Riverfort Global Opportu... Share Discussion Threads

[recruiter] 05/8/2005 08:35

Pomp if you like these you would love WNN.
Same sort of business, WNN has more cash, more profit & trades on less than half of 2ergo's pe.

both are great co's in phenominally great growth markets.

[pomp circumstance] 05/8/2005 08:19

Shoud see them start to move up as we move towards the end of the trading year on 31 August.
Im expecting a trading statement then and maybe some news about a new product launch! between then and the results in November!

[ltinvestor] 02/8/2005 11:14

I hear the same about the US and in addition Nigel Wray is mopping up stock.Now what does he know?

[andy hals] 02/8/2005 10:16

Off topic - NLR They survived the analyst being canned last month when Cawkie had a damp pop at them. That's a very good sign.

I hear RGO's US business is going fantastically.

[the prophet] 29/7/2005 20:29

OT:
-bought into NLR a while back, think around 250p, sold out over 600p
-they are doing v.nicely, but risk/reward no longer looks as favourable to me
-that ain't to say they can't go a lot higher!

[21richyrich] 29/7/2005 18:21

TP
Thanks
Have you looked at NLR?

!!!

[the prophet] 28/7/2005 23:04

-21rr
-OT
-TEO is just a modest stake for me, they seem to be making the right moves recently, but need to follow it up with more contracts and disposal of DOM

-back to RGO....they went from 120 odd to 180 in around a month, then back to where they came from....which I thought was totally unjustified!
-Business momentum here is very strong and I have no doubts that they will be pushing onto new highs before too long, market conditions not withstanding!

-re the three profit upgrades.....they are indeed official, made by Numis, the house broker.
-Here is the history of them:

25th November, Numis forecasts pbt of £2m for financial year starting September 06

Upgrade 1....7th March, Numis upgrades on back of better trading to £2.1m

Upgrade 2......11th May, Numis upgrades on better than expected interims to £2.3m

Upgrade 3 .....27th June, Numis upgrades on aquisition of Natural response to £2.5m.

-The cumulative effect is to move the forecasts up £0.5m, and I don't think that is the last of the upgrades for the financial year due to start in a few weeks time.

-If you want to check out the Numis notes yourself, they are all on RGO's web-site



cheers
TP

[21richyrich] 28/7/2005 22:44

TP
Nice 2 c u on here listened with interest to your thoughts on the TEO board seems still a case of jam tomorrow there

RGO though seems to have real potential and after slumping from 180 about 4 months since has not recovered to test previous high unlike the likes of SBT and NLR

What is your take on the prospects here - you talk about 3 profit upgrades - are they official or just rumours?

regards
21rr

[the prophet] 28/7/2005 14:50

-luvvly stuff!
-well, something like three profit upgrades for financial year 2006, which starts in a few weeks time
-chances are they are not the last upgrades
-clearly RGO has a lot of business momentum
-looking v.strong and, as you say, PC, bit of news and away we go!
-be nice to get north of the £2 level......

[pomp circumstance] 28/7/2005 14:42

nice move up, bit of news would really get us going back up to 180+

[wjccghcc] 22/7/2005 09:59

Not much in common with DAT as RGO is profitable, cash generative and has it's own platform whereas DAT sells software to existing operators. The valuation is a PE of 37 for the year end August dropping to 23 for next year with earnings growth of 60-80% in both years. IMHO the valuation on the numbers is fair value but that the potential in the US and the product pipeline in the UK is not yet priced in. Suspect there won't be a lot of movement though until the finals are out (or we get a trading update after the year-end).

[smelleroo] 22/7/2005 08:54

Is the stock being effected by sentiments resulting from DATs movement, which is down again today?

[2lb] 18/7/2005 14:58

Good luck with this one all, I have now taken a 30% return and sold all my stock and put all the proceeds into ADA which I believe is now at the bottom and will double over the next 6 months - still keeping faith with the sector.

[powwow] 07/7/2005 13:56

I agree itinvestor

[ltinvestor] 06/7/2005 16:09

Nigel Wray is buying the shares because he knows that the share price is going to be much higher in a few months time!

[zinco] 06/7/2005 13:08

Nigel Wray....Very pomp,very....;-))

[pomp circumstance] 06/7/2005 13:04

Interesting!!!!

[zho] 06/7/2005 13:00

06 July 2005

Immediate release 6 July 2005


2ergo Group plc
("the Group")


The Group was notified on 5 July 2005 that Syncbeam Ltd is now the beneficial
owner of 950,000 ordinary shares in the Group, representing approximately 3.4%
of the Group's issued ordinary share capital ("the Shares").

Further, the Group was notified on 5 July 2005 that, as the major shareholder of
Syncbeam Ltd, Nigel Wray has a beneficial interest in the Shares.

-ends-

[ltinvestor] 04/7/2005 08:12

A combination of NEWS and stock shortage will,imho,take the share price much higher over the next few months.

[pomp circumstance] 04/7/2005 08:09

Not much good news up Norf these days!! At least 2ergo is bucking the trend!! ;)

[the prophet] 04/7/2005 08:07

-two write-ups in Techinvest, they have also included RGO in the 'second half best buys' tips.

[zinco] 04/7/2005 08:04

Up 10p?....;-)))

[pomp circumstance] 04/7/2005 08:04

Thats a big markup!!

Delayed buys, or leak of some positive news?

[pomp circumstance] 27/6/2005 17:32

splendid, id like a US update!!