Registered:
20/11/15
Seen:
5:03pm
Followers:
9

Comments
723

Real Name: Andrea

Occupation: Other

Interests: Emerging Markets, European Markets, Funds

Location: Northern Ireland




Andrea34l's Latest Blogs

Another positive trading update from Plus500 (LON:PLUS) this morning who are "pleased to announce that the strong momentum, previously referred to in its trading update on 20 November 2018, has been maintained through to the year end. Accordingly, with the year ended 31 December 2018 almost complete, the Board anticipates the financial performance will be ahead of current market expectations." The shares are up 8.1%…



Andrea34l's Latest Comments

Happy Easter Matylda, and Mr C. I did notice that Topps Tiles (LON:TPT) (which I don't hold) announced an acquisition today, which initially seemed to look quite good value... until I saw the amount of debt being taken on; I half wonder if the target would have gone into administration without the takeover. There's an in-line update from First Derivatives (LON:FDP) today... but this looks…

I think you were right to sell Sopheon (LON:SPE) as I feel recent updates are showing rather pedestrian progress now compared to what the rating expects. You timed GB (LON:GBG) well, especially after today's update. I am extremely wary of £D4T4 after being previously bitten and the CFO leaving doesn't give me any confidence.

I'd be interested to hear any views on whether you think there is any value in GB (LON:GBG) at this level after the latest update, indicating ahead-of-expectations profits. My own gut feeling is 'not at this level' - Stocko assigns a Value Rank of 6 which is hardly heart-warming.

Learning Technologies (LON:LTG) (on your analysis/watchlist I think Matylda) is up quite a bit on the announcement of their latest amortisation adjustm- I mean acquisition, of Breezy HR ("Breezy") for $12m. In 2018 Breezy reported unaudited revenue of $3.6m (2017: $1.3m) and EBIT of $280k (2017: $826k loss), reflecting the operational leverage of the business as it scales rapidly; 80% (2017: 67%). It looks a…

No value at all while Carclo (LON:CAR) are warning on debt covenants... ...and thanks so much somebody for brightening my day with a thumbs down :-( See Paul's more detailed comments about how he thinks this company is uninvestible. This company has seen one warning after another and a downward trajectory in its price from 120p to its current 20p.

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