Member Info for Stupanico

LTIP threshold for this year is 11.69 EPS and stretch is 12.69 so if they don’t hit threshold they get zero on that element weighted one third.

Therefore I believe EPS will be about 12.something pence.

Fact that announcement the results are to be delayed only occurred this morning shows they probably even yesterday thought it was coming out this morning.

It’s probably a big document though in conjunction with a rights issue pack.

I see Polar UK value announced in their client marketing literature that they have taken a reasonable stake in PFD during Q2 so I guess the stock is now entering the screening criteria of various funds.

The fact the company gives scant regard to describing what internal governance issues it’s talking about is a big red flag.

You’re best avoiding this share till all the exceptionals from the M&A activity have been addressed in the results statement and then buying if you feel confident.

There’s a few reasons to question this company.

1 only 2 independent external directors
2 MD and CEO related - both surnames Teasdale and Chair also founder so again hardly a challenging sceptic
3 Questionable acquisitions in short succession that are significant relative to original size and therefore most of balance sheet propped up with intangibles of £40m
4 history of increasing share count each year significantly and dilutive effect
5 only £124k of cash on balance sheet at year end given £10.4m overdraft
6 disproportionate size of share scheme costs - over £2.3m
7 more a symptom but a few hedge funds short including Lombard odier that goes over 0.5% FCA disclosure threshold

This company keeps growing sales which is good but there's always costs and excuses as to why it isn't profitable yet. I expect it will keep doing fundraisings over next 2-3 years.

Chris Gilbert's been going round all the usual investor shows talking a good story but really it will be more like 5 years time before the 2016 sales target gets hit. Last few years operational delays, next few years will be commercial delays - the orders just aren't coming in anything like what was expected so poor Allenby just keeps pushing out sales growth into the succeeding year. So typical of AIM stocks.

I would not bet against Ennismore. They were right on Quindell, IQE, Avanti etc. MSK also has Greek connections so well positioned to know.

So the good news pieces I take from video are lots of marble extracted sitting ready to be processed cheaper to get 3rd party to process it due to their prior skills so accretive to margin order book due to rise post China return visit did not categorically say that operational delays = significant reduction in revenue for 2015 (Allenby forecast €6.78M) http://www.proactiveinvestors.co.uk/companies/stocktube/4023/fox-marble-ceo-confident-of-strong-second-half-despite-delays-4023.html

Looks like some other people are interested in this stock - now over 5% level http://www.investegate.co.uk/science-in-sport-plc--sis-/rns/notification-of-major-interest-in-shares/201412231556036405A/

This is really good news with a £200M market growing at 20% per year + market share gains. http://www.investegate.co.uk/science-in-sport-plc--sis-/rns/launches-whey-protein-range/201501120700078363B/

Not sure why this stock is being hammered SO badly. We all know the oil price is crashing but clearly no one read the RNS about Aftermarket/Spares Revenue (not just OEM installations) Diversification away from oil/gas Management commitment to growth in 2015

The oil price really has hit this stock hard. It is a well run company beating expectations although a bit expensive. Hopefully the diversification eg into defence helps offset the energy focus although defence is subject to govt budget cuts.

Good to see this share doing well. I expect it to beat expectations due to the new acquisition it made in Liverpool

Management are so stupid. Why don't they just go and buy up all the used beverage cans from scrap dealers and national collection agencies? Sell them to Novelis, Alcoa, Constellium, Tri Arrows etc and not pay the $500/tonne premium on that volume as that tonnage is then used in their coils of 3104 alloy. Then charge all customer Coke, Heineken etc $500/tonne on their purchases of cans. No wonder they are way behind Can Pack in terms of customer growth!

Given how wide the spreads are on HAYT I suspect we will hit 90p tomorrow as we did earlier this year. This is a fantastic little business run in a sensible way with steady consistent improvements on all key metrics one looks for in companies.

I agree it's a low risk version of Quindell and Redde with out all the revenue recognition issues, ballooning trade receivable and cash crunch

Indeed

I was reading a note from Edison on this stock, it's going to have a yield of 6.9% this year rising to 8.5% if the share price stays where it is. I hope they publish their financials soon to show this is affordable but sounds very tempting to buy now.

It's good to see this business improving sales, margins etc. PE Ratio seems low vs peer group of industrials.