Member Info for Breton59

Back early from London, my son and Daughter-in-law had the option to view and put an offer in for a house in Hampton-in-Arden. My wife's friends have all dispersed to other Uni's largely because they disliked the current Dean of the Business School they were at. One of them reminded me that after buying some years ago into Lloyds, RBS , Barclay, and Taylor Wimpey when the share price was low I then decided in 2012 to look for company's that had survived the recession and appeared in good health. Stilo Int at the time fitted the bill even better than Belgravium Technologies (I was advised to take a good look at the supply chain logistics and not buy Tesco at £5) Toumaz and Inspired Energ, all of which, I have bought and topped up in, in recent years. Traf New Houses , Fastjet and Premeir Foods have not been good advice. If its any use to you they did advise at Christmas to look at Aukett S****e which I failed to look at, but the final figures on the 29th Jan look good to me .I should have bought in. one other firm was SWP?. Stilo is still debt free and cash in the bank . They believe its still a good managed firm that just needs the research to pay off. Sorry if its not detailed but I've retired early on the buy's I've made so I'm happy to follow their advise although I doubt everyone will keep in touch. If you want one smile, I support Coventry City and one academic that runs the Footlball managers course thought CCFC was a good research paper on how not to run a club!.

The same people rated Belgravium Technologies and Toumaz along with Stilo International. My wife has now joined me in early retirement but we 'met up' with her former friends at Christmas. Several firms came up in conversation and I did repeat the often stated claim the Stilo have been treading water for a number of years with a near static share price. They still rate this company but as to detail it tends to be a bit here and a bit there that I take in. Engineering logistics or detail shop floor planning is more my strength. I have topped up in Bel tech and Toumaz and on balance my still going to top up in Stilo. I will try to get some detail but we don't see them very often. Sorry I'm away for the next week down London but if I get any information your welcome to share it.

Good opportunity to buy . This is a long play share but debt free, pay's out a dividend and have a number of good products. My knowledge of the tech side is limited but some in a local Business School rate this company. Just hope they are right.

Good set of figures today......helps to say well done to the management team . As always, a challenge this year with energy prices likely to stabilise at some point and getting that right is as big a challenge looking forward as when energy prices were forever upwards and onwards. Hope we can begin to see 15p again but having invested two years ago very happy with progress.

With regards to Director deals you are right but its not recorded on the H L website but it is on the Halifax site. Letter from Mr angry of Leamington on the way to HL.

Interesting observations....I bought into this company about two years ago, looked for companies that had weathered the downturn, same management team and had little debt,.Stilo fits the bill but soon after I purchased a similar set of comments were made that this company had been treading water for years. There are no purchase of shares by Directors for the last twelve months despite the low share price and admission to AIMS was in 2000, however, it has no debt and its share return is not that bad. Worth waiting a little longer on this one.

Thanks for the information. I'm still concerned that this company has shot ahead of itself too far but, hopefully the market will continue to grow . The need for new housing is so critical to millions of young people that no political party can afford to ignore house building at the next general election .I just hope this company that has already failed in a buoyant market to deliver on forecast will tread carefully .

18 months ago the aim was to declare a dividend, by April this had disappeared, no mention since. One supplier in a buoyant market goes bust, delays in sales and then a project which I read could be 53 units?. I don't know the site but 53 units requires infrastructure and a good workforce. This firm when I invested had a good business plan to 'backfill' brownfield sites within the Southeast. The jump to 53 units is a big leap for a company that has struggled to sell half a dozen on one site.

Not very detailed report. With margins due to be squeezed in the coming months as the market slows down and competition for skilled labour growing this company has missed the boat over the last twelve months. It's difficult not to look back and see many building firms strengthen their position enough for some to float back on the market and others increase returns to investors. This firm needs to be more diligent in doing its homework before commencing on anymore projects. too many delays over the last twelve months in what was a very buoyant market doesn't bode well for the future. I intend to hold for the first six months of next year but from a simple and attractive Business plan with a low cost base..... too many delays and missed sales.

Forgive the Shakesperian pun but Henley -in-Arden is close to where I live and close to Stratford-on-Avon. Had dealings with AFS when I was Treasurer of the local Royal Naval Association in Leamington, very good company but I've taken an hour to understand the logic in this move. Plan to top up , good move, if you can wait .

I don't see any reason for this pattern. The firm has some good contracts and I've recently topped up. I have consolidated my shares , selling poor performing shares and buying into good ones. The share price will recover , most of my small Tech firms are down on a month ago when the market had a 'correction'.

Precisely my dear Watson, who holds the money and where does the trail lead!. I had considered selling these and Fastjet at a loss a re investing in swp group. They keep this side of my investments in the building trade but at the supply end rather than at the sales end. Traf new homes had a low cost base and a good business [plan but now...its all going rather badly. I missed the AGM being one day into a holiday in Sciliy with the wife and I'm only down the SE one day aweek looking after the grandson. On reflection I've decided to hold until the new year and take stock then, but I will buy into SWP Group, some really good figures this year.

Forgive my ignorance , living in the midlands, but I assume Traf New Homes has at least outline planning permission on its undeveloped sites?. The reason I ask is because I considered this firm to have a niche position when I bought shares last year. This has slightly erroded as a few other firms are in the picture now and the last few months has tested my support of the management team. One Divi promise shelved and then ...nothing, one supplier went bankrupt in the current building boom ?and constant delays selling property and gaining planning permission seems a suggest a team getting out of their depth.

Firstly, I'm sorry you have to find a new job and I wish you all the best. I'm well aware of the concerns working people have when unemployed. I can't find any reason to expect a further fall in the share price. There has been no announcement of any new Directors or management shake up. The Web site on the Directors seemed to be 'locked' on Janet Thorton but besides that, there is no eveidence of a slow down in demand for energy management.

I have to rely on 'expert' data for Tech companies like Belgravium Technologies. This is not my best strengh but the data on this firm looks very good. I bought in about a year ago and topped up today . Current Web/warehouse/ doorstep options are driving companies to assess their options to keep ahead of the game. The current turmoil in the market is sometimes a good option to 'top up'. Along with Toumaz this looks a good company with a well balanced portfolio and good management team.

Sorry, been away for a few weeks. I don't see any reason for this share to fall. In general, most of my shares are down, the exception is the banks which are holding their ground, give or take a few pence. Inspired Energy still has the contracts reported at the pre audit and I see no reason other than the herd instinct kicking in across the board. I hold shares long term so I don't try to be clever on a daily basis. I plan to hold this share and may top up .

Actually, I'm retired, but all my small 'Tech' firms dropped yesterday so hopefully they will pick up next week. Toumaz is sitting on some good research although this is second hand info from a research paper from the Uni my wife used to work at. The firm is still a very good bet. I've no idea about the management team, haven't heard of any of them but , its a good bet on it's own or ....... I'm away for a while so I'm not being rude if I don't answer any comments.

Made a very modest profit of £800 but decided on reflection to sell out and reinvest in Inspired Energy. I wish any shareholders good fortune, I like Frontier ip but I'm determined not to invest any new money in shares until next year.

Bought in this week after watching this company for some years. Good management team and a drive to keep the company balanced . The results were good and future energy use will be a big issue for many firms. Future world energy sources are varied, but the technology to open more avenues in a growing world makes a company like this very attractive.

One of several companies I've been watching since 2011. After the last update this next one could be another good milestone. Wasn't too sure on the link with the States on the battery development and sales side but this appears to be a straight contractual arrangement on research/sales. All being well I hope to buy in this week. Looks like a good team although its not always wise to have too many family members on board , you need strong independent governance but all in all, looks a good company , growing in the right way .