Member Info for Fallingknife1

Resuming its natural trajectory. I think we will see .8p on the bid quite soon. Defo going to .9p as it stands. You can only run on BS for so long.

despite the oft trumpeted idea that DKL is worth 7.5p. Slipped slightly recently so DKL is a buy for me. I wish the BOD would be like minded and send a signal to the market. Or is the excuse restrictions caused by the upcoming third commodity?

Morning Teddy. He and his crew are probably busy. Counting their losses. Therefore I don't expect to see them for ages on two counts. Their counting ability. Their investing ability.
FLX are delaying publication of results until the end of the month. I expect they are hoping for a strategic non-material contract to pull out of from somewhere. Expect this to go lower when the true picture emerges. Admin expenses should be like Mr Dribbles tfish and his crew. A barrel of laughs.

Fair play to you CM. Sounds like a heavy but necessary duty.
GBG is booming pre-update. I am delighted I haven't sold any and put the divi back in since buying. It must be getting a bit heady now. I am sure the update will be good but I am tempted to sell some into it. It was £6.85 in June and probably lower in March so it has been a good run.

at 63.3p even though I went to an investor results presentation in 2015 when some of those present were seething at the company performance as the SP was 10p but sadly I didn't invest. Things look much rosier now and I hope I am not too late to the party. Nice to see buying at 64p full ask into the close and I hope for a small jump tomorrow. There will surely be some positioning ahead of November's update so buyers should be strong in number as we near next month's update.

Ex-Dividend date: 19 November 2020
Record date: 20 November 2020
Payment date: 18 December 2020
Twas the week before xmas and poor Bob Cratchett had just received his Tristel divi in 2020....

Good afternoon Tiptree. I don't think too much should be read into the sales. I think they are monetising the options while they can and want to enjoy the fruits of their labour. It might be unfair that they issue more but they set stringent targets of growing revenue and the dividend and have successfully done so. The price has to date always gone up some time afterwards so it is not like they are dumping shares which go down. I am afraid it is the culture of the management at TSTL so you either suck it up or spit it out. It is not likely to change.

but maybe wise in the circumstances. The spread is wide and will deter buyers. But depending how deeply Covid affects the business this could be a good turnaround play from here.

19-Oct-20 10:41:09 0.925 850,000 Sell* 0.97 1.07 7,863
Seller takes under the bid for any decent volume. So much for a moonshot.

Oops thanks for the correction Silver Knight. Though they said they could have paid it and:
"Should trading continue to improve in line with our expectations, and subject to the ongoing cash requirements of the Group as a result of the continuing pandemic, then our intention is to resume dividend payments in respect of the year ending 31 March 2021." So I should have said restore the divi.

Hi Longview, Yes I thought the same thing honestly. I think there was controversy in 2016ish about the amount of shares they awarded themselves and the reputation of the company in investor circles took a knock. I think they are upfront about selling and for balance they have grown the company SP x 12.5 since my initial investment so they are worth every penny honestly. I am still a buyer in fact at under 500p. I would not be surprised if they sold again today. I think the cash pile is odd too. They are not acquisitive. In fact they have a small stake in a very interesting Israeli company which I think will do well but they have no plans to buy more of it. A special divi for a few years would boost the SP I think.

Morning Longview. Have you held for long? i should say I am big fans of Paul and Liz actually. But here is the evidence. In the last two years alone:

