Member Info for Adastra

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

Interesting.........Reddit is pretty much a blatant one man ramp but heyho you pays your money and places your bet.....risk on

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

One in five is 20% is odds of 4 to 1. ........ ie 5 chances with 4 negative 1 positive..!

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.

The next RNS will light up the upward progress... just a matter of patience here.

Can see it happening......sadly, for those of us who see so much positivity going forward here.

Think we'll get a bid for 10p for whole group....

Thankfully the sale of the cash draining Dukinfield engineering business has already transformed the profit profile for the current yr. It was losing £3m pa. It won't have affected the year ended Dec2020 but going forward alongside the pending disposal of maritime should have a massive effect on the bottom line. I think PC will hand over control when either maritime or possibly the whole group is sold to realise real intrinsic value here. I am sure that the institutional holders are more than aware in this salary conscious evolving environment. 10p should be vaulted in the near term as sentiment aligns with real prospects and material growth.

We all wanted the new CEO to reinvigorate Aviva and introduce change and vigour. The lady is taking the bull by the horns here. There has been more action recently than in years. If the cash is wisely deployed we could be in a series of rerates that reflect this newfound optimism.

Haha! I wish......but to be quite frank I couldn't do worse than present team as a conveyor of relevant info. Same applies to many on here too!

Hi OT, I cant categorically say that it was part of the Royal Navy, Thales involvement but your article was dated in August. TP were actively engaged in July with the team as a prelude to the later surface sea-trials awaiting patent after successful outcome. It is obvious that the involvement with the Royal Navy is not just restricted to unmanned surface vessels working in the absence of external input eg GPS. You will see that underwater is specifically mentioned in this article from July. Hope that helps a little.
https://www.tpgroupglobal.com/news-events-and-insights/insights/tpgroup-has-carried-out-sea-trials-for-our-autonomous-navigation-system-on-an-unmanned-vessel
The more you read about the capabilities of TP the greater the attraction. Surely it must be provoking predatory moves within the greater space/defence arena.

The strong bounce and rerate is imminent imo.

The irony here is that each of the acquisitions was disparate to the maritime business. The purchases of ALS, then Polaris have proved to be very exclusive in the technology they individually brought. Westek added an excellent niche business to the group before the big one that was Sapienza. The latest addition of Osprey again adds niche technology. Here is where we have a difference of opinion. Corac was an R+D cash guzzler, Phil Cartmel bought Wellman for £10m and grew it into the clean unit that is maritime throwing off good profits and bringing blue chip and government contacts and provenance. NOW, having used the contacts to bring together all the acquisitions on defined projects we have a cohesive offering. TP has now achieved critical size as a multiskilled high-barrier-to-entry player in a defined space. It has critical mass even when maritime is divested.....that is the critical point.
Maritime can now be shed at a good premium (hopefully of £45-£60m?) leaving a very well funded and agile player in the fields mentioned in my previous post. I believe that's why Phil Cartmel has engaged Newgate. His vision is complete once maritime is sold off.