Pci-pal Share Discussion Threads

[this_is_me] 10/1/2025 15:08

It hasn't been this high since april 2022 so we could have a serious breakout on our hands.

[adamb1978] 10/1/2025 14:12

ah ok. Volumes still quite low - £35k traded today - but nice to see price moving up regardless

[powlert] 10/1/2025 14:00

I didn't mean a stake being built. Just that someone has caught wind of it.

[daveme] 10/1/2025 13:37

Has this been tipped somewhere? There seems a number of small buys today.

With regards tips, SCSW gives its New Year Naps this weekend. Fingers crossed they list PCIP as one of the companies recommended.

[adamb1978] 10/1/2025 13:32

Not a chartist but would be nice for the price to get beyond the Feb 21 and April 2022 levels in the mid 70s

[adamb1978] 10/1/2025 13:30

No acquirors stake build ahead of offers.

The company is simply very cheap and the combination of growth, move to profitability, net cash and the litigation nonsense being settled is putting this on the radar of more people

[powlert] 10/1/2025 13:21

I know we've been here before, but at what point do we have to start wondering if a bid is imminent...

[powlert] 06/1/2025 15:05

Good to see a bit of momentum here.

VOX Markets uploaded an interview with a fund manager at Octopus today where they discussed PCI-Pal around 17 minutes in. Nothing new, but a useful restatement of the obvious value.

Octopus owns about 8% of PCIP according to Bloomberg.

[powlert] 11/12/2024 17:18

Anyone attend the AGM and have any notes to share?

[this_is_me] 11/12/2024 07:18

All looking good on the path to increasing revenue and cashflow.

[yousif] 12/11/2024 12:55

Why the sudden buying spree against a falling market?
This started Midday yesterday.
Are they going to make an anouncement very soon? We are not expecting any!
This is my observation about this company.

[powlert] 04/11/2024 13:32

I agree, seems likely this was known a little early. But nonetheless good to see management releasing news like this. Keep the positive share price momentum going. Stock still exceptionally cheap - lock it away and reassess at 120p.

[dr biotech] 04/11/2024 09:24

Given the retrace today, and that it was announced as a NON-RNS I guess this was known before today. But still decent news or at least a land mine avoided.

From a YTD low to a YTD high in a few weeks is decent. Particularly as I have had a couple do the oppposite recently..

[adamb1978] 04/11/2024 08:47

Yes, closing above 65p-66p would be handy

[this_is_me] 04/11/2024 08:22

A bit of good news and a breakout from the trading range that it has been in for about a year.

[powlert] 01/11/2024 23:38

Regarding the PEG ratio, as Adam says, 4p in earnings should be completely achievable in FY26. With 1-2p in FY25, you tell me what the PEG is.

[powlert] 01/11/2024 23:34

Decent volume today. If we can break through 66 then should be off to the races.

[this_is_me] 01/11/2024 14:21

We are back to the top of this year's trading range with things looking good so with any luck, we could see a breqkout from here.

[adamb1978] 01/11/2024 09:30

Hi Simon

THanks for posting though those figures from CAV are hopelessly conservative. They imply a rapidly increasing cost base though the company has said taht their rate of headcount growth will moderate and it hasnt even been that fast in the past!!

I think FY26 EPS will be more like 4p.

Adam

[simon gordon] 01/11/2024 06:56

Cavendish - 22/10/24:

FY 2026
-T/O = £25.5m
-Adj EBITDA = £2.6m
-Adj EBIT = £0.7m
-Adj PBT = £0.6m
-Adj EPS = 0.8p
-Net Cash = £5m

[cyberbub] 01/11/2024 00:10

What do people think the PEG ratio is then, going forward?

[powlert] 01/11/2024 00:01

That is exceptionally cheap for a software business growing revenue at 20% with even faster earnings growth. Should be 30-40x earnings.

[cyberbub] 31/10/2024 23:14

Have this on my secondary watchlist, I did own a few at one point. Looks like the company is free to move forward now, but if the EPS isn't expected to hit 4p for another 12-18 months, OK Mr Market looks forward to an extent, but a P/E of 16 on today's share price isn't super cheap? Unless people are waiting for a takeover as some have suggested, on the basis of a cashflow multiple and long-term forecast growth?