Litebulb Grp Share Discussion Threads

[rivaldo] 28/1/2015 14:11

Beth21 in post 533 asked "the share price seems to take an opposite direction.....what could this be".

I answered since, as a fellow long-time lurker here, I knew exactly why the share price was dropping as it was due to Finncap's downgrade and LBB's failing to meet forecasts. No-one else here seemed to be privy to this info, so I was being helpful - and I also offered my opinion on the share since I was here to clarify my stance, never having posted here before.

Yump, if you cannot contemplate a single mildly negative but rational and balanced post on a share you own without getting personal, then you have a problem. At the same time you ignored and failed to address the useful info I gave (for which for some reason there was also no thanks!). The same happened when I made a single opinion post on another share you own.

So we all have our faults. I don't care about being nice, but I don't like to see posters spoiling bulletin boards and stopping open discussion, which is what you appear to be doing. Let's stick to stock-specific discussion.

[yump] 28/1/2015 13:32

rivaldo

I used to respect your posts as well, until I realised that they are all 'its all good' when you appear to be invested, even when p/e's are high and even when the shares take a dive.

Never criticising others ensures you keep a 'nice' reputation I guess, if that's your objective.

Each to their own I guess.

[neil78] 27/1/2015 19:10

This is A.I.M

Nothing happens as expected.

Cross section of posters today I think overall most a tad disappointed today I took a hit 3% down that's a lot.

Wait another year well I'm not sure on that

I have waited quite some time

But I'm still so I guess I'll quit whining and just crack on with this private investor stuff if it's un predictability you seek why not join up

[113mike] 27/1/2015 18:51

Very disappointing reaction today. I thought the results were good compared to a year or so ago. They are perhaps a little behind where they said we would be but nothing else. I've sold some today but will retain some as the story is still developing and there is still much more to come..will continue holding for a year or two. GLA to all who will keep the faith.

[rivaldo] 27/1/2015 17:57

Just my opinion, no more no less. If you disagree that's fine. It's only a bulletin board.

Yump, you used to be a poster I respected, but I've noticed on other threads as well these days that you seem to go in for personal stuff. It's simply not necessary.

[yump] 27/1/2015 16:56

rivaldo

Interesting to see you pop up here.

Certainly not expensive compared to some other stocks you apparently hold and are positive on, on at least a one year view, but I guess we're all inconsistent depending on which shares we are in or out of.

This may well give a chance to buy on a current year prospective p/e close to 10.

One day I'm sure I will see you being mildly negative on a stock you hold.

[rivaldo] 27/1/2015 16:28

Impossible I'm afraid - I just paraphrased an e-mail I got sent.

[neil78] 27/1/2015 16:18

May you provide a link to this

Thank you

[rivaldo] 27/1/2015 15:02

Neil, did you actually read my post? :o))

So to reiterate, yes, the downgrade does relate to LBB.

[neil78] 27/1/2015 14:56

The above

Are you on the correct board?

if so it's not surprising it's a Aim stock if not it's still not surprising the 3% fall today

Gosh I need more reflection

[rivaldo] 27/1/2015 13:16

Per Finncap this morning, revenues for 2014 will now be £2.5m less than they'd forecast, due to lower than expected volumes and Agency division sales.

They've changed their forecast to a loss of £0.5m (from a £0.8m PBT). For 2015 they now go for £2.4m PBT, reduced from £3.2m, and 0.07p EPS.

I'm not a holder as I always thought LBB looked expensive. LBB will now have to recover the trust of the City, so although the valuation is looking better now - if only on a forward basis - it may drift further until the next set of figures to June'15 and we can assess whether those 2015 figures look reasonable.

[beth21] 27/1/2015 10:07

I've been a 'watcher' for several months and the company 'appears' to be progressing along slowly but surely on the correct path. However, the share price seems to take an opposite direction.....what could this be,....bored 'investors' or a stake holder divesting?

[neil78] 27/1/2015 09:21

My thoughts

A big USA contract
Institutions showing interest
Heavy private investor buying
Heavy directors buying
Newspaper reviews tips enhanced profile exposure
Tips mags exposure

Otherwise a long 2015

If you're in it and can afford to sit on your money and investment I'd say you won't loose it it's not going to go bust. But don't expect AIM in this case to assist you hansomely.

