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"building up debts" - they are in net cash of over £10m.

I think progress over the 6 months is good - the US production line is commissioned and can now produce saleable products. Goliath has been successfully tested by potential customers, and its capacity has increased 5 fold. They are heading in the right direction.

News moves this share price - I would not rely on technical analysis.

I'm staying with friends the other side of Bath, so a less leisurely morning that yours, but should be there in good time

Hi Truro,

Are you going to the AGM?

I plan to be there.

Your fellow Lord, Lord Lee, is actively campaigning for NEDs specifically to buy more shares in the companies that pay their fees.

whilst I love seeing directors of all types buying shares in companies I have shares in, there is a counter argument. One of the top head hunting firms (forgotten which one) publish a guide to being an NED, and they suggest (not as strong as recommend) that NEDs do NOT takes shares in the company. Their argument is that NEDs are internal policemen to ensure companies are run ethically & legally, and owning shares in the company may compromise this role.

My Lord,

Excellent posts.

You show this as a negative: "Most pledge book growth came late, so the benefits will mainly accrue next FY" I understand what you mean when people just look at reported figures; but the year end is an arbitrary date, income comes when it comes, so it's not a negative, more a positive which we hope will continue; but of which we need to be aware when reading the finals.

More of concern to me is the NI increase. We knew it was going to have a big effect, now it's been quantified - about 1% of turnover. about 7.5% of profit.

Was their 3rd biggest holding at the time of the finals (6.8%) and not good what's happened to them today.

I felt the same way months ago. And still it goers down. Remember Markets can stay irrational longer than you can stay solvent.

Has anyone read the Government Clean Energy 2030 Action Plan yet? I want to but am deterred by 168 pages of Government Speak or whatever it is.

Can anyone explain the increased volatility and spread of this share price in recent weeks. NAV is as static as ever.

I thought the results were fairly good - order book at record levels, defence spending throughout the world is increasing, they are expanding capacity, and despite problems earlier in the year, they are profitable with a healthy turnover increase. So I think they are in a good place and it's a good investment. Not surprised at market's reaction. It seems to me that any time a solid business releases a trading update saying things are a bit better than expected, the share price tanks.

"California is often referred to as the “Sunshine State “" San Francisco is in California, and Mark Twain said, "The coldest winter I ever spent was a summer in San Francisco."

I say the same about Aberdeen but that's irrelevant to this DB

Health reasons are probably the only possible reason to not be worried about what has happened, though obviously in ways we don't want it to be for that. But you would expect, if it were, that it would say so, to prevent a sudden share price fall that we are seeing.

I'm sure more will come out.

Finance Director standing down with immediate effect and being kicked out the door as quickly as possible is not good. Anyone got any more details?

Couldn't see Ceres mentioned in the article, but presumably it is our technology, and we are being paid for it.

All being well I'll see you there Truro!

I suspect some of the weakness in share price in the last week is due to the new shares being issues and some folks looking for a quick profit.

Brief and to the point - double digit sales growth, and earnings slightly ahead of expectations. That should lift the share price slightly but in these markets it will probably send it tumbling!

"It didn't effect TW as much as others, as TW tend to build houses, not high rise buildings."

The cost of cladding removal and replacement was a windfall tax by Michael (I've got to be in the spotlight) Gove on all housebuilders, irrespective of whether or not they'd been responsible for any of the cladding,.

For those, who like me did not know what the JSE is (as SUPR are listing on it, and as the last 2 initials are SE I assumed it was a Stock Exchange, but did not know what the J stood for. It took a surprising lot of searching.) it is the Johannesburg Stock Exchange.

Any thoughts on why the listing, and why Johannesburg?

Many thanks for your replies Lord.

If they are changing their year end to September, then presumably we should get a 9 month finals results out fairly soon. Anyone know when this will be?

Also have we had any information on the cost of the budget to the business?