Member Info for HFWizard

Also OXO (or anyone else), what are this years predictions for d2p revenue? Last year saw a tripling if revenues to around £1m

Hi Oxo, I agree with a lot of what you say. Now we have had a leg up from 6p to 10-11p range I am considering catalysts for the next leg up. These are what I have:
1) Interim results (last year 30 Aug)
2) Gove says something positive
3) EU say something positive

From RNS 15th March

· Group revenues increased by 6.5% to £8.80 million (2017: £8.27 million)

· d2p revenues increased by 191% to £0.93 million (2017: £0.32 million)

· d2w revenues were broadly stable at £7.67 million (2017: £7.78 million)

Hi OXO, if memory serves correctly d2w sales were 9 times that of d2p. Will try and dig out rns later. D2p had higher growth rate for sure. Is this your understanding too?

Also do we know when next scheduled update is?
Where is the best place to look for upcoming updates?

Can you please remind me which projects are due resource upgrades?

Hi all, just see this article. Any idea what consultation paper is referred to in para 5?

http://huffp.st/yuHYFI6

Thanks for this Stoneb! Good to see this news report. I also saw the proactive video. Expected perhaps more discussion on the back of it. But you have to say for all their excellent products we are still are not motoring yet. Sales sound like they might start to pick up from here though

I agree with you. Whether it’s regulatory or not consumers appreciate biodegradable products. Ocado’s magazine now comes in a fully compostsbke plastic lining, even with handy lines to snip against so you can use in your veggie peel caddy. Several coffee shops also offer fully compostable cups and lids. Come on sales team let’s sign some deals!!

Am guessing a few got caught short today. A move on up has taken a few by surprise. I may be wrong but I doubt you will see today’s lows again in the near future. I hope and expect this will push on from here.

so does anyone have any up to date info on when the update might come? the last one was approx. a year ago today if my memory serves correctly?

Do we have any idea what sort of revenue uplift the 125,000 m(3) /d of gas and 40 tonnes/d of condensate would produce?

SRT & JRC SIGN AIS OEM PARTNERSHIP AGREEMENT SRT Marine Systems plc ('SRT'), a global provider of maritime management and surveillance systems and the leader in Automatic Identification System (AIS) transceiver technology and product solutions, announces that it has entered an OEM partnership agreement with Japan Radio Corporation ('JRC') of Japan. Under the agreement, SRT shall supply JRC will AIS product solutions customised and branded to JRC requirements. Simon Tucker, CEO of SRT Marine Systems, commented: "We are delighted to have entered this long-term partnership with one of the world's leading commercial marine electronics companies famous for providing products of the highest quality and performance standards to the global commercial vessel market. This agreement was entered into following a long evaluation of our core technology performance and product quality which proved our significantly differentiated offer in the growing AIS market segment. We look forward to working closely with our new OEM partner to help them develop their AIS transceiver product segment in the years to come."

Agreeing with a lot of what JohnnyD is saying here. I held this quite a while ago so know a little bit about this stock. PHTM still on track to make 44m this year. Mkt cap 414m, meaning a PE of under 10. Also in then announcement a statement saying div policy to remain in line this year. Once you factor in rapid laundry growth on next years numbers this may look quite cheap. I think it will ounce up from here. Institutional investors won’t run away on the back of this IMO

Agree on al fronts. EPS of 127c (91p at todays rate), only equates to a PE of 15. At a PE of 20 we are looking at �18, and I don't think that's outrageous at all. even when you consider next results will include to +�60m from yesterdays announcement.

Some good debate below but wanted to start a new thread. From today's RNS it seems ODDO are still buying well into the 77's. Always dangerous second guessing their motive but possibly they believe 1) another bidder will emerge? 2) this current offer will not be backed by enough votes? Interested in the QP dream team thoughts??

Hi SamJ. I have just seen this RNS too. Could you please help me interpret? What does it actually tell us Andrew Scaife has actually done? Does it serve as a statement of his position? Surely not as he is under 3% and does not need to declare.

Hi Chris, thanks for the reply. I didn't know all our II's also own CLIN. That changes things surely? So if ultimately they want this tie up they would not want CLIN to overpay for QP.? It's in the II interest to keep price down. I hadn't considered this angle before. . . .

Hi chris.., It's possible the first offer may come in that low but I would expect that to be rebuffed. I think the board are uber-confident their current approach is working and have option incentives in place to incentivise them too. I am Expecting more and will vote against and have a higher figure in mind. If the offer comes, I am super interested in the boards reaction. Maybe they want to tie up with CLIN? Their established global reach, synergies etc might be what the board want? Let's wait and see. We could (and probably will, and I would be an avid reader) speculate what price to accept but isn't the reality that with the board owning a good whack and a few big institutional investors we are at their mercy? . . .

Been saying the same thing to myself for a long time. Let's see if any materialise? Maybe a decent write up in the shares magazines. . . .

Hi MatthewC, thanks for posting. I was expecting these results and anticipated they would be as good as this. A solid business quietly getting on with its agenda. I expect more of the synergies and efficiencies from the acquisitions seeing their way through to the bottom line. Bullish on this as I have been for a few years.