Shearwater Share Discussion Threads

[bdbd11] 16/6/2025 16:22:08

A decent pull back form the highs and a nice opportunity for anyone who missed out on the way up. Always best to buy when things go quiet between news. I wouldn't want to be anything other than long when the results hit. Topped up small at 42.8

[balcony] 09/6/2025 10:40:30

Not sold any myself.

[balcony] 09/6/2025 10:36:09

To be fair you cant blame people who bought at the low taking over 50 percent in a short time.

[hastings] 09/6/2025 10:28:59

You are quite right and it's been the trend for sometime here. Happy to sit tight given the continuing lowly valuation and market prospects.

[igoe104] 09/6/2025 09:53:44

Doesn't take long for the sellers to appear again, what ever happened to being patient..

[northwards] 03/6/2025 09:23:47

Company has said it will update the market end June. So should have some trading visibility then. Market cap still only £12m with c £5m cash.

[hastings] 02/6/2025 09:31:51

Hi Talkman, I'm hopeful of at least a doubling from here over the next year or two, given the potential and current climate.Hoping to hear of more contract wins in the coming months, which would helpwith the recent momentum. My blog with various articles.https://martinflitton1.wixsite.com/privatepunter

[talkman2] 01/6/2025 08:31:45

I have a question for Hastings . What does he seem to think the possible potential upside is here ? It seems a currently very modest market cap given the size of the market it’s in . From current levels do you see multi-bag potential?
How do I access your articles on the company ? Thanks

Was invested in this company a few years ago but sold out . Bought 75,000 shares last week on its Ai announcement.

[solarno lopez] 29/5/2025 09:11:53

With more to come

[northwards] 29/5/2025 09:06:17

As the saying goes, let the trend be your friend. Our market cap is still tiny. Lots to go here potentially.

[byh] 28/5/2025 12:09:43

They certainly were at that price...

[hybrasil] 28/5/2025 11:52:40

My average price is .77p (and I thought they were cheap then!)

[northwards] 28/5/2025 09:41:04

Ive been a holder for ages and had to double check our market cap is just £11m !! Hopefully double that if we can show improved revenue and profitability going forwards. And more if we attract a bidder.

[hastings] 28/5/2025 08:38:05

Positive news, as in the the company being visible and proactive in the space.We know, from what the CEO has said that the sector is presentpositive, hence his more bullish stance.Even after the recent uplift though, the mkt cap is below £11m and there is net cash of circa £5.6m!Collectively, SecurEnvoy and Brookcourt cost SWG £50m during 2017/2018 and although it could rightly be argued they overpaid, it clearly highlights the disconnect between the current price and the value of the business.It will be interesting to see if they do embark on some buybacks in the coming months and also if we hear of more notable contract wins and renewals. If a few things finally click and there is clear evidence of delivering next years numbers then surely the shares will be in a wholly better place!

[chrisdgb] 28/5/2025 08:34:01

Agreed, all good stuff and hopefully the recovery can continue..

[balcony] 28/5/2025 08:05:51

Todays news should only help the company image.

[northwards] 27/5/2025 11:05:32

Well, we are due a trading update around end June.

[bdbd11] 20/5/2025 12:49:58

This really is a golden opportunity. Let's hope the sales team are making hay!

[northwards] 20/5/2025 09:43:07

And now a major supplier to U.K. supermarkets hit by cyber attack.

[northwards] 19/5/2025 08:33:42

And now the UK's legal aid agency has been hacked.

[igoe104] 17/5/2025 12:47:11

Cyber attacks every where at the moment, companies are going to gave to take it alot more seriously.

[hybrasil] 16/5/2025 17:57:46

After todays very welcome rise I am only down 42%

[hastings] 16/5/2025 16:35:47

Well, I've just departed from my local, dropped into the village Co-op and many shelves still empty!

[northwards] 16/5/2025 16:22:14

Tesco now under cyber attack. I think we are in a sweet spot moment.

[bdbd11] 16/5/2025 12:47:32

And some further context for anyone looking in for the first time, if we trade at one times last years (poor) turnover, net of cash, we would be looking at circa £1.12 a share. A 3 fold increase from here isn't a stretch.