Member Info for MKS123

No RNS but good buying and hopefully some M&A news on the way. There has been profit taking here since the last update but MCAP is still too low IMO

Good to see the SP holding up with update due 1st June anyway. In my mind, if there was credible truth to any connection between tekmar and the orsted issue, this would be getting shorted and more II selling. The SP is what it is but, IMO, provides a good risk/reward scenario so I added

Yep, other coverage including the times reports in the same manner. This could be an opportunity for tekmar to strengthen their relationship with orsted and sell new cps

If there was blame, the rns would have to say so. And this would have been in motion before orsted update and the news hitting mainstream media. Today's rns was to appease concerned shareholders. I think there is more opportunity for tekmar to sell stuff and further strengthen their relationship with orsted. I remain a LTH since these projects are not quick and suppliers won't change unless there is blatant malpractice with proof etc

Nice reply. Will be adding. No material impact and talking to orsted as to how they can help. If Tekmar were at fault, this share would have been shorted to take the price down more than recent drop more because II is selling a bit

A lot on here assuming alot. I'm sure if any of it were true, SP would have been shorted even before the orsted news made mainstream media

Reading the same story, this could be an opportunity to sell more stuff. There is no mention of Tekmar although Orsted is a client and no "refund" policy etc that I'm aware of. Orsted just say they'll need to spend 350m on protection

Same. Looks like a special div it doesn't end there either. 2021 results are above expectations and the BoD want to prioritize sustainable shareholder return from a leaner FG

Yep. My thoughts too. Lean and profitable over being bloated

30p a share div is brilliant. Headline figure was higher than expected and allows FG to put the money to use elsewhere. Good deal

What were analysts' expectations? The impact of covid for 2020 is for all to see. The pace of market recovery is worse than I expected. The liquidity is better than I expected. The SP is still subdued because of the SFO. The SP would be higher even with worse results anyway

Suspension is temporary and just from future projects from the ADNOC group. Other contracts have continued to come in and PFC, although recovered a bit recently, still has way too low a mcap.

Traders have been cashing in. Profit is profit. Those who have followed Yu and energy markets will appreciate Yu's SP will hit new highs. As a LTH, I hope for a steady and sustained rise. Similar pattern a few weeks after the 26th Jan RNS aswell.

Further to the below from sp28, the macro environment for UK utilities is looking better and better: wholesale prices, lockdown ending and more ROCs available. All bodes well for Yu.

Profit taking since last RNS. Nothing more. At start of year, SP was around £1 region! 2021 should see further progress in higher energy usage, sector consolidation and investor engagement. Not much right now for day traders but good for LTH and ISAs

Two big IIs increased recently.... bodes well. Even with spaced out seating, its a step in the right direction for Cineworld

Moneyspider, winter 2020 wasn't a normal winter with lockdown etc so your downer on the GP doesn't work.

The numbers were fantastic considering the circumstances. Future prospects are bright including M&A. There is profit taking now and we saw that in January only for the SP to move higher steadily

"profitable growth in FY2021"
H2 2020 was profitable and strong start in Q1 2021. M&A is practically certain. Fantastic results.

Good bit of engagement. AJ Bell has a big investor reach.

Impressive and solid show of intent for the future

One client. One country. Hardly a death sentence. This went to early £1 when the ex-exec's court case hit the news a short while ago. This all boils down to the same SFO case, which has been dragging on for years without charges levelled against PFC. Once resolved, whichever way except ending the company (I believe this to be unlikely so I'm invested), then the SP will recover. Not to mention shorts have been given an opportunity to close out at a profit.