Member Info for f15jcm

This isn't a great business but it certainly isn't worthless. A catastrophic profit warning must now be in the price yet the last update was quite encouraging. Having a former UK defence secretary on the advisory board isn't counting for much :/

Morgan Sindall slightly upgraded their guidance this morning, so I don't think the sector is struggling. Bad weather might have made for a bad couple of weeks but to be expected this time of year

But the company has already said it can sell all its gold domestically/to China

Worth remembering that the company is registered in Cyprus. Not saying I'm bullish but I'm continuing to hold.

Should have said 'strong buy'

Outlook excellent. Dividend attractive. SP in the doldrums. I've filled my boots

They are a Gold Partner of Hikvision

I've sold into the rally at ~63p. A ~57% gain across my two holdings. Best of luck to those still holding

Strong update from the Aspen division of SUS this morning. Bridging finance sector clearly buoyant

At this price I think the buyback scheme is better. Makes dividend increases less costly going forward

Anyone get the replay to work? I'm just getting classical music

It's an incredibly frustrating hold. PMI data is still showing construction growth. Today's GFRD update showed an increased order book. I added this morning. There have been hints at an increased/special dividend: https://twitter.com/F15JCM/status/1464187416588206081

It was one of Andy Bell's tips for 2022 in the Mail: https://www.thisismoney.co.uk/money/markets/article-10359227/Top-City-figures-offer-investing-advice-cautious-brave.html

Added a handful @ £1. If they start winning business in the US casino market I think we'll see a big rerate. Encouraged by the CFO buying a few at £1.05, suggests they aren't going to need to raise cash

So it would seem. I'm not buying more until I see revenue going the right way

HL's platform still showing the 52 week low as £1

How the hell did he manage to buy on market @ 95p?

He normally just cuts and pastes pieces of RNSs, typically the most positive pieces and often without context. Hardly a good use of shareholder cash. If the company demonstrates genuine profitability, I expect it will attract institutional attention, at which point message board spivs can be handed their P45

David Burton is paid to promote the stock. I'd call that quite rampy

Oli & Theo put £1m of their own money in here. I've added

Correction, net cash was £7.3m at year end. It's taken a hell of a wack

From FY21 results: 'At 31 March 2021 the Group has been able to report a much improved financial position and is well capitalised with a net cash position of £7.3m'