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RTD - Why? (RTD)     

Nitefly - 15 Sep 2003 10:55

Why are we again at 10.5p bid?

It doesn't add up...

Good Results + Strong buying pre results + Christmas online buying soon = Price drop

Then again some companies that have debt for equity hanging in the balance, poor results and bankruptcy around the corner and they go up!

Why sell now at a loss?

Wont that be a kick in the teeth when we see 13.5p 14p again!

Best of luck all.

Fundamentalist - 02 Apr 2004 16:48 - 1025 of 2406

Scotinvestor - nice post across the road but you're wasting your time mate - I agree fully with you but you will always get that there. I lurk over there but 95% of the threads are ramp/deramp bickering and it takes ages to sift thru to see if there is any decent info hiding.

Tokyo - 02 Apr 2004 16:51 - 1026 of 2406

what other investor boards are you guys looking at?

Fundamentalist - 02 Apr 2004 17:13 - 1027 of 2406

ADVFN mainly and occasionally iii and motley fool but prefer moneyam to all the others - i only lurk there i don't post (except when my posts from here have been copied over there)

scotinvestor - 02 Apr 2004 21:21 - 1028 of 2406

cheers fundamentalist

Douggie - 02 Apr 2004 21:27 - 1029 of 2406

apple saga online nominee probablly not definitive but better guide to trading price than m.am trade lists of late found many buys listed as sell same otherrs on my watch list

apple - 04 Apr 2004 21:17 - 1030 of 2406

Thanks Douggie,

What do you think of their service & their website?

Is there an inactivity fee?

I'd be most grateful if you would post a screenshot of the type of info you get that lets you know if a buy or sell.

BTW I downloaded their brochure.pdf but the screenshots in it are unreadable.

brochure.pdf

Tokyo - 05 Apr 2004 04:54 - 1031 of 2406

thanks for the list of sites Fundamentalist, had a look over the weekend, but agree with you, this board seems to have alot more information and is alot easier to use

overgrowth - 05 Apr 2004 08:20 - 1032 of 2406

Looks as though the buyers are out in force this morning folks :-)

Douggie - 05 Apr 2004 10:11 - 1033 of 2406

Rapidly overtaken by sellers ;-{{{

robstuff - 05 Apr 2004 10:18 - 1034 of 2406

Why have the sellers returned? Can't understand selling at this price, are people locking in their gains for the tax yr and if so will the price rise for the rest of the week? MMs will be making loads if they've been accumulating stock this way and the buyers return as at this price they are severely undervalued. The directors obviously believe so too and they know how well business is.

Tokyo - 05 Apr 2004 10:30 - 1035 of 2406

not really worried, as I believe the price will return up to 20 p-ish after the short termiers have taken their tiny profits. With the directors buy on Friday, they know what they are doing, and as we all know, the fundamentals of this company are still as strong as they were before.

Read an interesting article over on ADVFN, have to credit them with this, as I'm afraid my knowledge is not up to this par, just yet. but it was an interesting read, and full of facts that I think most of us all agree with, and things that have been said on this thread a few times already

Courtesy of Crazi from ADVFN:-

'Still my take - Med/Long term perspective:

RTD FACTS AND FUNDAMENTALS
* 41% average Gain to turnover
* 20 average profit margin to turnover (twice as good as NSB for example)
* 12.86m gain turnaround
* 5.9m profit
* Turning a -3.6p eps into +0.5p eps
* Cash position Strong
* Initial (admittently Conservative) house broker projection FY04 of 1.06p eps
* Posting a very impressive Maiden profit after only 3 years
* Global leader and Globally positioned - very impressive blue chip client base
* Excellent outlook from the conservative announcement Management Team
* Control and Manage the UK fraud database for all other companies
* Signing many new contracts at end 03 (doubt if they are factored into results.)
* Have signed some new contracts already in Jan 04. Not factored into results.
* Almost Debt free
* "ALL" divisions globally now Cash Positive
* Reduced interest payments expected - increasing FY04 bottom line
* Very tidy in house overheads as can be seen by the profit and turnover margins and 03 turnaround
* Management not interested in any buy out offers anywhere in this price region
* Consultancy Management division expanding into many countries unreachable by internet.
* Market Cap 50 million increasing exposure from 03
* CnP business strategy working well with 186% increase in transactions
* CP business phasing out strategy working well with Europe turning it's first cash positive period even during the phase out.
* 04 starting strong and in line with expectations (management announcment)


MARKET AND SECTOR CONDITIONS
* Internet CnP market expected to continue the boom over 04 and 05
* Market and tech stocks stabilising off a recent consolidation
* Internet retail very positive sentiment from the city perspective "finally"
* Expected boost in Tech investment in 04, entering peak 3 year cycle, backed up by a climbing FTSE since 03, Blue Chip cash piles, Pension holes being filled, and where the city openly admit RTD was dragged down with TECH in 2000 unfairly from a 3.84 share price and fundamentals nowhere near as impressive as they just posted...ie dropped with tech - will climb with tech.


