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Fulcrum Utility Share Chat (FCRM)



Share Price: 27.25Bid: 26.50Ask: 28.00Change: 0.00 (0.00%)No Movement on Fulcrum Utility
Spread: 1.50Spread as %: 5.66%Open: 25.00High: 0.00Low: 0.00Yesterday’s Close: 27.25


Share Discussion for Fulcrum Utility


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Bellers
Posts: 472
Opinion:No Opinion
Price:27.25
RE: Bellers
Today 08:12
Harrycash, I agree with everything you say in that post. In my last 20 years in work my job gave me several excellent national contacts in the electrical utilities contracting world. Due to the nature of their jobs they move from company to company chasing money. I’m fairly certain there will be enough info to help if I make a few calls.
 
Harrycash
Posts: 200
Opinion:No Opinion
Price:27.25
RE: Bellers
Today 06:20
Bellers. Like you I now see upside on FCRM but as always be prepared for good as well as bad news. All things considered we hope for more good RNS news.

On a cautious note I also own Lloyds shares. These I feel are a good solid long term hold paying well covered divi's with good upside on the SP once PPI and Brexit are history. For this reason I would not sell Lloyds to fund FCRM at present. Happy to hold Lloyds long term and fund FCRM buys from other sources. Just my opinion but 'care' is the main consideration at present with FCRM. If were correct in our theory then great. If not then wait and see.

All theory of course but I remain positive on FCRM with the latest developements. Lets see if the business press 'picks up' on our theory.

The fact you are so close to FCRM it maybe worth a couple of pints in their area local pubs. Always a good place to pick up on local gossip.
Bellers
Posts: 472
Opinion:No Opinion
Price:27.25
RE: Bellers
Sat 14:48
Harrycash, The more I research the more I like the sound of the relationship. I’m more confident now to sell my Lloyds holdings and commit to Fulcrum. Strangely I notice I only live 1000m from their junction 33 m1 base. Mmm, I’ll do some more digging. This may be even better than I first “ overheard” . Obviously all the previous chatter is in my own opinion.
Harrycash
Posts: 200
Opinion:No Opinion
Price:27.25
RE: Bellers
Sat 14:26
Bellers

Nice post and like you I was an electrician but retired early, 1997, got lucky I suppose. Anyway on the Bayford + FCRM question I think your close to the truth. Have to think FCRM was 'spun' off from the National Grid who I did work for and the FCRM set-up is to install new or additional power supplies to either new or existing projects. Bayford forcourts will need this throughout the UK on their forcourt and guess the companies they link with like Shell, BP, etc. Add to this FCRM already have both the expertise and teams to install new electric car charging points that Bayford will control with the present 'card payment' system. If you expand this then every Tesco, Morrisons, etc, will need the same setup. FCRM are the largest independant company in this field so with Bayford involved there exists real scope to be 'market leaders'.

Your idea on solar power could also become a factor but for now its all about controlling the capacity needed for the new generation of electric cars.

All theory of course but if were only close to the true facts with Bayford + FCRM we could be in for a profitable few weeks/months/years.

And I still have an idea the Bayford buy and BR 'dump' is linked somehow the CFO departure could be part of the scenerio.

