Member Info for TruroTrader

I've just re-read some of the news items on the website. It seems pretty clear that we are potentially on a cusp of new orders as the recent test programs that finished in July all involved the end users and were considered successful.

Could be that September sees new orders and applications hence perhaps the Friday rise?

Me and my big mouth - Bid currently at 26! Something coming on down the turnpike? Finger on the pulse RobR.

Apparently only a small pop! This will not rise consistently until the new facilities produce new consistence revenues and profits - only 2 years to go folks!

The alternative is that the specialized and unique R & D facilities with the inhouse knowledge base that HDD has is recognized by the markets - fat chance there so far! But Hey - one day Rodney!

Yes cracking on alright. We increased factory production by 100% before the 2 new machines were delivered. They've had them a month or so. Perhaps we could get a progress report or do we wait until the end of Sept as we did last year for the interims?

Maybe we get a progress report when they announce a new order!! Perhaps to much to hope!!

Yes 10 Mill would just be double the 1st Half - you would think it would be a lot lot better than that! If we continue to keep an MC of 10 X revenue we're all in the money!!

Are we not getting the H1 update on the 8th September? The 2nd June update said the licensing revenue was 80% up on the previous H1 2019 This would be some 2.9 Mill or so. That's if I've got my years right!?

The March agreement and the 2 in May will have a good input into the 2nd half and a greater input next year. The 2 agreements this month will help the final quarter a little but will come into their own next year. Still 5 months to go for new deals to be announced.

Our MC is some 10 times last years revenue which is perhaps high for a loss making company but if we move into profit this year, as we probably will, there's still legs in the SP. Happy Days!

Hi Sharebel. Actually your bet was made when you bought! It will come good though - probably!

Definitely moving in the right direction. Integrating directly into RSI's platform also speeds up take up with new markets. Difficult to see how it could be better!

I think there's a possibility that there could be work for Osprey re the two recent contracts that Sapienza has taken on - seems a lot of similarities between the two businesses and there're big contracts for the size of Sapienza. While dactions and Adastra are right re aviation in a bit of a depression it is slowly coming back. We could well grow as it returns.
Lift BV seemed to be about AI when the announcement was made but I've heard nothing since.

Thanks for the link Adastra. They seem very open about their high caliber personnel. Wouldn't fancy the wage bill though! I'm guessing there's a lot of cross-over sales opportunities here.

Although I am wondering if we should have a bit of a consolidation and concentrate on admin and general savings. We do need to break into profit. Constant acquisition can sometimes lead to an overall bittiness.

Good point Richie, and I think that as it's only the sea based versions that actually have the parachute it's never going to be a volume customer anyway! Unless there's other applications being tested - who knows?

However, for me, it came out of the blue so here's hoping that now we have the extra capacity one or two others appear. As usual for aerospace it's a waiting game!

I too think we are close to profits but as always because we are so diverse there is always something to spend on! But I seem to have been saying that for a while! There should be ways of reducing admin costs as duplication must of occurred over the years and synergy savings never get a mention.

Well yes jsmith23 I did and 460 share chats later I gave up! I just couldn't believe it! So with not a lot to lose I preordered the loose £880.00 from the sale. - last of the big spenders me! Fortunately, and importantly, as it's in my ISA I am not worrying about CG Tax!!

Thanks for the steer!

Just sold, got 27.10. Bit of a shame really as this was pure profit from the past higher SP when I sold enough to recoup my original lay-out. So sentiment aside on we go!

Definitely strikes a disappointedly note of caution. My thoughts on the 6th of July were a little mixed as regards company progress. Will look at selling here to get a better potential elsewhere.

Doubling the SP in 3 months sort of advertises the company! So how would you get us to periscope depth then?

Could this be called 'moving the goal posts ' I wonder?

As the news item says the new site is fully operational then that should mean the larger reactor is commissioned and we should have started testing on the EDF turbine blades and the earlier the better for me. Or am I too hopeful?!

Phew!!