Shearwater Share Discussion Threads

[nw99] 01/8/2018 15:04

Buying back in at 4.5 level

[husbod] 01/8/2018 14:31

Bit of an over reaction - what were peeps expecting?Current p/e is not particularly relevant imo as we are buying into the potential. Time to top up?

[solarno lopez] 01/8/2018 11:48

Exactly my point back in June 2LB

[2lb] 01/8/2018 11:32

Lots of interesting stuff and I think they are onto a good strategy here.

BUT.....£55m MCAP - really ?????

[butler4] 01/8/2018 10:37

You are right Husbod - there have been many positives in the last 3 months - my initial reaction was that the results were disappointing - but the results were based on 12 months from a standing start - it needs 2-3 years to really start making things happen - this is one to hold, sit back, and not to fret for the next 2 years

[husbod] 01/8/2018 10:17

We have made a great start to the new financial year sounds ok to me. A transformative year which we can now build on. What's there not to like.

[casabella2] 01/8/2018 09:27

Yes disappointing but the results were up to March.We are now in August so lets see what the next few months bring.

[butler4] 01/8/2018 08:59

Nothing much positive in the results - in fact, rather disappointing - but its only year one. My plan is to hold over 5 years.

[nw99] 25/7/2018 10:23

Consolidation before next leg up

[casabella2] 25/7/2018 09:29

Not a lot of share price action here lately.

[cottoner] 14/7/2018 18:31

GeoLang Tweet‏

@GeoLangLtd
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It's official! Team GeoLang are delighted to announce ourselves as G-Cloud 10 suppliers for our #Ascema Data Loss Prevention, #Data Discovery and Automated Classification solutions! hxxp://ow.ly/IMfm30kWbTp via @PublicTech @debbiegarside @GeoLangLtd #GCloud10 #Cloud 🎉


5:09 AM - 13 Jul 2018

[nw99] 09/7/2018 17:43

NiCe 500k 6.30

[husbod] 06/7/2018 09:34

Yep good stuff

[nw99] 05/7/2018 14:27

Heading for 8p SCSW at the weekend as well.

[channel pirate] 05/7/2018 14:00

Me also - thought it rude not to !!

[casabella2] 05/7/2018 13:54

Had a nice little top up this am.Seemed a shame not to at these prices.

[cottoner] 05/7/2018 11:07

Lots going on in the background, including it appears stake building.

[jammytass] 04/7/2018 07:19

More contracts on way

[nw99] 04/7/2018 07:12

Good spot thank you

[cottoner] 04/7/2018 06:36

Tweeted last night:

SecurEnvoy is honoured to announce that we have been awarded the Softshell Vendor Award in silver, the second highest honour. The full report can be downloaded here:

[solarno lopez] 22/6/2018 06:34

Thanks Husbod

[cottoner] 21/6/2018 22:13

SecurEnvoy seem particularly keen to emphasise their growth trajectory.

As well as today's blog update/tweet.

Last month a blog article detailing their leadership team expansion , included :

Steve Watts, Global Director of SecurEnvoy remarked, “We are thrilled our growth trajectory allows us to expand our leadership talent to bring even more value to our customers. There is no greater validation to the hard work of our team and our technology vision than Phil’s decision to return to be a part of this exciting next chapter.”

[cottoner] 21/6/2018 19:04

A very positive statement on SecurEnvoy's site blog regarding todays SWG RNS

Shearwater Group has completed auditing of all portfolio companies, including SecurEnvoy, and is pleased to report significant growth due to our geographic and channel expansion strategies this year. We’re looking forward to continuing to partner with our customers, partners and resellers as we continue our aggressive growth trajectory in 2018.

[husbod] 21/6/2018 09:58

Lopez - if you look at the experience and quality of the Board and share their vision and also believe that the field we are in is one of the most important elements of our technological age then you will be confident that the currently absurd p/e ratio will in relatively short order become much more realistic. No guarantees of course but it looks a good bet to me.