Willow67
15 Jan 2015
Re: Trading Statement I totally agree
gallant02
14 Jan 2015
Re: Trading Statement That's a short sighted view. We are now past 9 months of the current fy so fairly obvious we'll see 50% ish profit growth when y/e numbers are confirmed so really only trading on a forward multiple of 16x ish, cheap for such a growth story with high recurring revenues in the low risk UK utility sector.The BG contract implementation delays are more likely down to a cumbersome BG, not EAL and a case of when not if they happen. This has created a buying opportunity at this level especially as we can safely expect more contract wins soon.
PacificSailor
13 Jan 2015
Re: Trading Statement This was my main reason for not buying. Also of course the revenue increases are unlikely to transfer directly into profits due to the requirement for further investing. At a PE of 24 today before the open .....it seemed a pretty risky punt. I think the business is very sound but the valuation is up with the current news I think ....
zulu principle2
13 Jan 2015
Re: Trading Statement I think this is the reason for the drop"slower than anticipated"The strategic agreement with British Gas Business, signed in July 2014, to install advanced meters for around 50% of their UK I&C gas customers has had a slower than anticipated start with only a modest number of installs completed to date during the integration phase. The full installation programme is now not expected to commence until quarter one of the next financial year; I'm happy to hold but not buying any mo
Theholygrail
13 Jan 2015
Trading Statement My thoughts exactly Zulu. A very positive trading statement and yet the share price drops by 4%. What are we missing? Any ideas out there?
zulu principle2
13 Jan 2015
Trading Statement Anyone any ideas why the drop, have I missed some thing in the updat
claude reins
19 Dec 2014
Share swap? Yesterday Australians down, today Germans up. Same amount - 2m+. Ozzies want to reduce their holding to below 20%?
