Member Info for PipeDragger

Last half year results weren't great. It would be nice to see serious profits at next set ... but we have been disappointed before. good luck

Carclo was broken many years ago with a crushing pension obligation and some poor business decisions. These days they have the pension deficit manageable and seem to have focussed efforts on areas where they can grow. Last formal results weren't great and obviously there is a lot of chatter on LSE on how it is all going to go to the moon but it is mostly speculation. At least they are no longer going bust!

Todays RNS they are buying a Range and a Costa coffee supermarket site in Edinburgh. This isn't last mile logistics. Not sure why. Seems to be going away from their objective

That's an impressive result. (Most of the gain already taken in the previous results but still with a decent additional exit gain). I hope we see a good dividend as a result

Trin has good fundamentals but nothing much is happening that would change share price in the short term. Production is flat and expected to dip later this year. No actual new developments have been announced. They have bought some old seismic data but precious little drilling going on.
Big pile of cash but no dividend. One day it may all come good but need a lot of patience.

That is an astonishing annual statement by Crystal Amber on HUR. They obviously see value that isn't being realised at present.

SCADA - nice to see Trinity catching up with the last century!

Thorntons was class once but that was a long time ago. Hotel Chocolat is in class of its own.

I am nearly in profit!

It's a top pick. If they are doing this well in lockdown, imagine how well they will do as the high streets open up.

market sentiment is a fickle thing. (I bought at 300 so I am not really complaining just puzzled).
I think it will keep doing well.

Long wait, glad I didn't sell last year

Not obvious.

very impressive interim results

AGM followed by presentation and the conference. Looking forward to the update on their pipeline. Also nice to see their new medic getting options at today's price (instead of the usual discount) - they must be confident that the future price is going to be well beyond what it is now.

Drilling in the right place is more important!
HUR have only one good well.

For all for all the dilutions and borrowings it doesn't generate much: EBITDA of 3m. Hmmm

It's an ETF so the value is directly linked to all equities in that sector. Cyber security is a dull subject but definitely a good one for long term growth. It will never do spectacularly well as it reflects all the players in that index (but unlikely to go bad either).
Slow but steady.

As an ETF it just slowly builds. Hardly gets any press or chat but as safe a tech investment as there is.

Lots of plans but production expected to decline this year. Obviously big plans probably come with risk of another another big dilution event.
The year on year 10% compound production growth stated at last dilution event has not happened.
No wonder the price won't rise.
(If they paid a dividend - I think we would all be happy).
It is just a very long term hold. Maybe in 3 years it will all be different - I sure hope so.