IOMINVESTCOM
13 Aug 2015
Re: missing I am wondering whether we will see 1.60
zulu principle2
13 Aug 2015
missing I must be missing something here or is this a case of the market over reacting.
IOMINVESTCOM
13 Aug 2015
Growth potential at Utilitywise [link]
zulu principle2
12 Aug 2015
Re: Trading update Yes sold 2 thirds at £1.99 and £1.95. Massive loss my biggest ever. But looking at the closing price it could have been a lot worse. I do not think the statement was that bad to warrant such a drop for a share with such a low valuation. The market as a whole was poor today which did not help.I would not be surprised to see directors buying and woodford. Just a guess.I am ok with the holding I have so wont buy more. Overweighting my portfolio was a bad decision so going to play safeI do feel the current price is good value but caution is required as it has warned on profit.even if only a slight miss.
IOMINVESTCOM
12 Aug 2015
Re: Trading update Closes on it's low - That's not a good sign
IOMINVESTCOM
12 Aug 2015
Re: Trading update Hi Zulu - Did you decide to do anything? after 9am
II Editor
12 Aug 2015
NEW ARTICLE: Utilitywise warns of profits miss "Concerns about cash generation have plagued LSE:UTW:Utilitywise this year and a share price recovery during the spring has completely unwound. The business model is sound, but now management warns that heavy investment has affected profits and ..."[link]
IOMINVESTCOM
12 Aug 2015
Paul Scott's view [link]
IOMINVESTCOM
12 Aug 2015
Re: Trading update old numbers but....Utilitywise continues to expand the number of consultants at a frantic pace, expecting to grow the headcount from an anticipated 427 at the end of July to 720 in the next two years. This is the best proxy for growth and why the brokers are forecasting revenue growth climbing to £45m in 2014, £62m in 2015 and £85m in 2016. Profits are set to climb from £13.2m in 2014, to £17.6m in 2015 and £26.1m/eps 26.1p in 2016
IOMINVESTCOM
12 Aug 2015
Re: Trading update My thoughts are the increase of sales consultants will help the company and view positively for future.I think today could offer a buying opportunity if as you say the market does not like below expectations.Will we see 1.95? Is Woodford behind the scenes mopping up sellers?GLTA
zulu principle2
12 Aug 2015
Re: Trading update There are positives in the statement but the market never likes below expectations. Going to see what the price is like after 9am.
winningstreak
12 Aug 2015
Re: Trading update Growth plans too ambitious, alarming rise in number of employees, IMHO.WSp.s. Inspired Energy is in my view a much safer and much better bet.
IOMINVESTCOM
12 Aug 2015
Re: Trading update Hi Zula,re: your trading thoughts on Tuesday:-If its bad news sell take the loss and move on. Are you going to sell & move on or treat the EBITDA figure as investment for future growth?GLTA
zulu principle2
12 Aug 2015
Trading update Not good "EBITDA is expected to be slightly below market expectations".
zulu principle2
11 Aug 2015
Re: Trading update is Wed 12th Aug Tomorrow will be either be my worst or best investment decision. No one else to blame if its a bad day not china or shorters or investors chronicle or directors or neil woodford.If its bad news sell take the loss and move on. If its good news then I am going to start reducing my holdings when each trade reaches a 20% profit. When I gets it down to 10% of my porfolio hold that until the valuation is high, PER over 20 or PEG over 1.Thats the plan and hopefully a good day
