Member Info for HFWizard

do we know when the next update is? i wonder if the strong momentum has continued into record revenues. and with this firm being so good at converting revenues into profit and divs its a lot to look forward to.

strong set of results. ahead of expectations! revenue and margin increasing a winning combo. 16p of cash on the books. -- Underlying EBITDA(1) expected to be above current market expectations at approximately A$5 million versus consensus market forecast of A$4.7 million -- Revenue increased by 7% to A$252 million (2015: A$235 million) for the full year following second half growth of 10%, also above current market expectations -- Revenue growth in all territories, but notable strength in the target growth markets UK (+140%) and Asia (+20%) -- Gross Profit increased 21% driven by a 300bp margin improvement, with growth of 26% in the second half -- Strong balance sheet with an increased cash balance of A$34 million (31 Dec 2015: A$30 million) and underlying cash position of A$43 million, representing c 16 pence per share

Does anyone know how many employees there are in Lamda. seems only 5 took up a 20% discount on shares! As part of the SAYE Plan, Greek based employees were invited to subscribe for options over the Company's Ordinary Shares with an exercise price of 54.94 pence, a 20% discount to the average closing middle market price of the Company's Ordinary Shares on 14, 15 and 16 June 2016, the three trading days prior to the invitation to participate was made. The options have a contract start date of 1 September 2016 and are exercisable between 1 September 2019 and 28 February 2020. A total of 5 employees elected to participate, and pursuant to these elections a total of 123,490 options over Ordinary Shares have been issued, representing approximately 0.10% of the current issued share capital.

Does anyone know when the next trading update is? think they have released a July trading update in the past? was the end of year 30th June?

What a great few months for anyone holding this long term. hopefully they are quietly investing the monies from the bond sale and working on the VW case. From what i have read it seems the US VW owners will be paid handsomely whiclst the European VW owners much less so. Is this god for BUR as there will be greater ammunition to attack VW?

Hi all, where do we see this heading now? With FTSE at highs i expected a little more resilience from PHTM. My best guess is a slow grind upwards. thoughts?

so JSG has not bounced back as much a other stocks post-referendum despite trading slighty ahead of expectations. i expect them to trade largely unaffected by the brexit result and see them as value here. a slow grind upwards most likely.

with such a fat pay out ratio i wonder how big the dividend will get?

Hi Robins, seems that family reason have driven this ratehr than him stepping aside for a more able CEO. However the effect is the same. hopefully we can get an experienced Pharma CEO ready to takle this company to the next level. I am pretty excited actually as commercialisation of the previously announced products is imminent and the pipeline for this financial year sounds promising "we expect to announce a number of further product launches across the remainder of this financial year."

Price really motoring now since the trading announcement. Volatility set to continue and with PLUS's ability to keep costs low the extra revenue will hit the bottom line in a big way in my opinion. Normally when we see big moves like today we get holdings announcenments the next day. lets see . . .

do we think we will push through 100 once the referrendum is over?

Hi derivativetrader, is this is the case we should wait for the storm to pass. i think this has happened before. at sub 150p this is a cheap stock. down below 130p its a real bargain. am i right in saying that an RNS on holdings is only mandatory after the holder has completed their transaction (selling in this case!)? Also if nothing is being forecast into the accounts for Japan right now, come end of year surely anything that is booked could be a bonus?

so still 5.86p ordinary div (4.38%). Also a special div 2.815p (2.1%). giving a toal div this year of 8.675p (6.49%) ~ give or take. based on share price of 133.75p

a good question. this has happened before in this stock i remember. once a seller got cleared it was a steady move up. lets see if we get a holdings RNS tomorrow. i would see this as a very good top up price but am not pulling the trigger just yet.

What a huge set of results. Div up 20% a year for next two years. Special bonus div the year. Good revenue growth. Excellent earnings generation. Very good pipeline. Ftse 250 here come!!! Financial Highlights -- Revenue up +3.8% at GBP184.0 million and +6.3% at CC -- Underlying EBITDA 9.5% higher and margin increased to 30.8% -- Underlying Pre-tax Profit of GBP40.1 million, up 14.6% -- Net cash position of GBP62.4 million -- Increase of 20% in the annual ordinary dividend -- Special dividend amounting to GBP10.6 million Operational Highlights -- Photobooth performance boosted by first stage of My Number programme in Japan -- Agreement signed with Moneygram for money transfer capability in booths -- Agreement signed with ANTS in France for driving licence applications direct from booths -- Development of 3D photo technology for security applications -- Further good progress in Revolution rollout and returns remain very satisfactory -- Continue the roll out of the launderette concept in Europe -- Production of the smaller Revolution to commence in September 2016 -- New digital photo printing kiosks showing promise

Johnny, 21st June confirmed. pre-referendum is a good sign of confidence. cant see how any of the business areas could have slowed in momentum. will be listening out for japan strong trading and updates on the big projects they have up their sleeve (France). and of course divs and special divs. . . . and if you had no guessed i jumped back in today with some more bullets to top up potentially.

Hi All, seems we have broken thorugh 600p. anyone have an idea of the catalyst?

i am closer to pulling the trigger on this stock and re-entering. i cant work out how they have lost so much pricing power in a strong power market. From 1st Dec 2015 trading update: "In October 2015 our total billings, for the Chennai plant, were INR 1,122 million (GBP 11.4 million) based on an average plant load factor of 70% for the month. Average tariff was INR 5.56."

Hi All, I have previously owend this stock but followed it closely for far longer. there is a lot to cheer about in this update but i wanted t see what the board thought of the tariff @ 4.4 "Company expects to achieve an average tariff in FY17 of approximately INR 4.40". if my memory serves me right OPG used to get around INR 5.50?

so robins you know someone in the industry or someone at/close to QP?