Member Info for persimmon

J.B...................Dive into the 70 odd pages of the latest accounts, you may be surprised at what you find there, although I somehow doubt it.

Compensation vs Market: Stephen's total compensation ($USD807.85K) is above average for companies of similar size in the UK market ($USD321.33K).
Compensation vs Earnings: Stephen's compensation has increased whilst the company is unprofitable

Fyoz....You would do well to take in some sage advice from Angela.
Lesson # 1 The directors of any business not just Reabold are always first and foremost directors to make money for themselves, you are not their priority, just a means to enjoy your and other investors money (to a tune 0f £400,000 per annum at present plus ex's). Lesson # 2 Do you really know about shares with directors and the different types including 'freebies', and how they work.
With well over 6,000,000,000 shares in issue I see a consolidation some way in the future. There is money to be made by trading here; as for dividends, I see them many years away if at all. OMO as always and good luck.

As the LTH on here will know I bought in @ 0.59p many moons ago and then sold for 1p a few months ago. I was told at that time in no uncertain terms that I was an idiot. Before I am hounded again by some who need to look impassionately at this stock without rose coloured glasses, am I now correct in believing that if W.N fails to materialise, then Reabold will be hard pressed to provide the long awaited pay-back to its share holders they were promised. G.L to all still invested here.

Just thinking , there should be interesting times on the horizon regarding trading, both possibly later today and next week; and will that small but significant phrase 'we are now trading profitably' be mentioned by Thruvision in their interim statement. Or will we see more shenanigans from the MM's revealing many 'late trades' etc to manipulate the price? We will soon know !

MM's supressing the s.p through 'grated teeth' to keep it below the significant 30p threshold before the Interim statement is released.

afrc....Schroders held over 33m shares before the Thru buy-back and burn in August 2018, which fell to over 29m shortly afterwards. Their last sell amounts to less than 2% of the stock they held. One of Hargreaves Lansdown chief executives moved to Schroders in October this year. It would not surprise me if that seemingly 'cosy relationship' between the two companies has perhaps some bearing on where the shares ended up!

New platform now up on main Thruvision site (13 pages)

ROCKETVI.....Yes this is AIM after all. But I think that most are swops. To be all X trades would invite investigation by the regulators. I did go into some depth on this subject many months ago as well on another AIM company, and kept a track of all 'buys and sells' over many weeks. It did throw up many instances of where even adding up three or four different executions over different dates they exactly matched up with one other at a later date. And I'm not just talking about trades in exactly multiples of thousands either. AIM is a corrupt market place.

Always remember most of these trades especially those 10,000, 25,000,50,000 etc are just swops and do not affect the s.p. If they were 'valid trades' then given the last few months we would be trading @ £5+ per share !
I believe also that a) 'creative accounting is taking place' and b) the company does not want to let go yet of control over the stock price.

Nice little taster out today on Thruvision main site. Page 3 regarding trading up to 3rd October 2019. The rest we all know about. Pre interim results to try and dilute the good news?

Probably a good time to buy right now. OMO as always.

I wonder if on the same day we may get an update on how matters are progressing regarding the ongoing testing, and the possible timing of completion and ultimately forwarding for FDA approval.

The next important date for Thruvision is early December when the half yearly results up to 30th September 2019 are due to be announced. The chairman Tom Black said in the results report for full year 2018/2019 ended 31st March 2019 and I quote him "We are confident we can grow revenues and margins more quickly than we need to increase costs and so deliver profitability to shareholders". Therefore I fully expect Thruvision to be in profit at this time unless of course we are to be subjected to another dose of 'creative accounting'.

With regard to the last comment. I think it would be inconceivable that both Thruvision and QinetiQ would be purchased to basically do the same job by US security overseers. As an analogy If I want to just knock a nail into a piece of wood I would not buy both a claw hammer and a ball pein hammer. I would just chose what I thought would do the job best, and I also agree with Tfb that Thruvision is the best (and not just that Due to I am invested here) to do what it is designed to do.

Yes, agreed Tbf good spot. The other main supplier of this type of equipment is a business Quinetiq. I looked at this supplier in some depth many months ago. It is a large outfit employing 6000 people with a turnover 30 times that of Thruvision. If there is to be a buy-out it would be my favourite.

Shown (for once) as an SI trade for 10,000 shares on London Stock Exchange. No doubt the SI in question is Investec Bank the bank of Thruvision. SI's who are systematic internalisers have to do so many transactions in a given period to keep their 'ticket'. We know that the vast majority of trades on Thruvision are via SI's although not often shown as such, and are internal 'to and fro' swops between the major investors.

afrc re share buy back. I take your point. When the last buy back was authorised Thruvison were given permission to buy up to 47m shares. In the event less than half that figure was bought. At that time I was not surprised as I did not think there were 47m shares available to buy. Now with approx. 126m 'free float' shares, lets assume 98% are in the hands of investors. That leaves 2% available to purchase or approx. 2.5m. Lets then assume (hypothetically) that 50p profit could be made on each share. OK it's only guessing but if this is being lined up for a take over bid (remembering we are not privy to all info) that would leave around £1.25m profit to be distributed. Not bad for Tom Black and the II's. And remember also should the company keep on with its exponential rise in sales a valuation of more than the current price + 10% + 50p arriving @ circa 78p valuing the company @ approx. £100m would probably be conservative. Just my rough calcs based on nothing more but supposition I know, but I am of the firm belief that the 'big boys' would not have stayed in if they thought negatively of Thru.....OMO as always

In reality, Dr Black is more Q than 007. With a doctorate in nuclear physics, the entrepreneur who turned Detica from an IT minnow worth £20 million when it floated in 2002 into a market leader in the technology used in the pursuit of terrorists, is certainly more boffin than spy.
What is beyond doubt is his ability to generate a return for his investors.
Detica was finally sold to BAE Systems in 2008 for £539 million.

Tom Black's track record is not too shabby!

afrc....take your point about the II's but, keep in mind they know far more than us as they are being updated on a regular basis (we are not). Thruvision are also building up some large tax credits to offset their profits when they do arrive.

afrc...You may well be right. The company at its last AGM was once again given authorisation to buy back a significant number of its own shares. If this is what they are planning it makes sense to supress the share price prior. Tom Black personally and his Herald Investment company have a significant share holding, and would stand to gain with the resultant uplift following a share buy back (as we all would). This would also follow the buy back trend began in July/August 2018.