charlus
10 May 2017
Re: SP Rise Now up 50% in 6 weeks !Still no RNS!Can't believe the market has just woken up to this tortoise of a share that has suddenly become a hare.Must be something more to it than that.Happy to hang on for the ride.GLA,Chozza
charlus
06 Apr 2017
SP Rise In pursuit of info, I emaiied CNC to ask if they knew what was going on. Got a very prompt and pleasant reply from Jane Annear, commercial director saying they too were very pleased with SP rise but couldn't give price sensitive info to an individual shareholder. Fair enough.I then asked if we could expect an RNS re SP rise and was also promptly and pleasantly told that this is also info they could not give to an individual shareholder !Shame that no info forthcoming but quite happy that CNC willing to engage with shareholders.I expect an RNS and takeover meself. Just hope they hold out for a very handsome premium.GLAChozza
ROUND ARM
05 Apr 2017
Not so dull Miton Trust bought over 1 million last week (over19% holding), and Liontrust sold over 1 million. Certainly not a dull company-better word is cautious. Statements nearly always bland or understated. This is because of the nature of their products, many of which are related to sensitive aspects of defence. Markets include major US companies, who dislike publicity about defence spending .Sooner or later this company will be a takeover target.
charlus
05 Apr 2017
SP On last Monday the price started to rise. The next day a record 3M shares were traded in a day when the price was rising suggesting the majority, over 1.5M were buys.Since then the SP has risen steeply on no news. Now about 25% up in just over a week.This is welcome but unusual and trying to figure out why.It this situation of rapid price increase on no news a company will often issue an RNS to say if it knows or doesn't know why the price is spiking. GLA
Dyncaled
05 Apr 2017
Re: SP Probably a delayed response to the purchase of two tranches of 125,000 shares earlier in the week.
charlus
04 Apr 2017
SP up 20% in a week!Most unusual, but welcome, from one of the dullest companies in the country.Can it hang onto gains?Is there more to come?Is there any news?Go CNC GOGLAChozza
arandomuser
23 Mar 2017
Re: Results I have no view! I've held for over 4 years having bought in at 54.75p per share. I feel they're a solid company and the dividend is consistent but a 3% capital gain in 4 years of a generally rising market suggests I can find better returns elsewhere.
charlus
23 Mar 2017
Results due out tomorrow and as usual this board is buzzing. Market excited too with over 1K shares traded so far today.I know CNC is a dull, conservative company but please, isn't anyone else interested or have a view.This is the only share I own that is up over 100% since buying in (albeit many years ago) so I for one am keen to see what numbers they post tomorrow.Go CNC Go !GLA,Chozza
Blanketstacker
12 Jan 2017
Re: Worth a punt? FAO games Getting back to you after two years!!! Yes, I bought sold way to early. I stilllike this, and am waiting for another drop. Good luck! Did you buy?
charlus
19 Mar 2016
Results Yet another stunning set of results.Sales UPEBITDA UPProfits UPCash UPJust wish I had another share or two that turned in a similar performance.Go CNC Go.Good luck all.
ROUND ARM
22 Oct 2015
Re: Worth a punt? FAO Stormdog Still seriously undervalued. Mainly caused by PR or compliance headlining brilliant recent results as not likely to be repeated in second half, and satisfactory results expected for year. Hardly any publicity for big rise in profits and turnover. A booming niche business of high quality with many blue blood customers, especially in defence industry, but as usual ultra-cautious and keeping a low profile. Frustrating!
Eadwig
22 Oct 2015
Re: Worth a punt? FAO Stormdog Stormdog,Get yourself back on the Nordic American Tanker board, matey!
stormdog
18 Sep 2015
Re: Worth a punt? gamesinvestor,In your last post you mentioned that you were going to dig around and see if you could come up with anything.Please did you succeed and if so what is your opinion now?Many thanks.
gamesinvestor
21 Jun 2015
Re: Worth a punt? Blank -- did you buy?I just started looking at this one. Where do you get the P/E of 40 from?I see about 10 falling to about 9 in 2016.It's encouraging that the company has been in business since 1985 so has some serious legs. Having been in the electronics industry myself, it's always difficult to gauge when a company or it's business model can be superseded by either newer, cheaper methods, or simply just blown away by competition. This competition can come from anywhere, but Asian companies are the most likely to tread on their turf. The stuff they do is not particularly high tech and seems largely based around standard off the shelf microcontroller devices and some glue put together in software for interfacing or programming a few FPGAs (Field Programmable Gate Arrays) to allow certain customer customisation or to adhere to certain protocols and communications standards.The differentiators seem to be around it's ability and expertise in rugged environments and offering support services, although I'm not sure what % of the business comes from providing this support - will need to dig deeper.John Lee - who writes for the FT - has been a long standing holder of this one, hence my interest. I'm going to dig into the last annual report before doing anything but it could be viewed as cheap on first glance. That's if anything can be viewed cheap these days with so much government dodgy financing and funny QE money abound.Games
Redinjun
09 Mar 2015
No director buying, last director activity was to sell.
