Member Info for threeputt

JUst waiting for the blue touchpaper now

one thing this game has taught me, there is ALWAYS a reason

brave, I'm sensing a leak

sorry for the o/t but not seen this mentioned on here yet, wsg are signing coronavirus contracts already
https://www.wsg-corporate.com/news/coronavirus-fever-detection-contract-hong-kong/

Thanks
Any answers to the 1st & 2nd questions ?

Blimey Rivaldo we ae blessed, we often share the same fine shares but I'm genuinely pleasantly surprised to see you involved here :)
GL

added earlier at 79, hoping bounceback is on now

133,091 total ?
In which case why did you add ? goes against your logic ?
Maybe that was your 135k trade that made around £5 other day then, sussed

Foxy

can you please list the trades that make up your 135k buys yesterday, I can't fathom them

Thanks

that's a tick from me !

this is the short termism we have to deal with:
27-Jan-20 08:02:49 10.30 131,535 Buy* 9.90 10.50 13.55k
28-Jan-20 15:36:59 10.311 131,535 Sell* 10.30 11.00 13.56k

anybody want to own up to this ? no, didn't think so

I rarely buy o&g shares but this one has been on my radar for some time and the recent update confirmed this to me as a well run company that is worth investing in, I researched fully anyway but there was one line in the update that was the clincher for me:
"We focus on generating value and on the delivery of total shareholder return"

Bought in yesterday

Looking further into Keyguards historic revenue I believe it would be fair to forecast h2 turnover of around £0.5m, that would increase my overall forecast to over £10m revenue together with a small amount of profit in theory from Keyguard

Lets hope your £10m and upwards, a first line rns of 'increase of over 50% in revenues' should attract a bit of attention !

The last para should read 'last year was a loss of £0.4m'

My honest unbiased forecast (as a current holder) of full year revenues:

H1 results:
H1 revenue was £5.6m : Consisting: Managed £2.5m (of which £1.9m was lunghi & £0.6m relates to Keyguard etc), and Tech £3.1m,
O/bk at end June was £3.3m majority being the $3.48m Asia contract (say £2.7m of which $0.6m say £0.4m relates to 2yr maintenance), so £0.6m separate from Asia contract that is either smaller tech contracts and/or maintenance/other

h2 forecast:
Lunghi - £2.0m (H1 £1.9m)
Keyguard etc £0 (H1 £0.6m) - (havent got a clue so its potential upside to the forecast !)
Tech Asia ports £1.2m - only one port delivered so have assumed 50% of deliverable value
Tech other - £0.4m (closing o/bk at half year was £0.6m but £200k of this is 2 yr maintenance related to Asia contract so have assumed remainder delivered
Tema - stab at £0.5m, from the trading update, "several hundred thousand USD in revenues", I've assumed $600k

so: h2 revenue forecast £4.1m

2019 Revenue forecast £9.7m, (2018 £6.67m)

ebitda - no idea, the recent trading update suggested "a much improved EBITDA", last year was £0.4m, it would have been more comforting (to me) had they reported "a profitable ebitda"

But the ridiculous spread deters me

Aiming, not off out to buy some X-Ray Baggage Scanners ?

I used to work for a manufacturing company that supplied branded products and non branded products to the same retail companies (all the big food retailers), the difference in end product was the non branded products were made with inferior produce

Robbie Burns on his blog tonight:

"Defence shares have been doing very well - one that needs to play catch up is TP
Group (TPG).

This under the radar share could easily go up 30pc quickly when it goes over the
radar. It looks very cheap and already today and yesterday it's announced contracts.

It's been sitting around the 6.5-7.5 area for some time and deserves a re-rating sooner
than later. At its current lowly market cap it looks like a takeover target (Cohort?)
- certainly I would be eyeing this one up if I was a bigger similar company"