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14:05 17/11/2015

Or there is really something wrong with the company and we all enterde

14:04 17/11/2015

Well I agree on wether such à large portioneren op R&D should be capitalized, because if you add those to opex the ebitda would schrink to marginal levels and might be even negative....therefore the fcf when these capitalized costs are included is only marginally positive. But this is inherent to the business and industry and allowed them to grow so fast....also these capitalized costs were no issue when the stock went up towards 350p at the beginning of the year!!! So this stinks....either some shorters are collaborating with each other and with brokers like cannacord......manipulation....which can be seen when looking at price action and blocks traded! But why is this not reported to the fca or whatever????

13:51 17/11/2015

The buyback announcement seemed à bit of à panic move to resterende confidence, but they clearly failed restoring this! I agree that buyback was à bit panick move, but it should confirm there are no liquidity issues within company....although for the share the buyback will actually worsen liquidity! I hope an announcement will come soon in order to resterende confidence, because otherwise this stock is sub 100p next week

13:47 17/11/2015

However,seems there is no stop to this fall, cant be only due to the cannacord note alone, who takes them seriously anyways. But this prince action seems to be telling there is something going on that we dont know yet? I fail to believe they are comitting fraud or something like Globo, which is mentioned on the forum as well.....CEO has 20% in company so he would-be be robbing himself doping something like this.....also te board of directors consists of some well knowhow heavyweights. But stille way these moves? Stil plenty of growth and margin improvement potential left, so this crash does not seem justified!!

13:42 17/11/2015

I thought the move from 350 to 250 was largely driven by illiquidity in combination with manipulating brokers....some large players buying blocks sub 250 which caused the bizar move of 100p down in à week

13:51 06/11/2015

Still this price action stinks, but I think it has to do with some brokers moving around big blocks......what is better than selling a big block to a major customer at prices

13:49 06/11/2015

the facts Paul mentioned in his article are a well known practice, although I agree with his calculations on real profit by looking at cash flows. However, this did not matter to investors in the run up to 350 in the last couple of years. Furthermore, the Globo fiasco is totally unrelated in my humble opinion. The board has some heavyweights and the CEO is a major holder, so I would be highly surprised if we see the same accounting malpractices here!

10:58 06/11/2015

Unfortunately there is no contact number on the Telit website, so I have send an email on whether they have a clue what is going on. This stinks, as the Swisscom deal did not mention any financial numbers so that should not be the reason for the share to get hammered! Anybody here knows how to correctly check current major shareholdings? I am not familiar with obliged notifications in the UK, but would assume there is a register for major shareholdings?

10:46 06/11/2015

anybody a clue what is going on? why -15%?

14:44 29/10/2015

Also, I have heard several stories about ex-chairman Sepil will be involved in the gas Midco, can anyone here confirm this? that would be a catalyst for the share price of Genel I think, but again any clarity is much needed!

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