Member Info for covmutley

325p would be nice, but still below where the sp was.

I had a quick look back at the previous revenues. I'd almost forgotten what a complete reset of the business it was to drop the low margin customer. Fantastically brave.

But it's worked. Margin is now good, as is the revenue growth. The job for itx is clear now, and all the recent employee hires show they are cracking on with that. We're only going one way now!!!!

So taking the cash away, the SP equates to circa £13.5m.

Seems light for 35% margin on the increasing revenues across growing products, sectors and markets, plus it's strong IP.

Doubt we will see and SP movement though with uncertainty over tariffs. Nothing the business can do about that though.

Of course it won't be as bad as suggested. This is trump. Do we not remember his last term? Do we think he will take Greenland?

I can see him placing tarrifs on things like Chinese cars, but doubt he will put tarrifs on raw goods and other materials that power the US economy

165 broken and the persistent buying continues.

Still miles off where the SP should be though!

Someone's using their Xmas bonus wisely!

Hopefully a sign that the update will be positive.

Some decent buys have got this moving back in the right direction. Santa rally to come?

That's what I was thinking Elsol. Even if a tarrif was added, it's to a presumably (?) Cheap raw product, not the itx final product.

Maybe it's because trump is anti climate change stuff, but I dint think that will change the trajectory we are on there

I think this firmly puts to bed whether it was right or not to offload the largest customer with the poor margin.

The growth elsewhere is very good, and may have been hard to achieve if retaining that customer. Even if that's not correct, the margin is now very healthy and no sign of the growth dropping. Rather, the strategy and employee hires to market the products indicate that growth is likely to accelerate.

Now just the sp to get back to a sensible level!!

Yep, just added £500 ish, which showed up on here as a sell. Couldn't resist.

We are now more or less at the cash position. Nuts!

In free fall here! Ouch!

If only I knew why the seller is selling??!!!!

The scraps of news and adverts for jobs all sounds promising, but...

Pre budget moves by people perhaps??

Some quite big trades gone through? At least one looks like a sale, probably all, and thats the reason for the drop?

Shame there's no nice surprise, but that would be out of character for the business anyway.

The good news is that all the figures are now very good- margin and growth.

Next stop.... profitability, which really isn't far off new.

I see there are a number of senior job openings. Wonder if these are new positions or replacements?

Also, one job is for night shift production. Do we know if they have been working over night already?

That looks a whole lot better!!

Persistent and consistent buying on Friday carrying on again today. Must be the same person loading up?

Lots of the sells coming through are for round numbers of shares. I'm guessing these are perhaps automatically triggered trades?

But more encouragingly, the shares are getting mopped back up. Institutional buyer loading up??

Odd, but pleasing I guess...

Some buying but not a huge amount. Are these now held THAT tightly?

Good news on margin. Interesting that they are doing business with the company they pulled the plug on.

Shame there's no better position on revenue than previously forecast, but I guess it could be worse

Gmet up over 10% currently today. So it's understandable why pow has slipped back... ?!?!??! Ffs!