Transware Share Discussion Threads

[welshanalyst] 07/9/2002 16:59

According to FT.com, there is one broker recommendation of 'strong buy', and a forecast of 2.9p eps for this year, followed by 6.2p next year.

[the jitters] 29/8/2002 01:55

its a bit quiet isnt it, both here and trading wise. Results should be due very soon....last years announcement of results was 22 aug with results on 9 sept so we must be very close now.

Lets hope they give us something to cheer about.

Phil

[contract note] 27/8/2002 20:08

whats new keep this a live

[contract note] 22/8/2002 16:35

any onre bought at 7.5 yet

[kiwimonk] 22/8/2002 08:43

"Our most notable multi-year agreements are with leading e-learning content
developers, SmartForce and Skillsoft."

these two companies merged didn't they?

so you know what happens when companies merge.

market might be worried about this?

all these large trades going through, but the price isn't budging.

[the jitters] 21/8/2002 21:50

Dragging right along the bottom now so hardly surprising that some are choosing to take large positions. With the solid order book, its unlikely this company will go bust and half decent results would have this rocketing in value.

Not bad from a risk/reward perspective now......just wish I had held on longer before buying!

Phil

[isis] 21/8/2002 17:54

More strange activity today.

[contract note] 20/8/2002 22:50

why are they delayed

[isis] 20/8/2002 17:56

More after hours trades, look like buys - wot a game eh!

[littlemadam] 20/8/2002 08:55

Looks like a strong speculative buy.That is no ramp, as I don't hold at present.Lucky enough to sell out at 50p.

But at this price? Further downside limited, although it may take a few months to start creeping back up.

[isis] 20/8/2002 08:19

It appears today:-
Major Shareholders:
35.74m 10p Ords - RBSTB Nominees Ltd 8.63%, Nutraco Nominees Ltd 6.21%, Edinburgh Small Companies Trst 3.98%, Chase Nominees Ltd 3.78%, B K Raven 3.72%, K McBrien 2.28%, O C Cooke 1.66%, Other Dirs 0.79%.

[gzr] 20/8/2002 08:19

The last RNS for Edinburgh was on 27/6/2001 when they held 6.66%. Yesterday's RNS shows a holding of 3.98%. I notice now though that the shares are held in a different nominee a/c, so maybe it is a new holding. The price has still been going down though so I'm not sure what is going on.

[isis] 19/8/2002 17:59

..and some after hours buying around 400k - more mystery.

[isis] 19/8/2002 17:53

See if it pops up tomorrow. Friday's action suggested sales going through or at least both ways - still bemused as to whats going on & the company is not helping matters.
These are either extremely cheap or there's more than meets the eye.

[the jitters] 19/8/2002 17:46

This looks like fresh money entering. Looks a reasonable punt at this kind of level, only wish I had waited longer before buying in. Never mind, you cant win em all and I'm happy to hold as I would be fairly comfortable buying in at this price.


Phil

[isis] 19/8/2002 17:34

Ar you sure that's a sale - there does'nt appear to be a holding in BNY nominess already:-

Major Shareholders:
35.74m 10p Ords - RBSTB Nominees Ltd 8.63%, Nutraco Nominees Ltd 6.21%, Chase Nominees Ltd 3.78%, B K Raven 3.72%, K McBrien 2.28%, O C Cooke 1.66%, Other Dirs 0.79%.


RNS Number:1514A
Transware PLC
19 August 2002



Transware plc


Substantial shareholder

Transware plc was informed on 19 August, 2002 that Edinburgh Small Companies
Trust plc has a beneficial interest in 1,423,920 of its ordinary shares of 10p
each ("Ordinary Shares"), representing 3.98 per cent. of the issued Ordinary
Share capital. This holding is registered in the name of BNY OCS Nominees Ltd.


19 August, 2002

[gzr] 19/8/2002 17:15

Edinburgh reducing holding now as well.

[the jitters] 19/8/2002 12:37

Evening Dave,

Care to explain to my why if I only invest in woofers that all 3 of the portfolios I look after are in profit this year?

You have had a few howlers yourself, but the difference is I dont hide mine, nor do I highlight your failures, it would be nice if you could be constructive for a change instead of either blowing your own trumpet or blowing raspberries at others.

Any investor who claims to only ever find winners is a liar.

Also worthy of mention is the slating you constantly gave me regarding Riversoft yet that yielded me a nice fat chunk profit in the end.

Phil

[isis] 19/8/2002 08:45

CN - I am still holding. As I said the co. told me the reason for the fall was sentinment, but this fall suggests there is more to it - if they had been materially affected by a bad deal or something they should have warned as is normal practice, so far they hav'nt & year ended June.
I think figs are due around mid September.

[frankbutcher] 18/8/2002 23:42

Oh dear - A typical Jitters woofer - When will he learn??

[contract note] 17/8/2002 00:59

isis do u still hold

[contract note] 17/8/2002 00:58

isis and others was there a particual element shown in the last results to contribue to the sell off

[contract note] 16/8/2002 13:02

has there been any responce from tech invest

[isis] 16/8/2002 10:43

All very strange - it was Fidelity who took nearly all the placing 9 months ago. They have issued no profit warning & figs are due any week now, Beeson's still had them as a buy upto the end of April & Techinvest were still tipping them in March after half year in-line figures.
Reponses from the company I received a month ago blamed market sentiment for the shareprice & that thay had no contact from the DTI regarding the demerger from GLD nor did they expect to, nor had their Auditors resigned as was suggested on iii.
Fidelity must have drip fed it's holding which is probably the worst thing they could do & I see no reason why they would be tipped off as they are fairly new & there are larger, older holders on board including themselves.
The lack of news & transparency from his company has been to say the least 'f@cking awful' & after the figs I would hope to see some of the board go & do somethng else - suggestions on a postcard please.
I note large X trade gone through - fidelity's last whack maybe?