I'm a tad disappointed was expecting a real wow from the company re results yes it's movement yest it's better than prior years but it's not really dramatic building blocks in place but like that huge project next to my window the building blocks were in place last year now it's up and ruining folks living in it that's movement I like to see.

I shall hold for now as the Aim has been choppy of late there are bargains out there I'm told but is Litebulb one of them

[yump] 27/1/2015 09:13

The BOD are not and as far as I know, never were going to just build earnings in steps to keep shareholders happy in a £5mln, then £10mln then £15mln... company. They are building to a business strategy with a longer for earnings. I think nowadays a slow build is not an option. Timing an investment to coincide with the successful conclusion of the strategy is something else.

I certainly wouldn't be in here if this was an apparent ego trip for the bod, but the strategy makes sense. The current year is the real test imo. The timing of breaking into clean profit by a small amount isn't important, but the delivery of a proper healthy chunk of profit is and that is what is expected this year.

[113mike] 27/1/2015 08:47

My two top up buys yesterday seems well timed for a change. LBB progessing nicely..maybe a bit on the slow side but all set up to grow thru 2015 onwards.Just wait until we get a couple of biggie deals/contracts in the USA!Past two years have seen an share price spike around this time of the year so we'll see how it goes...anyways...there's no rush, slow and steady climb will suit me! all imho. GLA all who are staying in and any newcomers.

[neil78] 27/1/2015 08:15

Of course excellent results but bear in mind small investors myself included have had a long 2014 with no share price improvement and a tad backward movement. I positive But when will all this reflect in the share price sub 1p isn't good enough I choose this company on faith of it being in growth and in profit and delivering share holder growth I'm still here but reflecting

[harrywilliam] 27/1/2015 08:10

Sold out after holding for ages. Missed profits for full year after saying they would be profitable for full year. Might buy back in lower

[2vdm] 27/1/2015 07:40

Worth waiting for. Well done BOD and hopefully 2015 will see more of this.

[evansdr] 27/1/2015 07:31

RNS update on acquisitions and trading:LiteBulb (AIM: LBB), the branded product developer, provides the following update for the year ended 31 December 2014, a year that has delivered transformational growth and has set the platform for a successful 2015.The Company expects revenues in the region of £22 million for the year to 31 December 2014, up 172% over the prior year (2013: £8.1 million). This represents a considerable achievement and highlights the progress made in the second half of the year after reporting revenues of £4.0 million for the six months to 30 June 2014. As a result, the Company anticipates reporting positive EBITDA of over £2m in the second half against a first half EBITDA loss.The year under review has been one of significant progress for LiteBulb, including the successful acquisition and integration of two complementary companies in the form of Go Entertainment and Concept Merchandise Limited, both of which have expanded the Company's product sets and strengthened its client relationships. The enlarged group is now well placed to build upon this platform both organically and through further accretive acquisitions. A number of opportunities have been identified and are being considered. Following sales growth in the US, Litebulb has opened its first office in the US. The establishment of this office will open up the larger US market to the Company and the Directors believe this market has the potential to deliver considerable growth.The Directors are confident that the Company will continue to grow organically during 2015 and has a platform that will deliver profitable growth and cash generation.  The signs from early trading in 2015 are that the Company's retail markets continue to improve and the Directors believe that LiteBulb is well positioned to benefit from this upturn.Simon McGivern, CEO of LiteBulb, commented:"2014 has been another transformational year for LiteBulb and we are delighted with the progress we have made with our acquisitions and the strong revenue growth we have delivered. As our scale increases and product lines expand and improve we are gaining ever greater traction with retailers and this has been reflected in our accelerated sales growth during the second half of the year. The acquisition strategy remains our key focus and we are therefore confident of further significant growth going forward."

[asturius101] 27/1/2015 07:30

Nice - great results

[113mike] 26/1/2015 12:32

Just bought a few more. Trading update soon me thinks!

[113mike] 19/1/2015 23:09

Thanks eveansdr.Yep, all shaping up nicely..have sold a few recently but will start topping up again soon.