22-Jul-20 Sell David Orr 404.20 GBX 15,000 43,191
22-Jul-20 Exercise of option David Orr 1.00 GBX 30,000 43,191
22-Jul-20 Exercise of option Paul Martin Barnes 1.00 GBX 30,000 30,000
22-Jul-20 Sell Paul Martin Barnes 404.20 GBX 351,095 30,000
22-Jul-20 Sell Elizabeth Dixon 404.20 GBX 198,198 178,334
22-Jul-20 Exercise of option Elizabeth Dixon 1.00 GBX 331,532 178,334
22-Jul-20 Sell Paul Christopher Swinney 404.20 GBX 320,431 643,095
22-Jul-20 Exercise of option Paul Christopher Swinney 1.00 GBX 487,097 643,095
02-Mar-20 Sell Elizabeth Dixon 431.00 GBX 157,523 45,000
02-Mar-20 Buy Elizabeth Dixon 1.00 GBX 157,523 45,000
24-Feb-20 Sell Paul Martin Barnes 422.25 GBX 15,000 351,095
09-Sep-19 Notification of Holding Francisco Angel Soler 0.00 0 3,147,834
09-May-19 Notification of Holding Francisco Angel Soler 0.00 0 6,221,334
22-Mar-19 Notification of Holding Francisco Angel Soler 0.00 0 6,533,334
04-Mar-19 Placing Bart Leemans 242.70 GBX 121,591 364,773
28-Feb-19 Sell Bart Leemans 299.00 GBX 280,000 0
12-Feb-19 Notification of Holding Francisco Angel Soler 0.00 0 2,497,834
11-Jan-19 Buy David Orr 276.00 GBX 380 28,191
19-Nov-18 Buy David Orr 236.00 GBX 8,300 27,811
19-Nov-18 Buy Paul Christopher Swinney 235.00 GBX 8,300 476,429
16-Jul-18 Sell Paul Martin Barnes 285.00 GBX 209,085 366,095
16-Jul-18 Sell Paul Christopher Swinney 285.00 GBX 502,915 468,129
16-Jul-18 Exercise of option Paul Christopher Swinney 53.75 GBX 502,915 468,129
16-Jul-18 Sell Francisco Angel Soler 285.00 GBX 1,750,000 6,673,834

Back over 10p and at 10.1p on the bid comfortably (10%) so. It look s like a nice floor is forming at increasing higher levels. However as the SP increases the need for delivery increases in tandem. I can live with an SP of 5p for a share with a lot of hope in it. At 10p having been around at the 5.88p it becomes harder to do so.

Morning Rudolph. Well today's results have confounded me. The international growth is strong. The 12% rise in the divi is healthy in a low rate environment. Very strong cashflow as well. No debt and a £6.2m cash pile. The company have been promising for ages a return of cash if they can't find anything better to do with it. So I now think it has further to go. However I do think there will be a dip of sorts. I expect big options sales today from the usual suspects and some profit taking among investors. I will be adding on dips and think TSTL can go to 600p in the course of the next six months.

Hi Fly, I have been a holder since 2014 and have been very successful with TSTL. Been to their presentations and met Liz and Paul too. I expect the headline figures to be very good. TSTL has a good cash pile and a growing divi which I always plough back in. I think the fly in the ointment here is whether the NHS is doing a lot of procedures during Covid meaning demand for the wipes. Initially a lot of people were avoiding hosipitals for fear of catching Covid. I would say that has eased somewhat but sufficiently is the question? I think a few things weigh on TSTL which is why I sold a small amount on Friday as a hedge. Firstly the valuation is punchy and any hint of slowing growth and the SP gets hammered.Secondly the updates have a cautionary tone usually which tempts investors to sell on resultS. Thirdly no matter how TSTL will perform afterwards Paul and Liz are wedded to selling options on the first possible occasion. Results afford this opportunity and the amount of dilution it causes and the signal it sends to market always weighs on the shares. I think the US FDA approval is not happening soon due to the requirement to be physically present as part of the approval procedure so sadly it is on the back burner. Hope I am wrong on this. Some news on India would be useful though in terms of a distributor. I am hopeful but cautious on results.

as a hedge against a cautious tone or some slippage Monday. Still very confident in the company but think 503.5p is not a bad price considering I have been a buyer all the way up to 484p.

Afternoon Barchid. Covid is pretty low in Japan and they exclude everybody except for humanitarian or urgent business so little danger of it becoming an epidemic there. Plus the yen is a flight to safety currency. I think Suga will not have a difficult transition and in the light of struggling economies elsewhere Japan is a safer home than many others for your dollars. Happy to hold here despite sterling returns already on my holdings.

A false spread. Sellers are getting 9.92p so real bid ask is 9.9 and 10.45p. 4.5% spread in a momentum stock is not great but it shows the MM's don't know where it is going next. However it has been a good run up from 5.8p with certainly more twists to come.

My glasses might be steamed up but I see an ATH here. Glad I stuck with SPX so far but wonder how far it can go from here. Very pleased holder!

strong rise yesterday is very positive. This share is volatile due to the friction between certainty and uncertainty so the higher we go the higher the risk of course. My average is 7.7p so have a decent cushion now but am waiting to average up here. Covid is slowing everything down but allows more time for entry points.