, so if you are reading this sid, for that I apologise.

We all make investment decisions based on fact or what we know, and to me the bull case here overwhelms anything that may be considered bearish.

I can tell you sid, there's nobody more cynical than I, and with a holding here approaching 65m nobody wants news more than I do!

[gbenson1] 10/11/2017 11:49

Professor well stated that's what makes a discussion board, however please don't tell investors to sell up please. On the topic of Bruce Rowans supposed 8% holding, wasnt this around the time of Joe Bloggs unfortunate bankruptcy, just a feeling Zaf and Joe are still close!!

[chinese investor] 10/11/2017 11:39

I also worked for Accenture in the £6,200,000,000 NHS NPfIT (National Program for IT).

This was what it was all about :-

"Accenture was charged with delivering computer systems to 344,000 NHS staff who look after 17 million patients in east and north-east England."

We weren't responsible for the Telexes !

[professor pettigrew] 10/11/2017 11:36

All points of view are welcome here, of course, but let's keep it rational and reasonable.

I've outlined the bull case, and it would be very difficult for anyone to argue with what I've stated because it's not only fact, it's been RNS'd and in the press and in trade magazines.

Just because we haven't had "news" for a while doesn't mean everything is crashing around our ears.

Final comment on the subject - why would Bruce Rowan still continue to hold 8% of LEG's entire share capital (his own money by the way) if it was a white elephant?

And don't tell me he isn't in constant touch with Zaf. An individual with a holding that size will want to protect his investment.

[gbenson1] 10/11/2017 11:15

Professor are you on a suicide mission, carefreesid raises some valid points, dont be tainted by a few other posters demeanour on this thread to think the whole worlds against you.

[professor pettigrew] 10/11/2017 11:09

And then you get the likes of that scum CI wading in.

Sid -if you don't like the brand, then please sell up.

[professor pettigrew] 10/11/2017 11:08

Your choice sid - that's what makes a market.

I get the impression that your bearish remarks may be for a reason, but that's up to you.

You sound very impatient about the whole thing. Why not sell now?

[chinese investor] 10/11/2017 11:07

The VS data and software can be replaced easily when no longer wanted - a simple ETL exercise.
I used to be an IT Consultant for the "North East Strategic Health Authority" so I know what I'm talking about.

[michaelsadvfn] 10/11/2017 10:54

2m @ 0.124 - chum of mine(ex-IT)

david will tell you the mm's don't want buyers...is he lying again trying to feather his own nest?

[carefreesid] 10/11/2017 10:36

Whilst I admire your optimism PP, I am a cynical old fart, especially when it comes to AIM shares.

Companies like VS have a limited client base, of several dozen multinationals, several dozen large domestic companies, and some Government departments, obviously NHS and hopefully MoD among them. Yesterdays technology is surpassed very quickly these days, and unless VS start getting contracts immediately, something cheaper and more efficient will come along. Even if they start making quick inroads, what barriers to entry are there from the big tech giants?

Zaf/VS have been saying for months that these things take time. Well we've had several months of very little, JL and Dixons aside. Why hasnt the rest of the NHS waded in? If it was that good, surely they would have by now?

The Amazon award is a red herring. The networking there and presentation will be vital. Fever tree have a product enjoyed by hundreds of millions, if not billions of people. VS do not.

IMO, unless we see evidence between now and the end of the year that VS have won further contracts, and significant ones at that, I'm out.