Member Info for TruroTrader

The message was - Steady as she goes. Basically big contract gone back 18 months, others are progressing. My guess is that I/2 year Sept 19 may just see a maiden Divi. But once they start they could be significant. I'm a happy bunny.

There's a possibility that the September deadline could be extended by a concerted effort from various companies but the fact that Airbus has approved HDD will go against them. We will soon find out In the meantime even if we got orders fairly promptly it will boost the SP but will probably be to late to be invoiced in this financial year. I think it could be quite complicated integrating into Airbus's supply chain but BEA could be a simpler proposition. Hopefully we will be close to breakeven which will be a good achievement considering the extra costs of Virginia. Next year could be really exiting - the event I'm looking forward to is the announcement of HDD ordering new reactors to increase production to cope with the flood off orders!!

Indeedy, when the BoD buys en masse then it's normally a good sign!!! What encourages me is the recent (2/3 years ago) reorganisation coupled with the astute take overs that started with Shaw's fabrication. This company has a clear future vision to consolidate with other companies and grow in an environment that is largely government backed. Furthermore it is not just the UK government who are customers. This has real potential.

Hi Team and Richie, I really hoped when we broke the 2p barrier we would hold it - but it wasn't to be. My sp average is just under 0.9 of a penny and I have 3 Mill shares (bought over the last 10 years of frustration - my first ones cost a whole 10p each!) We are now so close to a sustained improvement in revenue with a high margin product that I sort of wish to buy more. Unfortunately my portfolio is so skewed by HDD that I daren't. My thoughts are - This financial year to break even and the next year to enjoy the return of our bread and butter O & G business and at last start our Aerospace business. Maybe - just maybe we will, next time next year Rodney, all be millionaires!!

Twice recently this has been mentioned as a possible takeover target. Can't say I'm adverse to this but I would really like to see this business grow by acquisitions and organic growth which is why I bought in in the first place as I like to see innovative businesses thrive. Any body know why this is a possible take over target?st

This is why I buy Aim shares! In the last 3/4 years this company has completely transformed itself. The recent acquisitions seem to have been be well chosen and well integrated and provided a practice run for a game changing initiative. TPG seems to be cash generative recently even when making losses. With the underpinning of the MOD contracts providing income stability any acquisitions this year will really make an impression next year. Maiden divi declared on 2nd half results next year?

A very important achievement. There was a delay of some 18 months or so from the original announcement of the application but this was probably caused by Virginia needing to be evaluated separately. It has no bearing on the product but gives prospective customers assurance in the processing and production. Without it there would be reluctance from some customers as their A***s might not be covered. Onwards and Upwards.

Many thanks eshaitan for the steer and your politeness in the face of my ignorance. I will digest later but my thoughts are positive and I appreciate your comment on the cash situation - I do not have your analytical skill re the accounts but have basically gambled on a unique business model coming good. Probably will take a year or three but has huge potential with the government involvement - again thanks.

Importantly its an international/global governmental body - more kudos and subliminal advertising. It's similar to the Panama Canal and Trinity House orders that seem to be giving SRT a lot of gravitas. At this rate we could be seen to be the "Go To" solution to a variety of governmental and international organisations. Mega Mega potential here.

Only a week to go before the 6 month deadline to announce the above. . It does bother me a little that the full 6 month deadline is being used. One wonders why it takes so long? Hopefully its not because of bad news - or am I worrying unnecessarily?

Oh yes indeedy! I hoped that the 2P barrier would be broken by an upbeat company announcement good enough to keep it above the 2P mark. Providing we keep this for the next week then this shows that the 2.5/3.00P level is not pie in the sky when the good news actually comes. w'

TP are great at generating cash even when they make a loss. They've usually got a few million or so kicking about and yet the MC is still only 50% above the revenue. That will change as profits start appearing and the share price will rise and rise. So pleased to be here at last, especially remembering the uncertainty's of DGC days. Odds on the SP to trebling in two Years?

Yes 3.5 months to go to year end and the possible HCP ban so things are getting interesting. Possible u[pbeat trading statement in a few weeks maybe? Re the Virginia site - when it was first announced there were a possible 27 jobs expected. As we employ some 6/7 currently ( I think ) bearing in mind we have two reactors on site does anybody know what the site could fully support? If it takes three people to service one reactor then that makes a potential 8 perhaps.

Hi NotMuch, I'm hoping that, as I've said before, time will tell and Gilbert's vision will be achieved and only time will tell. Chris Gilbert has not delivered yet. This is exactly my point. He is about to - hence my bet. Unfortunately I have no knowledge of the 3 different multimillion EUR deals you refer to that allowed for placings. Accurate details please:- but I understand any legal restrictions plus of course any inability to quantify them. However should you wish to revert to your previous 10:50 post then I am sure I would enjoy an exchange of positive views with you. I Hope we have more in common than we have so far explored.

Hi NotMuch. A little disappointed in your 13:25 post to my one of 12:26. I thought I was open and honest and hoping to start a discussion as in your 10:50. But at least you got a laugh!

A little disappointing but no real surprises. I bought in a couple of months ago as a gamble not as an investment. The fact that I'm 20% down shows just good my timing is! I did a little research and came to the following conclusions be I placed my bet. Three things against Fox. One is the winter break that will reduce revenue, at least in the early years. Two is the coming and going of various Board members - not a good sign. The fact that Gilberts predictions always take longer than his initial announcement. BUT. Reasons to be cheerful. 1. So far Gilbert has actually delivered. 2. The product is high quality, easy to access with reasonable transport links and there is a hell of a lot of it. 3. The Kosovo government is onside, albeit loosely, but appears to be keen to develop the industry. 4. Kosovo has low wages and a low production cost. The concern about the level of BoD remuneration is beyond me as I have no idea of the going rate but I hope the 25% institutional share holdings will have some policing on this. As for non holders making negative comments they are right - its a free discussion but it does not really help anybody as far as I can see.

Philburt, perhaps I'm a little optimistic but - 1. Production is farmed out so no need to invest in factory extensions. This approach seems to have worked big time with fevertree! 2. Unique high margin market leading product with actual contracts plus new contracts on this years horizon. 3. No real debt so what else, apart from R & D, can they spend the profits on? Perhaps just a v small token one but - hey we can but hope.

Good post goldust - Indeed the future is good if mot stellar. I was worried that the Asian contract hold up was caused by the contractor not performing but now its back on track all is well. With profits in the several Mill this current year I can't see any thing to stop a maiden dividend this year. The interims will be interesting after the last <2 Mill earned on the last one!

Is this just a re-hash of the February RNS by MWG announcing a sale with Advent or is it a new one?

Re your 07.38. I've thought twice but I still think its rude to shout.