Xps Pensions Share Discussion Threads

[larry335] 16/2/2012 18:13

Big Fella. Thanks for the recommendations. I will check out all of those.
GL

[the big fella] 16/2/2012 17:16

No it's because the market is closed :)

[hamidahamida] 16/2/2012 16:40

Very difficult to buy on line
shortage of stock?

[hamidahamida] 16/2/2012 16:08

Buying has started again

[yasx] 16/2/2012 15:30

All,

I have bought a few this week - it trebled and met my 3p target when I last declared an interest over here.

I am not overly keen the retail sector, but Catterson has a robust understanding of the sector, and international expansion has offset to some degree the lacklustre sales trajectory in the UK. On current metrics, looks reasonable value.

dyor

[the big fella] 16/2/2012 14:52

Off the top of my head in alphabetical order, stocks to keep the right side of (all of which I hold and have unreasised and some realised gains):
Globo
Interbulk
InternetQ
Mood Media
Optos
Sprue Aegis

All growth stocks on low valuations, some with likely to be taken over with a couple of years.

My punt stocks are
Rockhopper and Falklands Oil and Gas (the former having been my single biggest winner over the last couple of years)

[larry335] 16/2/2012 14:41

Big Fella
Well I hope you're correct for this one. My other 3 shares are ABH, CYAN and SLE. Overall I am in profit but ABH and CYAN are the highest risk and could still be liable to further share dilution since they are both in make or break situations.
Do you have any other recommendations to watch, similar to XPS?
Cheers, Larry.

[the big fella] 16/2/2012 13:29

Larry

I have been around long enough to have a few of those tales. I like to buy into stocks just entering a growth phase that may last 3-5 years, not those that are likely to ex growth any time soon.

[larry335] 16/2/2012 12:29

Thanks Big Fella.
When I bought in my belief was that the share price was close to bottom and that the company is now in a position for sustained growth. Of course anything can happen but at the moment I still see this as my lowest risk investment.

2012 is my second venture into share dealing. I dabbled a little in 2003/2004. I still have my buy cert for 30,000 ASOS at 12.9p. I remember being quite happy when I sold at 35p a few months later......
Larry.

[the big fella] 16/2/2012 09:12

Larry

If we meet this years numbers and put in 20%+ growth for next year this won't be on a historical PE of under 5. Don't forget we have no debt, we know trading growth was evident over the key Christmas period, and Singers will commence coverage soon. Once there numbers are out there for the next couple of years, the company can then start to be valued like peers.
Don't forget at the top end this sector can be rated 1 x sales or PE 25.
This is a classic situation where the company have not delivered in the past - therefore they fall to such a rating. The company now starts to deliver growth. Moving from a historical PE of 5 to a forward PE of 10, given conservative 20% bottom line growth would see these at c 5p. Now that is emininently acheiveable in the near term.
If you look forward a couple of years, and if management have hit Singers targets, then the market gets it's confidence back and that's when the serious re-rating kicks in.

[larry335] 15/2/2012 20:21

LOL - Well most of my 40% profit has gone.
Hmmm, originally thought I had a good chance to make 30% in this over 12 months. Surprisingly got 40% in a day, and didn't sell it. But I'm blaming shock rather than greed :-)

[hamidahamida] 15/2/2012 17:09

serious profit taking

[dick grasso] 08/2/2012 16:20

TBF, I'm sure there are some taking advantage of the opportunity created by short term traders exiting! ;-)

[the big fella] 07/2/2012 13:27

It was inevitable we would pause for breath. Just amazes me how a few days ago peeps were falling over themselves to pay 2.1p to buy and now don't want to know when its 10% cheaper.
I have made a case for these to be trading near 8p in 1 year and far higher in 2/3 years. That really isn't long to wait.

[paul442] 07/2/2012 09:43

i really like the look of this -



HTC and Motorola onboard too.

[hamidahamida] 06/2/2012 12:14

profit taking

[paul442] 03/2/2012 14:57

U.S job figures significantly better than expected, the global economy is slowly getting back on track imho. This can only be good for EXPANSYS sales.

[lbo] 03/2/2012 13:19

Ennismore ditches sinking Expansys shares

Ennismore Fund Management drops Expansys holding after online consumer electronics retailer shares lose 56.87% over the past 12 months

[paul442] 03/2/2012 12:20

hmmm just a bit of a sell off after recent gains over the week, it's to be expected before the next leg up.

[highball10] 03/2/2012 07:49

Well can we go up again?

[saucepan] 02/2/2012 21:21

Thanks, LG

[larry335] 02/2/2012 16:55

I've been following these for weeks and couldn't understand, with all the +ve vibe, why the share price has kept so low. I tentatively just bought in on Tuesday. Unbelievable!

[paul442] 02/2/2012 13:57

up she goes again.