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Great contract win for D4t4

THis will bounce up after the election. The market is worried about the defence budget being cut which would dramatically affect TPG.

December/January is historically a slow month for TPG. Further contract wins are expected in Spring 2020.

But don't forget that under the new accounting standards that a lot of deferred income will be able to be released as revenue (assuming that TPG has completed the statement of works).

I'm assuming that there will be a Tory majority government.

The best thing to look at is NOT the polls, but the bookies. Remember, the bookmaker never loses. And the odds for a conservative majority are odds on.

With that in mind, I am hoping that the market has been prudent with telecoms companies and entertained the possibility of a labour or no majority government.

Therefore, assuming the bookies are right i.e. the Tories get their majority then talktalk along with BT et al. will increase significantly.

But lets not turn our attention away from the excellent half year results. The Talktalk strategy is delivering extremely positive results. I trust this management team. Its going in the right direction.

Does anyone take note of the Motley Fool's articles on Sirius Minerals?

One minute they say why shouldn't buy Sirius Minerals and the next minute its like why people should invest in Sirius Minerals. Its the most contradictory online investors magazine ever.

I appreciate there are different people writing their articles but for me it makes them lose all credibility that their so called 'experts' offer so conflicting advice.

To conclude take any advice from them with a pinch of salt.

The odds of a hung parliament (any hung parliament) are 2/1. Tories are 1/20 last time I checked.

Its too difficult to say that FY19 will be better than FY18. But I know for a fact that H219 will be better than H119. You can see all the revenue that is going to be realised that is currently accounted for as deferred income (which wont go through the P&L).

I havent heard of any contract losses/expirations but then why would they tell us that.

All I know is that:
a) The product is good - Celebrus is a market leader
b) Management is clearly competent
c) Company is going in the right direction with globalisation

I'm not too concerned. Its about how revenue and profit are calculated in line with accounting standards. because so much of D4T4's business is contract revenue there is strict criteria in terms of how this can be recognised.

we need to look past this and focus on the contract wins and renewals. I have no reason not to believe management's claims that HY2 will be stronger.

Great opportunity to buy IMO. They have had an operational reset so it was always going to impact financial performance. Im expecting the changes they have made to bear fruits next year.

The SP will be 150 by 2021. Easily

Ive never been in a position where one of the companies has invested has been taken over.

Question: What's the point of waiting for the takeover to happen? Why don't I just sell at the current price?

Does anyone know the implications?

So many more BUYS than SELLS over the last month.

I did say that there were further contract wins on the horizon

I did comment earlier that there would be further contract wins and that was based on my sector and knowledge of government departments and contracts (a lot of which is in the public domain).

Whilst this is great for TP Group, do you not think people must have some insider info to be able to make £100k (in total) purchases vs £1k sales

Commercial flow rates are expected. I don't think 15p is too optimistic as we are essentially in a better place the last time the SP was 15p. But I see your point

Just increased my holding to £100k for TLOU. Positive news awaits. This will be 15p by the end of next week. Mark my words.

CMA have cleared the acquisition.

Still think the price was too low especially after 2.6m contract win.

Nevermind

Dividend has always been decent.

Really happy to see the consolidation of the talc business starting to bear fruits. I think H2 is optimistic but possible. I think we will see the true effects of the consolidation next year.

I expect debt to be diminished and that is one of their objectives.

Yes - definitely.

Like we've said before around £8 is the bottom. This will be £10 by the end of the year.

But how did you know they wouldnt secure funding? Where is that prediction?

As we get closer to judgement day time and more importantly cash is running out for SXX. Odds are getting longer now. Expect this to trickle towards 1p with a few bumps along the way.