Up Global Sourcing Share Discussion Threads

[john09] 27/9/2017 15:10

I think they will pay the dividend because directors and funds hold such a high proportion of stock and also because cutting it so soon after floatation would be suicide

[muzmanoz] 27/9/2017 15:01

No news on final dividend. Interim was 1.62p and the prospectus said they would look to weight dividend payments 1/3 interim, 2/3 final if I remember correctly.

[john09] 27/9/2017 14:59

Well yes we know last years results will be good they've already told us.

[ianio5691] 27/9/2017 14:52

Revenue 'growth' John.

I know the market expects to see growth, but I still think the figures when released will be pretty impressive.

Anyone confirm what the divi is? I can't see it

[john09] 27/9/2017 14:47

Yes except that was last year, this year revenue growth is unlikely and therefore below expectations

[ianio5691] 27/9/2017 14:22

'The Board anticipates reporting underlying EBITDA and underlying PBT performances that are above market expectations'

[john09] 27/9/2017 13:43

Thanks TurboSo that's 40% in the hands of funds45% in the hands of 3 Directors 15% only in free floatAll those panic sells have gone from private investors to fund managers imho

[ianio5691] 27/9/2017 13:41

Normal Market Size is 2000, so my view is that a 14k buy is reasonable - and OK indicates it was delayed.

ii's won't have been buying in one block, it would have been through multiple AT trades.

It would appear that either a seller has cleared, or we now have a buyer in the house...

Either way it appears to be heading north!

[turbocharge] 27/9/2017 13:37

AS OF 13 SEP 2017 BlackRock Investment Management (UK) Ltd 8.72m 10.61%
AS OF 13 SEP 2017 Schroder Investment Management Ltd 8.31m 10.11%
AS OF 12 SEP 2017 Ennismore Fund Management Ltd 4.27m 5.20%
AS OF 11 SEP 2017 Henderson Global Investors Ltd 4.10m 4.99%
AS OF 31 MAY 2017 The Independent Investment Trust (Investment Management) 1.98m 2.41%
AS OF 30 JUN 2017 Franklin Templeton Fund Management Ltd 1.65m 2.00%
AS OF 01 AUG 2017 Legal & General Investment Management Ltd 1.53m 1.86%
AS OF 01 AUG 2017 Royal London Asset Management Ltd 1.04m 1.26%
AS OF 31 AUG 2017 Cavendish Asset Management Ltd 1.02m 1.24%
AS OF 01 AUG 2017 JPMorgan Asset Management (UK) Ltd 865.00k 1.05%

[john09] 27/9/2017 13:29

Ok 14,586 IS NOT a big trade . I'm interested in the price being dropped for funds to buy in like we saw previously and they were mopping up millions not 15k! John

[ianio5691] 27/9/2017 13:25

Lots of buys coming in...this could get a real wriggle on.

[ianio5691] 27/9/2017 13:25

93.89 for 14586 at 10:56 OK trade John

[john09] 27/9/2017 13:13

I can't see a large delayed buy today btw?

[ianio5691] 27/9/2017 12:45

He's no fool though, it must have looked half decent for him to have a sniff.

They have a lot of good brands under their belt.

The weakness seems to stem from a cut in the growth forecast - not profitability.

Seems well overdone.

[darola] 27/9/2017 12:39

But he sold at 2.27 a few weeks later...

[ianio5691] 27/9/2017 12:13

I see Naked Trader bought these at 171.7 in April....

[ianio5691] 27/9/2017 11:59

Hmmm
Large delayed buy just gone through...

Could be bounce on!

I'm in.

[ianio5691] 27/9/2017 11:59

Hmmm
Large delayed buy just gone through...

Could be bounce on!

[ianio5691] 27/9/2017 11:52

Looking very oversold...

Seems to have bottomed out and due a bounce?

[john09] 26/9/2017 16:15

Oops someone wants in cheaper

[voiceofreason] 26/9/2017 16:13

The share price isn't dipping it's slowly collapsing.

[john09] 26/9/2017 16:09

There are plenty of them that's for sure lol

[nw99] 26/9/2017 15:10

Buy any dips

[john09] 26/9/2017 15:10

Well lets see if "it's falling" previous bottomed out at 90p and went back to £1.10 and has since dribbled back to similar levels . Agree can't tell whether it's bottomed out but with a market cap of £75m and an IPO of £1.28 I don't think 90p ish is a bad entry My average is now £1.26 having unfortunately like many others bought at £2 Good luck all I guess

[voiceofreason] 26/9/2017 14:17

There's not much point in buying anything while it's still falling.