Member Info for mike30

Not got time now but will have a look later and see of the actual amount needed has been traded

Morning tilton, They were on 12.2%. I'm sure the 13% has been crossed since they acquired the amount to cross the 12%. Atb

Prediction mate

13% crossed for PH today

Tight

Should have ended my post with "difficult to get hold of shares at this price" hence the raise the bid part after it. Of course there will be shares available, just more in demand, the liquidity will improve massively and will hopefully trade on a very right spread. If this hits 30p most the shares will come from this board :)

This is excellent for us http://www.globalrailnews.com/2014/08/05/class-700-thameslink-rail-carriages-to-be-unveiled-at-innotrans-2014/

Tiltonboy - it's the exact reason why I think it's gonna get very hard to buy soon. PH will mop up any shares sold by PIs. The shares that we are seeing as sells are not coming from PH. In the right light PH are buying off others mms which as you said makes it very interesting. Eventually PH will accumulate the % they have been instructed to and if the other mms are running flat books and we get some good news, it will become very difficult to get hold of shares. Then they will raise the bid

Is it all over twitter again :)

I think Tilton would probably have more knowledge than me on that. I think we just need to make it simple. Why would someone secretly accumulate? (secret upto 10%) Either to get someone on the board as DTM said or someone wants this company and will stake build to 30%. As said earlier, I'm sure it will all be revealed soon, and I think it will become very difficult to buy soon. PH will not let go of what they have accumulated yet.

Doubtful, we would just receive regular 'transaction in own shares' rns' stating they have been cancelled.

Year end £1.4m

I haven't really heard anyone throw a negative at it yet. They only have to accumulate another 6.3 million shares (fag packet) to get that 30% they need. Take about 4 months the rate PIs are selling at the moment

that got hit with Tpet and Trp?

That is annoying, agreed. But IMO it's only a matter of time before it become very difficult to buy shares here and the SP will only go 1 way. Your average will be below whoever is accumulating anyway :)

My gut feeling says takeover offer. But......They could be accumulating for someone to say no to an upcoming offer?? as they think whatever offer will undervalue the company. Either way, it's going to get interesting.

They have bought another 92121 shares. PI sells from 31/7/14 31-Jul-14 16:02:16 11.7501 20,733 Sell* 11.75 12.00 2,436 O 31-Jul-14 14:37:31 11.7501 6,475 Sell* 11.75 12.00 760.82 O 31-Jul-14 14:10:00 11.75 42,660 Sell* 11.75 12.00 5,013 O 31-Jul-14 12:46:28 11.7501 12,040 Sell* 11.75 12.00 1,415 O 31-Jul-14 09:07:42 11.7501 10,213 Sell* 11.75 12.00 1,200 O add up to 92121. So buys are buys and even sells are buys. Bring it on!!!

I posted "interims soon" and we get an RNs about interims. Ok so... £9million contract soon .............

I agree, and below was ODs response to my 500k profit forecast. He has a much higher forecast on his conservative estimates. I think we all agree this is going up. It's just a matter of when

Assets stand at 5.8m vs 4.3m libs, so £1.5M assets on the books (inc £1.4M cash as of year end). Wise to strip out goodwill and development costs imo, so £750k net assets. If 500k PAT is achievable on a PE of 10 a fair value for PEG is £5.75m which equates to a SP of 18p. Momentum would probably take PEG through to early 20's i would have thought. If £1M PAT is achievable i expect a fair value mcap of £11M which would equate to a SP over 30p. Should the forward order book continue to grow this should increase nicely. We already know PEG are operating profitably and developments appear to be very positive so its hard to see scope for further downside but a floor seems to have been built around the 9 - 13p range. Risk/reward would appear excellent.