I'm taking a duvet day today.
Let's recoup later today.
Best wishes, Paul.
Please discuss things amongst yourselves. I shall be mainly sleeping.
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I'm taking a duvet day today.
Let's recoup later today.
Best wishes, Paul.
Please discuss things amongst yourselves. I shall be mainly sleeping.
Already have an account?
Login here
I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for Stockopedia.com on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese! more »
Re. Company with silly names.
For those who dismiss companies with silly names, remember the American early seed investor who passed up the opportunity to invest in Apple because he thought calling a company "Apple" was "stoopid"
LON:D4T4 For me no (and for my longer term horizons with this ). I bought some sub 120p this am as I find their Celebrus technology pretty compelling. FinnCap (their house broker) noted that
"Whilst this weighting is beyond most businesses, D4t4 has a swift delivery process; licences are booked on signing and it takes 6-8 weeks from a project signing to delivery. It has an impressive pipeline (est. at 3x or 4x the 14 deals in closure) and strong drivers in data collection and management (2 large deals are compliance-driven) as well as a blue-chip customer base; most of the 14 contracts follow on from existing business. We understand c.£3.5m will be closed by the end of this month, with £15m visible."
Almost 60% of revenues comes from projects so lumpiness is to be expected: that said the half year was pretty shocking compared to last year
They have increased their divi (presumably to give reassurance of the back-end loading to this year's contracts) and one of their NEDs bought 65,000 shares this am . Not usually a fan of token director dealings but then I am biased with this one :P
Bit of risk to it but I am sanguine with small caps like £D4T4 10 day volume is around 25K so it doesn't take much to push the price around. Technically the chart looks awfully ugly but has some encouraging elements in terms of longer term support and trend lines which are intact. A close above 130p would be a good sign in terms of overall confidence. Worth noting that over 60% of the shares are held by institutions and they have been accumulating over the past few months (up 16% in 3 months)
Could well be a jam tomorrow but in this case the proof of said jammy pudding will be no longer than a few months. I would anticipate a few RNSs in the coming months to guide the market so waiting game won't be too long either way.
Simoan
In ignorance, I have previously used the green conversations button in the bottom right hand corner of the screen to raise queries previously. I have generally had a response that way.
Previous delays on updates or other stat have been identified to me as Thompson Reuters issues or treatment. I get the impression the core team are busier nowadays.
It's one thing to choose a silly name at the garage stage, and another for a mature company with a well paid CEO to actively go through a name change process which no doubt involved a branding agency, board meetings, and still no reality check!? There's something dysfunctional here. If they do acquisitions like they pick names it may not end well.
(I sold.)
In ignorance, I have previously used the green conversations button in the bottom right hand corner of the screen to raise queries previously.
Well, I can't see (and never have seen) a green conversation button! Am I cracking up? Or is this because I use Chrome with Ghostery which is blocking trackers on this page, including Intercom and UserVoice. I won't even go into my grumpiness about the number of trackers (9 alone on this page) following me around the site :)
All the best, Si
Bitcoin is front page news in the FT this morning on the (now fulfilled) prediction of hitting $10,000. It's off topic but given it's a duvet day I wondered if anyone had any views on it? I hold a small amount - I bought £500 back in August, which is now worth circa £1,500. Wondering whether to cut and run!
You need 'Customer interaction' to be allowed. Ghostery itself is good, just installed, and I blocked everything except 'customer interaction' and the green button appeared.
You need to enable "Intercom" specifically.
set a stop loss at the level you find acceptable though, given the manner in which the price can move, it would need to be a guaranteed stop. Even though I get the technology I don't get the valuation but then no one does, it makes no sense. On that basis, it is almost impossible to value. I read an excellent article recently which muted that Bitcoin is the first big hysterical (investing?) phenomenon to occur since dot.com ( and then dot.bomb, dot.gone). The thesis being that it needs that amount of time for enough people to forget the pain that occurs when the hysteria reverses ( or for a new generation to grow up without the experience)
Many will say it is not hysteria, that this is the future etc etc: they may have a point but the trick is often in the timing as the same arguments were being made in 2000. The big difference between now and then is social media and the speed at which herding now occurs. When this reverses it will be ugly, reversion to the mean is reliable as gravity
On a rational basis, all of the , ICOs have gotten far ahead of themselves. But forget rational, this is blockchain and everyone's a winner..for now
Not come across Ghostery before, is it free? Will I have problems accessing some sites? I use Adblock which is good but some sites won't allow it.
Having a comment removed makes me more eager to know what it was. The trouble with e-mail, texts or comments like this is that it is easy to vent. There should be a book called "Paul's comments they had to ban".....it would be entertaining.
Not come across Ghostery before, is it free? Will I have problems accessing some sites? I use Adblock which is good but some sites won't allow it.
Yes, it's free and brilliant and available as an add-on for most browsers. I can't believe anyone browses the Internet without it these days. What's it they used to say on Hill Street Blues: "Hey, let's be careful out there..."
All the best, Si
Hi Si,
I agree the IG Design (LON:IGR) share price had got ahead of itself especially over the last couple of days, and I understand the rationale behind top slicing. Herbie47 - I don't get the point about the interims being below forecasts. Stocko lists a FY eps of 20p for 2018, and they did 10.9p (underlying) in H1, so they are on course to meet FY expectations.
I think the fall was probably due to some thinking they would post an ahead of statement, but they confirmed the FY will be in line. Happy to hold for now.
Regards,
Imran.
OK thanks, have added it. I use VPN on my ipad, will Ghostery replace that or should I have both?