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small loss to give some room for buying after interims (which likely are going to be grim)
4500 holding.. ..decent sanctuary imv
buy back sub 150
"In the first quarter of 2016, revenues were 10% down on the previous year of which 4% was due to lower resin prices. The lower volumes were mainly as result of lower demand for our customers' products in the market which is a continuation of the trend in the second half of 2015. Resin prices are increasing which will reduce margins in the short term before prices are adjusted. Previously reported new business gains have come on stream slower than expected
hold 2500 free carry
but not extraordinary..happy to sell above 170
I think that's a cracking buy in price given what results are likely to show in a years time.
sub 150 ..pricey, but decent imv ..perhaps retest 120-130 area??
Net assets fall marginally, large chunk of debt repaid. An exceptional item totaling £1.7m hit profits but won't effect the next set of annual results. Looks good value again this morning. "As a result of the improved results of the business in 2015, the earn-out element in the acquisition of Madrox has increased by an estimated £1.7m and this has been treated as an exceptional cost in the 2015 financial statements. This final element is due to be paid in April 2016 and brings the total estimated earn-out to £4.2m which would bring the total consideration to £14.7m."
Investors offloading at 162 this morning. Results don't look too shabby at first glance
results this week, what are your thoughts on how the market will react
insurance
bounce to 180?
free carry @168...now hold 3k
so interesting to see whether mojo here and tfw can be regained...given inflated multiples and market wobbles
no stopping slow ascent
Why was revenue for H1 2015 FY (£13.6m) about 20% less than H2 2014 FY (£17.1m)?. Would only expect about 10% variation (based on 2013 H1 & H2 which were pre Madrox). To achieve brokers revenue forecasts for this FY (£30.8m) they will need H2 Rev to be about 25% more than H1. The earn out of £3.4m to be paid next year is on a par with their forecast profit before tax...........property sale on the cards?. Thanks DD
like with tfw, overvalued just gets more so...v fashionable ...so I'll hang on for £3++ now lol
One of my recovery plays from £1+ level! Impressive rise following stalling
folk must reckon lodz n other goodies going to turbo charge growth here ....when to sell??
Or perhaps not. Strong buying over the past few days. Now back above £2.
back to c150
up on this weekend's scan ... Nice chart and bullish as long as it stays above c150p in the short term. Looks to be heading back to c195 with a view to moving to 270s - if it makes that then it faces a likely reversal or big breakout to put it well north of £3.50 (£3.80 specifically to my eye) ... GLA
and if you look past its slightly pricey multiples (esp given currencies issues ie rel strength of £), this is a terrific component in a lt pf...imv ...enjoy yr w/e
For once I called this right whilst you called this wrong???!!!! I gotta record this!!!!! The one and only time!! And yes £2 on cards