Member Info for nims

Yes I have been trying to unearth the tier 1 companies they work with but it’s so difficult to get anything from their site and there is not much news anywhere. I think their tier 1 contract is from East Midland Trains.

It would be good to know who these tier 1 customers are. This should be clear branding across their website etc...

Bamb thanks for sharing the thread.

With the number of people now invest in REAT during this volatile trading period. I would’ve expected the company to take advantage of the situation and build a series of marketing or YouTube videos showing how they deep clean. This will allow others to understand the potential of the company and it would also allow them to promote themselves better in securing more contracts. Deep cleaning is still an ignored sector and REAT have an advantage over new entrants they need to push for bigger contracts even if they concentrate on Derbyshire (I think that’s where they are based) a 90 strong team should be able to manage at least a £10m worth of revenue contracts by deep cleaning local schools, derby county fc, tourist sites and etc...

It’s a good thing. You don’t want unnecessary rampers and derampers here. Many on this board are decent and throw in good information so happy to stay quiet and lie low for now. I did bite the billet and got in at quite a high price but don’t care now happy to be on this rollercoaster ride.

Sorry £3.1m revenue not £31m

Still looks cheap. Reviewing the balance sheet the 8m valuations seems low. Looking forward I would be interested in June to see how this company manages it’s be cash. £500k tier one contract plus £125k contract added to the c.31m revenue they will make this year and £225k LoC means that they should generate decent amount of cash. I am hoping around £500k posted in June and £700k in the interims. If that is the case and the company makes a net profit this year then short term this price of 2p will be an after thought and people wishing they put in more.

I would though tread with care and don’t let emotions and dreams take over what I have calculated is best case scenario and we don’t know the real cash burn. GLA and HODL

£90k bad debt not bad and hope they have learned from the write off. I like it that they had £400k cash in bank last year. If they turn a decent profit and hold c£500k in bank during interim announcement then the sp will not be in this range. They made £3.1m revenue in 2019 and if the revenue doubles this year and they announce further contracts be then we shouldn’t see this below 5p.

Firstly Dubz/Pumpky thanks for sharing the company statement the profit was not aware they were going to be profitable even before the covid situation.

What is interesting is that there will be a massive demand in cleaning companies post pandemic like the one currently seen in China. If Chinese cleaning companies are an indicator then we can see a strong 12 months trading for REAT.

One concern I have is companies paying contracts on time, and I Hope REAT management have a strong payment collection process in place for the work they do.

I do really like S Doak and the favtvghat REAT pay their staff better than other competitors, this staff ethos is a great and will really help the company build a bright future. GLA I am waiting on the sidelines but not long till I bite the bullet and buy into this company

Does anyone have any idea what the revenue will be for react in the future and whether they will be in profit. Their current (1.4) and debt ratio (0.6) looks good for a company at £5m MCAP. However they don’t make profit and other than a £500k contract not sure what their revenue will be. React do not also report recurring revenue as a %. With £400k in Bank they seem to be managing their cash well for a toddler. But they need better strategical models and start concentrating on recurring revenues and days invoices are outstanding if they can tighten those then this could be a bargain even at above 1p

Dear all,

Shareholders, it is about time that we all unite together and take action against crooks in the stock market. We shouldn’t take this robbery lying down. What’s the point of an FCA, Auditors and CEOs if shareholders cannot be told the truth and are protected. Investing in shares are a risky game but people invest based on either no knowledge or based on fundamentals disclosed by companies. How can a audit team, banks, CFO etc... not know about the lies. Banks who lent NMC should also be held accountable as clearly they did not do any due diligence when they lent NMC the money and it is clear the CFO was a fraud as how can you not know how much money is held in NMC business accounts.

Also muddy waters analysis is fishy, they were tipped off by one of the external auditors to write the damning report in December and I wouldn’t be surprised if banks and many were all involved in this fraud. The big banks covered their borrowing by shorting NMC before the suspension.

Finally how can the FCA suspend the share and not allow shareholders to take their money out knowing that the company is going into Administration.

How can we fight and do we all join forces and take legal action.

