Member Info for Sidney41

Been invested here just shy of 4 years, currently 31% into the red, my gut is telling me we're all about to get shafted on this one....

Bit of a strange one, "contacting potential counterparties to assess whether such parties could put forward a proposal". Surely if someone wanted to buy TRX they would have already made an offer. If you're asking a company to put forward an offer then they're not going to be attractive offers.

Hopefully we'll start to see an upward trajectory in the share price, always very muted on positive news. Been over 3 years with zero gains on this share now.

Yeah was surprised by 5% increase, not complaining though! I guess a lot of it is driven by the momentum of housing planning laws being relaxed and labour gov housing pledges, also new brick slip lines are coming into the equation soon! Interest rates are predicted for multiple cuts in the next 18 months also.

Half year results published in a week, market conditions unlikely to have changed from trading update. Hopefully they have managed lower demand with cost savings/ reductions in output costs etc. Here's to hoping the dividend doesn't get slashed! Share price has held up nicely since recent rise, also coin toss chance of interest rates being dropped tomorrow. Still long term hold here, will add when funds available GLA

Continued momentum of growth and profitability another positive step.

The rampers are out in full this morning 😂

Increased profit margins sounds promising, the market clearly likes the update but lacking in any financial numbers. Spread on share price recently been awful though.

Poor performance in share price since IPO yes but still paid out 35% of IPO price in dividends since that's without any compounding/reinvesting. Market conditions are pretty poor, interest rates highest they've been in 15 years. Many small construction companies are ceasing trading all impacts. They seem to be managing current risks, Still great believer this will come good 3-5 years.

Taken from RNS - Trading conditions in the first quarter remained challenging, subdue volumes, sales volumes were below our expectations. But Despite weaker volumes, a strong performance across our cost reduction actions, commercial discipline and operational execution enabled the Group to deliver adjusted EBITDA for the period in line with our expectations.

Improved EBITDA is good to hear, Low volumes seems to be managed well so far. Imagine subdue volumes wil continue throughout 2024.

Trading update on Thursday will hopefully show some positive Indicators Looking to add but holding off until then.

Please Ignore previous post somehow managed to post on wrong Forum. What a Doughnut...

Looking to add but going to hold off until next weeks trading update, See Blackrock has added to holdings in todays RNS

You'll still hold those shares but will be unable to trade them, unless by some miracle the company goes public again at some point in the future. (which is very unlikely) I have a small holding worth nothing now but no point in selling. Did vote against the delisting not that will change anything though.

What a S**t show this company has been......

Large amount of the upward momentum in IBST pins on interest rates reducing, current high rates coupled with high house prices makes it very difficult for first time buyers to get on the ladder. Although it seems everywhere I look they're still building new developments.

Great momentum this last week or so. Currently 11% down on holdings.

Suprised this chat is so quiet following interim results, not much positive to take out of that except the aerospace increase, shame it's such small section of the company.

No bombshells in update and demand subdued as expected. Atlas factory still on track and "underlying profit expectations for the 2023 financial year are unchanged".

And I thought 135 was a good top up entry, not too worried but maybe should have held out bit longer. Strong believer long term this will bounce back. Lot depending on how long interest rates stay high.