Member Info for surprised

https://twitter.com/surprised_trade/status/1322144572814884864

added to TPG holding at 4.85p ...a faller from 7p+

:-)

and the sp is rising :-)

https://twitter.com/surprised_trade/status/1322131471667204096

I'm in :-)

takes all sorts to make a market ;-)

Let's look at what we actually have going on here.....it is far in excess of curent mcap (£37m and 4.76p a share), when the dust settles I'm sure many will see the opportunity ahead, and not many weeks ago we touched 9p before proft taking (I did too, so I'm fortunate I'm still in decent profit even at these levels) saw the sp fall back. Sometimes you have to look at yourself as an investor and admit you got it wrong, sometimes you can look at a share price and think the market has got it wrong currently....I think the mkt has this wrong currently and the figures below imo confirm the sp should and will be sbstantially higher over coming weeks. :-)

Order intake up 13% to £35.2m (H1 2019: £31.1m) - a strong performance, overcoming commercial constraints arising through the COVID-19 pandemic

• Closing order book £64.4m (31 December 2019: £56.8m) - provides good visibility and continuity for the business

• Established a new £7.0m three-year finance facility with HSBC Bank plc to support investment in future growth opportunities

Current trading and outlook

· Acquired Osprey Consulting Services Ltd., a business focused on safety and mission-critical airspace management and regulation in the defence, space and the emerging urban air mobility markets

· A strong start to H2 with multiple significant orders secured, including:

o c.€9.0m of additional work orders secured under ESA framework contract

o c.£1.0m Hydrogen system contract

o c.£2.0m extension to MoD consulting contract

o c.£4.0m orders to supply MoD with oxygen generation and carbon dioxide removal devices

o Signed a three-way hydrogen fuelling partnership agreement

"We remain well-positioned to capitalise on the anticipated recovery phase in our key sectors alongside our active engagement in some of the most exciting global growth markets, including clean energy, autonomous navigation and artificial intelligence."

'' I bought Allied Minds (LON:ALM) at 40p'' from his Master Investor blog , he likes the potential here :-)

what we have here,
The modest rating of Aim-traded Pelatro (PTRO:41.5p), is completely at odds with the guidance given by the directors at the half-year results. PTRO uses 'big data' analytics to reveal patterns, trends, associations and behavioural traits of subscribers. In turn, this insight enables telecom operators to monetise their data, boost average revenue per user and increase their share of subscriber spend. Adopting a more customer-centric approach to marketing also reduces churn rates.
In the first half, underlying cash profit would have been flat at $0.8m (£0.6m) excluding an adjustment of $0.15m on deferred consideration liability. Revenue was 16 per cent lower at $2.3m, but this reflected the non-recurrence of $0.25m-worth of consulting work and was a robust result given Covid-19-related delays to new contracts. More importantly, the current order book supports revenue of $5m for the full year, but this excludes a newly signed five-year contract worth $1.5m.
Moreover, managing director Subash Menon points out that $4m of the 2020 pipeline of $8m is from existing telco customers for various new modules and products, such as cross-selling opportunities where Pelatro is the only contender. These projects have a high probability of being signed off. Mr Menon also adds that “their businesses, while impacted to some extent due to Covid-19, are quite resilient due to the higher level of usage of data by their consumers. Most have moved online as have educational institutions and a variety of other activities. This has resulted in considerable increase in data consumption, leading to higher revenue from data products offered by telcos”. This dynamic can only be positive for converting Pelatro’s total bid pipeline of $15m over the next 12 months.
At the same time, the board’s strategic move to generate a higher level of recurring licence fee income is improving the quality of Pelatro’s revenue stream. In the first half, about 82 per cent of software and managed service revenue was repeat business. A £2.1m placing over the summer is being used to strengthen the sales team and fund working capital for the managed services operation. In turn, this is enabling the company to tender for larger contracts.
House broker Cenkos is maintaining forecasts that point towards 2020 revenue increasing by 10 per cent to $7.4m to deliver flat cash profit of $3m (£2.3m). Deduct forecast year-end net cash of $3.4m (£2.6m) from Pelatro’s market capitalisation of £15.5m, and its enterprise valuation equates to less than six times cash profit. That’s hardly an exacting rating for a company boasting a bumper bid pipeline and one that now processes data for 19 telecom operator clients around the world with more than 800m subscribers. After I last suggested buying the shares at 50.5p the price subsequently rallied by almost 50& to 73.75p before succumbing to profit taking . I feel that a similar rally could be on the cards, making this a repeat buying opportu

general market pull back combined with some folks dissapointment of not achieving a profit in the last period (not my view I hasten to add as profit was not expected imo) has allowed price to drift under 5p.....as stated earlier there is always a price point that even the hardest critic of a company will find as a value entry point etc....looks like market volatility will provide some interesting prices over coming weeks ... :-)

Hi Archy, yoiu'll notice it is general market pull backs and not stock specific drops....it makes ahuge difference to how stocks will likely perform going forward...most folks pf's are seeing reductions across the board and with indexes being pulled down across all markets and all sectors anyone holding almost any stock will be staring at paper losses on recent purchases....the good news is the tide that goes out taking all stocks down equally lifts them when it changes and comes back in....the good companies and their potential and business has not changed simply an index move down that no one can control, so imo position patience let the market do it's thing and over coming sessions it all re balances plus some if we have positioned in the right companies.....re TPG I like it, not the current price, but the business and growth like others you mention, are clearly going to be somewhat higher over coming weeks...........PTRO suffered no reduction in it's business during lockdown as it sought to secure more contracts etc and the core business will continue, so no issues here and very much the same with the others. Sentiments and market moves are volatile currently, however, it all will provide for the same style moves into positive prices going forward imo. Importantly much as we like quick gains, typically I tend to hold shares over an average 4-6 months+ period that allows for this type of volatility, stocks and shares can be a 'scary' ride as it is not like a bank account, ie. 10% down one day 30% up three weeks later, it's not for the faint hearted and tests folks mind set fully on occasions.

it is good news, it's off the book now.....

https://twitter.com/surprised_trade/status/1321713291182354432

:-)

https://twitter.com/surprised_trade/status/1321723068109250560

results to June & trading update next Tuesday 3rd Nov.

''The Board expects to receive a payment estimated to be A$3.3m- expected to result in a significant uplift in revenue and positive cashflow-CAP-XX is now pursuing the recovery of the US$4.9m court award - sales order book over 50% higher than this point last year''

sell off yesterday was general market not stock specific, so annoyong but no reflection on REDD outlook...mm's mark down whole sectors and those linked with them at times like this so for the eagle eyed opportunity to exists to secure cheaper shares in companies that have been marked down ....the story has and will get better by the looks of things, nice divi upcomomg and at current price certainly offers value going forward :-)

as per the website etc. PTRO not one to be slowed down during lockdown :-)

https://twitter.com/surprised_trade/status/1321562237174206465

https://www.tpgroupglobal.com/wp-content/uploads/2020/10/TPG-Interim-Results-Sept-2020-web.pdf

Panmure Gordon has pushed through material earnings upgrades for Mpac. After applying the average UK engineering sector rating of 15.6 times 2021 earnings estimates, and adjusting for net cash and Mpac’s £35.2m actuarial pension deficit, Panmure arrives at a new target price of 461p.

https://twitter.com/surprised_trade/status/1320666642599301122

looks like game on

lol. :-)

;-)

and me in :-)