Carefully Does It
22 Nov 2017
Re: Worth A Punt So did I.Disappointed they didn't give any warning as they surely knew UK business was soft.It will take a while for it to settle and they need to sort out debt levels.Hope they are right about Q4 else they will look like a bunch of Charlie's.
1947MGTC
21 Nov 2017
Worth A Punt Very surprised by the drop this morning on the announcement of the Interim Results. A reasonably positive statement by Martin Boddy, (chairman), makes me think it's well worth a punt. After all's said and done, it's a Michael Ashcroft company and he's a pretty sharp guy. So, I topped up again this morning at 24.9p. BWDIK?DYOR etc47tc
Carefully Does It
26 Aug 2017
Re: Share Consolidation Once finished they will x100 again so final share count will return to current number.I doubt the price will return where it is now though, never that easy, probably be higher price afterwards.It cost to have so many low count holders, something like 1200, and if they start paying a divi next year it will probably cost more to distribute than the divi is worth for people just holding 100 or so. Better to give then an exit at £5 per 100 shares when consolidated to 1.A good idea.How long before JWNG become an acquisition target?
1947MGTC
25 Aug 2017
Share Consolidation I received a letter today informing me of a share consolidation whereby my holding in Jaywing is divided by 100 to create "new shares" which are then multiplied by 100 to give a new holding. Any fractions from the original division are left out of the calculation and the holder receives a cash payment for them. It's the usual way in which Lord Ashcroft's companies reduce the number of small shareholdings and it does make sense. (He's just done the same thing with Waterloo Investment Holdings and bought me out completely!!!) It could also indicate that they have plans to do something significant in the near future. Or .... they could be just tightening up on shareholder administration costs. One thing for sure, they are actively managing shareholdings.With Lord Ashcroft, the one thing you always know is .................."you never know"All the BestDYOR WDIK47tc
Carefully Does It
30 Jul 2017
Re: Interesting Company I hold. Worth taking a look at EBQ, ATQT also. Changes due in digital advertising space where waste will be driven out and replaced by proper metrics and quality marketing service providers.
Another Jacko
11 Jun 2017
Interesting Company These have been on my radar for a while and with the price falling 15% recently they are now looking quite attractive to me. The balance sheet is not great being loaded up with intangibles and negative NTA and they don't look cheap on the face of it but that is sort of the nature of the business.What attracts me to them is the decent cashflow and the sector they operate in which has to be a growth sector surely and the decent operating profits of the two divisions.I may get some tomorrow.
mantrova
15 Apr 2017
50p? I see there's a forecast showing for 2017 eps of 3.7p and 4.1p for 2018.Finals for the year to 31/3 are due around 12/7/17.I'm reminded that Lord Ashcroft has almost 22% here and, that separately, the numbers at 13-9-2016 show 82% of the shares in the hands of "over 3%" holders.Add a few more % for significant holders who have less than 3% and the free float here is really very small.When it looks the eps 4.1 is really nailed on, then 50p should be the minimum we can expect, imo.m
Lavenonews
09 Feb 2017
PR Sugary write up in Shares Magazine has done the trick. We seem to follow similar co's Carefully!
Carefully Does It
29 Jan 2017
Willl this break free Something happening and it can only be a matter of time before is breaks out from 33p.Just don't know when.Buy on weakness.P/E is high for a reason and that doesn't mean avoid in my book. Sometimes it does. Not here for me though as the dynamics of the markets they operate in are very supportive. Their Big Data capabilities should be in demand as well as the IFRS9 products.
Carefully Does It
02 Dec 2016
Re: Interesting Another round 105K, Fri 2/12.Something happening.Usual average is < 15K per day.
Carefully Does It
01 Dec 2016
Interesting Round 100K changed hands total today. May be something interesting due.Good voltage vs average and round number.
Carefully Does It
06 Oct 2016
IRFS9 Very interesting announcement and timely for IFRS9 to be rolled out and preparations made.
Carefully Does It
01 Mar 2016
Target Only a matter of time before on the radar of a larger group imho and I don't see 30p as a realistic price for a buy-out, at all.
Carefully Does It
01 Mar 2016
Update and Imperial College Good chance growth will pick-up, impressed with their thinking on work with Imperial College and hope it might even lead to some patentable ideas. Certainly forward thinking and they can measure impacts via their own data analysis after Imperial suggest the likely impact on the user.One to tuck away for 3-5 yrs to see what happens.[link]
Carefully Does It
04 Sep 2015
Toyota Lexus [link]
