dave297
26 Mar 2015
Re: Trading Update The SP of EA has outperformed SMS over the last 12 months,although the performance has been similar over 3 years.It will be interesting to see whether our two companies will merge at some future point with view to achieving decent economies of scale & obtaining a larger share of the whole market .
Willow67
25 Mar 2015
Re: Trading Update Dave I looked at it back in July - see my posts below - but I was very over-valued in absolute terms and relative to EAS. Unsuprising that valuation gap has partly closed since then with EAS shares up 25% and SMS down around 5-10%. EAS is my 4th largest of 7 stocks I own (I am keeping to a small number of high conviction situations) but I might add SMS if it falls back to the 320 support area. Good luck.
dave297
16 Mar 2015
Finals Today Continuing the theme of strong growth together with a strong outlook.SMS is very low profile but it is quietly growing strongly which is expected to continue .
dave297
25 Feb 2015
Abdiel Capital (whoever they are) have increased their holding to 4% & I presume that they have done their due diligence & see SMS as a good long term investment,as do I .
dave297
30 Jan 2015
Trading Update Another very positive update & SMS continues to grow strongly without anyone here showing interest.
dave297
05 Dec 2014
Sad & lonely Well,I am still here & continue holding the view that we continue to grow .
