Moneylender
- 23 Jan 2003 08:09
Moneylender
- 26 Jan 2003 14:38
- 8 of 2262
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
rocket fuel
- 26 Jan 2003 15:26
- 9 of 2262
3p just around the corner!
why
- 26 Jan 2003 17:03
- 10 of 2262
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?
ainsoph
- 26 Jan 2003 19:50
- 11 of 2262
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
Moneylender
- 26 Jan 2003 22:58
- 12 of 2262
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
moneyman
- 26 Jan 2003 23:54
- 13 of 2262
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
Gold _coast
- 27 Jan 2003 08:52
- 14 of 2262
Morning chaps ........so this is were your all hiding,nice to see the buys continuing
ahhh the peace and quiet
Gc
ainsoph
- 27 Jan 2003 09:00
- 15 of 2262
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
Tris
- 27 Jan 2003 09:04
- 16 of 2262
Morning........Interesting week maybe?..results news etc?
Tris
ainsoph
- 27 Jan 2003 09:22
- 17 of 2262
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
Moneylender
- 27 Jan 2003 09:33
- 18 of 2262
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 ;-)
ainsoph
- 27 Jan 2003 10:03
- 19 of 2262
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
guru 1 1/4
- 27 Jan 2003 10:19
- 20 of 2262
Thought it was quiet on advfn this morning.
Would be nice to see less spam.
Guru 1 1/4
Moneylender
- 27 Jan 2003 10:30
- 21 of 2262
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
ainsoph
- 27 Jan 2003 10:31
- 22 of 2262
Hi guru ...... trading is quite brisk on Tads and they are holding their opening price in a crap market
ains
Moneylender
- 27 Jan 2003 12:33
- 23 of 2262
In October, seven top financial services firms formed the Financial Services Instant Messaging Association (FIMA) to push vendors to develop IM standards. But FIMA co-chairman Ursula Mills said she did not expect the use of consumer-oriented services to stop anytime soon.
"Many of the customers want to use the product of their choice," Mills said. "If that's AOL, Yahoo! or MSN Messenger, then that's the product we want to use."
ainsoph
- 27 Jan 2003 13:01
- 24 of 2262
There seems to be a lot going on in the background but will be nice to see something surface at the time of accounts - was hoping for a date today.
Ticked down with the market now albeit quite a delay between the trade and the mm move - now all playing follow my leader
ains
ainsoph
- 27 Jan 2003 13:10
- 25 of 2262
MLSB have ticked back up - I am still convinced the mm's are short
guru 1 1/4
- 27 Jan 2003 13:35
- 26 of 2262
ains
If I were Tad and I knew a large shorter was in the market and was worried about having to buy the shares back by a week tomorrow I'd be inclined to delay the results a day or 2.
Guru 1 1 /4
Titanium22
- 27 Jan 2003 14:32
- 27 of 2262
Isn't tomorrow technically the 120 day deadline from the end of the reporting period - i.e. September 30...?? And even if the 120 days are interpreted as 4 calendar months, TAD still has to issue results by the end of this week.
T22