Member Info for TruroTrader

Yes, we seem to be back from a low. Even if the 1st 6 months figures are poor the new OEM contract is a major, long term, milestone. If the recently announced M-Trak sales initiative is also successful then our future will not depend on MDM contracts that do, or do not, deliver. The long term is looking better.

Hi rivaldo, Thanks for WH Irelands forecast - I was unaware of them. As I understand it Digital Look's forecast figures come from the company concerned. Do you know where I can find an updated "'managements expectations" as referred to in the statement? Perhaps it's just management waffle but as the figure is so excessive there should have been some sort of an update surely?

Hi Team83. It seems right in the middle of the money. But as a buyer one has more control in that you can walk away whereas a seller may not have that choice. lets hope your right as it mops up some loose shares maybe.

At long last a positive set of figures. I first bought in in 2010 and, again, at long last I'm sitting on a 10% SP gain. I am encouraged by the BoD seeming to "at long last" have a plan to progress revenue with further products in the pipeline. If this year builds on this 1st half then their may be a good next year. The MK appears a bit high to me but I am going to stay with this for the next two years as I like the geographical sales spread.

I am awaiting the interims with pleasurable anticipation. The last 4 years have seen the revenue grow not a lot, but, importantly the company has totally transformed itself - lucky ole me for buying Corac on the DGT project. Although they made loses in the last few years they were also able to fund acquisitions from cash generation. Pretty damn neat trick in my book!! I am dreaming now of what the BOD will do with real money to hand - totally blow it or build what could become a major or even a footsie 100 company. One day Rodney..... Neat Trick.

Indeed they are. Two puzzlements. 1. Management has stated that their expectations are being met. However the forecast, according to Digital Look, are £156.87 Mill for the whole year. $291 Mill ( for the revenue for the 1st 6 months) is some £222 Mill so we could easily treble that which, (2) would be twice the previous year! Or have I got this wrong? Is this to good to be true!

"Special Authorisation" Wow, I bet all he big boys Airbus, Boeing, Bombardier will all be clamouring for this. What's the betting on a two year extension? The good news is that Airbus has approved an alternative - we wait and see.

I too read the Times article. However my take was that these large airliners would be serviced by the current firms. Do we have this capacity? But of course I realise we will benefit from a general increase in the private charter markets. Roll on an upbeat tomorrow!

Please with this. It's come to late for this years 1st half figures and the previous two 1st half figures have only averaged around the three mill mark which is a concern Hopefully this contract will provide a continuity of revenue for the whole year. Now for some lumpy MDM income!!

Hi Ctw - Don't think I've changed my tune to much as I still think all shares are a bet and FOX is very long odds indeed. Not a lot has changed, Gilbert is still saying whatever he can to keep interest and trying to do whatever deals he can so yes - a bit of ducking and diving going on plus a bit of bobbing and weaving. I'm still invested and dreaming the living to come - one can but hope!

The July RNS stated that over 20 companies had been identified and gave 4 examples. My guess is that the cash pile gives TPG a certain credence in acquisition talks but also a disadvantage in that they've the ability to pay a premium. It may well be the end of next month before any announcement but by the year end it should be fairly clear how the Board is going to grow the business and next year the effect of any acquisitions will fully be realised. Good times ahead methinks.

This is a company that In the last 5 years has managed to generate a whole 1 Mill of revenue and yet has a MK of 15 Mill. What part of gamble/blagging/ducking and diving is not understood?

I did read the article but it was far to complicated for me. Will the authorities enforce the HCP ban or not? This seems more relevant to my investment IMO.

Me neither - the shops were always a week link IMO and the previous purchase was an attempt to build them up. I always thought that the reason they were never a good profit stream was the lack of a High Street demand for a specialised service. Security is not a walk in requirement.

This should be invoiced in this first half - last years first half was dire and we really need to progress. The long term is really good but we need regular income on an ongoing basis. Hopefully the BoD intention to boost the own brand M-TRAC sales will help to smooth out lumpy MDM payments. Not that we seem to be getting many recently!!!

Can I echo dactions thanks. Like him I also came in twice at over 10p but I've averaged down and am now in profit so I'm a happy bunny. As he stated I to have no unlimited pot to draw on so I'm lucky I spent what I had here. TPG is now one of my forever funds and I intend to enjoy the growth - and potential divis for many years to come. Ain't it grand when you get it right!

Good post Talygarn, proactive investor comments say it is a new company which indeed, as already commented on, is a cheap effective way into the USA. Apologies for no link to proactive invester.

Hi dibs - have you tried adding an S on the end of Stone?

I am perhaps a little optimistic as I'm sort of banking on the Indonesian contract. If it comes off then any divi would pay out in say Oct/Nov 19 so there is a chance. Even if it doesn't materialise I would say the divi might come at year end. Either way - good times ahead.

I too got here 4 years - ago at 13p per share! However I've averaged down and am now in profit. This is now one of my "forever shares" Occasionally I think I've got it right and with this company I am very happy to ride the growth. Exiting times ahead I think!! Can't wait to see the acquisitions. Yee-Har! (as they say)