I wonder how they see it on ADVFN!???
In many, many words i imagine. :-)

If there is one thing I learnt it is that TAD or Cartesia does have alot of contracts and Partners going for it. Just take time out and look at its web site. It has come a long way in 4 Years.

Now lets apply the same time table to ETI. We have had it what two and a half years. Look what Cartesia was doing 2 years ago, not alot. But now it is very much cash positive. So if we are progressing at a simillar pace with ETI we are about to enter a very important phase. The "cash positive" phase.

The third sector of our Company although part of ETI is of course Application Express. Now this is a sector that really is going to have "Hyper Growth" as can be seen from the interest of two of the largest software companies in the world, namely Microsoft and HP.We have owned it less than 12 Months, it is already for sale on the shelves as it were and has obtained its first of many customers in Autocad.

By the time of the Conference on the 18 Feb I am confidently expecting Tadpole to have atlast grown some legs.

Finally the long awaited accounts. I have it on good authority that the delay is to do with the hardware sale but nevertheless they will be available by the end of the month. A pleasant surprise will be included i'm sure.


M

moneylender - who/what is the "good authority" for your explanation of the reason for accounts delay? and why do you suggest a "pleasant surprise" is to be included in the accounts?

I believe the HW sale was effectivly late in terms of concluding the detail and with the holidays - New year and maybe a few hardware orders coming through in the meantime this led to a few delays. The accounts are not actually late and should be available at the end of this week.

I am expecting signs of increased business and although generally in line with recent trading statements they will be a little better than forecast.


ainsoph

i wonder what moneylender's answers to the questions i asked might be. (or have i just had them?)

Why

The pleasant surprise is my opinion. If you spoke to the FD of the Co you would have a beter idea as to why the results will be here this week.

DYOR
I have just put you in the right direction.

M

3p just around the corner!

moneylender-

1. what is the basis for your "pleasant surprise" opinion?
2. are you suggesting that the fd of TAD told you that results wd be out before the end of the month.
3. i thought that at the egm in dec they said that results wd be out before the end of 2002. if so, i can't understand how the reasons ainsoph gives for the slippage can be right.
4. this share has clearly been hammered by the market of late, and is priced, so far as i can see, at a level that means either imminent insolvency or a sharp rise. what reasons are there for thinking it is really undervalued (please miss out all the theological reasons - eg "i believe...." what are the hard facts?
5. have you bought in recently, or are you a long term holder?

maybe this will help you understand part of the reason for the fall ollie




A number of people have been looking at the trading patterns over the last month - that is from the 2nd January - a total of 53103000 have been traded up to last night (thursday) - assuming all the doubtful trades were sells and the recent two big trades were a rollover we came to a conclusion that the mm's are short of stock by a minimum 3 million shares and a maximum of around 8 million shares. In simple terms this means there have been more buys than sells.

The mm's or at least one of them is running a short book and that together with the 'big' shorter means that any forward movement in the share price will feed upon iself. History doesn't always repeat itself but we were here last year and the shares spiked at 34p soon afterwards (ramp ramp)

I am tracking the mm's closely and looking to see who is actually short. Hopefully the tads army of 17000 will add a few because this could be the last time we see 6p.





Have a quick look at the ADVFN trades and although not always accurate threy will give you the feel and quickly demonstrate the strength of my arguement.

MM's normally run a book - they are not usually gambling ..... but this time they are and will get their fingers burned. There has been no sell off - there will be no sell off ...... Tads will move forward despite the very difficult markets - they have a suite of great products and a massive market out there - here and in the US ...... all imho of course but I bought and will buy again as funds become available. Sure there are risks but look at the potential rewards




The figures were done as from the 2nd January and include all trades shown on LSE regardless of type. Total includes both sides of any rollover


Worth stating that this months volume is about the same as the whole of the last 2002 quarter






After speaking to the company and a few of my trader contacts I understand the Guardian story had been hawked around the media and had been spiked by all except the Guardian. They never checked the story out with TAds.

I believe the shorters are based outside of the UK and although I have a name I am not aware who they are. I am convinced the two big trades were a shorter rolling over in order to try and span the accounts but also believe the 500k on thursday was a short closing.

I think we have seen the bottom and the accounts will be with us this coming week - I think life will be tough for all software companies in the coming year but Tads have a great suite of products - they have finance in place for at least twelve months - they have great alliances with the likes of HP and MS and I expect them to make it through to profits within twelve months from now.

It is a risk but that's why we are here - the upside could be a twenty bagger from here within two years.

The shorters will have to close - there will be no rights issue - there is no current GEM drawdown ..... if just 10% of the Tads army of shareholders buy just 10K shares we will soon see the shorters running for cover ..... all imho and I am a long term holder of lots.


ainsoph

Why

I have done my research, I have even pointed you in the right direction.
so as i said before DYOR. I am not qualified to advise.
If your not in hang around, There are one or two surprises in store I think.

M

At this level TAD is a BUY without a doubt !!

In one or two years people will be saying why did I not buy at 6p !!

Look at the news and think about the future

Morning chaps ........so this is were your all hiding,nice to see the buys continuing

ahhh the peace and quiet


Gc

Hi GC ..... yes we may reside here in the near future - hopefully less spam


We are expecting results at end of week and some are rumouring that a deal will be announced at the same time. I am still hopeful they will not be quite as bad as the last trading statement suggested.


ains

Morning........Interesting week maybe?..results news etc?
Tris

Hi tris

trading is relatively quiet but more buys than sells and we have recovered from pre market mark down - AITK playing around again - I wonder how short they are



ains

In the Face of one of the steepest drops I've seen for a while, the buying continues and although the MM's marked us down at the start this morning, to indicate the uneasiness in the wider market, we've still ticked up a little.

Doesn't matter how far the market drops, there will still be winners and losers. Looks like peeps still believe TAD to be a winner ;-)

interestingly I tink the 100k trade may be a short closing - AITK have been mucking around with their quote for some days and I am wondering if they are playing around with the timing of trades etc. Just a thought. Look at the timing on L2



ains

Thought it was quiet on advfn this morning.
Would be nice to see less spam.
Guru 1 1/4

hi Guru 1 1/4

Couldn't agree more, but i am sure that the morons will follow where ever there is sensible discussion.

but for the moment we an look forward to good news in peace.

M

Hi guru ...... trading is quite brisk on Tads and they are holding their opening price in a crap market



ains