Member Info for Maplinman

Let him go, this is going up. Helium and Octopus will gobble up his shares. Maybe another fund is coming in. Hargreave Hale taking a nibble?

Someone is buying and trying to get in as cheaply as possible. Those 250k buys look like a hungry investor.

Someone bought those 6m so they are confident.

Thanks Dubz. With a broker note this would fly past 1p.

Dubz, do you have level 2? Do you know how many market makers there are in this and who they are? Thanks.

I doubt he'd get rid of many more before the interims. Probably, just wanted to take a little profit. I guess we'll see.

That autotrader research is highly suspect: never ask a salesman if you need their product. Car sales are falling and won't recover while we're in a global recession. Worse, many people can't keep up with the finance payments (9 in 10 new car purchases are on credit). Financial problems may mean the pace of M&A in the auto industry will pick up according to some experts.

I only know when I see an RNS. Normally, the price shoots up then a few days later an RNS is published.

I've noticed a few small AIM shares rising on spread bets over the past 3 months. This is pretty tightly held and I wonder if it may be a target before interims, which we know should be pretty good. Thoughts? Nice bit of research from Dubz btw.

Interims are at the end of June, so expect to get some news before then re. contracts. Just wish there was a broker note out there with financial to alert more buyers to the opportunity here. In the interim there is an opportunity to slow build a position for those with spare cash. Is someone having a nibble with 1m buys today?

They are very backward in coming forward to boast about their success. Still, being a profitable growth stock will attract investors gradually. Stock market has a ways to fall yet. React will do for cleaning what Rentokil did for rat catching in due course: https://www.rentokil.co.uk/rats/diy-products/

It is annoying but not all trades appear to show up on LSE site. Compare it to Morningstar: 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

The only thing React has in common with them is that its earnings will benefit from Covid-19. Fortunately, it carries far less risk than a pharma/biotech (NYCT) and medical devices company (ODX, GDR). That said, all of them could do very well.

Still, let's not quibble. It certainly should get regular repeat business. Moreover, it is scaling up. Not sure to what extent this partnering move is a franchise (does it supply materials and training? What are the exact terms?) but it certainly gives more scale as REACT has only 90 employees.

REAT is not in the same market as ODX, NCYT, GDR. It's a much simpler story and carries far less risk given the current prices of all of these stocks.

I believe you. A deep clean will be de rigeur for many premises before they re-open. I'm expecting profits upgrades and more contracts in due course.

This is as risk free an investment (not punt) as I can find at the moment, aside from gold. Of course, DYOR. Management is very focused on delivering so that is as it should be. Plus backed by solid fund in Helium.

Apparently, there has been a huge increase in fly-tipping according to some councils. Luckily, React cleans these up. Certainly, no lack of work for this company, which can pick and choose what it does: https://www.bbc.co.uk/news/uk-england-52314558

Funnily enough, I was planning on going to the dump today if it was open.

Beware, this looks like a classic pump and dump. Fundraise is coming in due course.

I think the big players have gotten greedy and lazy and the small players can't do what REACT does. I've been binge watching Narcos Mexico over the past weekend and there are some similarities: Shaun is the head man Felix, creating a new force that could be a real player in a fast growing market. He is building up a powerful network of partners to service huge demand.

This should go up 2x-4x this year easily, even though we are in a bear market that has much further to fall.

From the interview it appears they have 90 employees and apparently have many subcontractors/partners in addition. That's how they're able to deliver national coverage. Shaun Doak has built out their operation but it is still expanding. Profitable growth, what's not to like!

React cleans up rail fatalities. Gruesome stuff but essential: https://www.networkrail.co.uk/running-the-railway/looking-after-the-railway/delays-explained/fatalities