Member Info for Roguemale1

The analysts call must have been something....

I'm staying now, and all good mate. A pint of extra cold for the Smort!

Raleigh
That's just Alex V's opinion stated when he had just announced disastrous results? It's not a fact.
I was merely pointing out that based on the history, of both COST and peer, it's entirely new territory. Unfortunately, the 2019 report does not say what value these higher margin consultancy activities were out of the total sales. That would be interesting to know. Because bearing in mind a large %age of the current turnover is labour plant and materials (albeit mostly bundled into subcontracts) and which is where the pain is, you could then see how much more consultancy and digital would be required to get to those overall figures.
Re your other post by an estimating software firm arguing that estimating is the problem, that the main contractors would be better served stopping subcontracting their bread and butter and keeping the inherent margins for themselves. See LOR>
But GL anyway

Indeed, and really most of my watchlist is red today, its not just SAGA. Just hold physical shares. SO much less stressful.

Hobbycraft website says stores are closed.
In England may be possible click and collect.
No click and collect in Northern Ireland or Scotland.

Decent results under the circumstances. Staying put.
Smort, shame no 20m but I guess it was nett of your promotional fees!
Broker call 0930 may perk it up later.
GL

I'm afraid only specialist subcontractors make 7% + margins guys.
The problem jobs have just turned +2% s into losses.
I think Slave pointed out that the "high margin consultancy work" only translated t quite small %age of turnover, hence reduced impact on overall.
Triple COST (or Balfours for that matter) historical 5 years best? Don't think so.

Well we'll know tomorrow at 7 won't we!
GLA
And especially Rox!

Banbury you're too kind. I'm in for the one-liner opportunity and to make up new Smiths lyrics.
Julian, I hear you. I'm at 35% ish and wont go more, but that is relatively prudent. I mean there are people on even here who think being hugely into say BPC is a good idea. At least this isn't a binary outcome!
GLA

@charlesrixon-. One to watch. I was glad they didnt put numbers in todays update, itll either drift or when they do post numbers they may need to raise more. I am in small but will go heavier in due course. It's a pure COVID play. The board do have a habit of placings though. See previous drops. Its not some wild AIM share anyway! DYOR as always though. You did ask!

There's words no numbers.....Whether its good financially will have to wait it seems...

Ah yes.
Dim problem!
Of course we are an insurance company.
But come on Pers, purleeease. A little grouchy.
And what is VAR for anyway?!?

Pers,
You missed us out on your copy and post efforts on 20/12/20!
DO you not think we are worthy to give you some advice?
LOL.

Prob be done by end of March then

https://www.bbc.co.uk/news/health-55045639

..on this drop. That's me now.
@charlesrixon. re your earlier Q. Have a look at HYVE. Will be slower than this. 340 pre covid. TU tomorrow. Im in but hoping it either drops or stays where it is until im ready! Chat is hopeless over there. Ramper plus sheep. GL.

yes,offered 262

You are!
They are at opposite ends of the dock....

https://www.constructionenquirer.com/2021/01/20/250m-a1-birtley-to-coal-house-upgrade-approved/

Banbury-BHR. I had to look up the ticker as it looked familiar, lol. Years of therapy undone! Doh!
Long way to go here yet, and there will be some tough days as well, but I think it'll be ok in the end.
GL

Cheers man!
I need the Nigerian to kick on, stalled a bit, results shortly..
Reduced at Theresa's to follow the Hydrogen for now.
Tight at WRKS.