Member Info for TaltBong

SRB are the only company to currently have the top 100 ranking on Stockopedia. I've done very well on previous holders of the 100 ranking (e.g. RNO - currently at a ranking of 99) so hope they are right again with SRB. Good luck all.

Thanks to eparo on Stockopedia for noting:

Canaccord:

The current valuation is highly attractive, with a PER of 5.5x, a secure dividend yielding 10% and a FCF yield of 18%. We reiterate our BUY recommendation and increase our TP to 95p (from 85p), based on a cal’24E PER of c.9x, div. yield of c.6% and FCF yield of c.10%, implying 78% upside.

Or is it a ramping RNS from a company which is probably destined to delist?

Nashwan123. Is there a link to an article? Had a quick look but wasn't able to find anything?

Your team.

Hi Mark, Well done to you and you're team. Are you able to report PBT as well as adjusted EBITDA in the future (the latter being of little use to me)? Would really appreciate it. Thanks.

2 x £3m trades late this afternoon equalling 2.643m shares out of so over 3.2% of the company I think.

A new note from Cavendish sees Brave Bison (LON:BBSN) valuation as "compelling" and notes the "high quality revenue" and 24% CAGR since 2021. (thanks to Mark Tughan commenting on Stockopedia for this)

IGP on a roll. Competing with Beeks (BKS) for number one spot in my portfolio as top stocks to hold onto long-term.

....proposed in today's RNS is a very sensible, needed and welcome step on the journey here. Thanks to Mark & the team,

TTG received a positive write up on Stockopedia this morning and a Green rating and the SP had a nice tick up today. Maybe the market has woken up to TTG.

The news article appears to me to have misinterpreted the RNS as I thought the original claim was closer to £6m. I have seen this before and the news article gets updated later but we'll see.

Looking at the exchange rate i.e. Singapore dollars to GBP it equals about £10.3m

Superb interview with Gordon McArthur CEO/Founder at https://shows.acast.com/paulscottsmallcaps/episodes/beeks-financial-cloud-bks-paul-scott-interviews-ceofounder-g

Paul Scott has put a comment on ADVFN this morning for anyone interested (paulypilot)

..trading update this morning and a beat for H2. Extremely well done Nigel and the team and thanks to Sarah JM.

..now warming to REAT after a bit of prodding. He discussed them in his small cap podcast at the week-end. Listen from 27:58mins.

https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156

Nice commentary on BKS by Paul Scott on his week-end podcast. Listen from 8:07mins although all is well worth a listen.

https://podcasts.apple.com/gb/podcast/small-caps-podcast-with-paul-scott/id1642339156

Possibly. He briefly discussed Plexus in his week-end small cap podcast at https://podcasts.apple.com/gb/podcast/episode-6-of-2024-uk-small-caps-with-paul-scott-5-9-feb-2024/id1642339156?i=1000644929811

Listen from 13:42mins although all is worth a listen

Gresham House Energy Storage Fund (LON:GRID) and Harmony Energy Income Trust (LON:HEIT) I don't hold and know little about either but noticed the piece from Adam Bell on X yesterday with regards to OFGEM possibly invalidating the above's business model somewhat.

https://x.com/Adam_Grant_Bell/...