Xchanging Share Discussion Threads

[randolph and mortimer] 11/7/2013 20:18

753 - Ans: Time

[dahhad] 10/7/2013 19:44

What was the relevance on the delay re NYSE that was posted as a news article today?

[dahhad] 08/7/2013 20:57

Very quiet here. Any views on what might drive share price in short to medium timescale?

[major clanger] 13/6/2013 16:07

downgraded to hold (from buy) by liberum on the basis of seeing limited near-term catalysts which could drive positive share price performance.

www.brokerforecasts.com/news/article/articleId/4613674

[randolph and mortimer] 15/5/2013 19:25

The cash pile is closer to 100pps than 50pps.

Procurement the smallest bit.

I wonder what else is tacitly for sale?

[georgeg2] 15/5/2013 07:07

Did I miss something in the IMS... Looked ok to me?

[ryandj2222] 27/3/2013 20:02

I noticed that. There wasn't much of a dip down as sometimes happens when his followers sell.

[jakedog2] 27/3/2013 17:42

Naked Trader sold out, for smal loss

[ryandj2222] 26/3/2013 19:38

I am going to see how it goes tomorrow...

[jakedog2] 26/3/2013 17:31

£75 m over three years.... £25m /year.

2012 revenue = £668m

Hence the loss equates to c3.5% of revenue...

Yes cost savings may cover it, but losing business is a negative for my conservative strategy

Sold out at £1.36 for a 4% loss

GLA

[ryandj2222] 26/3/2013 14:31

Thanks, missed that bit! Yes hopefully, although I can't see that it wouldn't have any impact on profitability. If the contract wasn't profitable, then why were they doing it in the first place?

[nb1979] 26/3/2013 10:36

ryandj222: "The contract was expected to generate revenues of c. GBP75 million over its first three years...Management believes expectations on profitability will not change as a result of this announcement."

Possibly a bit of a market over reaction here as essentially they are saying if the contract is lost, it won't affect profits due to cost savings etc. When the market has digested that, could drift back up again.

[ryandj2222] 26/3/2013 09:48

market not too impressed with them losing the LME contract... does anyone know how much of the business this is worth?

[8mp] 14/3/2013 09:04

Have patience, after such a great run its bound to pause for breath a little at some point. If you look at the bigger picture, it looks very positive I think based on the results. Furthermore, the NT is no fool and for him to invest at the 12 month high, it suggests he feels this has much further to go. That's my thoughts anyway. Thinking of topping up on the dip myself. Good luck!

[ryandj2222] 11/3/2013 21:34

Back down to where I started :/

[8mp] 06/3/2013 19:30

It was indeed! Gives me further confidence!

[ryandj2222] 06/3/2013 15:48

Tipped by naked trader today.

[8mp] 06/3/2013 08:02

Hopefully the momentum for nice steady rises can continue. Even with the post result rises, still looks great value. Targeting 200p!

[ryandj2222] 05/3/2013 16:45

I bought into this t'other day... nice riser so far.

[ryandj2222] 03/3/2013 21:25

Just noticed this one.. seems interesting company! Liked the positive turnaround statement. Think it might have some potential for the long run and am going to watch it for a bit, maybe buy a couple of shares!

[qs9] 01/3/2013 12:06

Am a holder and adding...looks very positive IMO and cash generation is great IMO....hopefully we can drum up a bit of bulletin board support?!

[8mp] 01/3/2013 07:35

QS9: I'm currently a holder and follower! I think the share was a little under the radar hence the lack of board activity. But it definitely shone yesterday on the back of the results as I think the market didn't expected such a corker! Especially with the re-introduction of a dividend which further shows their confidence. Chart looks strong too. Are you a holder?

[qs9] 28/2/2013 20:12

Is there another post thread for this as very quiet?! Great set of results and chucking off lots of cash....hopefully turnaround just started and more to come on share price Market liked it IMO. Any current followers?

[bigboyo] 28/2/2013 09:32

Is it finally hitting the right trajectory ?

Decent set of results today and 8% rise in share price ...