Member Info for threeputt

but rgs were only ever trading "in-line with expectations", tristel have put out five profit upgrades so far this year, and the most recent at the end of July being "ahead of expectations to those given in June" together with trading numbers that suggest a fair mcap, if that isn't a company going places I don't know one

so your last 2 posts contradict each other, on the first you're telling us profits will be impacted and on the most recent you say its a buy - if there is advice intended you're not portraying it very well

he agrees entirely

£3m contract on a £14m annual t/o - so a contract worth 20% of annual revenue....I would have thought that would warrant an rns no ?

it did occur to me that there may have been some coincidence to peel hunt accumulating, but of course they were accumulating before 9th July, so unlikely

profit taking from the placees I'm going to hazard a guess

possibly, unless reasoning for PH buying/selling becomes apparent. No reason why we wouldnt see more contracts anyway

snucked a little new contract in there as well "We were therefore extremely pleased to have learned yesterday that Petards has been awarded, subject to contract, the new enabling contract that commences later this month. Revenues from this new two year contract are estimated to be similar to those under the previous contract which were in excess of £0.5 million per annum and the MOD have the option to extend the contract by up to a further two years."

it has to look better compared to last years half yearly

haha that wud be nice, except we'd bottle it after 50% lol

not just me that thinks this was a great long term buy then, didnt find the bottom after the placing but 54p was good for me

looks like those jolly big buyers recently dont agree with you

yep, not a scoobie why but I'm enjoying it - any thoughts ?

i'm not in but fancied this this morning, just these damn spreads put me off lol better off with the quiet ones believe me, less volatile

excellent work as ever, dont know how you find such nuggets but appreciated...

excellent, maybe now you'll stop asking stupid questions

assumng the fomer, I have high hopes for this turnaround

I prefer to remain sceptical on the half year results until proven wrong. I've had a look at all of the contract announcements since October 2013, and they are fairly vague on first half delivery of these (the optimistic would suggest that everything is on target for delivery of those that were forecast for 2014, I think it would be dangerous to be that optimistic). It all depends what element of the opening order book can be accounted/delivered in the first half. This could be a slow burner upwards short & long term, but upwards I am confident.

you're not alone - we are all just in awe at the depth of your research

I'm not an expert in the shenanigans that go on here, but I'm reading this bit from the last 'placing' rns, and assuming that these are the ones that were sold yesterday "The Disposal Certain Shareholders holding in aggregate 11.4 per cent. of the Existing Ordinary Shares have agreed, to sell their entire holdings of Existing Ordinary Shares to some of the institutional and other investors who are participating in the Placing, at the Placing Price. Arden has been appointed as agent for these selling Shareholders and the necessary announcements will be made as and when these trades are executed"