Shearwater Share Chat (SWG)

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Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
SHEARWATER GROUP PLC	LSE:SWG	London	Ordinary Share	GB00B00T3528	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.05p	+1.82%	2.80p	2.70p	2.90p	2.825p	2.80p	2.825p	261,431	09:00:06

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Mining	4.5	-2.1	-0.2	-	53.30

Shearwater Share Discussion Threads

Showing 2076 to 2100 of 2100 messages

Chat Pages: 84 83 82 81 80 79 78 77 76 75 74 73 Older

Date	Subject	Author	Discuss
18/1/2019 15:32	Hi cheeky, Not expecting 8p any time soon, but you have to have an initial plan, albeit it may have to be tweaked as we travel along. Thanks for the link - will take a look.	channel pirate	Read Full Thread Reply
18/1/2019 15:28	C.p Agreed BOD cash cow worries are subsided by your point that it would be damaging to them as valuable people. This seems a good strategy depending on the entry price you paid (on average). Cheeky I am interested for you to elaborate what you can share with us about this “technology221; and why it carry’s such high magnitude as to how well it will contribute to the company. I agree that the board is also highly influential in the industry - again the main reason I’m excited about this is to observe the developments over time and how they implement thier strategy. I shall remain an observer until I see more value. I will be sure to share my thoughts on when I believe that will be and why when I’m more confident in SWG.	hierarch	Read Full Thread Reply
18/1/2019 15:23	there you go CP - same ish as me - not sure 8p is doable in 2019/20 though be interesting to see a well-researched broker note within Q1 don't think SWGs pr company are up to much which is a shame given the wealth of opportunity this market sector brings. if you're not aware of it hxxps://www.teiss.co.uk/ is a great online newspaper to follow developments in cyber security	cheekyfella	Read Full Thread Reply
18/1/2019 15:17	Hierarch Arguments for both investing now and also waiting to see what happens. Let's hope the Company is not just seen as a "cash cow" to be milked by the B.O.D. I don't think that would do reputations any good !! My current strategy is to see the share price get to around the 8p mark, sell 50% of my holding, and then sit on the remaining 50% as a "free carry" all sitting in my ISA	channel pirate	Read Full Thread Reply
18/1/2019 15:11	Hierarch, The reason I invested is because I work for a company that has developed a technology which is being utilised by an SWG co. SWG have a long-term strategic vision and a board capable of influencing at the highest level. This isn't a short-term play for me. My intention is to trade myself into a position where I have a substantial 'free' holding and leave that alone for 10 years.	cheekyfella	Read Full Thread Reply
18/1/2019 14:58	C.p This is a good perspective, I too am mainly interested due to the exceptional composition of the board. Although there is danger in drawing parallels between how Microsoft and Apple are similar to that of SWG in their startup phase. The main reason bieng when apple and Microsoft where start ups there was no such thing as an established player in the computer or internet industry - they where pioneers. SWG is born into huge competition In it’s own industry. Apple and Microsoft where born into an unknown world with only other tiny speculative competitors trying to be the first to establish the digital industry itself. I’m sure the powerful connections the board members possess will enable them to make some exciting acquisitions in the future but if they cannot consolidate these offerings to entice large companies we have a problem. Another issue preventing me from buying until further value is added is the pay afforded to the board. This is not an ideal time to be increasing the pay of a certain executive by a factor of two ~150k (2016) to ~320k (2017) especially when the group remains loss making. Whether this salary is justified or not however will be argued by time. I understand you pay for what you get and what they have as a board is incredible but they should not be doubling executive pay if profits aren’t doubling either.	hierarch	Read Full Thread Reply
