Member Info for surprised

https://twitter.com/surprised_trade/status/1455435292945571841

further 5g contracts

https://twitter.com/surprised_trade/status/1455433975074377729

Total revenue increased 17.9 % to £136.4m· Underlying EBITDA^ up 28.3 % to £13.3 m · Underlying Profit Before Tax^ up 36.6 % to £11.2 m
· Profit Before Tax up 13.7 % to £9.5m Salter brand fully integrated and is expected to be significantly earnings enhancing

https://twitter.com/surprised_trade/status/1454045274788220928

Interesting period upcoming for CPX ....the Maxwell/Tesla case could be as discussed for some time a real bonus financially for CPX, if Maxwell were judged to have infringed the patents. On balance of probability all indications appear to suggest CPX have a pretty solid case, having won previous cases for the same or similar infringement. There are always aspects not in the public domain, however, on known knowns that's my take.
IF Maxwell were not seen to infringe then it is business as normal and simply they did not infringe, so no change and no loss other than the costs to each party in defending their positions.

On the everyday business as per the TU recently all is clealry going well with upside across the board and that elusive profit point closer than it has been in CPX history.

A few folk ploughed £3m into cpx a few months ago at 5.5p, no doubt with an expectation of a handsome return on their investment, as yet the bid has not risen too far beyond that price,...what was the lure the brokers offered to invest £3m in little 'ol CPX that tempted them ?....

https://twitter.com/surprised_trade/status/1455075687895814145

BGO the global platform for data-driven commerce, is powering the first Telco to offer bundled Microsoft 365 subscriptions, launching with a major global telecoms provider in the UK.

Microsoft (NASDAQ: MSFT), is leveraging the Bango Platform to enable resellers including Telcos, banks, retailers and insurance providers to bundle Microsoft 365 Personal and Microsoft 365 Family subscriptions as part of their customer offers. The consumer appeal of bundled media subscriptions has seen the marketing model become widely adopted, providing resellers with a powerful way to differentiate themselves. The addition of the world's leading productivity apps to the mix of services available to bundle is an exciting opportunity for resellers, giving customers more of what they want.

broker note ...
demand for Bango’s platform licenses seems to be growing rapidly. The company had signed its first platform license with BT last year and followed it up with Verizon earlier this year. At its strategy day it revealed that it had signed a total of five platform agreements already, three of which are with the top 30 non-Chinese telcos (including the BT and Verizon deals). These five alone are expected to provide annual recurring revenue of at least $7m by 2023. Signing up these telcos also enables Bango to expand its range of merchant relationships. This growth in merchants and the credibility of having signed major telcos like Verizon and BT, in turn seems to be attracting even more telcos to the fold. Bango is, therefore, currently in active discussions with a further 5 major telcos in the global top 30

... robust execution, high revenue and earnings growth and earnings upgrades. We, therefore, reiterate our strong buy recommendation and 260p target price

https://twitter.com/surprised_trade/status/1454753510352990209

COP26 & Hydrogen projects increasing as an essential alternatve look set to boost stocks such as CWR

https://www.thetimes.co.uk/article/bp-and-daimler-to-power-trucks-with-green-hydrogen-cgspsrt5w

https://www.bbc.co.uk/news/uk-59107805 - JCB signs green hydrogen deal

https://twitter.com/surprised_trade/status/1454045274788220928

Cash remain strong at A$2.7m with no debt and our R&D tax rebate of A$3.2m is expected in the next 8 weeks, Q1 sales have again been strong, up 25% CAP-XX production line has increased output by over 25%..

Sales push in IoT and demand led in auto – CAP-XX is focusing its resources on near-term IoT opportunities which leverage the Murata production assets. Demonstrating this is the recent addition of Kessler Batteries as distributor in the Americas. Another positive sign is the commitment to commission and commence shipments of the very thin DMH supercapacitor line by 2022. In auto, the strategy has shifted to partner with and leverage the capability of keen Tier-1/Tier-2 suppliers, as demonstrated by the relationship with RGM announced on 21 July 2021.

Both broker notes stating 15p+ target, Cenkos valuation ...
We maintain our DCF valuation of 15p at 13% discount rate with the potential for this to increase significantly as confidence in its path to profitability increases. Our valuation leaves upside from more licensees, including a potential result against Maxwell/Tesla, greater long-term market share than 5%, as well as the potential for greater growth in supercapacitor demand from IOT than assumed based on market forecasts

https://twitter.com/surprised_trade/status/1454002368408956928

currently in process of tendering for new contracts ahead of new Government funding to clear NHS backlogs, 46% of shares held by the largest holders, PremierMiton, Liontrust etc.

https://twitter.com/surprised_trade/status/1454045274788220928

sales expected to grow 25% rather than 35%. This translates into £170m for the current year; Management said these costs are being “successfully passed on” but there is an inevitable time lag before price increases come through. Accordingly, ebitda margins are expected to be in line with last year’s 11.5%

Our enthusiasm for Accrol is based on a positive view of the management team and their strategy. CEO Gareth Jenkins has many years experience in the industry and has run large businesses within DS Smith. He has also assembled an experienced team around him with an aim to grow the company significantly

https://twitter.com/surprised_trade/status/1454031282866991104

Ford has teamed up with powertrain testing specialist AVL to build a fully functioning Transit FCEV prototype, which it will use to research the suitability of hydrogen powertrains in the commercial vehicle sector.

https://www.autocar.co.uk/car-news/electric-cars/ford-transit-fcev-prototype-explores-hydrogen-van-potential

https://twitter.com/surprised_trade/status/1454018415937589249

MTI’s impressive interim results highlighted the ongoing structural growth drivers across all three of its divisions: global warming and climate change; increased defence budget spending; and demand for next generation 5G networks. IC have target price of 100p

https://www.thetimes.co.uk/article/home-is-where-the-hydrogen-boiler-or-heat-pump-is-j23r2ps2p

The government has set a target of 600,000 heat pump installations a year by 2028. The vast majority of homeowners are sticking with boilers, however. About 1.6 million new boilers were sold last year

Boiler manufacturers and gas suppliers are lobbying for the government to mandate that all new boilers must be hydrogen-ready from 2025. This would allow them to maintain their existing businesses making boilers, running the gas supply network and producing gas.

