Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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Good time over 10% now and it’s only just begun
So we pass 500p don’t miss more.
New holding, bought in today,
Don’t miss it again !!
We get close to 60 p eps with no increase in 2 nd half!!
I expect there to be an increase as more sales are direct to consumer!
Expect very exciting news soon.
So let’s assume 60 p eps x 10 gives 600 p
Less net cash 120 p so 720 is a fair target.
Growth again next year and more direct sales I am going for eps of 100 p in 22 and a target price of £10.00 .
Exciting times ahead. I remain a buyer
AndyRobinson, You were spot on, and I was miles off with my H1 12-15p EPS estimate.
In fact if you add the EPS amounts ofr H2 2019 + H1 2020 you get 60.1p - bang on your figure.
I should have gone with my gut and bought in here sub 340p. I would've been 35% up but that's what you get for misjudging a share completely. Seemingly because I didn't get the significance of the Disney deals they now have!
Current valuation @ £4.60 per share / £23m Market Cap looks undervalued.
- P/E of 7.5 ish
- This drops down to less than 4.5 once you factor in the assets, which work out at £3 / £2per share (incl and excl intangibles).
There's unlikely to be any newsflow for 5 months, which is likely to see the share price slide downwards, so I shall keep my eyes peeled on this in the hope of a sub 400p entry point
Well done Andy! I hope to join you eventually :)
Tandem design and import nearly all their products. They own many brands. They also have a division selling direct to the public and this is growing fast. There is 200 p short term and 600 p in 2 years to go at here. Profits of 5 million within 2 years is very achievable . Net cash over 6 million v market cap of 20 and current profits circa 3 possibly 4 million.
DYOR but I can’t get enough of these
I'm fairly new to this stock. Can anyone tell me what their advantage is over competitors? Thanks
And net cash 100p a share
Looks like I underestimated at 20 p
Numbers were eps 22.7
Now can you see my 50/60 p
Eps up to 22.7 p from 3.1 last year. 2/3 rds of profit comes this half. Certainly think my 50p is more than possible. Maybe even 60 p plus
Strip out net cash £1 a share and we trade at 5 x earnings
The shares are worth buying up to 600p and some exciting developments to come that could see next year us making more.
Dividend doubled
DYOR but it’s a steal
I am a holder
I see 20 p first half
Great chance to buy now as MM are looking for stock by shaking the tree. Private Equity have a sniff here.
4 m in net cash v a 17 m market cap and well over 2 m or earnings.
H1 EPS will probably be about 12-15p I reckon. What are you expecting / hoping for?
Big 10% / 36p drop here by the way! Now more tempted than I was a couple of weeks ago
What have you pencilled in for the first half number? Eps
*440p+
Andy Robinson,
Thanks for your response but how are you getting to 60p EPS? Having done a little research today, it looks like EPS should grow to 43.5p-44.5p. Still miles off 60p. So please may you help explain what I'm missing here.
Feel this should rise above 400p but struggle to see how it'll rise considerably higher than that providing a poor risk vs reward to potential new investors like myself.
With eps Ilkley to be 60 p plus the rise has just started.
DYOR but loads of upside
I've only just come across this share and am gutted to see that I may have missed the boat.
Well done to all holders here - looks like you've got a good 'un!
And still we climb
The shares are more than double the years low.
I don’t think we have even started yet.
Watch this space
Somebody must have taken notice.
Up over 11% yesterday.
My view is that this is seriously undervalued.
I estimate over 2 m net cash
Market cap is still just under nav and they are real assets
Having a great year up 7% at half time.
Could make 60 p plus eps this year
That’s only 5 x at current price
Most sales have been retail rather than fob do more margin
I expect the shares to go to over £5
Holding steady on the big increase yesterday, looking good for TND
“Bikes” oh I didn’t know that, you would have thought they would do better considering how long they have been in business. Hopefully they will learn for this year, it’s not often everything falls into place to make cycling centre stage, surely this year profits will exceed the +20% from last year
bikes