Time will tell but I'm very optomistic on FCRM going forward. Hope some unexpecte surprise is not in the July statement to 'burst my bubble'
Bellers
Posts: 472
Opinion:No Opinion
Price:27.25
RE: Bellers
Sat 13:59
Worked in the electricity industry since I left school and retired from it @62 years old 6 weeks ago. Absolutely certain of 1 thing, I’ve heard more about car charging and network reinforcement surrounding it over the last year than ever before. 2 of the biggest issues are will the existing network infrastructure stand the additional load and where do you put the charging points? If Bayford have forecourts and space for solar panels and Fulcrum have the expertise to deliver the connections then it’s pretty much sorted. Seems they have the ability to connect into network operators infrastructure so it all fits together. Heres hoping.
raxfactor
Posts: 255
Opinion:No Opinion
Price:27.25
RE: Buy out on the way?
Sat 13:07
Bloody hell Harry,
I've not seen you post such upbeat opinions before, long may it continue, but it does make you wonder the company trading at a third of its value from previous highs when in the main news has been positive, and setbacks caused from situations FCRM has no control over.
If Bayford do make a move they have timed it to perfection, or manipulated it to perfection or is that taking it to far.
2.B.Frank
Posts: 968
Opinion:No Opinion
Price:27.25
Bellers
Sat 10:09
Sounds like a better tip than the brokers.Bloke down the pub must be true.l reckon you have made a good call seems something is a foot in the coming weeks don’t quite understand black rock reduction but other parties have purchased it seems.l am still here From 36 pence average down so under 30 is a bargain in my opinion.Good luck to you.
Bellers
Posts: 472
Opinion:No Opinion
Price:27.25
New investor
Sat 09:07
Hi everyone. Bought in on Thursday after overhearing a loud conversation in a pub in Yorkshire. Basically saying in their opinion Fulcrum utiliy was grossly undervalued and that there may be a release in the coming weeks to say everything is on the up. Alcohol fueled definitely but I thought I would give it a shot. Did a few hours research and imo it looks a fair bet.
Harrycash
Posts: 200
Opinion:No Opinion
Price:27.25
RE: Buy out on the way?
Sat 08:20
So the RNS on Bayford indicates the CEO took a 2% holding plus a bit more for the wife. Bayford itself taking the balance up to near 6%. They spent close to 3m on the shares lets say at 22p average giving them 13m++ shares with full voting rights. The timing of Bayford and BR suggests an in-house deal on BR selling majority stake thereby not 'spooking' the markets.
All theory of course but the more I research this the more I'm convinced Bayford view FCRM as a good addition to they're many business's
Harrycash
Posts: 200
Opinion:No Opinion
Price:27.25
RE: Buy out on the way?
Sat 07:36
Did more research on Bayford. Clearly their 'in front of the curve' and look how many gas stations they own thruout the UK. They know fossil fuels have a limited life span and within 10 years electric cars will be dominant. Using this theory FCRM fit the bill exactly to 1) install additional power facilities 2) install electric car charging facilities. Bayford have the 'forcourts' running to over a thousand and deals with all major players like Shell and BP already. The 'card payment' system they own and to expand this to electric cars is easily achieved.

Bayford looking at the future so FCRM to me appears a perfect, and cheap, fit for them. Remember these guys got out of coal when fossil fuel demand changed. This for me is their next step.

All theory of course but I will be buying FCRM shares on any dip and before July update. My guess is more RNS will appear and could be Bayford cut a deal with BR on the share 'dump'
Harrycash
Posts: 200
Opinion:No Opinion
Price:27.25
RE: Buy out on the way?
Sat 07:36
Did more research on Bayford. Clearly their 'in front of the curve' and look how many gas stations they own thruout the UK. They know fossil fuels have a limited life span and within 10 years electric cars will be dominant. Using this theory FCRM fit the bill exactly to 1) install additional power facilities 2) install electric car charging facilities. Bayford have the 'forcourts' running to over a thousand and deals with all major players like Shell and BP already. The 'card payment' system they own and to expand this to electric cars is easily achieved.

Bayford looking at the future so FCRM to me appears a perfect, and cheap, fit for them. Remember these guys got out of coal when fossil fuel demand changed. This for me is their next step.

All theory of course but I will be buying FCRM shares on any dip and before July update. My guess is more RNS will appear and could be Bayford cut a deal with BR on the share 'dump'
Harrycash
Posts: 200
Opinion:No Opinion
Price:27.25
RE: Buy out on the way?
Sat 07:05
One area that Bayford is involved appears to be 'top up' cards for most things. Theory of course but people in the future will need such a thing for charging electric cars etc. Could the theory run that Bayford see's that they're own property portfolio will be linked to FCRM in future years so getting in now is a reasonable risk/reward scenerio. I also disagree that Bayford are not interested in a possible takeover. Reading their 'business model" it appears FCRM may be a good fit albeit they may also see value at present SP values. Difficult to think they would throw that much money into buying 6% of FCRM without a 'plan' and they obviously know the company and management at FCRM.

