Member Info for Maplinman

Dubz,

LSE trade data is pretty poor sometimes. Take a look at Morningstar and you see the 2p trade at 4.34pm: https://tools.morningstar.co.uk/uk/stockreport/default.aspx?tab=0&vw=st&SecurityToken=0P00007WQ6%5D3%5D0%5DE0WWE%24%24ALL&Id=0P00007WQ6&ClientFund=0&CurrencyId=BAS

Dubz, here you go: https://www.btp.police.uk/pdf/FOI%20Response%200093-17%20Cleaning%20Contracts.pdf
The date of this is in the past but I'm pretty confident it still is engaged. Thus, in a court of law "proof" is overstating it. React does do fatality clean ups for many trains companies, I know.

I've found proof they do work for British Transport Police, who also use Rentokil Initial and Mitie Cleaning and Environmental Services. In other words React punch well above their weight. The Sugar Ray Leonard of cleaning companies. Makes you wonder if at some stage the big boys might try and swallow them up.

A little combined research should unearth some of them. For example, I think REAT does work for most of the UK mainland's rail operators. Anyone here got connections in facilities management/transport?

Interesting that Aussies are throwing lots of money at cleaning public transport: this:https://www.news.com.au/finance/work/at-work/thousands-of-cleaning-roles-created-in-preparation-for-the-easing-of-coronavirus-restrictions/news-story/166fcabae66c352b632510ea973f14ac

Transport for London are going to have to spend tens of millions, I imagine. Same around the rest of the country. Apparently there is no evidence that if you've had coronavirus you can't be reinfected: https://www.dailymail.co.uk/news/article-8256249/No-evidence-recovered-covid-patients-infected-World-Health-Organisation-says.html

Don't want to upset the Spurs fanboys but Arsenal are setting the pace when it comes to stadium deep cleans: https://www.dailymail.co.uk/sport/football/article-8260385/Gabriel-Martinelli-David-Luiz-Arsenal-stars-arrive-isolated-training.html

I especially like this bit: "There has been a thorough deep clean of the £10million training base and this is the first time it has opened since boss Arteta tested positive for coronavirus on March 12. "

Of course, before footie starts again there are going to have to be deep cleans at hundreds of clubs around the UK. These will probably be very regular if they want to avoid any lawsuits:

Thanks. Helium funds has big holdings in all 3 companies, I believe. This is looking good for another push at 2p by the end of the week.

Dare I ask, who is Gerry Brandon?

I think this morning we had the attack of the day traders, who descended like locusts and, just as quickly, vanished. Far prefer a steady, sustainable climb. Shaun seems totally focused on driving profitable revenues, which is no bad thing. Still, looking forward to a detailed broker note on this asap.

Agree Juxta about bigger pie as school deep cleans will henceforth be de rigeur. Same will go for offices and hospitals. Government won't want to allow any scope for Coronavirus Mark 2 to make a reappearance. HIgher share price will give Shaun more options now re. acquisitions. This still has a long way to go imho.

Wish I had level 2 as I'm wondering if a big order is being filled? Plenty of scope for more small cap specialist funds to come into this now, eg. Hargreave Hale, Amati etc.

Schools reopening in June is great news for React as there will be demands from staff and parents for regular deep cleans, which will have to be met. Read this: https://www.walesonline.co.uk/news/education/what-school-leaders-teaching-unions-18139305

Note one demand in particular: "Recognise that regular cleaning, including deep cleaning, will be needed when schools re-open. Schools must have the resources to do that."

Many buyers/sellers are a bit slow to notify but he doesn't seem to have been previously.

True, he may need the cash and this is easily sold. I was shocked that gold dropped after we entered a bear market but the same reason held there. However, physical gold is now selling for a premium over spot.

Someone is buying them. If I had a bit more cash it would be me..lol. I think 2.5p ought to be a fair level come the interims, when I expect them to announce they are profitable with increased revenues. That doesn't even include scope for further contract news before then.

If Georgie boy has sold approx 4.1m more since he announced he held 3.98% (16.5m) we should soon get an RNS. More fool him if he is offloading before interims, which we know will be sparkling.

That's wrong. If he drops below 3% he is supposed to notify company immediately: https://www.aosphere.com/aos/shareholding-disclosure-united-kingdom-summary

Apparently, rail services being resumed from May 18. Rail operators will have to get a lot of deep cleans done over the next few weeks if this is true: https://www.railwaygazette.com/uk/uk-government-planning-increase-in-rail-services-from-may-18/56345.article

Surely, we're due another big contract announcement?

Surely a buy?

I wonder if some of the owners of the 'partners' React are working with have twigged to the opportunity here and are buying some shares in this? Would be logical.

Shaun pointing out how crucial its cleaning services will be in supporting public confidence going forward. Pretty much an essential service these days: https://www.openaccessgovernment.org/safe-workplace-for-key-workers/86005/

“How do I persuade people that coming into our workplace will be safe?”

I face this question daily from my clients, from those looking after public buildings and transport networks to FM organisations responsible for offices and commercial properties. The answer we believe lies in having a clear understanding of the risks and how to mitigate against them effectively. One of the key components of this is the quality and effectiveness of the cleaning and hygiene process in place. "

I don't mind how React does it but they will see continued high demand for deep cleans, especially from front line workers.
https://www.doncasterfreepress.co.uk/news/transport/first-deny-buses-arent-being-deep-cleaned-doncaster-after-complaints-2548780

I bet copter deep cleans don't come cheap: https://www.energyvoice.com/coronavirus/236290/covid-19-response-required-a-complete-one-eighty-in-operations-copter-pilot-says/

It's the tip of a very lucrative iceberg, as so many deep cleans required before workers will be happy to step inside offices and children return to schools.