Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Welcome meter win and delivery on next grid scale battery project….these do seem to have long lead times….a year to commence building….but we should not complain about predictable growing revenues.
Still a buy and with more pipeline announcements in the future this is likely heading over 1000p in the not too distant future.
Investors Chronicle latest GARP (growth at a reasonable price) screen shows only two AIM stocks passing their tests; SUR and SMS
https://www.investorschronicle.co.uk/alpha/2021/08/02/alphascreen-property-backed-companies-proving-resilient/
A robust s trading update today.
Looking set for steady progress into the 900s.
V positive macro environment for the company.
Still a buy for me.
I added a fair bit more following the pullback though I am scaling back my pf in general - it's done well but fancy a break and volatility this week a good reminder
The presentations make an interesting listen/ although rather lengthy and somewhat repetitious.
I am hoping there will be some upgrades coming out this week followed by some good numbers.
The battery installations appear to start operating in 2022. It seems they have a 5-6 year payback which of it is a 10year plus asset will be excellent.
My utility provider uses them for new meters so I may experience their service first hand soon.
Their behind the meter offering seems behind others at the moment…..we are getting an electric car later this year and need a charger installed…another opportunity.
yes although not having access to analyst reports I don't know how that compares to expectations. It has ticked back up though. given where the water utilities are trading it still looks decent value although unusual for me to hold a stock at all time highs
SMS look at how much money we can make in the future
Market: meh
Management holding a capital markets day today is a positive.
It should remind the market of the scale of the opportunity which is extensive supported by environmental policy.
Still a buy for me…
Yeah it's been good !!
Closing in on 900
Pleased to be a holder over the last year....before that I watched it fall from 850 to under 600.
The macro economic and political environment seem more positive than ever.
They just have to keep finding more installations and scale care assets to build and manage at the moment these seem to be available. Although at some point margins will be squeezed by new entrants.
Happy to hold and see if these can go on upwards for a while.
It looks like the Sp has consolidated into the 800-850 range....I am hoping it now moves into th 850-900 range with increased index linked earnings supporting this.
Full recovery of meter installation and expansion of the CaRE pipeline will be needed to push it higher in the medium term. We will have to wait for the HY numbers to see it advance much into the 900s
Interesting on Sanne. Note how XP solid as a rock despite selloff yest!
Update today fine, hoping this can hit £9
Had Equiniti last year but sold just under £1.40 on the PW. I don't mind owning stuff that could be bid for , of course, but that looked expensive even at £1 post PW. I think they should bit the bidder's hands off, looked like a business that is falling apart.
Seems all is well in SMS. Trading update is on track.
Next news is late July.....
I anticipate the SP trading in a slightly higher range, depending on overall market conditions.
...ahead of the AGM.
Share needs some encouragement to head higher.....progress with meter installation and CaRE assets would be good to hear about.
I see there is talk or an actual bid for sanne so there is interest in back office administrators like XPS, equiniti is another if you like that sort of thing. Prob best to avoid capita until it is more recovered.
I'll take a look at that. I like that XPS is below pre covid share price despite growing, but more of a trading point of view haha. Could see someone bidding £1.60 or something for it
I prefer the insurers rather than administrators....seems to me their margins will be under more pressure.
Take a look at JUST a complex business, but it has restructured its balance sheet and is trading well below book.
Still holding!
You may like XPS, new holding of mine (I also still own Gately which I like alot)
Yeah just a grind it out stock at these levels maybe but that's fine
Sold my second water one (7T) today. 4% yield now, less compelling
AGM on 20 May will likely have a trading update for the first few months of 2021.
I expect CARe asset development to be the headline act.
Still has momentum...but needs some booster news...maybe for the Mid year results
And today an RNS that Liontrust are up over 15%. That's £142million.
IMO Liontrust are one of the very best small/midcap institutions. People always think of their Special Sits fund, but I did very well over many years in their Smaller Companies fund. Low risk, sector beating, strong performance, every year. When I go back to funds they'll be the first port of call.
...today I think. Buy more! :)
funny though
I think my last trades were that dip late Feb if not before!
UKI2
You are in danger of becoming a buy and holder if you stay much longer.