Member Info for beaverburger

Yep, its going to get worse before it gets better. Will average down when the results are out and forget about it for a year.

The overall revenue might be up slightly but EPS and operating profit yr-on-yr are down. They are having to spend more money to attain a decreasing return. I agree that given the current oil market turmoil that they have done well but I would expect them to manage their costs in a better fashion going forward. My mates in the oil game are telling me that the world of pain is getting worse as the big oilies are now slashing budgets with increased vengeance so the refining game might get a tad choppy as the market consolidates. I'll hold for now as the gem in the mix is their consultancy offering.

They might be super confident but that's a hefty op loss plus they are looking at financing options so a definite cash squeeze. Could be an interesting couple of months before the financial model settles down and the sp pushes on. Short pain before gain...

It's OK. I know that there are various points of view about what may happen next in terms of monetary policy and the markets. I do see the Fed as being desperate to raise rates if only to get back to a 'normal' situation ie GDP of 2-3% and a comparable interest rate of 3-4% although that rate level is a long way off. The bond market certainly seems to think that there is a rise looming. Having all that electronic money sitting out there should spike inflation but it hasn't done so. There is an argument to inflate debt away but that brings its own problems. My view is that the Fed will raise, the markets will have a wobble but will come to terms shortly afterwards. The psychology of moving rates up will be interesting to see as there is a whole generation of people and traders who have yet to experience a rate rise. Not monetary armageddon but for a few it may feel like it.

Shakey - Please explain

Net cash flow is down 36% yr-on-yr. Reduces the prospect of further acquisitions given that the cost of borrowed money is about to rise.

market expecting something more dynamic?

All good. Only 318,881,991 to go :)

Generating cash but loss has widened slightly. Otherwise upbeat and hopefully back on track to hit 30p+ assuming indicated potential newsflow actually happens.

He's been supporting KBC for at least 18 months if not longer. Should be higher as the consultancy arm is where the money should be coming from especially given the drop in oil proce. Lots of refiners need to up their game.

I agree. It's been a due an upward pop for a while.

I agree - a steady newsflow over the next few months should give the sp a push.

Given that the annual report is due shortly and new Institutional investors have just come on board, I suspect that things are looking up. Also, the firm could announce a new contract or two on reporting day assuming of course that there are new contracts...

No real surprises. As I have said previously, its all about the revenue from here on in and especially so over throughout this year.

232p paid so is there another bid in the offing?

Interesting move.Hopefully 5.8-6.0p will give good support for a move upwards.

65m shares traded so far. NIce to feel wanted but by whom? RNS should be out in next 24 hours as this is over 3% holding threshold.

Someone's out on a buying spree.

You are what you eat, apparently, although I've never subscribed to that notion as I consider myself to be quite a pleasant chap in the main. As for TRX, it's all about the revenue from here onwards.

Another posititve step.