All theory of course but would be nice to have a few weeks like the last.
raxfactor
Posts: 255
Opinion:No Opinion
Price:27.25
RE: Buy out on the way?
Fri 17:17
Nice end to what has been a significant week as far as the sp is concerned, and new investors to boot, its also interesting that Bayford are Yorkshire based so local interest there.
This investment doesn't seem inline with the rest of things they are involved in because normally they own them, I don't see a take over on the cards, maybe they just see good value, or some expertise that FCRM have and they want access to, who knows, I don't but really glad they turned up when they did.
jl5006
Posts: 1,622
Opinion:No Opinion
Price:26.75
RE: Buy out on the way?
Fri 14:33
Harry
read the company profile on Wikipedia. IMO they are not going into this to run it.
Read what they were into and what they currently have a real interest in.
Taverham
Posts: 1,297
Opinion:No Opinion
Price:26.50
RE: Buy out on the way?
Fri 13:34
Looks like people are buying in anticipation of good results next week. Fingers crossed.
Harrycash
Posts: 200
Opinion:No Opinion
Price:25.00
RE: Buy out on the way?
Fri 08:19
Not sure I fully agree on the theory that the latest RNS is all positive. BR 'dumping' significant number of shares asks the question WHY. Ok a new buyer is positive but BR are normally pretty sharp on possible negatives. I certainly hope not but caution is needed on FCRM at present. My guess is Bayford know far more than us and if their intention is an eventual takeover then were in the early phase. Obviously they see benefits in FCRM with their business model so lets hope no surprises in July.
raxfactor
Posts: 255
Opinion:No Opinion
Price:25.00
RE: Buy out on the way?
Thu 17:45
Great rise today and just shows what can happen when sentiment changes, hope Bayford want another slice of FCRM and soak up some more shares from any of the ii who may want out for whatever reason.
Hope that's the volatility out of the way now ..... well in a downward trajectory, don't mind it the other way.
isas
Posts: 1,732
Opinion:No Opinion
Price:25.00
RE: Buy out on the way?
Thu 17:39
Some big trades today and yesterday, could see a few TR1's over the next few days.
Choppers
Posts: 46
Premium Chat Member
Opinion:No Opinion
Price:25.00
RE: Buy out on the way?
Thu 16:33
Bayford buy is a lot more positive than Blackeock sell is negative. Bayford would have done all their due diligence before buying in a sector they are fully involved with. BR sell may well have just been down to fund weighting. Who knows but I’m a lot more comfortable than I was a week or two ago and following my average down yesterday am not far off breakeven. Will continue to hold.
jl5006
Posts: 1,622
Opinion:No Opinion
Price:24.50
RE: Buy out on the way?
Thu 14:50
Bayford - COY - and CEO Turner buy are real positives.
Read up on Bayford on Wikepedia.
Pity Blackrock don't know the reporting requirements for AIM. Less than 5% for FTSE - but 3% AIM. So they should issue a revised RNS advising their current holding.

Why BR got out - no idea -but my suspicion is that this has been in the background for a while. Always a problem when an II wants out = PIs suffer
Taverham
Posts: 1,297
Opinion:No Opinion
Price:24.50
RE: Buy out on the way?
Thu 14:32
Harry, with profits indicated in recent trading update coming through and the 'progressive dividend policy' announced in December, the divi is more likely to grow by 7.5% than be cut imv. The next results will confirm but I feel very confident here given the recent large purchase by Bayford and all the other announcements.
Harrycash
Posts: 200
Opinion:No Opinion
Price:24.50
RE: Buy out on the way?
Thu 13:45
Be careful the divi is not rebased then FCRM not that attractive on a risk/reward basis.
Taverham
Posts: 1,297
Opinion:No Opinion
Price:24.50
RE: Buy out on the way?
Thu 13:09
I think the business model operated by fcrm is complicated- both contractor and asset owner with long term capital needs and short term margin considerations. Both have value but maybe blackrock decided they would get a better return elsewhere in a more straightforward way. I have decided to buy in for yield and results.
Harrycash
Posts: 200
Opinion:No Opinion
Price:24.75
RE: Buy out on the way?
Thu 11:56
So Blackrock 'dumps' shares (5%++) and Bayford buys in for near 6%. 4sure there will be other RNS and lets hope Bayford know more than us. Hopefully we get a positive result.
Garrold
Posts: 9
Opinion:No Opinion
Price:24.50
RE: Buy out on the way?
Thu 11:44
Choppers; your trade that never showed up may have been on the secondary market Nex exchange. I too had trades that went that way yesterday.




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