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Erosive, not divisive
The biggest drain on TP resources and highly derisive on the bottom line was the now divested heavy engineering section. It won't have had an effect on last year's figures due in May but it will have a hugely positive effect on current years ptp.
TP also announced at end February that it was pleased to be working with SEC Newgate, new Investors and PR agency. They are supporting the group in communications and positioning as a consulting, software and technology business. I think it not unusual that investment coverage and research will start to increase after this bedding in period and look forward to greater exposure of this little gem......£45m MCap is frankly laughable.
TP is also perfectly placed to offer it's modular oxygen generators to a world-wide market. I would expect news that it's extended a hand towards India's woefully inadequate oxygen supply and infrastructure. This alone highlights one of the opportunities that the embedded IP amassed from half a century of submarine atmosphere control can uncover. All valuable organically or to a bigger fish. Massive value here in a debt-free company. DYR and be a prime mover before the herd wakes up....
Cash in the bank, order book at 1.5 x current MCap, exposure to high growth sectors in space, hydrogen and top-level consulting, divested heavily loss-making engineering division and negotiating potential cash-generating sale of maritime division. The sum of the parts here is simply not being looked at. Do the research and catch the rerate as TP has already flagged expectations in it's last t/u. Any positive progress news should trigger a good rise. Directors are prevented from purchasing shares due to price sensitive negotiations on the maritime sale. Excellent time to exploit this embargo imo.
As I warned at 13.46 on 7th April, every time small AIM shares over promise, unwary PI's get sucked into the hype and brokers then jump in with a discounted placing. Please learn by this. He1 is a decent speculative stock and MAY produce spectacular results and profits but always keep those prospects in perspective. If a share spikes on hype, sit on your hands and wait till reality kicks in and it fals back or pauses. If you've done your homework and like the prospects along with an acceptable risk/reward then use the drop to buy in or average down. If not, delay your decision. Yes, you may miss a rocket but you may avoid an unacceptable loss.
Everyone was whingeing about Aviva from July to October last year as it wobbled between £2.50 and £3.00......'dog's, 'waste of time' etc......then it lit up and climbed, and kept on climbing as the value became obvious. Patience, as this price is a steal for all the goodies in the GSK bag.
Keep it in perspective guys.. ...great if it happens. Think helium balloons.....great when they're filling and rising........until a pin comes into play. Take nothing for granted, then you will be elated with a strike but not devastated in a fail.
https://www.hardmanandco.com/research/corporate-research/upbeat-outlook/
Got to be a major beneficiary as lockdown eases. Has done well as a result of food delivery kitchen maintenance but the flood doors should reopen as cafes canteens hotels and restaurants do the same. Nice upward trajectory here for good gains.
At least you go in with balanced research and eyes open
https://www.nytimes.com/2020/12/08/business/energy-environment/russia-helium.html
The reason is balance. Tanzanian source is wildcat and unknown.....yep, high reward but high risk as gas traps may not be present, just seeps. Bear in mind that the helium price is driving lots of activity in Russia and recently in Canada - Saskatchewan and Alberta WITH infrastructure in place for rapid sales.
https://financialpost.com/commodities/energy/beyond-balloons-saskatchewan-emerges-as-a-helium-hub-as-drilling-ramps-up
Keep your feet on the ground folks. Great prospects if it pays off but 20% cos means it's still 4 to one odds against hitting helium on the drill. Sensible measured money risk is the order of the day - don't get pulled too much
Great to see a sensible set of reasoned responses to my comment. It is indeed a right time right place shot here. As long as you're not sticking a wad of money that you can't afford to lose on it then the fun of the potential upside is apparent. Hope it pays off and if it does that He1 can get offtake up and running quickly to exploit upswing.
Great to have optimism but newbies check the risks as well as as the rewards. If you're happy with the risk exposure given the limited chance of success and a host of other factors thats great. Just dont get sucked in with ypir eyes closed. Helium is indeed a must have limited resource commodity but it is being addressed by multiple players as the current price is high..... Interesting play but those who remember all the Namibian Aim oil 'no-brainers' will understand.
The review is a double-edged sword for TP group. The company has positioned itself really well to exploit modernisation in autonomous systems, AI, robotics and green energy as I have frequently highlighted. My only concern is that the maritime business which is up for sale may fail to attract a sufficiently high price if the review reduces its underlying value. Think this is the sentiment that is weighing on the shareprice at present and hopefully it will soon be lifted.
Should see a nice uplift from here.
I contacted the Halifax on this, they are reviewing purchases and contacting purchasers in due course. Refunds should be automatic at some point.