Member Info for perkylad

Yes and with the SP now down nearly times 10 since its peak in 21 and eps 26 only down *3 and with p/e expected 14.5 and yield at 8% it's got to be close to the bottom you'd think.

Thanks to unpredictable Trump, UK market is starting to correct which isn't gonna do any harm either...

Yes well above average buy volume today which bodes well technically and now close to reversing the (overdone) drop last July. They're still investing heavily so profits delayed but confidence is returning and now i'm happier to build a larger position for the longer term hold.

Yeah just look at what 'the money' thinks about Labours' uk plc....all the indices are at record levels!

Total mismanagement Not..

If you're the type that enjoys a bit of paranoia about how AI could be used to manipulate stock prices (humans) you should checkout the 30min chart of the recent low and the timing of that post!

Expected p/e for 2026

Well someones interested...huge 6.4M volume yesterday out of approx 40M total. No shorts over 0.5%.

The sleeping dog awakens?

Well lets look at what the 'money' is doing... ?

The FTSE 100 is at historical high record level and so suggesting the government is floundering and losing control of the economy could be considered a tad pessimistic imho.

The tax burden is historically high but if you want good services (defence/health/pensions) you have to be prepared to pay for them.

As for BLND, i think a 26 p/e of 5.6 and a yield of 6.8% should support an upward sp in due course once the frightened punters start shopping again!

Yeah Jeffries have as BUY as well ...meanwhile the shorters are increasing trying to keep a lid on this..

The Reform party has sent a letter to all the energy company chiefs threatening to pull out of Net Zero obligations. This threat is effectively an added risk and will therefore increase the unit price that they are bidding to receive and ultimately put up all our electricity bills.

Nice one Nigel!

I suspect the Chinese could easily steal the IP and reverse engineer the tech with or without such an agreement so maybe the real earner for IES will be profiting from selling the Chinese made component versions to other countries..

I'm surprised the short hasn't closed out yet and there could be news of insurance pay out incoming (as stated expected mid June)

Regarding the extra cost of using SCE discs for OEMs rather than steel ones. They may add up front cost but the reduction of un-sprung mass on the wheel hub allows for a reduction in the strength needed in associated suspension/chassis components and therefor some cash (and weight) saving. Also the total vehicle weight saved using SCE discs also reduces fuel use over the life of the vehicle and reduces brake servicing needs and has other benefits too.

Not my take on the current outlook for the H2 sector although your pessimism is certainly shared by populist politicians such as Trump and Farage and their increasing influence is slowing the inevitable transition to clean fuels and therefore H2 company profitability is being delayed.

Unfortunately this delay will cause huge problems for the global economy as the temperature continues to rise and any investment losses here will seem trivial in the longer term if we fail to achieve net zero asap.

It would be a lot easier if companies were more transparent about eps in these updates rather than going on about 'market expectations' etc.

eps full year 24 was 4p on just under £65M turnover

eps full year 25 expected 3.6p on around £66M are what some are expecting...

Not sure how eps (25) will be 7.56p on v similar turnover but then i don't exactly know what the 'market expectation' figures are...?

Either way the shares are in demand so i'm happy to hang around to see what happens next...

Yes something positive must be in the pipeline to account for the recent large director buys. Could be funding related but i'm hoping that they have somehow finally fixed the high scrap disc problem since that's the major issue here. You can but hope!

Do a lot of farmers play the stock market then?

Science group took over Frontier Smart and more recently TP group and shareholders here might benefit from looking back on the 'tactics' they used. I'm no expert in takeovers and they may have no intentions on Ricardo but Science Group seem v adept (or lucky!) at getting a good deal for themselves at everyone elses expense. I know nothing about Ricardo and only noticed cos I bought SAG shares after losing on those two takeovers. (to be fair i was losing before SAG even turned up)

Https://www.theguardian.com/environment/2025/feb/24/britain-net-zero-economy-booming-cbi-green-sector-jobs-energy-security

Yes if we can scrape a just positive eps for FY24 and get somewhere even close to 15p estimate for this year then you'd think there will be a substantial re-rate at some point...

If their projected FY25 revenue £11M starts to look anything like achievable between now and Oct then you have to think that at some point around now, the current SP will have been near a significant low point. The management buys would seem to confirm that likelihood in my mind tho i appreciate this a medium term view.