Gas companies argue that hydrogen-ready boilers are far more attractive to consumers because they cost the same as a conventional boiler, about £2,000-£3,000, and require no disruptive changes to the home.

Hi Eddie, I appreciate you have a war of words with some other folk on this bb and for some reason you guys post against each others investment (!) takes all sorts I guess and we all have different outlooks and characters etc.

I also realise as most do that it is a pointless excercise debating any aspects of an investment case with folk who are simply out to be disruptive, less than objective etc....I have no argument with you guys, or your investments whatever they are and I appreciate you seem obsessed with trashing each others stocks, so forgive me if I do not respond or attempt to reply to 'trashing/negative ' posts that do not actually have a basis for discussion other than your individual bitterness ....the bb's are and can be an informative place for investors to actually discuss the prospects of any share and I'm sure most folk have the same view...good luck with you own investments and I'm sure away from the bb's you are all probably decent folks. Money/stocks brings out some nasty traits in some characters....

https://twitter.com/surprised_trade/status/1453632506343874560

https://twitter.com/surprised_trade/status/1453629949949222915

Autumn budget: billions more for NHS in bid to tackle backlog...TLY provides solutions to the healthcare sector.

NHS backlog presents Totally with opportunities in multiple areas

NHS backlog presents Totally with opportunities in multiple areas

Lawrence and her board know their way around the institution. And with some estimates suggesting waiting lists could reach a staggering 13 million in the wake of covid-19, the NHS will need all the capacity it can lay its hands on.By far the biggest of the three divisions is Urgent Care which accounts for around 95% of revenues at a gross margin of 18%

Centres can be co-located in A&E departments or standalone walk-in sites. The aim is for them to relieve pressure on A&E. They improve efficiency by treating patients with non-serious injuries or illness, while directing only those with emergency needs to A&E. They are staffed with GPs and experienced nursing practitioners.

Insourcing would appear to have a big opportunity ahead in reducing NHS waiting lists. This service uses hospital premises to deliver elective healthcare services and procedures. This involves weekend and out-of-hours operating lists, meaning that valuable equipment and facilities are being used which would otherwise be idle...

We should expect demand for Totally’s services to continue expanding. The bid pipeline is said to be picking up. There will also be opportunities in new areas such as the winning of a 3-5 year urgent care centre contract for Kings College Hospital expected to be worth £4m pa, along with other contract extensions and increasing insourcing demand. (£22m & £16 recent contracts)

With profitability benefiting from the company’s increased scale and a following wind for the foreseeable future as the NHS grapples with the case backlog, Totally looks to be set fair. A p/e of around 10x two years out looks attractive, especially with cash forecast to be 30% of the current market cap at that point. The shares had a strong run in the first half of the year, hitting 43p in early July; having consolidated that move they now look quite timely

BP, one of the world’s biggest oil companies, is making initial moves into hydrogen production as part of its strategy to cut its emissions to net zero by 2050. It has plans for a blue hydrogen production plant in Teesside and is also looking at developing electrolysers to make green hydrogen in the region. The announcement of a memorandum of understanding with Daimler Truck marks its first move into hydrogen refuelling infrastructure. Its rival Shell has a similar partnership with Daimler Truck to develop hydrogen fuel stations in Germany and the Netherlands.

Emma Delaney, BP’s executive vice-president for customer and products, said that for decarbonising heavy and long-distance freight, hydrogen was “sometimes the only answer”. She added: “Working with a leading manufacturer like Daimler Truck we can accelerate the deployment of both vehicles and infrastructure and pioneer the use of hydrogen to fuel the next generation of UK freight.”

https://www.thetimes.co.uk/article/bp-and-daimler-on-the-road-to-hydrogen-fuel-stops-for-lorries-5kq6fhr8h

Hydrogen is seen as a crucial technology to clean up areas of industry and transport that are hard to decarbonise through electrification alone. Hydrogen-powered vehicles convert compressed hydrogen into electricity through fuel cells, generating only water vapour and heat emissions.

BP said that it aimed to use renewable electricity to produce and supply hydrogen for up to 25 new heavy goods vehicle refuelling sites that it could build in Britain this decade.

It has signed a partnership with Daimler Truck, one of the world’s largest commercial vehicle manufacturers and part of Daimler, the German owner of Mercedes-Benz, which says it aims to deliver lorries powered by hydrogen fuel cells to British customers from 2025.

https://twitter.com/surprised_trade/status/1452906336170217473

Autumn budget: billions more for NHS in bid to tackle backlog...TLY provides solutions to the healthcare sector.

Liontrust Investment Partners increase holding in TLY to 5.24 % on 28.9.21 ....
.TLY awarded £16m & £22m contract extensions in last 4 weeks