Shearwater Share Discussion Threads

[boadicea] 17/5/2021 14:46

I have shares in a number of companies in this sector which have done well but are now looking expensive and vulnerable to any glitch in performance, so I've been top-slicing them. SWG is on a much cheaper rating based on its potential - not its performance! However the room for improvement is considerable and recent news indicates a good prospect of fulfilment imo. This could make it look very cheap if it generates a decent margin on sales giving a double whammy of a recovery plus a growth rerating.
One to tuck away while it's unloved and watch closely.

[solarno lopez] 10/5/2021 11:41

long may it continue

[pinemartin9] 10/5/2021 11:06

Lovely rise today! Onwards and upwards...

[jbravo2] 06/5/2021 09:06

More good news today.
I bought in here last week. Love the sector, got to be good going forward, the share structure and management holdings, the increasing revenue.
Hard to see why it isn’t back at £2

[earwacks] 06/5/2021 09:05

Not really B. MMs will try every trick in the book to make a market to get people trading. Sometimes the small Bot trades are simply a rebalancing exercise to 'balance the books' i.e after unusually heavy trading in a stock the numbers don't always tally with shares in circulation I guess. Always a bit of a mystery on loads of conspiracy theories about market maker signals to each other. I think they probably all have mobile phones by now, gold plated!

[boadicea] 06/5/2021 08:53

Trading looks unreal. Yesterday there were 21 trades of a single share, (aimed at what?) but obviously professional. We also have exaggerated price moves wilthout obvious reason.
Someone appears to be artificially icreasing the trades count. Are there any specific advantages to be gained by that?

[earwacks] 06/5/2021 08:16

As I was saying: the ability to bounce back: SWG.
Shearwater Group plc, the organisational resilience group which provides
cybersecurity, advisory and managed security services, announces that its
group company, Brookcourt Solutions Limited ("Brookcourt"), has extended its
framework arrangement with a leading British multinational investment bank and
financial services company, headquartered in London, England for a further
five years.
Stokopedia now have some figures on the company too. 11.6 PE not outrageous. PE growth 2,780% outrageous! Well done Brookcourt

[earwacks] 05/5/2021 13:02

I like the way it seems to bounce back after the little sell offs this time. The directors holdings are what kept me here and Higgins transferring a substantial amount into various family ISA's at the end of last year. I think the website is good and I like all the other stuff they get involved with besides business. Very good PR. Hope they get the other acquisition under their belt before too much longer. Good that they are not rushing it and presume its not essential to the growth of the business as it is. Just don't want them overpaying again. SWG are in a much stronger position than they have ever been. Cross selling works 2 ways of course so it should be a mutually beneficial deal if they find the right company

[boozey] 05/5/2021 11:40

The drop here offered a nice entry point. Forunately I don't buy in the volumes that Sceptical does! :)

Having a Cyber stock in the portfolio is a must have. I noted also that there was significant Director investing in this stock in the second half of 2019 at prices materially higher than where we are now. Bodes well.

[soundbuy] 05/5/2021 10:15

Somebody off-loading 5k chunks....

[jbravo2] 03/5/2021 19:11

Schroders adding to their pot last week. Let's see how they go this week.

[solarno lopez] 29/4/2021 08:35

A nice start to the day

[boadicea] 28/4/2021 13:47

I've been watching this pot for some time (and dipped the odd toe in). Is Shearwater coming to the boil at last?
Just hoping it doesn't boil over.

[weatherman] 28/4/2021 12:14

The stock has a history of rising fast... and some sharpish falls as well. It could quickly rise above 200p from here - I look forward to growth and a stable income stream.

[zico01] 28/4/2021 11:59

earwacks ;

I meant calender year end.My strategy has considrably changed i'm very conseravative but off course i'll be more than happy if it happens a lot sooner.

[earwacks] 28/4/2021 11:47

Zico do you mean calendar year end or their financial year end in June? Only ask because I think either are quite possible. A lot depends on timing and price of expected acquisition I suppose. They are expecting to ramp up growth . There are not many shares since they consolidated So as David told me and we have seen for ourselves this makes share price movements exaggerated and prone to volatility both ways. I personally don't think Berebergs target is at all fanciful, more of a question of when not if. Ramping? Not really I wouldn't have added all the way down to 1.30. Did consider selling some, but then remembered why I bought in the first place. Would be easy to get left behind swing trading as some have probably found out already.

[zico01] 28/4/2021 10:04

It's looking at breaching £2 a lot quicker than what i was anticipating ... My year end target is £2.50

[igoe104] 28/4/2021 09:44

Nice rise, hopefully its the last of the seller. and now we can move upwards And beyond £2 now.🙏

[earwacks] 27/4/2021 08:12

Boadacia. I think Spreadex already left. They weren't here long and a bit surprised they were here at all. Not renowned for buying shares just betting on them. I did mention it to Mr Williams. I think he said something like he didn't really mind as they were pleased to have a broadening shareholder base. Would imagine there could well be RNS re holdings soon. What was the Schroder's holding RNS on April 22? They bought initial holding in January and have topped up twice since becoming the largest shareholder. Stake building, so wouldn't imagine its them.Would think they can see doubling their investment as a real possibility as can I. Killock reduced slightly, but they are holding for discretionary clients. Cant imagine they will be too chuffed, chucking away 20%plus already.

[boadicea] 26/4/2021 14:11

Not sure what's special about the number 44924 but we have had a number of trades for that quantity on Friday and today (plus one for 49924 shortly followed by one for 5000). Are Schroders adding again or Spreadex dumping?
It has suddenly become much more active since Schroders holding rns on 22nd April.

[igoe104] 26/4/2021 11:08

Should be good publicity if these are getting mentioned in tonight's mello. These should open up well tomorrow.

[earwacks] 25/4/2021 10:01

Boadicea. This is actually only a reiteration from over a year ago. This is the news now which is not at all fanciful:
* SHEARWATER GROUP PLC - SECOND HALF MOMENTUM; UNDERLYING
EBITDA
EXPECTED TO BE AHEAD OF EXPECTATIONS
* SHEARWATER GROUP PLC - EXPECTS TO REPORT FY21 UNDERLYING
EBITDA
IN EXCESS OF £3.6 MILLION

* SHEARWATER GROUP PLC - REVENUE OF £31.8M WAS DELIVERED IN
YEAR
* SHEARWATER GROUP PLC - WELL-PLACED TO NOW RETURN TO
DRIVING
GROWTH IN BUSINESS OVER COMING YEAR AND BEYOND
I was actually so relieved that my rather large holding has just about broken even that I considered selling. Not now. I think its been pretty tough since the placing and accusations of overpaying for acquisitions. Its easy that with hindsight. The share price was actually matching or ahead of the cost of those acquisitions at the time of the placing at£2.40. They have truly delivered in this last 6 months. Am quite happy to gamble again that they will easily hit £3.80 in a couple of years if containment of pandemic can be effectively managed.