Member Info for dubz

I was asking about that to yesterday.

1m delayed trade popped up.

New blog out to: https://t.co/I4HgSvH1fg

Thank goodness someone else agrees about Peterhouse. I worry that with them on board that a placing may never to be far away, thou they've REAT have never raised. As mentioned last week, they do all their PR "in house"
I to am hoping Georges shares have found a home with Helium / octopus or Whatmore, but after hearing that TSI last week had a TR1 delayed by a month, so there is hope.

We move on to what we dont know.
George Stavarinidis is a legacy share holder. He has recently sold down from 6% to 3.19% Could be a myriad of reasons for him selling. It appears he has now stopped, holding at 3.19%. Him selling, seems to coincide with the the SP having a great run, now at multi year highs. This behavior (imho) seems to be contrary to other SP prices, where a large holder sells, and in turn the SP falls (SHI for example) I was expecting his shares to be taken up by a entity (Helium or Octopus) or maybe another legacy holder, but that appears not to have happened or reported yet. TR1's can take upto a month to be published.
There are other long term holders that have also sold in to the rise, all good. old money out, and fresh money in.
We can speculate that new contracts have been signed in recent months, we can speculate that come June the interims they will be in profit.
Calls have been made for a Brokers note, however i would caution that, as personally i do not like Peterhouse, they should ditch them asap. Just because a broker note is published does not mean the SP will get any more uplift. Broker notes can put X amount on the SP, and it never gets anywhere near it. The notes do add visibility and reach out to a wider audience.
As ever these are my thoughts.

.........

So, for the newbies round here, and others, these are my thoughts as to where we are at the moment.
We know less, than what we do not know, that is probably correct in the majority of shares.
What we do know is that since Shaun Doak https://uk.linkedin.com/in/sddoakand and the new FD Angela Pankhurst https://uk.linkedin.com/in/andrea-pankhurst-37229785 have made a impact since joining the board, which seemed happy enough just to meander through life imho. Shaun especially has injected some energy. He q=was appointed MD in Feb 19, then appointed CEO a year later. What we do know is that the CV19 pandemic has definitely helped the business. It seems to have helped to open new avenues for the company.
The company is probably as busy as its ever been. We know they are "sub contracting" out work to trusted businesses in the same field, and that business is nationwide. They have contracts with a Tier 1 rail manufacturer for 15 weeks which is ending soon (hopefully a extension or new contract very soon?) We know they have at least 2 hospitals contracts in London, 1 public, 1 private. In the last trading update, they were still loss making, but are very close to being profitable. They have ditched bad debtors, and concentrating on higher margin work.
I have just see this, which i have not seen mentioned anywhere before? Have they taken out a loan? https://s3.eu-west-2.amazonaws.com/document-api-images-live.ch.gov.uk/docs/6nY3S-QWlpcKJKjXkSGfcwzQiJI6Ne8cof84yVkDt3c/application-pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIAWRGBDBV3PXMXWNMM%2F20200503%2Feu-west-2%2Fs3%2Faws4_request&X-Amz-Date=20200503T090107Z&X-Amz-Expires=60&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEB0aCWV1LXdlc3QtMiJHMEUCICK%2FWV%2Bb%2BBTHfw473EEcaKPAr3TIIPLzJOYYXmMDhs5KAiEAzLhoixpcSabU%2BC4rtz0eugRrAXkUVN3QSuVi6hlD5csqtAMIVhACGgw0NDkyMjkwMzI4MjIiDBz96fVk6kmJ8kpE2CqRAyCmP85VLsJg6RtzO3zNulEDsAXQac6CPLVTYj0XQyG1BzfUgkFZX8NbGqNV0oRmk2hf2z1lYGVIf7rZTQRsppCKW94WkOv3xaj84GrNi%2BI7zI5n%2Bm1uFMsdSZXqTvEBWS7An3ZfX%2BpgerIexgA%2BV01MhgW9y%2FCZti3r%2B%2Fa773gIKUgdoSdIlubi8892mE0Plxsu9xFDJKV11Lt9UCICOV96oelKakNdubIjYgvVP%2FE6dxuQhxBHbdhWcSq804m%2BAQG7aau3qgJK9zcECgg%2FCOxfkC22t4vmNh6od14f0kCbLcKIs3q2j02cBN%2F7Eg1okwUtA9JuNE%2FbMjmPElPxYQc8TlR1vMoQWD4myO%2BlfBA0Tp6FGWQYcNXWepS9KJx2Fu%2FASa01raLywi4v88DOnIa2vYOiPOUR2maM8xxnuAHtlfTMaDavATjREbdgMIPSFUXBRyj2Bv5vy14YtLB0ABmTJPXK5q9EKPkeVvDn3c%2B4xi7AvXWpLWyD%2FhMbdVETRW%2FmpCas05mZQPuhiwI5ipvJMP2UufUFOusBKaQn8l9q%2FMAEF6dfIcAGfhWbfM3IAXJ8TgC8dYRdtAXxTPv8RkYji4zPe3OOkRbsOdtDCEW9cucFL6lfGFjEFUYRi0%2FWYY2r6PHwhNkZMsx3eUgXfifI1%2BZPP1pEGnUK24EKy5uVopoM7GjnF6D3r%2Brj6GGLAPkULhRQct12TRlgu3a%2FPbd%2BbUn3MT2ScrBXWpNSZYUN4p%2FVb6zEU06fX3SibT3Hk1viaa9YvSM5FjkQ1%2Bg6AWJB1fAnZmKSwdArYrUijwJcSN%2BBNh9W8IbHr9Pk62o18cANVgsK%2FbR2FjO67umUBsMil0P9VA%3D%3D&X-Amz-SignedHeaders=host&X-Amz-Signature=7b138aaab439b703092f115db5b525757293e7580be71e5e24afff6656000d70

Have it on good authority that a broker note has been suggested to Shaun.

more than likely from yesterday? prob a buy

Delayed 1.35m buy from this morning? 1.95p

A fun week, REAT did us all proud. Nice to finish in positive territory. Finished Week highs (not intraday) multi Year highs.

nice 500k buy @ 1.74, 1 hour delayed as per usual

fair play for the correction. GL

10M.....so that makes you just over 2% of the company. Have you taken Georges slack shares?

Also, remember this : https://www.reactsc.co.uk/post/breaking-a-new-contract-for-a-major-rail-manufacturer is for 15 weeks, that 15 week period ends middle of May i guess? Hopefully renewed / extended.

Unusual that we are now flat, forgotten what green or red on us looked like!

React is on the move again. 2p again today?

Map, crossed wires i think? yes, seen ADV data and Morning star + london stock exchange site, all say 2p. The question about numbers was in relation to the pdf you sent from BTP with totals nxt to REACT 3796.6 is that contact total?

Cheers thats a top find......stupid question, what do the numbers mean?

Can anyone else see that on here, LSE trade data appears to be missing the last 40mins of trades? last trade i can see is at 1550, yet over on the other site starting with a A, data shows trades till close of play at 1635 with the delayed 250k buy, way ahead of the SP at 2p.

Map, can you send a link with said "proof" i guess if its BTP, it'll be the grizzly task of cleaning up after a train hit? They do say on website "ANIMAL & HUMAN FATALITY MANAGEMENT"

https://www.reactsc.co.uk/partner-programme look at points 2 and 3. Point 3 shows they are now a nationwide company after branching out and using certified contractors they trust to do the job. They pay them well and on time, which is good, as in the past like many companies, REACT has had bad debtors.