Member Info for surprised

https://twitter.com/surprised_trade/status/1271323934718226433

growth and expansion fund raise at 1% discount, including retail too , that's the way to add value for a cash rich business
Thumbs up
https://www.investegate.co.uk/air-partner-plc--air-/rns/proposed-placing-of-ordinary-shares/202006120700047413P/

added to holding today :-)

trading update historically is July :-)

nice progress today so far, particularly on a generally down/red day for mkts overall.....when general mkts turn positive again in next day or two all indications suggest a new 52 week high above 8p will be achieved and as pointed out by a number of people TPG compared to others in their sectors are somewhat under valued at even 10p......next few sessions and weeks should be an interesting time gla :-)

https://twitter.com/surprised_trade/status/1270964766207610880
one of TPG's many growth areas
https://www.thetimes.co.uk/edition/business/britain-is-missing-out-on-hydrogen-the-most-promising-new-green-technology-x7v3mtn0z

https://twitter.com/surprised_trade/status/1270631554511892480
Fuel-cell grade hydrogen has widespread potential in the emerging renewable energy field. Revenue £58.2m+49% Organic revenue growth +16% , £6.6m cash.....looks like a challenge on year high upcoming, figures and prospects are excellent

https://twitter.com/surprised_trade/status/1270963728553521157

another step toward takeover....'Tangent' chairman now in place, they hold 27% so far..

https://twitter.com/surprised_trade/status/1270631554511892480

Fuel-cell grade hydrogen has widespread potential in the emerging renewable energy field. Revenue £58.2m+49% Organic revenue growth +16% , £6.6m cash.....looks like a challenge on year high upcoming, figures and prospects are excellent

https://twitter.com/surprised_trade/status/1270628307952959488

'stable overheads, increased activity flows to the bottom line, boosting both profits & cash. Unsurprisingly AIR shares have taken off & are now around 80p.'' There should be further to go, perhaps a resumption of dividends."

good spot too jane, :-)

https://twitter.com/AirPartner/status/1270340035812999169

and cash and profits expected to increase further in June :-)

looks like challenge on year high upcoming, figures and prospects excellent

https://twitter.com/surprised_trade/status/1270243955318366208

Fuel-cell grade hydrogen has widespread potential in the emerging renewable energy field.
TPG - Revenue £58.2m+49% Organic revenue growth +16% , £6.6m cash....excellent results a couple of weeks ago, and growth in business going from strength to strength across a diverse portfolio .

there are still some pockets of the aviation sector that are flourishing. the business has continued to perform well ahead of budget in May”.
For the first four months of the year, it expects to make an underlying pre-tax profit £7.5 million, At the end of May, Air Partner had cash in the bank of £16.5 m

8.06.20
XAR 3d print heads reduce costs and print on industrial scale

https://www.digitalengineering247.com/article/xaar-1003-printhead-designed-for-industrial-3d-printing/3d-printing

https://www.cambridgesciencepark.co.uk/news/xaar-1003-printhead-delivers-industrial-3d-printin-658/

and as lockdown eases Statasys have the option to go much further with XAR

ttps://www.fabbaloo.com/blog/2019/9/13/stratasys-invests-big-time-in-xaar-but-why

todays update was fine considering, not every thing in business goes smoothly, the key factor is to be able to and in a position where the oddst back ot irritant does not set you off course for any length of time etc ..SDY can cope with the issue, have a growing income stream as lockdown eases and looking forward will be in fine shape , importanlty it has the business, income and cash to further strengthen it's position I'm pretty confident that the UK governments stimulus in July for the economy will again only add value for SDY....I hold and will continue too :-)

SRT has created a prudent cash buffer ahead of the implementation of a number of substantial highly profitable contracts. In the Middle East, two new national vessel tracking systems awards and a smaller system upgrade contract with an existing customer were due to commence in March, but have been delayed due to Covid-19 lockdowns. SRT is in discussions with the clients to enable project implementation to start during the existing lockdown period. Prudently, SRT has allowed for a nine-month delay even though the clients only expect the start date to be pushed back by one to three months. The contracts are worth £70m in revenue.
In the Philippines, SRT’s game-changing government contract, worth £31.8m, to deliver a vessel management system for fisheries monitoring is also temporarily paused due to the Covid-19 lockdown. Installation had already started and SRT still expects to earn £17m in milestone payments in the coming year. Cash payments due in April will now be made in June upon recommencement of Philippine government activities.

Shares had hit 55p previously, offering a large upside from current levels when contracts and income begin after lockdown

https://twitter.com/surprised_trade/status/1269947048083755010

L& G have to be clear on that print....brakes off :-)

no problem loot, it's what makes a market and we all have different approaches, good luck with yours :-)

so the risk is we stay around these current levels or we go much higher...as Trurotrader notes below ..'the fishery protection and security issues that are driving these contracts. They are both still relevant and will continue to be so. '

that's the element of risk reward...if you wait until after contracts announced and they have been flagged up, then you will certainly be paying a premium , sp id reasonably priced at current level pre contract news imo and with the details posted below re mcap, income , cash etc current sp is priced to tread water, one or more lands and it'll be over 40p in minutes imo and position patience is the key in this type of share, if it's a quick 10% and off to the next I'm sure that opportunity will arise, for those who can see an investment a little further on the current knowns all looks set for a trip higher over next few weeks and months :-)