Shearwater Share Discussion Threads

[nw99] 05/11/2018 12:52

Yes overhang could clear at any moment leaving clear blue sky on the charts

[cheekyfella] 05/11/2018 12:02

1 million shares purchased this am, inc one 500k buy.
I think the overhang has cleared now.

[husbod] 05/11/2018 11:27

Judging by today's trades the article must be pretty positive.

[nw99] 05/11/2018 09:27

Good stuff would also like to read it but appreciate let the buyers in first that have paid for it .

[cheekyfella] 05/11/2018 09:07

Does anyone have access to the Techinvest article that they could post?
Flurry of buys on Friday from those in the know and also this morning from those who read it at the weekend

[channel pirate] 02/11/2018 19:34

Well we seen 2 x 1 million shares bought last Wednesday, and today Friday, we seen 2 x 1 million shares sold - so mm to mm maybe !! If that is right then today has been an all blue day.

[cheekyfella] 02/11/2018 16:37

I don't think you'll regret that nw99

[nw99] 02/11/2018 15:03

Added 300k

[bostonborn] 02/11/2018 14:39

I subscribed to Techinvest for around 15 to 20years; but stopped around 2008 when I concentrated on larger companies paying solid dividends etc. It is the BEST tip-sheet around and I had many successful investments based on their 'advice'. Would it be possible to post the SWG article on this bulletin board; say in a couple of weeks time. Thankyou very much acga. Normally there is a price rise on the Monday morning after Techinvest is published. Lets hope so.

[channel pirate] 02/11/2018 13:55

Some nice size buy trades going through today, and the 1M sell trade at 3.30p is highly unlikely to be a pi in my opinion. A bit more positive news now, supported by buying, and the share price could be climbing back up toward previous highs (imo)

[cheekyfella] 02/11/2018 12:14

I've seen these tricks played before :-)

[dennisbergkamp] 02/11/2018 11:45

that would be Cheeky, Cheeky ;-)
D

[cheekyfella] 02/11/2018 11:24

be great if you could share that info when published as it's a subscription newsletter
-- unless of course you work for Techinvest & this is a cunning plan to get us to subscribe so we can read it :-)

[acga] 02/11/2018 11:16

Detailed write up in tomorrow's Techinvest
Buy recommendation at 4.025 last month

[cheekyfella] 02/11/2018 11:04

decent buying this morning
news is getting out there

[husbod] 02/11/2018 11:01

Thanks megasonic - the sort of post that makes bbs worthwhile.

[cheekyfella] 02/11/2018 09:35

Added another 50k this morning.
SWG group company Xcina are powering ahead -- a lot of focus of late obviously on the Brookcourt deal, but worth taking a look in more detail at what was already in play.

[nw99] 01/11/2018 09:10

Very good post I have been adding around 3.5,3.6 likewise sold out around 6p see great long term potential here

[come on] 01/11/2018 08:07

Good post megasonic

[megasonic] 31/10/2018 21:29

I had bought into SWG at the beginning of the year at just over 3p and offloaded just shy of 6p before the suspension. So I'm feeling pretty good about this stock. How did I discover it and end up investing in it?

Well with all the recent attention on a range of high profile hacking incidents, I was looking for a young cybersecurity firm that would take advantage of the attention - I'm sure I'm not the only investor who had that instinct! In addition I was also looking for a growth stock, not simply a marketing idea. I researched a few UK Plcs:

OSI: (Osirium Technology) technically a really good outfit, but not convinced these guys have the marketing wherewithal to go the distance.
SOPH: (Sophos) looked like some good cyber-security exposure but have been around for too long and not delivered enough in my opinion.
TSI: (Two Shield) formerly Blenheim Resources, their gradual change in direction from natural resources to cyber security seemed more marketing stunt than strategic shift.

And that's what brought Shearwater to my attention. A new company which was savvy enough to reverse into a faltering Plc and avoid costs/admin associated with IPOs. I liked the 2-factor authentication SecurEnvoy offers which was something that was easy for me to get my head around - quite the opposite of what the highly technical Osirium had to offer.

The challenge for BoD in the long term will be achieving synergies and profitability from the disparate acquisitions. It should not be taken for granted that this will be achieved, bedding acquisitions into a newly formed group takes time and dedication. Long term investors will have show patience here, especially as short term traders will also have an eye on this stock.

I do like the recent Brookcourt acquisition though was not impressed with the lengthy suspension. That said, the placing has dropped the share price nicely for those looking to get in here ... and I am definitely amongst those who want to get back in here, just looking for the right moment, which I feel is imminent.

SWG is currently close to a price I have previously bought at, and that was before the Brookcourt acquisition. Also looks like a tumultuous October featuring a severe market correction is coming to an end. My feeling is SWG is looking like a good buy right about now. There's not enough history here to get guidance from, so do feel this is a riskier proposition than some other tech firms, but we all know the maxim risk and rewards.

GLA investors.

[nw99] 31/10/2018 12:37

2x 1m buys

[rockstar10] 27/10/2018 18:52

Surely the key to a significant uptick in share price is improving the profitability of the various acquisitions. It remains to be seen if the management of the business can achieve this in a sensible timeframe. Until then I don’t expect big moves upwards in price.

[cheekyfella] 23/10/2018 20:07

Nice work cpI think you can afford to speculate a little with such a handsome profit.

[nw99] 23/10/2018 17:47

I am a buyer in any dips

[channel pirate] 23/10/2018 17:17

Hi cheeky, whilst I do think we might go lower, then it only takes some positive news to be announced to see the share price tick up. You have already used the reasoning I bought a few more now, the word is "hedge". If I had requested more shares in the Open Offer like yourself, then I would have been paying a smidgen more !! Also like yourself, I have more cash available to add again. Luckily I have just sold an investment property and made £150K+ profit, so £1275 now doesn't make much of a dent in it.