Member Info for Scarfell

Well results were so-so but then a 9% share price hike. Taken the opportunity to sell a few. This time last year the shares did the same only to fall back by June. Sell in May might be even better.

Talk about playing shareholders as mugs.

Yes a poor update all round including flat profits. I would like to know more about these restructuring costs as well. Poor timing from the recommendation in yesterday's Sunday Times. I still think the longer term share trend will be up, but as you (JW) point out a fundraising is likely.

Yes - pretty poor results but possibly hitting a floor soon. In contrast Kingspan share price doing nicely, when they blocked the bid it suggested that SIG was in a non-competitive market, the results don't reflect that.

No thanks

2:30

Don't forget the price was 85p in Sept 2023 and that worthless rag IC tipped it at 685p (old money) on 9th Dec 2021.

Yes I bought some more today and likewise have had for about 7 painful years. I think it's badly run (and the hedging strategy in the past has cost it a lot) but is in a much better position than when the share was about double these levels. It should (baring an oil price crash) deliver $200m free cash flow annually and that suggest a market cap of £450m is too low. It really needs to be bought out and run better, but I doubt that will happen.

Wow - an aim share that goes up !

CAB Payments down 13% as well (with no RNS). Forex companies should benefit from volatility in this election year (US and likely here).

I have been hearing those words from various board updates for over 5 years now - and the share price hits new lows. Thankfully I have managed to bob in and out, so have neither made nor lost money.

I wish I had your faith. The ratio of expenses to revenue is plain stupid and explains why I have lost 85% on this. I think they will struggle to raise further funds.

Now showing 4.5% interest - interesting!

Some logic behind that statement (going out of business) would be good. A company with a positive P/E and EPS rarely goes out of business. I'll stick with JPM for BT's direction of travel.

I initially though 'brilliant' and then looked at the price history. It was 454p on the 21st May 2021 and I though things had been going better since then. So CEVA are probably well happy to pay this price - and I am thinking it's not so brilliant - but then again as with banks and telecoms this gov or a regulator might step in any minute and say all lorries need to be run on hydrogen by next year and customers/public need to be compensated for the last 15 years for pollution.

Coming to the conclusion that following ST (from IC) is a sure path to losing big.

The capital spend in this report for 2024 along with soft pricing has made me lower my buy price. I've been invested since 2018 and the impression is that of a well run company, but given the (increased) large investment needed for the move, I can see why the share price is well down today. Needs higher product pricing to restore my faith.

The Times is questioning why they bought a water company (in pretty dire debt straights and making losses) at a 6% premium.

Selling this airport is going to look like the stupidest decision ever in a few years time.

The results were certainly expected by the board because they are in a position to know. To do a cash raise in advance - is that legal, certainly not ethical.