Member Info for surprised

https://twitter.com/surprised_trade/status/1415211210237255684

Positive RoI coming up. Kromek investors have financed a heavy investment programme over recent years and with the investment phase now complete, visible order growth returning and the Group’s total addressable market broadening, now is the time that a proper return on investment can begin to be generated. On <4x EV/sales in FY22E, we do not believe the market is factoring in a substantially improving outlook. Buy.

New markets. The adaptation of the outdoor DARPA biodetection product for indoor use with the help of funding from Innovate UK represents a scaling of the opportunity in a new market space for Kromek. The combined military and civil applications of these technologies is presenting a material global opportunity

Recent news flow and positive contract momentum is sufficient to provide investors with high visibility over a 45% growth rate. This growth rate will produce a record revenue base this year but the advent of supplemental market opportunities in new product areas means the demand curve facing Kromek is now at its steepest.

https://twitter.com/surprised_trade/status/1415202297802526720

https://twitter.com/surprised_trade/status/1414867660010139649

another iii takes a 10% stake

https://www.lse.co.uk/rns/holdings-in-company-14olzv5wg6ndffm.html

https://twitter.com/surprised_trade/status/1414870936084525068

new holding (back in)
'on-track to deliver on our guidance of revenues of between $197-202 million (a c. 65% expected increase) and Adjusted EBITDA of between $73-76 million (a c. 90% expected increase) for the full year 2021

https://twitter.com/surprised_trade/status/1412689219047276544

the opening up of foreign travel will add substantially to profits

'...there is huge untapped demand to holiday abroad when the UK government’s green list of countries is expanded, and Ramsdens is primed to gain market share and increase gross margin when that happens given there is far less competition following the demise of Thomas Cook (acquirer Hays Travel doesn’t offer currency exchange) and less well funded independents.'

https://twitter.com/surprised_trade/status/1412070519860568068

I'm in @ 18.50p ....

https://twitter.com/surprised_trade/status/1411934679310254083

all of the Group's business units ahead of expectations, cash generation strong, dividends to resume, further growth potential, sales expansion & further acquisitions expected, pipeline of acquisition opportunities

https://www.lse.co.uk/rns/RST/trading-update-dividend-restoration-fneslqfblh41lda.html

Q1-2021 Trading Update
'' With a healthy Contracted Order Book, the improving trajectory in Fee Revenue demonstrated to date is expected to continue into Q2-2021 and margins are expected to improve on the prior year.''
'We are confident that in the remaining quarters in 2021, the Group will show year on year growth."

Hi Yuri, interesting take on RPS and if markets were simply about past profits and balance sheets (although they play a decent part) every 'accountant type' would be a stock market genius and clearly they are not...for those who recognised the potential uplift in RPS share price (beyond a simple balance sheet) they have so far achieved a 100 percent plus gain to date with possibly a more to come. Not too shabby and demonstates how differing views and outlooks on stocks make it a fascinating and complex market ;-)

https://twitter.com/surprised_trade/status/1409769270347767811

about to get bigger (Amazon etc.)

Afterpay Aims to Become Platform for Global Brands

Nick Molnar, co-founder and co-chief executive officer of Afterpay Ltd., a buy-now pay-later company listed in Australia, discusses how the coronavirus pandemic has been affecting his business. Afterpay rose as much as 7.5% on June 24 after the company said it’s making its service available to select app customers at large U.S. merchants like Amazon Inc. and Nike Inc.

https://www.bloomberg.com/news/videos/2021-06-29/afterpay-aims-to-become-platform-for-global-brands-co-ceo-video

https://twitter.com/equity_research/status/1408004353441648644

#KMK thx @surprised_trade
- plenty of coverage now of final trials for the @kromekgroup
airborne pathogen detector, taking place at 'gatherings' like schools and airports, such as @SkyNews
report y'day from Teesside International: https://www.youtube.com/watch?v=LqvE2Mvhy_8

https://www.lse.co.uk/rns/BGO/bango-in-new-european-xbox-deal-g39xjhtmtkq4394.html

https://twitter.com/surprised_trade/status/1407945437877870596

AP now $130

77p per share (the "Placing Price") (the "Placing")

The ordinary shares held by the Seller following completion of the Placing will be subject to a 90 calendar day lock-up which is subject to certain exceptions and may otherwise only be waived with the consent of the Joint Bookrunners.

Subsequent to the Placing, the revised shareholding of Brian Rudd, a PDMR, is 12,105,538 ordinary shares of the Company, representing approximately 6.4% of the Company's issued share capital

https://www.thetimes.co.uk/article/millennials-happy-to-treat-themselves-by-instalments-gp8fl79ps

Millennials happy to treat themselves by instalments
Clearpay’s interest-free online payment model grew rapidly during the pandemic

“From the other market launches, we know offering in-store payment provides an enormous opportunity to reach new customers who, out of habit or preference, opt to shop in-store,” he says. For high street retailers that have been ravaged by the pandemic anything that encourages shoppers will be welcomed with open arms.

, coiled spring' as sp lags the climbing AP now at $122

agreed, top slicing a small percentage is not an issue and no doubt will be taken up quickly as CAPD are in demand

Investors Chronicle atricle released tonight- extracts below....

Middlesbrough-based Ramsdens (RFX: 155p), a financial services group whose main activities encompass foreign-currency exchange, retail jewellery, pawnbroking and a precious metals buying and selling service, delivered a resilient first half trading performance in the face of two national lockdowns and restrictions on foreign travel.

Ramdens is well set for a strong profit recovery when the economy is finally free from restrictions and international travel restrictions are lifted. The investment case has not changed. House broker Liberum Capital expects a surge in pre-tax profit from £1m to £6.5m on 30 per cent higher revenue of £57.4m in the 2021/22 financial year, a realistic assumption given that a high proportion of incremental gross margin earned falls through to operating profit.

Moreover, with net cash of £15m (48p a share) on the balance sheet, the directors have ample firepower to make opportunistic earnings enhancing acquisitions ...Buy.

https://www.investorschronicle.co.uk/ideas/2021/06/22/upgrading-target-prices/