Member Info for Raleigh

Mischievous posts on this chat board will have no effect on outcomes for this FTSE company. Doing quite well today now, so far anyway.

Maybe a bit of trading going on and volume is thin today. We shall see how we get on, but a different picture so far from yesterday.

It does appear a change from the usual. See how we go.

Thanks. I only put up what I see. It is not intended to be full, or on occasions without overlap.
https://ukdefencejournal.org.uk/bae-contracted-for-countermeasures-for-lot-12-f-35s/

General - construction employment - order books mentioned as growing.
https://projectscot.com/2021/02/survey-reveals-construction-jobs-boost-for-brits/

I am pretty sure that if anybody comes out of it alright, it will be MXCP, one way or another.

MXCP, Smith and all, are on both sides of that particular issue.

By the way, Professor, I do concur with the substance and tone of your article. Well done on that. I also agree with your latest comments with regard to Sig, Grenfell, and associated matters. Sig has not, so far as I am aware, been the subject of negative press, or analyst - related mention.
Were I of the view that there would even only possibly be any costly repercussions to Sig, I would not be invested here. Neither I guess would CD and R, or IKO, to name but two.

"Built in 1974, the tower was extensively refurbished between 2012 and 2016, most significantly when ACM cladding, specifically Reynobond PE, was wrapped over its concrete exterior.
The first part of the inquiry found this was the “principal” reason for the rapid spread of flames."

Dacorum. It is a complex enquiry going much further than the simplistic above, or anything that can be done justice on here. I am sure you have followed the enquiry painstakingly. Can you therefore post the extent to which Sig came under scrutiny. I know they provided some K15 because celotex was unavailable, and Sig gave evidence in the case on that.

Incidentally, it is celotex who have found the need to defend their position - https://inform.celotex.co.uk/ Not Sig. I have seen nothing they have felt necessary.

If you are aware to the contrary, please post details. Or are you just 'floating' it.

https://www.reuters.com/article/us-usa-emirates-f35/uae-confident-f-35-jets-sale-will-go-through-says-ambassador-idUSKBN2A20KZ?rpc=401&

https://www.baesystems.com/en/article/bae-systems-to-sustain-air-traffic-control-systems-with-contract-from-the-us-navy

I applaud bringing Sig to wider attention. Perhaps I took an unintended inference from the post immediately prior to mine, and to which I was responding, which included "We start once we have a critical mass of members......"

It seems rude to leave that post hanging. Truthfully, not for me. I would not encourage others to do what I would not do myself with my own money. I post positively here. That is all.

They previously mentioned acquisitions to fill gaps in coverage. There may be an amount of revenue bought in from any acquisitions made across the business geographies.

Whenever full year results are published, post period comment should give update against that which was covid-cautiously anticipated - "Providing there is no material disruption to either our business or end markets as a result of the pandemic, the Board expects the near term benefits of the actions taken in 2020 to deliver organic revenue growth in 2021, including market share gains. The benefits of this will become increasingly evident as the year progresses and should enable us to return to underlying operating profitability during the second half."

It is a funny old world we live in.
https://www.cbc.ca/radio/quirks/the-latest-self-portrait-in-a-gallery-of-earth-photos-taken-from-space-1.5893218?cmp=rss

Of little account now, but many will remember this one.
https://www.investorschronicle.co.uk/comment/2020/07/09/sig-now-insulated-from-shorters/

Íde is pretty much owned and run by MXCP ( who have most of the debt )and their cohort of regulars, Kestrel et al. It is quite incestuous, if you go into it.

I am an MXCP investor, with very mixed feelings about them. The partners in MXCP, realising their assets over the next four years will look after themselves . At a personal level, Íde is important to them. I think what they lack in communication, they make up for in cunning.

I hope we have found a base. The fact remains that the share price depends on buyers on the one side and sellers for whatever reason on the other. Until volume of buys consistently exceeds sells we shall go through the process. But the investment case remains the same, improved by the trading update. And further satisfactory news, with positive pundit commentary, will assist. If not before, that will hopefully come on publication of full results.