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Beakybinder I share your concern about the borrowing getting out of control. I rights issue would kill the share price (its already dying). I attended the AGM earlier this year and they were confident that the borrowings would come down but I fear that the inflationary pressures have been worse than they feared.
Debt getting out of control, hence SP dropping, my bet is a funding round not far away...
154,97-156.74
steady as she goes
There were two price monitoring extensions after hours on 5th October. A price monitoring extension is activated when the matching process would have otherwise resulted in an execution price that is a pre-determined percentage above or below the price of the most recent automated execution on that day.
This almost certainly relates to a trade at 16.46 for the purchase of 33,186 shares at 158p. It indicates that the market in TT is not free flowing at the moment, indeed volume has been low over the last month relative to earlier in the year. In my opinion it means that the price is "wrong"; it is either too high and few people want to buy or too cheap and few people want to sell. We are some way off from the next regular trading update so we don't know how well they are coping in this inflationary environment. If the Board does achieve the guidance they have indicated and borrowing is down they are cheap(ish).
and yielding 4.114%
Very cheap IMO
155.48-159.41
147.26-148.50
narrowing
Outperform New Target - 325p
Am In full agreement
IMHO
Looks to be MM has sorted things now,
and will allow the market to adjust back
up to where it should be
IMO
Thanks for your helpful comments (and quite realistic for the most part)
You have to spend money to make money
is an old saying, which in this case is quite appropriate.
TT have the contracts, and must buy the parts to
fullfill them. All costed out and will gain profit when
completed
IMHO
Mark Hoad is the CFO of TT and non-executive appointment to and from one listed company and another are common.
In this case I think Mark has his hands full at TT watching their ever growing borrowings. (The say is will come down but with industry costs up so much since the "special military operation" in Ukraine seeing will be believing.) As for De La Rue well it has not been the best managed business in recent years. I suspect the experience flow will be from Mark to De La Rue not the other way round.
see RNS today
Is this good or bad?
comments please//
hopefully this strong momentum continues,
and we will be up above 180p within days
IMHO
166.1-167.6p
up 4.29% today (so far)
IMO this is going far
currently 163.101-163.67
Sales momentum strong and continuing;
· 2022 expected revenues already fully covered and
· orderbook creating a step-change in visibility of revenue for 2023
· Clear line of sight to delivering our unchanged, full year expectations with Group performance benefitting from an acceleration in growth, pricing action and the completion of our self-help programme
· Improved H2 profit and cash generation supports expectations that net debt to adjusted EBITDA will be within 1-2 times target range at year-end
4-Aug-22
https://www.tipranks.com/stocks/gb:ttg/forecast
Personally hoping for 270p within 12 months
bodes well for future recovery
IMO
over 700,000 shares in total.
Hopefully it means that 144p was the bottom.
current buy price 147.40p
yield 4.42%5
149.40-154.22
Continued strong order intake and organic growth, with full year outlook unchanged
posted on 4-Aug
DT100 do you think 120p is on the cards soon?
I am looking for 270p within a 12 month
It's on my buy watch list at £1.20