Xaar Share Discussion Threads

[ianguerin] 06/2/2021 05:00

TommyEarnshort - you need to have serious words with that delusional ramper Simon Thompson, as his update in the Investor's Chronicle is going to kill my short. Simon must have turned his back on the "slip sliding away" you mentioned.

You are now telling me to sell or hold - which is it to be? Why would I hold when you've convinced me it's going down? Are American Financial Inc now going to dump their shares based on your recommendation ? Are there any other living boys in New York who might buy instead ?

I see a lot of bridges to be crossed over troubled waters as this unfolds. It's breakin my heart !

[wanttowin] 05/2/2021 12:31

farmergeorge.. idiot, welcome to the club....filtered

[farmergeorge] 05/2/2021 12:20

wanttowin, idiot. Join the other idiots on my filter.

[wanttowin] 05/2/2021 11:43

Used to be a good thread, alas

[thomasearnshaw] 05/2/2021 10:57

I see Simon Thompson has done KAPE maybe that may be a good one to get
His target is 35% over present price.

Kape Technologies (KAPE:198p), a provider of cyber security software, has released a bullish pre-close update ahead of annual results on Wednesday, 17 March 2020.

It’s hardly surprising given that home working and remote working restrictions due to the Covid-19 pandemic has led to increased adoption of Kape’s cyber security software (which protects data security and privacy against piracy and phishing attacks). Demand for virtual private network (VPN) solutions that encrypt and secure internet connections has been rising notably in both North America and Europe, regions that account for almost three-quarters of Kape’s annual revenue. Kape is also benefiting from the transformational acquisition of Colorado-based Private Internet Access (PIA) at the end of 2019.

These strong drivers have delivered full-year cash profit of $39m, well ahead of previous guidance ($35m-$38m), on 85 per cent higher revenue of $122m. Margins shot up from 22 to 32 per cent, helped in part by a 31 per cent reduction in PIA’s operating expenses. On this basis, analysts at Progressive Equity Research forecast a trebling of full-year pre-tax profit to $34.4m, EPS of 15.8¢ (11.6p), up from 6.4¢ in 2019, and closing net cash of $25.7m.

Furthermore, higher marketing activity in the final quarter of 2020 has laid the platform for accelerated organic growth in 2021. In addition, Kape has completed a cutting-edge infrastructure upgrade that has significantly cut costs as well as enhancing the customer experience for its 2.5m paying subscribers, a tenfold increase since I first advised buying the shares, at 47.9p, in my 2017 Bargain Shares portfolio.

Analysts forecast a further increase in cash profits to $41.5m in the current year, but I expect this to be easily beaten. However, even on this basis, the shares are not highly priced on an enterprise value to cash profit multiple of 13 times, one reason why they have made decent headway since I last suggested buying at 170p (‘Four tech companies with high growth potentialâ€482;, 18 November 2020). I expect the positive share price momentum to be maintained. A chart breakout above last summer’;s highs around 225p would signal that a share price move towards my 275p target price is under way. Buy.

[farmergeorge] 05/2/2021 10:54

Tommy should start his own tip sheet.

[thomasearnshaw] 05/2/2021 10:51

Gap to 80p to be filled on chart and “continued covid delays” in statement will mean it goes there , imho

😢

[farmergeorge] 05/2/2021 10:45

zho, did Simon Thompson not speak to Tommy first before releasing this? If not, why not? And if he did, why did he ignore his analysis?

[thomasearnshaw] 05/2/2021 10:42

Please don't tell me this is another site full of delusional rampers desperate to get back to their inflated entry point because they can't read the market??
Get over it, sell or hold, please don't sit in your chair sobbing, did yer mum tell you this was easy??.. BLESS.

[zho] 05/2/2021 10:05

Simon Thompson updated his 2020 tips yesterday, including a note on XAR, which finishes:

The share price may have more than doubled, but Xaar is still only valued on a 62 per cent premium to net asset value (NAV) of £65m even though the trading outlook is positive, Xaar retains £20.2m of net cash and looks set to realise a £24.3m windfall from its 55 per cent stake in Xaar 3D. Panmure’s upgraded 176p target price seems reasonable to me. Buy.

[ianguerin] 05/2/2021 08:29

Tommy, you said "no need to thank me for calling this spot on"

Errr, your "spot on" prediction said it would go to 80p & it ain't happened yet ! I went short when the price was 120p based on your guidance & I am now well out of funds.

Can you get your American Financial Inc friends to drive the price back down again please ?

[thomasearnshaw] 04/2/2021 22:40

slip sliding away

[thomasearnshaw] 04/2/2021 14:15

Youre wellcome , no need to thank me for calling this spot on


Just remember ano profit warning is around the corner


Gap to 80p to be filled on chart and “continued covid delays” in statement will mean it goes there , imho

😢

[fenboy2] 04/2/2021 13:50

Thanks for the update Thomas, much appreciated.

[thomasearnshaw] 04/2/2021 13:25

Gap to 80p to be filled on chart and “continued covid delays” in statement will mean it goes there , imho

😢



Anyone considered SAGA as an alternative store of value?

[thomasearnshaw] 01/2/2021 22:40

melody9999 - 16 Jan 2021 - 18:58:26 - 4129 of 4438

unexplained how £4m has gone missing






Yes

[thomasearnshaw] 01/2/2021 22:31

Gap to 80p to be filled on chart and “continued covid delays” in statement will mean it goes there , imho


Wont shock if it has another warning and tanks


😢

[volsung] 01/2/2021 14:47

Good to see you're ok Tommy. Was worried when we hadn't heard from you for a while

[my retirement fund] 01/2/2021 14:40

But wasn't he telling his disciples to buy at over one lound fifty? So is he just a sitting momentum investor or a genuine pump and dump artist? .....discuss...

[thomasearnshaw] 01/2/2021 14:26

Good article, old but good

[thomasearnshaw] 01/2/2021 14:19

When it warns, it will just halve I fear open down 50pc

[thomasearnshaw] 01/2/2021 14:18

My mate said he sold some at 120p
Bet he sold the lot

Gap to 80p to be filled on chart and “continued covid delays” in statement will mean it goes there , imho


Wont shock if it has another warning and tanks


😢

[my retirement fund] 01/2/2021 13:00

What was the consensus with wheel chair boy. Had he bailed before reality set in or was he just an innocent pumper ?

[thomasearnshaw] 01/2/2021 12:12

I’m calling for
Profit warning ⚠️ 2

80p on way on next warning

minimum implied downside target