Tue 28 Nov 2017 - duvet day

In reply to post #246178

You could be right about IG Design (LON:IGR), I was looking at the EPS % growth, which is 14%, on Stockopedia it's 28% so I was expecting more than 14%. Last year EPS was 15.5 "Underlying Earnings Per Share up 14% to 10.9p from 9.6p" so not sure we are comparing like for like EPS figures. If first half goes up 14% and second half 14% then that is 14% FY.

This is a bit off putting for me: "exceptional items and LTIP charges was up 27% to 10.5 million from 8.2 million"

Impax Asset Management (LON:IPX) , 1-23 Nov 142.5-150p up 7.5p. Last 3 trading days 150-171p, + 21p inc 14p today.

Results out tomorrow- there are so many leaks they should move the LSE to Wales!

Image Scan Holdings (LON:IGE) currently down 17% after a mid-day holdings RNS. It seems like some people believe this is an undercover inside sale. Results to be announced in "early December". Luckily I only hold a few!

In reply to post #246233

Impax Asset Management (LON:IPX) , 1-23 Nov 142.5-150p up 7.5p. Last 3 trading days 150-171p, + 21p inc 14p today.

Results out tomorrow- there are so many leaks they should move the LSE to Wales!

Yep! I dithered over the sell button half an hour ago. Great little growth company but a current year PER of 30 is a bit rich for my tastes. Anyway, I didn't take the money off the table - some days you just gotta role them dice... Let's see what tomorrow morning brings and whether someone is "in the know".

All the best, Si

In reply to post #246238

RE Image Scan Holdings (LON:IGE)
Grb, I thought directors had to declare their share sales so it would be great to know the source of the "undercover inside sale" you mention. Can you share it?

In reply to post #246263

There is an RNS for IGE indicating that "Boundary Capital Partners LLP" (whoever they are) have reduced their holding from 7.56% to 3.9%

In reply to post #246118

Hi Is2g08, a trading service I'm involved with (can't share name here as that would probably break a rule or two) reckons that 10,000 will see some pull back - opinion is not necessarily to sell out but to be very very careful as there have been big pull backs at similar numbers.
Furthermore the CME decision on whether to list BTC instruments will have a huge effect. If they refuse then one would think that is bad for the BTC price. If they list it may be short term good but then the whole market would be subject to influence from very big money flows which may favour the short side.
All the above is opinion (and not even mine!) not advice.
Personally, I'd stay in - it's 500 quid at risk with some potential massive upside. Alternatively sell £500 worth and stay in with the money you've gained since august.

This is all very much like the dot.com boom. Money will be made but not at this stage - too late to be early money and too early to see who the winners will be.

Good luck

In reply to post #246263

Re Image Scan Holdings (LON:IGE)
I picked this up from comments on a***n.
http://www.3dx-ray.com/investor-relations/key-shareholders/ lists director William Mawer as having benefit of 5,204,682 shares held by Reyker Nominees Ltd. in Boundary Capital Partners’ Home Run funds. This is the same holder (Reyker Nominees Ltd.) as listed on the RNS. It would seem that 3.66% of the total shares (which is a bit under 5,000,000) have been sold, leaving 3.9% (5,308,973 shares) held, and netting somewhere just over half a million quid. So by that maths the shares in which William Mawer have a benefit may be nearly all of the ones left, or they might have all been sold, or anywhere in between. Either way, it doesn't read well. Is anyone in a position to do more digging?

In reply to post #246318

Thanks Grb, sometimes the lunatic fringe can be useful.

I would expect Mr Mawer, or whoever was the beneficial owner, to explain what's going on.

(I'm long)

In reply to post #246303

agreed, I remember the shift over from "first-mover advantage" to "better to be a smart-follower than a dumb first-mover". What is gripping is watching FOMO and yeah, that can run for a long while

In reply to post #246078

the non-exec chairman stuck £68K of £D4t4 solutions in his SIPP today too. Given it was down almost 40% at its nadir today, a close down 20% is relatively less pole-axing. Got to love the vagaries of small caps.

In reply to post #246093

Yes Ghosttery seems to work very well. The reason your green communication button is not showing is probably you have intercom tracker blocked?

In reply to post #246138

For those who missed it, Paul was getting red down vote thumbs for posting he wanted a time out today and wrote, 'give me a break, guys', in response.  Or words to that affect.

Don't worry about a song for Duvet. It' just a cover anyway.

In reply to post #246238

Re: Image Scan Holdings (LON:IGE) - The holdings RNS reported quite a significant share sale, almost 4% of the issued share capital (if my memory is still functioning). On such a small cap company (market cap circa £16m after today's 21.5% fall there is probably not enough liquidity to soak up so many shares dumped onto the market all in one go. Which leaves me wondering why the sellers (Boundary Capital Partners LLP / Reyker Nominees Limited) have sold such a big chunk all in one go. And the reason may have nothing to do with IGE. The sellers seem to have sold circa 50% of their holding, still keeping 3.9% of the company. So not a "get out at all costs" action.
I am long IGE (a small holding) still assessing whether / when to top up.

Jokes apart, hope Paul is okay and feels better soon

In reply to post #245823

I bought in over 18 months ago and still think they are an excellent company with possibly further to go. The kind of company Buffet might have been interested in. Don't understand why they have lost a bit of ground recently apart from general investor fear. I am holding for the long term.

In reply to post #246033

Hi Si

I am not 100% certain but I think that Ed has addressed this somewhere and that is simply to do with their database providers such Thompson Reuters.

I dont think that there is much that they can do about it.

I think it is a shame that companies are not obliged by whichever exchange on which they are listed to provide data in a standard (XML?) format that could be automatically added to databases at the time results were published, thereby meaning data was always uptodate or at most a few hours out of date.

It doesn’t sound like a huge task!

KR
Michael

In reply to post #245823

Treatt (LON:TET). I have held for just over three years now and have bought 8 times on the way up. It is now my joint equal 2nd largest holding with Bioventix (LON:BVXP).

What I know about the company encourages me to continue to hold and I see it as a long term position, with a niche product, a great (overused word) moat and a good growth strategy and it pays a divi.

In reply to post #246118

My bet is that the bubble imploding will make it go up, at least in the first stage.