Windward Share Discussion Threads

[outsizeclothes.com] 24/12/2024 19:09

Looking at ADVT, Extrader. I'm managing my daughter’s ISA, and, apart from small holdings in SAGA and AGL (and being forced out of BXP at a small loss) I'm doing rather well on the 5 years I've been doing so.
But I'm also always open to new ideas, so I'll look at SRT, and my other daughter says ANIC is a screaming doubler inside 2 - 3 years, trading at 25% of NAV. ,so researching that too.

[extrader] 24/12/2024 17:42

You could of course just recycle your (presumably now increased) capital into another co in the same sector - SRT, which appears to be at a similar inflection point - and - hopefully - repeat the trick in a couple of years or so.

Some clouds have a silver lining....but others MAY 'work better' with judicious application of silver halide...

History doesn't repeat, we're told, but it may well rhyme.

NAI, DYOR, etc etc

[timgaunt] 24/12/2024 17:23

I feel the same as Spangle93... I would have preferred to have held for a few years for a multi bagger. Now some American PE has swooped in with their artificially high currency and taken it out. Easy, cheap pickings. The board should have held out for more, or rejected the bid.

[swiss paul] 24/12/2024 11:27

wow - well and truly chuffed.

[c3479z1] 24/12/2024 10:35

good result for Onward, their top holding, at end of Q3 about 10%, then TRT and SPR next largest.
also, RMMC had kooth and wnwd among the top 10 at end of November, though also up there was VLG which has been drifting.

[spangle93] 24/12/2024 09:43

Certainly something to keep an eye on, especially when there's such a small difference as you got for Darktrace, but content to hold for 4% in 3 months and no selling charge

[mickeyb] 24/12/2024 09:26

Sold out this morning at 207.5p, 3.9% under the offer price of 216p. I’d rather have the money now than wait until March /April for the full payout.

I did the same with Darktrace in April this year, selling straightaway for 617p on a takeover offer price of 620p which was settled months later.

[spangle93] 24/12/2024 09:21

Pleased with the return on investment, but a bit disappointed to see WNWD get taken over - because of its capability to scale, there was the possibility of this rolling into a cash machine, and I was sort of hoping for a sizeable bagger over time.

Not complaining - it's better than the usual kick in the nuts RNS on Christmas Eve though

[arab3] 24/12/2024 09:10

You forgot to tell us you bought in

[lomax99] 24/12/2024 09:00

Although annoying, as I was about to top-up after yesterday's more modest rise.

[lomax99] 24/12/2024 08:59

Glad I bought in recently!

[sphere25] 24/12/2024 07:46

Well done folks! That's a lovely festive present for you.

Definitely anomalous activity here. I can only say that because I started watching it on Thursday on the back of the exchanges coming in. The price didn't break higher then though, there was just peculiar activity. I am not familiar with this one so I waited and then it started to look like it was going to move on Friday.

So I was trying to buy on the bid in the auction at 120p (price was 120p-125p). There was a matched order, but someone decided to pull that order right before the uncross so I didn't get filled, then the offer ran away from 125p to 130p. The offer was closed off to buying, couldn't buy. If I got that fill at 120p, would have posted it.

Then it just ran away so I didn't chase it.

Because...

Some of us don't know that takeovers are about to happen ha

So definitely a suspect one, but this stuff goes on. Are they really getting pulled up?
,
The notable thing is that takeovers are continuing, and if our market is going to show this lack of enthusiasm and interest, then the good companies will keep disappearing.

I am sure people have got their own lists, but two off the top of the head are TTG and SOM, with both having notable stake builders right now.

All imo
DYOR

[owenski] 24/12/2024 07:45

Wasn't expecting that, was a long term hold for me, nice premium and end to the year.

[bigbigdave] 24/12/2024 07:27

Well done all here :o)

[c3479z] 24/12/2024 07:22

Wasn't much of a leak last two days?...

[hastings] 24/12/2024 07:14

Well, I'm feeling happy about the price announced this morning, nice result.

[cardinal3] 21/12/2024 19:27

Very niche and deserves to be followed. I don't understand the IT but I do see the value in the tracking of vessels around the world and its competitive advantage.

[che7win] 20/12/2024 16:04

I like this one.....

[spangle93] 19/12/2024 09:12

Data ducks in a row



Hopefully a trading update soon?

[owenski] 08/12/2024 14:37

evoque92 post 79

Superb interview, thanks for the link.

[spangle93] 04/11/2024 08:10

A further supplemental product to the offering is launched

[spangle93] 29/10/2024 07:39

New complementary add-on SaaS product offered

Early Detection, coupled with MAI Expert™, Windward's Generative AI-powered virtual analyst, equips commercial and governmental stakeholders with a competitive advantage via early identification of critical events, and delivers both the context and recommendations necessary for swift and informed action.

[mickeyb] 10/10/2024 08:12

Looks like the share price has turned, with the upbeat trading update showing business is going well with good uptake on the new MAI Expert AI software.

[masurenguy] 03/10/2024 07:33

Hi Martin - the AIM All Share Index has dropped 10% over the past 4 months compared to the FTSE All Share which has remained fairly flat over the same period.