Paragon Entertainment Share Discussion Threads

[luckyphilip] 19/2/2016 13:26

Was interesting to hear Justin wriggle a bit after TMS asked him about selling out?!

[pj 1] 19/2/2016 11:39

Maybe but reading the answers it seems either a post here or a question to the q&a was well wide of the mark so I wouldn't want to risk raising any doubts where perhaps none exist, or getting it totally wrong.

At least the figures have been confirmed and continued reference to Growth is all we need? Also, the AGM will be much earlier this year (summer) so a chance to ask more detailed questions there. Also maybe PEL could 'publish' its growth plans expressed in more £ bottom line details such as WTM VLK(past) and others have done.

[dontsweatit] 19/2/2016 09:44

looks like pel have sort of confIrmed your post PJ, looks like you have a good feel to whats happening. whats your summary after the update?

[cautoussid] 19/2/2016 08:47

Ticking up , looking like herd may be starting to return again as more buyers look to be moving back in this morning

[cautoussid] 18/2/2016 13:45

Q&A UPDATE ,on website ,interesting how ever don't think to exciting

[luckyphilip] 18/2/2016 10:57

Actually market cap is 2.4million but still lower than it should be for a company turning over £12 million and in profit

[1savvyinvestor] 18/2/2016 09:19

Trapped sellers and comfortable buyers. Anyone selling at this level is clearly sitting on a loss. The fairly big individual buys over the last couple of weeks are, in my opinion, a few individuals building up decent stakes. Always impossible to call a bottom in a very small stock but a market cap of well under £2 million for this little company is ridiculous .

[cautoussid] 18/2/2016 09:12

£6 k buyer looks to have bought more again shares yesterday ,while not sure if this is the same buyer again who has been buying tranches of around that amount or different buyers loading up while share price at the current low share price

[cautoussid] 17/2/2016 15:28

some of the reds are buys ,one poster posted on another board the 1,28 trade showing a sell was their buy ,mms may still be filling orders

[fozzie] 17/2/2016 15:02

I do hope so, fed up of averaging down here even though this is one of my smaller positions.

[luckyphilip] 17/2/2016 14:28

This share will turn . It's just a question of where the true bottom is. Once news seeps out that it has done better than expected there will be a feeding frenzy!

[cautoussid] 17/2/2016 14:20

nice buy price for that buyer ,would think that buyer may be pleased to have got so many shares for so low a share price in comparison to the price directors paid in December

[cautoussid] 17/2/2016 14:18

order filling may be why at times difficult to get a buy quote even with the sells , buy of over 400,000 shares ,will more be seem

[playful] 17/2/2016 09:28

PJ1, you do make me smile

[pj 1] 17/2/2016 09:09

edit- so far in 2016 I do not have the skills, mindset for long term investing either LOL :-((

[pj 1] 17/2/2016 09:06

80% of Brokers issue a ''speculative Buy'' rating on their client. I wonder why that is?

Whilst the host Justin of Sharepickers does have some long term holdings (years)the main attack of the site seems to be at trading and very short term goals (<3 months). Hence, most of its contributors and followers are traders. I also note there are no time frames or Fundamental analysis of any figures justifying a Buy, Sell or Hold. Perhaps unfairly the site has a reputation of being a part of the short term pump and dump trading circle, often based on scurilous rumours. If I have got it right then Sharepickers (on PEL) has gone from

'Buy' to 'Sell" to "Hold" since the AGM on 11th December 2015? Maybe in 2 weeks it will be a "Conviction Buy"?

Has Sharepickers given PEL the opportunity to defend itself against any reviewed criteria by the site?

For avoidance of any doubt I enjoy listening to Sharepickers, but 90% of it is outside of my investing strategy. I do not have the skills, mindset, or psychological strengths required for short term trading.

[1savvyinvestor] 17/2/2016 08:26

The sharepickers site seems to have gone back to hold on PEL. Reckon he knows he got that call wrong.

[cautoussid] 16/2/2016 12:19

larger buys coming while in recent days still smaller sells as well ,some of the chunkier buyers look like may be building up shares while some smaller sellers may be moving on

[1savvyinvestor] 16/2/2016 10:57

This from q and a countering lazy note from sharepickers. Does sub-contracting effect business scalability?16 February 2016Q. If you intend employing sub-contractors to help with the extra contracts that you win, does that mean that your margins will fall and that your business is not scalable?A. The question implies that subcontracting and scalability are mutually exclusive, something which is conceptually unsound. Our business is scalable precisely because we can build internal resource (ie 'overhead') to run at full capacity to meet the 'valleys' in demand, and subcontract out extra business for the demand 'peaks'. When we are satisfied that demand has grown sustainably to a new level, we are able to evaluate whether, on a risk-adjusted basis, it is more profitable to build more internal resource or to continue subcontracting. By running our business in this way, we are able to carefully manage the risk of covering our overheads while remaining flexible to grow our revenue. Obviously, if we sub-contract, we have to give some margin up to the subcontractor, however, this is a trade-off with which we are comfortable because it enables us to manage the profitability and growth of the business at an acceptable level of risk.- See more at:

[janeann] 16/2/2016 09:21

Thanks for your thoughts pelboss. At the end of the day, as long as contracts and priced correctly and then delivered on time, in budget and to the appropriate quality, location of work perhaps isn't an issue, and the bottom line will respond accordingly. Provided the corruption that is rife in some areas where you are working doesn't impact on it.

[dontsweatit] 16/2/2016 09:13

I think PJ must be looking at page 42 of annual Report for the empolyee levels of:


2014
No.
2013
No.
Production 61 62
Customer services 23 28
Consultants 2 3
Administration 15 13
Total 101 106

I as well think that there must be lots of short termers stuck in here after the ramping last year that will exit as soon as any other hot money stock comes along.

[cautoussid] 15/2/2016 16:01

Fridays rise now almost gone again , looks like smaller sellers moving on also more larger buys coming in again , some one or some people may be building up a shares

[cautoussid] 15/2/2016 10:35

HI Aphapig , only seen your post today ,looks like more sellers clearing shares after Fridays rise ,planning to build up some more shares myself hopefully before pel share price moves back up to much ,like using this board now ,hope you have a successful year investing , has been a difficult start to this year for investors ,atb

[luckyphilip] 15/2/2016 09:30

Spread widens again . Weekly games trying to stimulate trades. Range bound .

[pelboss] 13/2/2016 00:30

Hi PJ1

Solid observations as ever. Can I suggest that you raise as a Q&A so when we communicate we can reach a wider audience than advfn?

Quick responses.

interesting % assumptions but 2014 and 2015 were largely effected by one project and this also effected the margins. It's therefore not safe to assume this is a trend and related to management struggling with growth. It is however safe to assume that this could happen again and therefore forecasts have a weighting to allow for potentials issues in the future.

MT responded to operating expenses in the last Q&A.

61 production staff and 40 admin staff is very incorrect. We have only 9 staff that are not project related.

Yes, opportunities would be to utilising capacity and where possible utilise subcontract above capacity, increase margins and have more projects than required to account for slippage, work with repeat revenue clients in more diverse geographic and markets.