Member Info for jollyspeculator

Net nets and nearly net nets:- AGTA; ASM; ASH; ARGO; MWE; NAR; PVCS; RUR; TON - what a bunch! the opposite of jewels; enjoy RUR doesn't really count because it has this strange asset (arbitration proceeds) - but fun to hear your commentary nonetheless TON is the oldest lag on the block MWE & NAR have cunningly disguised themselves by buying their offices

60p would do nicely I have newbie enthusiasm for TRI, and would hope for a bit more growth - but you sound a lot better versed/experienced

looks that way, L - two monster days of trading (Friday and today); like London buses What are your views on this company? Candour greatly appreciated!!!

How much do you like ACHL? Certainly intriguing. Are these some issues with insiders and governance?

reality on its way

25k buy - a rare ray / gullible glimmer

orderly queue for exit... er..no won't be joining thanks v much

these may be seriously bad for your wealth (the market, of course, only offers net nets when bad stuff is floating around)

is lovely jubbly - but I a little guilty here: most of the jewels I shared yesterday are not weak but not Fort Knox either. I have a sideline on (near and actual) net nets ..if you're interested?

Good point - but pls don't spare us: I would greatly appreciate negatives/criticism as well (not personal). One of the great weaknesses on the oillie boards is their brand of group tosh (where any not completely positive view is jumped on) For me at the moment (and I feel dangerously complacent), the only element(s) missing here from my perfect jewel "paragon" is a stronger link between ownership and management (as you may have gathered - & a view strongly reinforced from my pro experience /background - I want management and ownership aligned). As a partial mitigant, Barker and Diamond do each own ~ £0.25m shares - which is a start, I guess Otherwise, there is a strong turnaround story here (DYOR and not investment advice, of course): my 3Ms (markets, management and multiples) are attractive. Re-rating and strong eps & EBIT growth would do what doesn't happen to the oillies - gradual, sustainable sp increase (cf an even better jewel, RGS) Jolly smug (at the moment)

Extract from IMS: "Most of the growth continued to come predominantly from language services, whilst technology revenues continue to be suppressed." & extract from Interims "Language Services(contributing £75.2million or 56% of group revenue and £14.2 million or 69% of PBTA) (2011: contributing £66.0 million or 59% of group revenue and £12.0 million or 64% of PBTA) Headline revenue grew impressively by 14% in the first half of 2012, with negligible currency effects. We experienced very strong new win momentum, particularly in the USA. New wins in the period included MAN Diesel, Maersk, Jyske Bank, Bazaarvoice, Samsung Mobile, Tourism Australia and Yamaha Motor Europe. We are pleased with the development of our Asian business where our client base grew significantly, and as a result we further expanded our infrastructure in Japan, China, Korea and Singapore to match increasing demand. We also expanded our centres in Poland and India which are driving efficiencies across the Language Services business. Our opportunity pipeline remains strong." Still reckon market has over-reacted to slowdown in relatively minor part of SDL's growth story - but DYOR and this is not investment advice

Are you feeling brave? Or are you twitching? I am still keen to top up at £4.50 or so - wish me luck...

getting bottomer Support at ?1.45

we miss your commentary

on declining price Really, it is better to DYOR

Highlights · Underlying pre-tax profit up 52% at £3.60 million on corresponding period last year following the acquisition of PSEP · TR regions: -UK profit growth with margins improving -Europe steady growth continues -USA now profitable with ambitious plans for 2013 -Asia (excl PSEP) achieved growth following Thai Floods and Japanese Tsunami -PSEP integrating well and major contributor to Group's 10.5% revenue growth -Overall, TR Asia showed an impressive 42.9% revenue growth against the corresponding period last year · Over 60% of Group sales now from outside UK · Automotive contracts for new models providing increasing revenue pipeline into 2013 and beyond · International 'Supplier of the Year' Awards from two key global multinational customers -creating new opportunities in the USA · Growth sustained with a reduced overhead percentage and headcount compared to FY March 2012 Summary & Trading Outlook The Board continues to sustain its commitment to driving affordable and profitable growth into 2013 and beyond, so continuing the aim to build upon Trifast's evolving reputation for 'under promising and over delivering' on performance. We remain mindful of the continuing macro uncertainties particularly in the Eurozone. However, the current levels of business dynamics lead management to remain confident in the prospects of the business for both this financial year and the next. The Board looks forward to reporting on the Group's progress at the next IMS in February 2013.

good

i'm singing in the rain...

i meant..woops

common profit takers ...wimp down