Valirx Share Discussion Threads

[tburns] 14/6/2021 12:17

Decent reversal in the last hour and will be interesting to see if this buying continues this avo.

[luckyabbeygale] 14/6/2021 12:14

Waiting for the bid to increase was like watching paint dry. I wish I stayed away from my bad habit of watching my stocks when I have nothing available. As I could be earning on eBay listing more DVD's.

[tburns] 14/6/2021 11:43

Hi Nico, good to see you topping up again, surprised the MM wouldn't fill your order unless they are expecting something imminently and are looking to keep hold of their stock

[nico115] 14/6/2021 11:39

Tries to buy 100k at 18 but only managed 25k

[412069] 14/6/2021 11:31

It will turn there’s no negative reason why it shouldn’t apart from the seller who’s not got over 3% so it’s a waiting game.

[dope007] 14/6/2021 11:24

When you re-read the VAL201 results and subsequent patent application the stock is an absolute bargain based on the risk/reward

[tburns] 14/6/2021 10:35

Looks like a grim start to the week with Mr 100k out again early. A lot of news to come but you do wonder when this will turn north and has the feel of a daily 0.5p drip until news which is frustrating.

[412069] 12/6/2021 15:44

A possible chance of a tr1 from someone
In the near future.

[carlisle44] 11/6/2021 16:26

Perhaps next w£eek!

[tburns] 11/6/2021 13:49

That is true, we just need the overdue updates on 201 and 301 to get us moving north again.

[412069] 11/6/2021 13:44

Val Takes days to drift down and seconds to move the other way.

[ewanwhose] 11/6/2021 13:41

Indeed. Support at 19.5 has gone. I want a topup but not yet.

[tburns] 11/6/2021 12:51

Regular 100k sells being absorbed daily now gives me some concern although no placing required, looks like someone is offloading

[nico115] 11/6/2021 09:23

Miss u love u

[jasonpugh] 10/6/2021 22:04

👍👍👍

[nico115] 10/6/2021 18:51

Prefer them to spectra ?Worried about the cashless society ?

[rainmaker] 10/6/2021 14:01

Here's what I wrote on another value thread-code VALUE on 20 May 2021 but note that both Company share prices have risen so you'll need to adjust the figures accordingly-

"A Value Investing forum, I can't resist, I have to make a quick "pit stop".Heres a couple of IMHO impressive "net nets" that I recently bought and haven't seen mentioned on this thread-


Orchard Funding(ORCH)
Market Cap £11.2mln
Number of shares 21.4mln
Share price 52.5p
Spread 50p/55p
p/e 8.13
Dividend yield 5.71%
Trading at 6.75 times, 7 year average earnings.
Net Working Capital-£15.43mln or 72.11p a share
Bargain Ratio 1.37


Vector Capital(VCAP)
Market Cap £20.4mln
Number of shares 42.0mln
Share price 48.5p
Spread 46p/51p
p/e 8.69
Dividend yield 2.94% but forecast to increase to 5.36%
Trading at 12.37 times 3 year average earnings.
Net Working Capital-£21.297 or 50.7p a share
Bargain Ratio 1.04

The reason I've bought both shares is that they are not only both very cheap, Ben Graham "bargains" but also they are both good businesses and consistently profitable,with great margins, making returns on capital employed in double digits. There're also long established and proven businesses. I believe that Vector Capital was founded in 1978 and Orchard Funding has been around some 23 years. Both pay dividends so effectively you are being paid to wait for an increase in the share price.

Both are involved in the funding business, effectively they borrow money to lend at a higher rate. Its a simple and easy to understand business model.Orchard provides customised financial fee funding solutions to accounting firms, professionals and small businesses. Through their subsidiary Bexhill, there are also involved in insurance premium funding so rather than a Customer having to pay the whole annual premium in one go, they arrange instalments say quarterly or even monthly. I read that they have never had a customer default on a payment.

I'm holding both for at least a couple of years and expect to do well.

AIMHO, DYOR

I'll try to update more on Vector Capital later.

[tburns] 10/6/2021 08:53

I agree 412, expecting a reversal from here and looking to add possibly another 100k tomoz if it can hang on down here. GLA

[412069] 10/6/2021 08:44

This could be movement up day, they've tested the low's again with a good few waiting in the wings to again jump on.

[cer1th] 09/6/2021 15:16

This is being played... mid price (18.5p) offered for 100k to sell...stocking up for the next trip up...A those buys aren't budging the share price .. Dodgy games..Patience pays!!

[412069] 09/6/2021 10:09

And here now come the buyers as the norm with Val.

[tburns] 09/6/2021 09:57

Can't tell if this is now being shorted due to hiatus on news or just peeps selling to invest elsewhere.

[412069] 08/6/2021 12:50

For 7 months it’s jumped off 19p no reason for it not doing so again that’s without news which if goods a game changer.