Member Info for threeputt

I'm convinced apc are on the turn now, I think mms will play with bored sellers while they can, but eventually the sp will take care of itself, I've been here since March this year and holding an average around the current price, here for the long term unless I see a good reason to exit.

to be fair doom, your post about 0.5% is misleading, it will drop the % on divi day but we saw what happened after that last time so the divi gain is not a given

oh dear ;) seriously tho never a bad sign on your arrival :)

Hi Adj In answer to your queries there are a couple of rns in relation to the acquisition of Kinesis on pg2 of the rns's here, but the original proposal is in the rs dated 22/9/15. Re not lowering the buy price here, can buy for 12.4 and sell (not many) at 12.04, seems fair ? I thought you had were out of funds to buy here ?

puzzled by the reaction to the results, for the long termers the order book is what particularly caught my eye, a closing order book of £30m that doesn't include the majority of the following element from the rns: "On 3 April 2017, the Group announced an agreement with the MoD under which TPG will manage equipment availability and spares provision for air purification systems on board Royal Navy submarines currently in service. The five-year contract has an option for a further two year extension and is estimated by the Company and the MoD to be worth at least £22m (at 2017 prices) over seven years, although the final value is dependent on spares usage. This contract is a framework and so is called off progressively over its term. The full value does not, therefore, appear on the Company's current order book. The value of orders booked in the first half of 2017 was £8.7m." "In the equipment supply area, an order for multiple oxygen generation systems for MoD submarines was confirmed. The framework contract was agreed for up to eight Combined Oxygen Generating Systems ("COGS") and additional ancillary items to upgrade in-service Royal Navy submarines. The framework contract has a potential value of up to £22.5m if all systems are ordered. On 4 May 2017, the Group announced the first call-off from the MoD under this framework, worth £9.7m. This first tranche of work is for four COGS systems plus associated documentation and logistics support to be built at TPG's facility in Portsmouth and delivered progressively over the next three years. The balance of the contract value will be added to the order book as it called off over the remainder of the contract life"

apologies, 13.63ers

you & me getting fleeced today it seems, I had already sold the 14.63's I bought for a small profit the other day but holding more above unfortunately, I'll be buying them back but not just yet

I agree, added

no cash ?

takeover is the reason naked trader bought, and we are the only one in the sector that hasnt been bought out so quite likely, lovely cash too $113m

welcome Jolly.....

yes it will, but be wary of buying in on that alone, normally mms will spike it up first thing and drop it slowly over the next few days

Still a few years away from a profit at the moment I'd guess, still in a period of investment for growth, with half year losses of £1.7m you're still looking at a loss of at least £3m this year. The placing in May raising around £6m gives comfort for a while though

no idea of operating margin on it though ?

yes, I love a quiet board. "ii's not in yet" - not quite true, Hargreave Hale who are a favourite of mine have been in since early 2016, they favour micro & nanocaps and do well

Looks like people are finally waking up to the possibilities here I may have actually got the lowest price here back in July, a proud moment !

Fallingknife1 - I see what you did there, several times :) I concede I cut a few and topped sliced but there could still be a fairway to go, and I still have the rest in my bottom draw, I feel anybody with the approach to stick it out will still rake it in. enough, enough !

now officially my best share ever since I first bought at 68p, seemed right to top slice a few this morning though. The bulk will stay for the long haul, seen nothing yet to make me believe they won't carry on up over the long term

ffs is there anything else left for lse to cock up send them an e-mail at info@lse.co.uk

5% revenue loss possibly, I would have thought the plastics business will just pass to the new customer, at least in the interim