CURRENT POSITIVE POINTS - EXPECTATIONS(short term)
* Second recent Director buy (Friday past). First before closed period. Major confidence boost from the one person that knows all about RTD. The "Financial Director" buying should change recent shorting sentiment and momentum
* New "Tax year" (Old tax year now gone and with it most stocks sell offs)
* New "Financial Year" will release new budgets for investment and new business plan strategies. Many will want in or increase presence in the Internet retail boom
* 5 weeks of share price being managed and hammered (now a positive with current share price)
* 4 weeks now past in post results period. The usual dust settling period. Should slowly start moving back into investor territory. Volatility decreasing.
* Shorters still unable to produce any fault with fundamentals
* CP chip n pin introduction will help force fraud further onto the net. Should increase security awareness further on the net = new contracts
* AGM at end April. Should be positive. Probable contract announcements to help boost incentive scheme



CURRENT NEGETIVE POINTS (short/med term)
* Still the PR department not notifying of any news. Way to quiet even when new contracts being signed. Especially in overseas branches
* Cash strong but not yet released a divi (however I do expect one by FY04)
* Recently Trader driven though decreasing (hopefully ending)
* Resistance at 22p

**********************
POST RESULT BROKER RECOMENDATIONS, REGIONS, POTENTIAL VALUE
(Med term - 3 covering RTD)
* Oriel Securities = HOLD at 26p
(44.5% Value from 18p)
* Dryden Wealth Management = STRONG BUY at 25p (to where - 29p?)
(61% Value from 18p)
* Daniel Stewart (House B)= STRONG BUY and increases target from 27p to 31p.
(72% Value from 18p)
* All above recommendations have been re-iterated since announced
you please. Buy/Don't buy. Hold/Don't Hold. In**********************

Well that's my run down. Check it all for yourself as the info above is readily available should you just do a little homework.

chartist2004 - 05 Apr 2004 11:33 - 1036 of 2406

That 'SELL' @ 11:28 (38000) was infact a 'BUY'I was my trade!!!

chartist2004 - 05 Apr 2004 11:34 - 1037 of 2406

Sorry correction 36000!

zscrooge - 05 Apr 2004 12:14 - 1038 of 2406

Robstuff "Why have the sellers returned?"

MMs selling at under-Mid, making all trades appear to be sells

apple - 05 Apr 2004 12:38 - 1039 of 2406

Surely they are sells aren't they.

RTD has had a good run recently & is pulling back with profit taking.

robstuff - 06 Apr 2004 11:26 - 1040 of 2406

A good run? one day 1p does not constitute a good run in my mind! There must be more sellers to affect the price like this, as soon as it rises a little on buying, the sellers come out. Think this may be due to the misunderstanding that "chip and pin" will reduce revenue. Once the selling dries up, which can't be far off, look forward to a good run of 4/5p

zscrooge - 06 Apr 2004 12:37 - 1041 of 2406

a good run from 5-26p

Douggie - 06 Apr 2004 12:40 - 1042 of 2406

Chip @ pin should't adversly afect RTD it;s for holder present RTD for holder NOT present.

beaufort1 - 06 Apr 2004 13:58 - 1043 of 2406

Hey Douggie,
Take a look at Premier Direct (PDR). Just brought out stunning interim results, profits quadrupled , with half-year EPS at 47p, plus restoring the dividend. Current share price about 710p (up 10% on the day). EPS this year should be about 80p.
Fair value at least 10 and going north.
The big plus is that (unlike CYH for example) PDR is making mega profits and generating huge cashflow. Jam today, not jam tomorrow!

There is no thread on PDR on MoneyAM, can't understand why. Not a trendy hi-tech stock I guess.
Cheers and happy hunting.
Beaufort1

PS I followed CYH for a long time and eventually sold out at a thunking great loss. Hope to recoup my losses on PDR and also Cambrian Mining (CBM) another star.

Douggie - 06 Apr 2004 14:15 - 1044 of 2406


Beaufort
food for thought don't want to take loss CYH but how long does one hold and miss other oportunities due cash locked in what now looks like mid/long term looser may also apply here don't want to take small profit (missed chance at mid 20p)if better soon ...but looking less likly every day.
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