Member Info for afrc

I believe todays very important fall in the sp, following what were very good results bar the profitability of the group being at the lower end of expectations , is very much exaggerated. As always the market did overreact ! I still consider RCDO to be a very compelling investment , however i fully expect the sp to be under pressure in the near future. What would really help is a positive recommendation from the analysts following the co and of of course no decrease in the holdings of the major II's holding shares in the co.

I agree with you totally re the Tom Black factor ,this was one of the main reasons i invested in THRU , however the sales volume is the key here . Lets wait and see !

I am amazed the sp did not go even higher on the back of what were very good results today. The sp even went down this am . This is way undervalued for me !

I really fear that whatever happened to Carpertight who was the leader in carpets, will happen to TPT who is the leader in tiles. It will take some time because TPT is still in a reasonably healthy position, but with its market share being eroded all the time , it wont take long for the business to face serious problems. We need to remember the similarities in the shareholder structure of the 2 co's. The Harris family controlled for years Carpetright but saw the serious downturn in the industry coming a while ago and sold out gradually at a still very good price . The Williams family did and still do own the majority of the shares in TPT so it would be interesting to see if they have or are gradually selling up.

With all due respect for your opinion , in the absence of any good/great news regarding sales, the best we can hope so is 17p. If you call that flying , i am amazed !!!

So far the sp has not moved up because most investors have lost faith in the co. Several times we heard recently how well the co was doing only to suddenly hear that the co is about to run out of money. And here comes the co 's white knight to save the day with a few million to keep us going for a few more months. I am actually expecting and prepared for the sp to come down in the next few days. If it does not substantially go up today in the back of todays "good news ", then inevitably it will come down again to maybe the 1.6 level.

This has been a terrible investment, any way one sees it. All the time we seem to be getting good operational news and the sp keeps coming down. So either the operational news are science fiction or ?. Either way the whole situation seems rotten. The co depends on one major investor/benefactor who is probably using his investment as a tax loss credit vehicle. Either way , the major investor himself is not one with decent moral standards considering the several very dubious financial deals he has been/ is involved with !!!!! And what will happen to BOOM if he decides to stop bankrolling the co. We all know the answer to that , BOOM SP 0

The fact is that recently as soon as the sp makes some progress , within a couple of weeks its lost all the gain. We can not seem to consolidate the price at 60 +.

Death throes !

I am really confused and also not impressed. Please could somebody clarify for me 2 major points.
1) we assume from the latest holders list that to the present day , more than 80% of shares are still held by major ii's who must be sitting on a major paper loss. Will these entities sell up taking a major loss ?
2) one of the major reasons i and i assume many others like me invested in the co was the technology ( which so far has not resulted in the desired or expected sales to any important degree ) and the fact that Mr Black and his previous management ,managed to sell the previous co they were running to BAE for a huge amount resulting in a major windfall for them and whoever the shareholders of that co were !

Something is not quite right here , and i fear that by selling up now , we could miss out on the much larger pay off later in the future.

Thanks

What do we think about todays offer ?

There are no contract news. Sadly the end is near now. Another great investment from the illustrious Mr Woodford !

Wishful thinking ! assuming you are a long term holder and sitting on a large paper loss , we have to wait. But may i ask what are you expecting/hoping the co to return per share from the cash sitting to be distributed !

Thanks

At the 500 level this is a very strong buy for me. There is a lot of gas in the israel cyprus area and many big players want a piece of the action. The one risk is geopolitical with Turkey threatening to cause military escalation if it feels it will loose out on the bonanza to come. But i fell an agreement will be found to include Turkey in the game .It is getting expensive though at 550 an over.

At this level , i feel the price is very attractive again. The co should be coming up with results soon. I am hoping it will come down to the 950 level soon , but i fear that its more likely to go up again than down , specially if the results are good which i am very confident they will be !

The sp has now lost more than 20% in 6 weeks on no real negative company news, more general market tension. I feel at this level and i think it may go a bit lower still , TEF is a very attractive investment. What do you long term followers and holders of TEF think ?

I am not optimistic at all. Since refloating , there has been a steady decline to now less than 2 p, and worse of all , every day there is a big block of shares sold.

For most of us who have been long term holders ans still very much in the red , we really need to see substantial progress , ie a working prototype soon , otherwise i feel we will be trading at the current range for a while to come, if not lower.

Not impressed really at all. Very week results, always promising more and delivering not much. As for the return of funds to us shareholders, we were told it would be June 18 , now we are told summer 18.A very bad investment so far !

I was going to ask also what the feeling is ? I fear it may fall way below this, i would be very happy if it opens and stays at around 3 p which was the placement price !!!