Member Info for Vulcan998

Just to summarise two points from the article:
FY20 the shares trade on a PE of 4.1x and offer a dividend yield of 9.1%.
and set our target price using a 13.0x multiple..........

Could be a mega year ahead

we seem to have some large sales go through.......not sure why but perhaps an institution met their price target

wow! Hopefully a good day today and we already know we have a fantastic divi coming

trading update - BUT no real numbers to base estimates on........

Positive results from Seres who are a direct competitor to DDDD

>>>https://t.co/f2IeuJxVOX?amp=1

I am not quite sure what to make of the news this morning - sale of a major part of their network / coverage which means less revenue BUT perhaps in UK/Eur margins are lower due to good mobile telecom and land based solutions - perhaps remaining network is higher margin and has more growth potential?
Money from sale being used to improve balance sheet and not for a special divi or similar......
I need to go back and work thorough the full results presentation for last year

Poor H1, looking forward to a stronger H2. Coking coal prices and demand seem to be the major issues - they expect both to improve in H2.......

Will continue to hold despite drop as dividend is good and they are diversifying more and more from coal

Seem a solid set of results in line with expectations - lets see what the share price does!

we have not had an update on production levels for a long time now...........well beyond the 3 months covered in the April update......wonder what the numbers are now per month? Did I miss an announcement?

if you google his name one of the links says he is a "genius stock picker" - I'll take that as a positive sign!

so a 9% drop on a great RNS - perhaps worth a further investment as I cannot see the demand going away anytime soon?

So they managed to adapt to meet the changing demand requirements bought about suddenly by CV19 which is excellent -- I was worried about the operating theatre cleaning products where they actually make a high margin but they have managed.
Shows good management and flexible manufacturing / supply chain........all good for the future!
Great they are maintaining their divi policy but why not when you are making more money!

These results represent a major turn around for thus company - luckily Simon Thomson in IC alerted me to this company some time ago..........
The only issue I see that could cause issues is that Chinese distributor is major client and the relationship with China is not going well at the moment.....

Just sold out my initial investment - so on a free ride from now onwards........great day as I also have VLG, TILS, ODX which are all up significantly

SNG finnCap Corporate 92.50 36.50 360.00 - Reiterates

I would love the divi BUT in one of the recent RNS NCYT seemed to suggest they would make acquisitions with the excess cash.....

$12.5BN for Qiagen and NCYT is currently worth less than £200M.........do the maths

Reuters@Reuters·5m. From @Breakingviews
: Thermo Fisher boosts its offer for German COVID-19 test maker Qiagen to $12.5 billion. Read more about Nordic banks’ bad debts, lawyers and Daimler on Corona Capital

Profits exceeding expectations - taken on a sales director using excess profits to find for growth in future years...........whilst there is not much detail it is all very positive

looks like someone filled a large buy order at 3.8p - cannot be sure as I do not have live data