Boring Bernie
27 Apr 2016
Re: Liberum note - Research Tree I sold out on the previous profit warning, but, if they get the fund raising for 50 million away at a sensible sp, then I suspect I'll be sorely tempted to buy back in.Unless I've missed something, there's a very good business here, which has over-reached itself recently, but has a very good chance of recoveringI may be a bit emotionally attached to Sepura though
eamann555
27 Apr 2016
Re: Trading Update I was considering buying in at 118 at start of April, then 98p.Thank God for my indecisevness.Not sure what to make of the share now, down to 50pRevenue for the full year is up and decent order backlog.The current financial situation must be severe according to share price.The share could be a bargain but I've bought into plunging shares before and they have ended up being suspended, then delisted
Boring Bernie
04 Apr 2016
Trading Update Well, that's not what I was hoping for.A short term profit warning and increased debt wasn't great news
Boring Bernie
30 Mar 2016
Re: Asia-Pacific investment Sounds positive.Hopefully "Sepura was last week named Business Weekly’s Business of the Year." isn't the kiss of death or the commentator's curse !The sp has done nicely since the placing and it's nearly the year-end so there'll probably be a trading update in two or three weeks time which should give us an indication of how H2 has gone.
mutandis13
27 Mar 2016
Asia-Pacific investment SEPU has enhanced its operations in the Asia-Pacific region by investing in new offices in both Malaysia and Australia.[link]
BigFatHarv
30 Jul 2015
Re: Great visual report on Sepura I think I hope they're more accurate in the future than the past!Still happy to hold.
mcescher
30 Jul 2015
Great visual report on Sepura The analyst consensus for SEPU is look very bullish over the next few years, what do people think? [link]
II Editor
15 Jul 2015
NEW ARTICLE: Sepura: Putting walkie-talkie company on hold "Walkie talkie designer and supplier Sepura is going all out for growth. The imponderables are mounting up almost as quickly as expectations.In full-year results to March 2015, digital radio terminal designer Sepura reported strong growth ..."[link]
Boring Bernie
02 Jun 2015
Re: Open offer It all seems to have settled down now.As you say, because of the anticipated rise in profits post acquistion, the company's worth more than it was pre-acquisition so the dilutiion, in some ways, was a bit of a red herring.I was half expecting some selling pressure caused by people taking profits on their 130p shares, but that hasn't happened. All in all, a pretty nice situation to be inWith results due out in early July we should soon find out what the outlook beyond last years figures isI'm still happy to hold these and will reassess, one way or the other, once the results come out
psyche100
10 May 2015
Re: Open offer I'm wondering about the potential dilutive effect of the new shares. The announcement says shareholders who take up their rights will see 20% dilution and those who don't 25%. But presumably if the market was worried about this then the sp would already have dropped in anticipation of the new shares being issued. If I read it correctly (paragraph 10) the directors are forecasting 25% increase in eps for 2016 after taking dilution into account, presumably because any negative dilutive effect of issuing new shares is balanced by expected increase in profits from the takeover.I see that IC reiterated buy recommendation on 6/5 at 150. Can any subscribers post the gist of the article?
Boring Bernie
08 May 2015
Re: Open offer It seems like a no brainer so I'll be taking it up.There's a chance that the sp could rop below the Open Offer price, but it seems pretty unlikely in the short term.
psyche100
07 May 2015
Open offer Can holders see any reason not to take up the open offer at 130, i.e. at 10% discount of current price?
Boring Bernie
01 May 2015
Teltronic Deal I can't say I've ever heard of them, but earning enhancing and getting the cash raised at almost zero discount all sounds decent enough.I think this is an Open Offer I'll be taking up
Boring Bernie
16 Apr 2015
Trading Update All looking good, with revenues increasing and a good order book.The sp has basically done diddly squat over the last 18 months so, in retrospect, I should have taken some profits in the mid 150's 12 months or so ago, but I still think we're cheap so added a few more this morning. Whether the market will ever agree with me or not is debatable.
