Shearwater Share Discussion Threads

[fgump] 21/11/2023 14:58

Intercede showing what can be done in the sector. This business needs to show it can scale or get consumed.

[hybrasil] 21/11/2023 09:11

Somehow Chris I doubt it. Even though I have bought more. I’m now down nearly 50% here

[chrisdgb] 21/11/2023 08:10

Hoping for a good, interesting day tomorrow.....

[lammylover] 20/11/2023 16:11

I'm hoping he can really provide focus to this business. I've watched the last couple of Investor Presentations and the slides from the existing team were overly complex and cluttered. Hopefully he can provide a clear, simplified strategy to improve profitability (control costs) and find a way to get new contracts signed.

[hastings] 20/11/2023 15:17

New CFO looks impressive and I'm assuming he's going to be permanent.Speaking with them this week, so hopefully learn more.

[lammylover] 20/11/2023 14:11

RNS, the incumbent CFO has now gone; handover to new interim CFO completed. This is good as the interim CFO can present the results at the Investor Presentation on Friday at 1230. He can't be worse than previous CFO - hopefully he makes things sound upbeat!

[northwards] 15/11/2023 09:14

Signs Small caps nudging back into favour. A decent update next week and things could motor a bit here.

[hastings] 14/11/2023 09:56

Indeed Chris, the forward picture is what I'm interested in and particularly looking forward to speaking with the CFO, who looks sound.

[chrisdgb] 14/11/2023 09:17

Well results a week tomorrow, will be interesting to set a marker for where we go......

[2lb] 10/11/2023 15:23

Shearwater changed his entry on their website from "Lawrence Jones" to "L Jones" so that people might not make the connection.....that in itself is a bit questionable...

[deanowls] 10/11/2023 15:05

That in itself sounds very rapey Purple!

Not a great look.

[purplepelmets] 10/11/2023 13:43

3179, historic SA cases like this are beyond ridiculous. Poor Larry Jones. Who even remembers the tarts we picked up 30 years ago or how many malibu & pineapples we plied them with before they succumbed to our charms? The world has truly gone mad.

[chrisdgb] 10/11/2023 12:32

Was way oversold, Cavendish still have 105p target and we have discussed before a bid would have to be north of 80p.......plenty to go for

[2lb] 10/11/2023 12:25

The company's largest private shareholder is currently on trial in Manchester Crown Court with a verdict due within a couple of weeks. That should at least subsequently provide some sort of clarification on what happens to that shareholding which I believe currently sits within a large base of frozen assets

[purplepelmets] 10/11/2023 11:01

Told you guys.

[northwards] 10/11/2023 10:50

Assuming a reassuring update with results, no reason why this shouldn't go to 60 plus in short order.

[northwards] 10/11/2023 10:12

I think there has been an overhang for quite some time now; I believe that has now cleared.

[hastings] 10/11/2023 09:13

Wouldn't have thought so. Looks like a common sense overdue move that should provide benefits on performance going forward.

[ianhamo] 10/11/2023 09:10

Are they about to sell Geolang/SecureEnvoy?

[hastings] 10/11/2023 09:03

Nice to see another tick up this morning.
Also, interesting to note that last months news that the Geolang & SecureEnvoy have merged in a streamlining/consolidation exercise that should enhance operational performance and brings everything under one umbrella.
Happy to pose any questions others may have for when I speak with management.

[bdbd11] 08/11/2023 22:49

A reasonable % rise today on thin volume. Hugely undervalued at this level. Enterprise value is circa £1 based on the ECSC take over. Anything like half decent results should see it moving north quickly. Glad I bagged just a handful more at 36. Still a long way to go for break even for me (and probably 99% of holders!)

[hybrasil] 08/11/2023 14:41

Bought some more myself today

[solarno lopez] 08/11/2023 09:08

A move up, the Watson-Mitchell effect !