Member Info for Hardboy

Good summation Hounddog, I think your £40m profit equates to an EPS of around 19p. With transceivers contributing too, and further contracts coming in in the next 3 years, then it should be way above that in 3 years' time. Give it a PE of 15 and we're looking at share price of 285+.That would be nice. from here.

They do need some working capital, if just for stock, Project orders when they do come can come needing big lumps of equipment, and with shipping problems around the world (Houthi rockets, and striking Americans to name 2) a good stock is very sensible.

Today's RNS may not be that spectacular - just one more hurdle cleared on the way to commercialisation, but, assuming Goliath can be developed into a commercial proposition, it could be spectacular. It's smaller than a Lithium Ion battery, lighter, safer, charges more quickly, provides great distance, and is potentially cheaper. It could completely revolutionise the world wide EV market.

Shadowfall take a huge short position, and announce they have one so investors panic and sell, the share price goes down, Shadowfall close their short having made plenty. That's just manipulating the share price. It's the sort of action which spreads fear where there shouldn't be any. It will be interesting to see how it plays out. For me I'm sitting tight and watching closely. Neither selling nor buying more.

Is action overpriced? it's as hard to value a fast growing company as it is one with no income and lots of potential .

I've always felt 3i have too much of their portfolio in one company; but it has served them well to date.

Much as I would love to give you credit for the recent rise, I think Monday's webcast was a little more instrumental.

Although it was all good news in the webcast, there is still the question of when will all these valuable contracts start contributing to the bottom line.

It's happened, and reading the trading statement it's a good job, Iomart's business seemed to be slowly heading down the tubes - each trading update was "flat turnover, increasing costs, increasing debts but it'll; be better next year" and this during lockdown when every business was spending a fortune on cloud computing. Let's hope this acquisition can be transformational. It needs to be and quickly.

There's an invitation I can't refuse!

There can't be that many companies around the world that fit so nicely into Anpario's model, but this sounds like a great fir, and it sounds like they've got a cheap deal. Straight away Bio-Vet's products are opened up to Anpario's world wide sales network, and the large site offers plenty of potential too. Great deal.

No mention of the Philippines, or the investigation as you say TT. But it's all good news. The one thing which frustrates me is they have been dealing with foreign governments for decades now, you'd think they'd have realised how slowly things move. Work out how long things are expected to take, then double it or treble it. Markets seem pleased with it.

As for the AGGM - it must be difficult with so many overseas commitments for so many key people to fix a date they can be sure everyone, or at least most, can make. I wish they had not changed the year end though. I don't want to come to the west country in the middle of winter!

Could even be profitable next year.

Nothing to worry about then: you need a capital gain before you pay any CGT!

I had planned to go to the AGM, but had a lot to do and the weather persuaded me against it.

Sur[prised at the reaction to the trading update. I thought it very much read as things are as they were.

Hi Stumpy, nice bit of honesty. Of course warren Buffett says never invest in anything you don't understand. In other words you get on top of the basics of the company before investing in the first place.

In the short term this is very volatile without any real direction. It needs specific news to really give it some momentum.

The market doesn't seem to like the idea, though it sounds positive to me.

"Meaning that when Afc thinks it's low enough they will buy back in & make a killing, releasing news at same time."

Which would be illegal.

"COP 29

6 weeks to go! Hopefully AFC SP will rise into it."

It would be nice if we had a Prime Minister who believed in it, after our last one had to be bullied and bribed to even attend.

I don't think that's it - I've never fully understood the Bank of America thing - but there seems to be RNSs about BoA holdings in JMAT almost every day.

I can't fathom the recent drop either. No company news.

"September is traditionally a poor month for equities"

"Sell in May and go away, come back in on St Leger Day."

This year St leger in on 14th September

And concrete could be a problem - they've been rationing it in parts of the States.

The labour shortages are an excuse for delays in clients' projects. So it's their clients' labour shortages not Somero's,

If memory serves me correctly they started Homebase, built it up and sold it off.