18/1/2019 14:30	Hierarch what you say does make sense, however, SWG are a "new start-up" as you will be well aware, as were the likes of Microsoft, Apple etc years ago when they stared up, and never had their own mega security structures I feel sure. My View (for what it's worth): Shearwater do risk finding it hard going being up against bigger and more established security companies I am sure, but if every new "start-up" were to think - ah there are bigger and better companies doing this already - then there would be no "new blood" coming into the arena. One advantage Shearwater has as a new "start-up company" is the pedigree / knowledge / experience of security that the assembled (and still assembling) Board of Directors have amassed over the years they have been engaged with other companies. They have now come together to share their knowledge etc, in hopefully building their own successful Business Group in the Cyber Security arena, which will obviously take some time (Rome was not built in a day so as to say). By investing now in Shearwater Group at this small share price is a big risk for any of us small pi's, but if the gamble comes off (for both Shearwater and us) we will of all made a nice return on our investment in the future. I have a current holding of circa 1M shares. c.p.	channel pirate	Read Full Thread Reply
18/1/2019 13:21	Out of interest cheeky what merits do you attribute to the company which entice you to invest? And to what level are you invested. I am interested in what other people perceive in the companies prospectus.	hierarch	Read Full Thread Reply
18/1/2019 13:18	I am merely waiting upon the sidelines to observe wether the stock generates investment value. Currently it is extremely risky compared to others in its class and the main interest point for me is the question of if an exceptionally well qualified board can leverage itself effectively with such a small position. I’m not negative about this stock, only curious as to how detrimentally it will either; fail or succeed...	hierarch	Read Full Thread Reply
18/1/2019 13:09	Hierarch, you'd better sell up quick then... that's if you're invested?	cheekyfella	Read Full Thread Reply
18/1/2019 12:37	News unlikely to manifest into any high magnitude of share price movement - having a quick glance at Moonhouse’ financial credentials the company turned over only 7m 2017, with a profit of just 500k. A step for SWG for sure however I remain sceptical about how such a dealing with a small insurance group will generate the badly needed exposure to a larger client base. Especially when we have the unfortunate circumstance where we have far too many highly complacent mid-small businesses not employing sufficient cyber security/data resilience infrastructure - this will only change with a significant catalyst e.g large volume security compromises/hacking for such companies and additional government intervention/laws surrounding minimum best practice of data protection/security. We must realise that hackers generally target large businesses firstly due to the fact those responsible often want to satisfy the ego of ability to hack such well-known and large buissness - secondly because they are far richer in commercially sensitive information that leads to greater profit for them. Mid-small business are targeted for small gain/ransom however they lack advanced digital security and represent an easier target. The problem with this is that the media is unlikely to cause a stir because an unknown small/mid sized business was hacked unless it was a significant co-ordinated and highly malicious effort by the instigating hacking group. Of which such advanced hacking groups would only likely target large businesses who as stated before bare sufficient fruit to warrent the worth of risking compromising themselves and there groups other activities. Hence it would be extremely stupid for a hacking group to risk themselves to attack a small/mid sized business for small gain. Media will be the main influence on how seriously a small/mid sized business will take their own digital resilience and currently they will remain thinking that they are immune as a small/mid buisness until something extraordinary within the current hacking demographic occurs - this may take some years therefore SWG must act to establish a ROBUST service offering to a large company to start gaining exposure. This however will be difficult and the company is competing with huge well known trusted long established companies such as CCC. The other problem is large companies often employ there own centralised cyber security assets and personelle and SWG will only be able to offer slight augmentations to there existing security assets if there product is both none-generic and superior to their own. Take Microsoft for instance; they own and operate two-factor authentication,robust networks of security experts and passive data monitoring systems augmented to there own cloud systems. Why would they barter for SWG services? In addition why would another business utilise SWG services over Microsoft? Would you utilise SWG or Microsoft for two factor authentication as a CIO? SWG really needs to revolutionise digital resilience to become significant in this industry they are not well known and currently their assets are relatively generic. I hope the highly qualified board leverages it’s insflunce to acquire a highly innovative product that it can tempt large enterprises into, currently the Cisco deal is a start however the company must consolidate its fragmented offerings