Member Info for BodRuncie

My guess is that it's because the Herd aren't here. Slow and steady and consistent progress doesn't excite PIs, so they don't rush in and drive up the share price.

But patience here will be rewarded. Sometimes sitting on your hands and doing nothing is the hardest thing.

TRX has been and is a fantastic investment opportunity at these levels.

Was that a wholly positive monthly update from DKL? With no caveats and "one-step-forward-one-step-back" clauses?

Are things finally falling into place? Can mgmt snatch victory from the jaws of self-inflicted defeat?

Stay tuned :)

The revenue is as-expected, and the mgmt have been flagging this for months. We'll have to see if the market acts "surprised" at the drop and MMs try to punish the sp.

But having said that, I am pleased with results. The board have shown strong leadership in rejecting the vanity of low-margin gross revenue. And the customer in question is still purchasing product, but now at a higher margin :)

Notably, gross profit hasn't reduced.

The newer revenue streams that are starting to come online, as well as the 2 new products launched, are very encouraging for future growth. And the board are sensibly spending small amounts of their warchest to bring this about.

The 12-month set back is proving to be a minor fluctuation and the end destination is still the same.

This time last year TST introduced dividend payments, with an interim 1p.

Prob looking at something similar on 26th.

Masks, that a hopeful guess or based on science?

We need an interview with Bo :)

I am with you, Lordloads, exercising caution.

Does the presence of abundant H2 (instead of He?) complicate things?

We'll need confirmation of % He and grade and confirmation that extraction will be economically viable before we can rejoice.

Hehex is just nervous, that's all. And panicking slightly :)

New Major Holding RNS.

https://www.londonstockexchange.com/news-article/CAPD/tr-1-notification-of-major-holdings/16636438

Aegis Financial Corporation, based in the USA, a deep-value investment firm, declare that they are now above 5%.

If the TO doesn't happen, there will be a quick drop into the 90s.

How steeply it rises back up depends on the upcoming trading update. If EQLS is still on a sound trajectory, it will climb back to the 100s. If growth looks sluggish, it could struggle.

Anyone opening new shorts at these levels is going to have hefty dividend yields to pay.

Good thinking, mEM.

ACSO is cheap based on its potential. Maybe some acquisitive people are better at judging ACSO's prospects than PIs, so best to head that off.

It does indeed, jlovie! Good call.

I was wrong, ACSO is more nimble than I thought. I added a small amount at 518p, and wanted to add more around 500 but lost my nerve.

We might get 10% short term and 40% long-term :)

Divi is fixed for the foreseeable, so the dropping share price just means the yield is increasing, and ex-divi date is a week away :)

I added a little more at 968.

I recently added a small amount at 33.95 to my holding. I'm v comfortable waiting for this to play out over the next couple of years.

Added at 9.95 on the bell and again at 9.97.

Happy to keep holding for the upcoming divi and decent capital gain mid-term.

Yesterday's trading had approx 90,000 shares in volume, all buys, gently pushing up the Offer.

Maybe someone else liked what they read in the Annual Report :)

ACSO is a little sluggish and sentiment has turned, so there'll need to be a more specific driver to get back to 550p, rather than just a rebound from an overdone drop, imo.

You might not get 10% short term, but you could get 40% longer term.

It is a silly share price for this company, but we were saying the same thing at 300p.

This dip feels the same as the dip into the 200s.

It just requires patience. Gas prices are rising, this will eventually be reflected in hy or fy results, and the share price will rerate.

But clearly PIs aren't savvy enough to forecast this ahead of time. PIs don't like to buy when a company gets cheaper, PIs prefer to buy when everyone else is also buying.

YU don't control gas prices, so they are playing smart and grabbing market share, so when the sector is on the rise again, they will benefit further.

In hindsight, we'd sell every peak and buy every trough, lol, but in the absence of that magic ability I'll just sit on my hands and wait.

It's not a flashy stock, so when a single determined seller crashes the price by 20%, it can take a while to regain the ground. But nothing has changed as far as the company goes. This just provides a chance for people to get some at these prices.

I had a read of the full Annual Report, and it mentions as a post-period highlight that SYS has achieved Tier 3 Advanced status with AWS.

This is new to me, and even the unaudited results statements only references the AWS Tier 2 Select status.

Heejae Chae's enthusiasm really comes across in the AR. He really believes in this project.