Firstly boogy is just JB in disguise, we know you opened another accountants my. Second I am aware of BATs troubles, I bought at their lower price and hoping to do well off them

What are you talking about many stocks have not recovered since the sell of early last week. Cna, kgf, BT.a RBS, Next, TSCO, BAT and many big players. Barc has held up well compared to many. Your analysis is poor and you are making false statements without research. Please read facts before posting

This was my response to you 30th June: Jack congratulations for getting your short right. However those who are long their strategy is different to yours, as you will be glued to the markets and will gamble up and down and probably be stressing. The long terms in nvwatora who believe in value will just put their money in collect a divi and when the price is right sell. I tried shorting and CFDs and lost big so now stay away, mainly cos I'm not good at it and it felt like you're always in the bookies. I also played silly in aim and lost loads of money. However I can't seem to stop putting money in shares, but at least I have a more pragmatic approach and one that makes small money then lose anything. Anyway will be interesting to see who chart target is met first my £2.15 or your £1.74 it's a game of chance but let's see. GL to your strategy mate as I don't know it many top traders like Anton Kreil and Lex Van Dam have a strategy to hedge shorts against longs. However I am now a value investor man like good old Ben Graham who interestingly stopped trading cos he got bored of making money, genius. GLA In Barc and now will be more interesting to see who's chart is more accurate mine or JB, PS JB if Barc hit £1.74 then please share some of your analysis as I like to tweak my formula at every opportunity.

That was my post I'm looking for your £1.75 will post when I find it. All I'm saying is you put in no facts no analysis and all you say is I predict a drop after the sp drops.

24 Jun '17 Thank you for some input. I just looked into the balance sheet. Jack I don't agree that it's a declining book, yes non core is hugely loss making but the group as a whole look profitable, barclays look to have a grip on RWA and their sp is only 0.47 times book value which means Barclays is well undervalued. Barclays current sp is 21 times net earnings so just looking at that and industry average barclays is very cheap. Chat £2.80 is an overstatement by £2.50 discounting the impact of non core seems like a sensitive value, also you have to factor in impact from Brexit. On a whole investing Barc depends on your strategy, if you want to day trade and look for small quick profits then this will swing up and down for a while. If you are looking for a 20% increase and are willing to hold Min o the to a year then you will see £2.40+. Each to their own I prefer option to to be patient, as you need a lot of money to get a return on investing in sp movements. I am not looking to jump in yet as heavily invested elsewhere but from yesterday's trading volumes, it showing that if barclays hits an unreadable price of £2.03 next week then barclays will shoot up to £2.15 really quick. GLA

I'm not sure what you mean JB. I refer back you our conversation back in July time when you said you see the sp hitting £1.75 however my charts were signalling £2.15. I never said £6. Also I don't short. I don't think I have made as much as you. However if you refer back to all the posts you'll see that I said if £1.75 is met could you please share your charting strategy as I would love to develop mine. But at present £2.15 is still my target. GLA.

You talk so much it's unbelievable and nothing constructive has been said. Don't know what your game is mate but we still still have our challenge your £1.74 or my £2.15 to hit first. I have been nearly close to victory but £2.15 wasn't hit. Hmm whose chart will win mine or Jacks

It depends on how you calculate the book value and how much risk you factor in. From 2016/17 results the company is worth 6.7bn so on that basis you are right the company market cap has to catch up. For safety what I do is calculate the cash and property value which is £4.4bn and take away all debt £3.6bn. That leaves 800m in property and cash for KGF to play with. Most good companies will have a market cap of around 8-10 times that figure so in essence if KGF hit their plan of ONE KGF, reduce debt and costs increase profitability then their market cap should be between £5.6bn to £8bn. Either way they are fairly valued at £6.5bn. Why the markets depressing KGF is what I really want to know

The company is worth £6bn and I don't think acrewfix is even in this valuation. Kgf too big to be taken over, it will need a massive player to buy them out at a min offer of £8bn. On a positive note KGF showing a pattern of £3.12 I am guessing there is something in the trading patterns where people are hedging on the results 17th august. The thing is once screwfix is factored in and Graham score adjusted this sp will rise. I am pulling my hair out as this seems like a no brainier, surely picking stocks can't be that easy?

QE and weak £ allowing foreign investors to buy property in U.K. Has halted a massive crash. London property mostly owned by Arab and Chinese, regeneration money in Birmingham from Kuwait, there is talk of foreign investment in Centrica UKs largest energy supplier. All this investment has put the wool over our eyes making us believe the economy is improving. Banks and other big companies are in black because they cut cost by reducing staff, however this is a temporary fix and soon many balalnce sheets will get found out. With Barc however it's slightly different they have been around for over a century and are quite prudent, the issue I see with them is that they led the digital innovation charge and now they are falling behind. They need to re invest in AI and digital technology to streamline their processes. mobile banking is the future and your phone now will replace debit cards which means more cost save as no need to print plastic and pay couriers. Use your phone to take out cash from ATMs similar to how you can with NatWest but more secure. This will save banking, however we will be more glued to our phones then ever before. JB how's your short doing mate?