into one powerful service based platform to be taken seriously. When this is realised then the company will be capable of tricking down to other large enterprises which is the main ball game in this industry. Otherwise they will provide only small increments of growth as they establish more and more small contracts which fail to activate any significant growth in the company. This will result in them becoming engulfed by other competitors who advance at a higher and faster rate and who already have significant footholds and diversified portfolios as companies. Hopefully we will see SWG engaging with the big boys but until they come up with a catalyst which I’m sure such highly influential directors can spark we are on life support of small deals and insignificant growth.	hierarch	Read Full Thread Reply
18/1/2019 10:03	Morning cheeky, yes I think the news will primarily help the share price avoid sliding more rather than making it rise. I think the mm's would like to hear news on how much income the company is producing before it will move the share price from around this price.	channel pirate	Read Full Thread Reply
18/1/2019 09:27	There you go cp - as if by magic, more news :-)	cheekyfella	Read Full Thread Reply
17/1/2019 17:06	Good result with MCM cp. Yes, very quiet here - but that's fine. More news soon - adding under 3p could be rewarding though.	cheekyfella	Read Full Thread Reply
17/1/2019 07:46	Morning cheeky, expect you are still looking in albeit the 'board' has been quiet for a couple of weeks. Off topic, remember on 21st Dec I said a share to keep an eye on in 2019 was MCM. Well in just under a month it has climbed 50%, with a lot more still to come during 2019, but the shares are becoming more difficult to buy some days now, and you can't buy in any 'large' volumes. Unfortunately I had to sell 10% of my holding there this week to pay a Capital Gains Tax Bill, as deciding not to sell any SWG in the hope we get some news here before too long which will hopefully at the least get us back to the last 'placing' price..... Happy New Year and have a good 2019 everyone - C.P.	channel pirate	Read Full Thread Reply
03/1/2019 19:32	Cheeky - US market was ridiculously overvalued particularly the tech titans so there's a strong argument that this correction is a return to reality which isn't a bad thing.The UK market has not seen the same meteoric rise but is now suffering from Brexit worries. However it seems to me that with yields of 5 percent there are opportunities in our market for the brave.As to our Company it's certainly in the right sector and it's good to see the share price going up for a change.	husbod	Read Full Thread Reply
03/1/2019 19:01	new contracts on way?	jammytass	Read Full Thread Reply
03/1/2019 17:16	It's going to be a bumpy ride though CP. The US market's troubles are kicking off again.Plenty of black swan events... Apple's troubles having a ripple effect.Trade warNo deal BrexitThe good news for SWG holders is that the business shouldn't be affected by an economic downturn principally because hackers aren't... they just keep trying to develop new ways to hack.	cheekyfella	Read Full Thread Reply
03/1/2019 13:33	Nice one cheeky. Likewise added at 2.69p and 2.70p to reach my 1M share target, but will try and ride the peaks and troughs with a few of them to have some enjoyment during the climb to higher highs	channel pirate	Read Full Thread Reply
03/1/2019 11:47	CP I bought back 400k when the directors purchase was RNSd last week. Sitting on a nice profit already :-)	cheekyfella	Read Full Thread Reply
03/1/2019 10:00	Been a nice quick rise not selling any of mine for a while	nw99	Read Full Thread Reply
03/1/2019 09:15	Hey cheeky, you just said "Buy some shares then". Have you changed your mind are back in ? cheekyfella 21 Dec '18 - 20:13 - 745 of 762 Merry Christmas CP I'm completely out of the market for now. Shorting the S&P and building a war chest. SWG will be back on the radar when the market calms down.	channel pirate	Read Full Thread Reply
03/1/2019 08:55	Eh up liking this.Nice rise so far today .Just hope we can keep it up.	casabella2	Read Full Thread Reply
03/1/2019 08:54	Decent rise this morning. Some good PR for the company would work wonders as there are some very solid cash-generating deals being struck by SWG group companies. Cyber security will be even more in vogue and at the forefront of best business practice thinking in 2019 - and the hackers will continue to up the game and attack companies who fail to address security issues. More headlines, more GDPR problems, more fines from the ICO = more biz for SWG Sound good? Yes? Buy some shares then.	cheekyfella	Read Full Thread Reply
30/12/2018 15:29	I've heard the director buying on Friday was mentioned in the press at the weekend, does anyone have a link to it please?	value king	Read Full Thread Reply

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