Shearwater Share Discussion Threads

[channel pirate] 20/11/2020 13:49

jh59, the figures I posted had come direct from the companies web page

[jh59] 20/11/2020 13:32

Igoe 24. Congratulations on your holdings, I have no worries about the long term performance of SWG. I suppose it depends on what comes out in the wash on Wednesday, as to where the share price goes to. I think the presentation is a great idea, as it should give investors a better understanding of the bod’s future expectations , and hopefully addresses any worries that individual investors may have.

[jh59] 20/11/2020 13:22

I could be wrong Earwacks. I took a figure of c20% bod holding from info posted recently by Channel Pirate. I thought they had a total holding of c27%.That percentile might have been a total of all significant holdings.

[igoe104] 20/11/2020 11:27

Jh59 - Two have my other holdings VLX, MWE, have recently had the same presentation and the S/P has done extremely well since. Hopefully SWG will interest some new investors.

[channel pirate] 20/11/2020 11:09

That bit of news would have been better RNS'd to the market and would have acted as support to the share price maybe !!

[earwacks] 20/11/2020 10:57

Just seen this: Pentest’s Research team recently competed at Pwn2Own Tokyo 2020, one of the world’s largest hacking contests. This iteration of Pwn2Own was based around connected consumer devices and participants had two months in which to find vulnerabilities within a set list of devices/software. Findings would then be submitted to the competition organisers, with the most impressive exploits going through to compete at the live event.

Pentest managed to get through to the live event and on November 6th, successfully demonstrated a working exploit of a Western Digital My Cloud Pro Series PR4100 NAS device, earning Pentest a $10,000 prize. Good at competitions. Hope they do the European lottery too. What with that and the new calendar, hoping they have some solid financial news

[earwacks] 20/11/2020 10:49

JH59. Where did you get that info about board holding down 7%? The last director share holdings I am aware of was the purchase of about 3.5 million share in the placing at £2.40 (which accounts for about a third of placing) for themselves and associate investment companies they have interests in. Could be sells by company staff of companies they took over, but apart from Higgins the CEO I don't think any of them are directors.

[jh59] 18/11/2020 13:46

Should be interesting, I’m not expecting too much. I’ve noticed that the bod holding is down by about 7% in the last couple of months. I’ve done a fair bit of topping up lately, so now I’ll hold, and review everything in the spring.I’m investing in other opportunities, hydrogen tech for example.

[igoe104] 18/11/2020 11:06

I've signed up for the presentation next month, so hopefully it might attract some buying activity from some new and old blood.

[watcher13] 17/11/2020 14:05

MM's doing well here - plenty of sales at around the £1.50 level last week, now looking to get them back 10% lower or better. There hasn't been any positive news for months and they will be well aware that the interims have already been flagged as revenue down, EBITDA flat and the FY potential dependent on a really good second half which looks increasingly challenging. Further down to go I fear!

[solarno lopez] 17/11/2020 13:58

125p anyone ?

[noreply1] 16/11/2020 20:00

Pumped up... back testing 52 week low soon enough

[markirv] 16/11/2020 00:21

One plus with the falling share price is Secarma didnt get the extra 1.9million additional shares, which were based on share price performance.I wouldnt be surprised if they are the large seller. They agreed a 12 month lock in until April 2020 with additional 12 month orderly sale period. Im very surprised SWG management havent been buyers at this level. May get some buying after results

[ukneonboy] 14/11/2020 18:22

ammu12 get your backside over to Boo thread I've made you an Offer !!!

[ammu12] 14/11/2020 18:20

Next week we should see this climb to 200p...

[jh59] 14/11/2020 13:45

Quite agree Earwacks, I was just commenting on recent posts from others on this thread.
I can’t believe that anyone is selling down here!

[earwacks] 14/11/2020 13:28

rotten management? They were very quick off the market to strengthen the balance sheet when shares hit a high.One of the first in fact to organise a placing with the news of Covid. People tend to forget that companies do not control market prices they do not release RNS at £500 a pop just to try and manipulate the share price. The update only a few weeks ago was adamant that they were in good shape and doing well despite the revenue drop which was explained about orders coming late in the last quarter. There seems to have been some selling from possibly a company they took over for a part cash part share offer. Not SWG fault if holders want or have to practically give their shares away.

[jh59] 14/11/2020 11:20

Nice to see the announcement of an open meeting at the beginning of December, with a trading update later this month.
I trust that the oh so clever analysists on this board will be tabling questions about the rotten management? Can’t wait!

I’ll be buying all the way to £1.90, which is where I’ve averaged down to.

[earwacks] 13/11/2020 20:23

OK. Well it didn't make any sense. That kind of does.What are they suggesting somebody bought into the placing on a T20?

[northwards] 13/11/2020 13:52

I understand there was a forced seller or two linked to leveraged positions. That has now cleared.

[turbotrader2] 13/11/2020 12:43

Im a buyer all the way to £2

[igoe104] 13/11/2020 12:40

Starting to look abit better now, hopefully the momentum will continue. Good to see them doing a presentation next month, which I've just registered for.

[livewireplus] 12/11/2020 17:13

Must be triplets then ...