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Firstly, who sold at 45p today? Crazy crazy fall, given an RNS which gave what I interpret to be reassurance over profitability. Expected PBT of �11m v �13.2. 2018 PBT of upto �14.5m is something to look forwards too. Undervalued IMO
Revenues up 59% to �116, would be good to see some improvement in net margin too once the full results come out
Half year results showed �4.2m PBT, with fully year prediction of �6.5-�6.8m Half year net assets of approx �34m excluding intangibles. So compared to a market cap of �64m, I see it as the market valuing all future profits at just �30m. This seems undervalued
Feels like a very odd day today. Slight flutter this morning then dead stable since. How can we have had such a calm day after what we saw on Tuesday?
Bought in a few days ago at 92, thinking wow these are oversold based on an RNS which says profit expected to still be above last year's. Share price continued to drop. Very conscious about catching a falling knife but when I saw it hit 60p today I thought that's ridiculous and averaged down substantially. Looking like it's a gamble that's paid off as it's yo-yo'd up to 75p+ What on earth is in store for the next few weeks.....?
First come creditors with fixed charges over certain assets (e.g. loan secured against building) Then come creditors with floating charges (e.g. loan secured against all property) Then come unsecured creditors Then preference share holders Then the regular shareholders. I suspect the pot will long be empty by that point.....
I believe that it was the auditors, KPMG, who first identified that the contracts were being optimistically valued and were in fact onerous. This lead to them hiring EY to deep dive into more of them to understand the full picture Highlights the importance of robust contract management procedures
It's been a good few weeks for holders Good geographical diversification across CEE helps reduce risk and provides natural hedging on FX rates Just look at Clipper Logistics to see the kind of share price we might expect to see here, later down the line....
Held these for just over a year now, hoping and expecting to see continued strong growth through acquisitions and operating synergies. Hugely disappointed by the latest set of results. �27m loss despite �13m increase in revenue, combined with further impairment charges.
Keeps ticking up, with results due in less than a month. Expecting strong revenue growth having stated that results will be at the top end of market expectations. P/E ratio of 11 feels pretty lean for such a fast growing company!
Very nice acquisition Made a profit of �1.35m last year & �1.35m net assets, and �0.65m the year before that Consideration payable is �3.95m cash, �2.6m shares with a contingent maximum of �3.9 cash based on results. Looks like a growing company, no rubbish like goodwill propping up the balance sheet and a healthy balance of current assets. With Xpediator having good links in CEE (Romania, Latvia etc), it makes very good strategic sense to acquire a company with speciality in Greece, Turkey and Italy. Gradually building a wider network!
Interesting movements in the share price in the early days, despite overwhelmingly positive news r.e. expansion and growth strategies TLY are in a growing market, as the NHS is being increasingly outsourced. Economies of scale exist for this type of business. Expecting to see strong revenue growth in the coming years, with rising margins
H1 Revenue Growth of 55% v H1 2016 H1 Operating Profit Growth of 63% v H1 2016 H1 PBT Growth of 63% v H1 2016 H1 Net Profit Growth of 237% v H1 2016 Given their involvement in the rapidly growing CEE area, this shows real promise. Good level of diversification within the freight supply chain, in forwarding, transport and warehousing A number of acquisition targets in progress and an interim dividend of 1.2% - wait until this comes on to more investors' radars
Inching its way up nicely from the September low. Plenty of headroom still IMO And with that huge dividend coming, I'm quite happy with this share!
Have a read of : http://www.proactiveinvestors.co.uk/companies/news/184757/rainbow-rare-earths-now-within-an-ace-of-first-production-at-gakara-184757.html The basket value of minerals is now 80% higher than last year. The mineral grade exceeds expectations, at up to 62% Very simple operation - simply mining and selling No indications of political issues hindering operations This is going to fly. GLA
Agree with Mulder, although it's very difficult to trust yourself when the share price seems to extraordinarily low despite the underlying value - makes you question if you're right to invest I cashed out today, having previously bought in after the January fall then averaging down during spring. Despite that, I think this remains a decent investment. Good & growing yield, good revenue growth in new sectors and despite the retail doom and gloom, I believe there is an strong element of in elasticity for spending on pets. GL to investors, shame the market had been manipulated by shorters for so long!
Teased with a brief update saying results (Due 21st Nov) are at the top end of market expectations. Real growth potential here!