Member Info for perkylad

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.

Mar 25 FY

EBIT 97M dollar approx

eps estimate 0.2268 dollar is around 18p

P/E nearer 15.7 ??

Yes interesting that the shorters haven't piled in here to take advantage which might suggest that the financial community was never convinced that these measures would ever become a reality...

Meanwhile a p/e of 1.6 and 9% yield estimated for last year (24) at current prices

Your (and all hydrogen early stage investors generally) frustration at not turning a profit yet from climate mitigating early stage hydrogen companies justs illustrates exactly why " the market" is not a suitable solution to the global heating problem that "the market" produced in the first place. Taxes and subsidies just might work much better...

Umm..so as the tech companies continue to increasingly consume vast amounts of energy, belching out AI enhanced searches for the masses and huge amounts of waste heat , they now turn to nuclear power in an attempt to prevent more tech driven global warming and hoping that we all don't think about it too much. If we did, we might realise we don't really need to be wasting more of our precious electricity like this.

Well inbetween the summer recess and the 3 weeks off for the conferences could i humbly suggest that there

hasnt been a great deal of legislative time to do very much yet...

Number of Ordinary Shares in issue immediately following Admission

265,419,967

Market capitalisation of the Group at the Placing Price

£119.4 million

Not an expert in corporate structure but the above quote is fromt he table in the AIM admission document...

08/10 Q2 earnings. They're projecting £5.1M ebitda by yr end jan so lets hope they're on track.

Cheers for your thoughts. Here is some background to getting a mining license which hopefully goes smoothly and unlocks the value here though considerable uncertainties would still remain. A new JV company seems likely using he1 feasabilty data to get the license. Very tricky to assign value untill then ...

https://gerpatsolutions.co.tz/mining-license-procedures-in-tanzania/

I'm slightly concerned that as a shareholder here, i'am mostly ignorant about the process (and risks) of he1 obtaining a mining license in Tanzania and monetising any helium reserve that they discover.

I found this link that may be of interest..

h*tps://www.dentons.com/en/insights/articles/2020/december/2/mining-in-tanzania

I'm hoping that any worries i have regarding the Tanzanian goverments' willingness to allow profits from helium extraction to be shared with overseas investors are unfounded but i have to admit to considerable ignorance at present.

Happy to be educated...

The reason people here are interested in what people are 'doing' is simple. A frank exchange of viewpoints/info about investments both short or long is most investors assumption here. But therefore these boards also attract plenty of other posters who are risking no personal capital but seek to manipulate opinions for other reasons and are dishonest about their motives and it annoys the hell out of people.

The recent results were an improvement but not stella and insuffecient to explain this jump up imho so I'm guessing that this has been tipped somewhere or something else is going on...?

Sell to buy ratio 2:1 today and sp holding steady (all approx). Taken a few to start averaging back in. I feel there's a good risk/reward potential here for medium term hold. Slightly concerned about the reason for the recent sp pull back but some profit taking is to be expected.

Indeed was up 30% in last 5 days at one point earlier today and so just been trawling around looking for obvious good news stories to explain the rises..

The april update started the uptrend which was upbeat but not spectacular and positive eps still not expected till 2025 tho recovery of margins is projected to be good..

The Major Holdings RNS's since april show Shroders increasing (overall +2.7% ish) whilst First Equity decrease (overall -3.1% ish) which seems the opposite of what i was expecting.

Debt is coming down so maybe a relief rally or takeover rumours or summat?

Struggling to explain it tbh but happy none the less..