Plexus Holding Live Discussion

The Pieman 09 Jan 2018

Re: Any ideas Yeah,Decent volumes. Something seems afoot, thats for sure. I keep googling for news, but nothing out there. Am pretty sure there are a number of drilling campaigns out there just waiting for budgetary go-aheads. That is the feeling I have.......although nothing is certain until signed off.Was fairly concerned with the stock languishing around 50'odd pence. Good to see some headway being made. I am a believer in Plexus and the Posi-grip technology, but we need deep water to take off again. Fingers crossed.

The Pieman 09 Jan 2018

Re: Any ideas Yeah,Decent volumes. Something seems afoot, thats for sure. I keep googling for news, but nothing out there. Am pretty sure there are a number of drilling campaigns out there just waiting for budgetary go-aheads. That is the feeling I have.......although nothing is certain until signed off.Was fairly concerned with the stock languishing around 50'odd pence. Good to see some headway being made. I am a believer in Plexus and the Posi-grip technology, but we need deep water to take off again. Fingers crossed.

infosafe 09 Jan 2018

Re: Any ideas Possible redistribution of cash after sale of jack up business... Volumes are also up so good news hopefully...

The Pieman 09 Jan 2018

Any ideas Seems to be a definite rerating going on. Obviously the oil price has been very positive for a few weeks on the bounce but Plexus stock seems to be having a fair shift at present. Any other reasons? Orders about to be announced perhaps?Whatever, am certainly happy to see us move nort

Contrariwise 27 Oct 2017

Re: Does anyone understand the deal impl... Forwardloop, Malcy is always positive about all the companies he follows, so I take anything he says with a pinch of salt.

G8 23 Oct 2017

Re: Does anyone understand the deal impl... Intellectual property

Xandru 23 Oct 2017

Re: Does anyone understand the deal impl... "This deal is genuinely all about IP .........."No doubt obvs to the oilheads, however, someone please tell what "IP" stands for?Thanks

forwardloop 21 Oct 2017

info [link]

forwardloop 21 Oct 2017

Re: Does anyone understand the deal implicat... MlcyPlexus Holdings (LONOS)- Validation times-come on!Plexus has sold its niche jack-up business to TechnipFMC for £15m rising to a potential £42.5m. This in one fell swoop validates the POS technology built up over so many years. The company will now be a specialist IP business and with a significant market outwith the jack-up area should still be a decent company. Over the next three years POS will be left with the earn-out, work in Russia and the CIS, all applications in such areas as production, in fact anything outside exploration which is still huge.This deal is genuinely all about IP and how one of the leading service company giants has finally acknowledged that POS has made itself the market leader in this technology. Held back by the 2015 market shake up this looks at first glance to be a good deal for POS and of course they have a substantial collaboration agreement in areas such as new technology for decommissioning etc. Although it may not be all shareholders idea of perfection, to me it looks fair enough, at last it is not just Plexus and their clients who are saying that they are the best in class.

Contrariwise 19 Oct 2017

Does anyone understand the deal implications? From first reading it would seem that POS have just sold their exploration and well-head businesses for Jack-Up's at close to the bottom of the cycle. Does anyone know how big this business is as a total of sales? Wider implications?

infosafe 21 Sep 2017

Great News It would have been nice if they had disclosed value.. Good news all the same.. Would love to see a few more of these.. GL

II Editor 16 May 2017

NEW ARTICLE: The Oil Man: Plexus Holdings "WTI $48.85 +$1.01, Brent $51.82 +98c, Diff -$2.97 -3c, NG $3.35 -8cThe only news in town is the Saudi/Russian rapprochement and the oil price is rising, albeit slowly as it takes on board the ramifications of the deal. Should it go ahead then the ..."[link]

infosafe 23 Mar 2017

Trouble ahead?? OK so we had the spikes. Now we got huge volumes and three days of large drops..I am expecting bad news..any thoughts?? Fund raising?? Surley news soon with these volumes..

infosafe 10 Feb 2017

Re: Big rises, low volumes I agree and that has been the pattern for a long time..I suspect it is down to the owner having a large proportion and I am thrilled he hasnt sold..biggest vote of confidence for me unless im missing something.

Contrariwise 09 Feb 2017

Big rises, low volumes Shares up 10%+ only 83,000 shares traded. No-one wants to sell........