Member Info for HarryCaul

Hell of a move yesterday, and no speeding ticket.

I think their technology and recent contract wins won't have gone unnoticed in their perspective markets.

Interesting.

I made some inquiries yesterday, and it does appear the sale was a result of redemptions within the fund.

No reflection on Chamberlin, just the result of Funds raising cash in a hurry to satisfy outflows.

This always happens in Bear Markets as investors lose heart, and fold on their investments. It tends to create a negative feedback loop as the more they sell, the more people panic - which is evident in all Asset Classes right now.

Nothing has changed in a week, the story is still positive.

Yes, just spotted the holdings announcement.

I'm a little confused as to why they've sold down the holding. However, I did spot a number of sales from Miton, so perhaps they're trimming a few holdings as they see redemptions from the various funds.

The stock has been bought by a MM at a slight discount to the bid at the time, so they've taken the risk on the book.
I would imagine TB will have spotted it for sure, and he may have already been offered the stock. I'm sure he'll want to know if Miton are ongoing sellers.

Morning Lawmyer.
I wonder if it's one side of a cross into an ISA or Trust situation?
It cannot be done in one hit I believe, as there has to be a distinct time gap determined by HMRC.
Still, the trade represents nearly 1% of the company's shares in issue, so as you rightly say, it's a huge trade.
If it's a straight sell, I would imagine TB will snap it up in a flash.

Pleased with today's announcement and subsequent trading in the stock.
It's a proper company, making high quality products, which is why I've added to my holding today.
Have a lovely weekend chaps, enjoy the wonderful British Summertime.

That's positive news Draft - many thanks.
Some interesting prints going through - decent volume too.
I

I wouldn't imagine they'll be any objections.
I've been down to the site and it's located on the edges of the S****horpe British Steel Works ( which is on a scale hard to imagine, impressive to say the least).

The other thing to note about the site is there is plenty of room for further development.

Just as a side note, it seems the British Steel Works at S****horpe are enjoying better times under Chinese ownership, which is having a positive effect on the area.

Agreed, they can push on from a solid base.

I also think, with the current Market Cap being so low, they could become attractive to one of the bigger players.

I think it's fair to say they've done an impressive job of getting the business back on track. Growth at RDC has been particularly impressive, with clearly more to come.
Energy, which has been a major concern, is fully hedged until 2025 which gives the group a huge edge against competitors .

Impressive.

Here's a cheeky spot.
John Chantarasak, one of the brand ambassadors for Gozney (who are without doubt one of the hottest brands in the world of Pizza Ovens right now) using one of the fabulous Emba cast Skillets.

These are causing quite a stir with Chefs at the moment, especially in the Fire Cooking scene.

https://www.gozney.com/blogs/recipes/rib-eye-waterfall-salad-recipe?utm_source=Klaviyo&utm_medium=email&utm_campaign=17%2F06%20Waterfall%20Salad%20%28Sgt4VY%29&fromemail=true&kl_audience=UK&_kx=cq_UqdVkteqWaicff23pzoJoTwQAKLJ9UpssOwAXZUk%3D.NSgA6m

Castings figures out today.
Despite the usuals of supply chain issues, costs etc demand is roaring back and the figures reflect this - including a supplementary Divi.
I suspect Chamberlin are seeing a continued uplift in demand especially at their Russell Ductile site in S****horpe.
Castings have a solid cash position if extra capacity was required.

I'll need some Valium if this goes T*ts!!

It's just wrong on every level.
Reward for failure yet again.
They just don't care.

Hopefully not long Billy Boy.

What about the Warrants issued to Cenkos?

3.9M @22p exercisable from Aug 22?

£858k

TB has his buying boots on over at Chamberlin Guys.
He's just purchased 350k@4.82 - which should bode well.

I wonder if there's any Military based production on the horizon for the group?

There will undoubtedly be plenty of demand in the current climate and of course a huge amount of re-stocking going on.

Good to see TB back in the market mopping up stock.

Hopefully Novice!

Long and wrong now here - getting a little twitchy.

How will they be paying for this lab?