Member Info for TaltBong

Speculation but who might be interested in THRU if a buy out is in the offing? SMIN possibly.

And , happily, the buying continues and the SP continues it's upward trajectory. I wonder if and when news will be released as to exactly what is behind this. Or am I missing something?

Yes. Pleased with that. Added a few more recently myself, taking my cue from Schroders increasing their stake recently. Glad I did. Nice rise this morning but will be interesting to see where the SP settles.

Good section about FTC on Rockwood Strategic's Investor Meet Company presentation today. Well worth a listen.

Things are getting interesting here today. Negotiated order only at the moment.

All looking very good here.

Yes, I'm happy with that. The future looks very positive for FTC.

I wonder if Harwood/Rockwood will be looking to up their stake here from the current 4.6%.

Price looks low to me here so I just had to buy some this morning. I wonder if Dbay will be tempted to buy some more too.

8% up today and buys flowing in. Leaky ship? Good news coming?

The flurry of buying this morning and last week may be related. Buying at 23p this morning

Indeed. Can have the effect of attracting investors new to Filtronic. Nice little move up this morning by the way.

Further to my posts below the TR1 today confirms that it was Harwood who bought another 1.23% of OTMP at 57p so that they now have 7.33% at an average price of 77p/share (I think) so still well above today's price.

I've been fortunate to have done very nicely following Harwood/Rockwood/Odyssean into numerous cracking winners and managed, so far, to avoid the few duds they've had.

Although I've listened to Chris Mills talk several times before about OTMP my interest was really grabbed by the interview he did with Paul Hill 9 days ago in which he acted a bit out of the ordinary for him when it came to OTMP. I had a feeling something was afoot so watched the inevitable SP drop closely and took a punt here before I did my first post below (which I'm really hoping was the bottom) and bought a few more since. As I'm using money made off the back of Harwood from Northbridge (Crestchic) I'm fairly relaxed but obviously hope the SP rises here over the last couple of days continue.

I'll see how tomorrow morning goes and maybe buy some more. It may turn into a long-term hold but I've learned from experience that holding onto Harwood stocks can really pay off. Good luck all.

Schroders not Scroder

Gresham House are really going for it here. Now up to 26% (they first bought in 2019 when the SP was 60+ p)

I know from an interview last September Ken Wotton sees similarities with Games Workshop albeit in a different category i.e. hobbyist element, large potential market of fishermen and women, repeat customers with the lifetime value of a customer being really attractive, consumables element such as the tackle and the bait , online and in-store engagement, leader in the UK, expansion into Europe, a lot of growth opportunities and self-help opportunity to improve margins.

He really believes in the potential here and is proving it with Gresham's increasing investment. Good man.

And on she goes over 100p.

Nice rise here yesterday. Good to see the top three shareholders Slater, Scroder and Dbay all increasing their stake this year.

Still researching this company and came across this recent recognition for what it's worth. Only a small piece of the puzzle with regards to investability but good to know the staff seem to be happy (according to the Sunday Times anyway)

https://propertyindustryeye.com/onthemarket-named-among-best-places-to-work-list-in-the-uk/

And there we have it, two big buys just before close.

Schroders : own 7% (bought 6% at IPO when the SP was in the 140s),

Harwood : 6.1% bought when SP was high 60s low 70s

Downing: 3.2% when the SP in the 70s

All speak fairly bullishly about OTMP when interviewed. Downing, who bought when the agents came out of the 5 year lock-in, said they were surprised that there were not more shares available.

Well, there should be more shares available now and at a better price. If they are bullish you might think they'd be wanting to buy more and average down.

Results tomorrow?

You were right to shout about it. It just keeps going.