gamesinvestor
31 Aug 2017
Re: Tram lines sage -- you lost me on the tram lines there m8 -- I usually look at how much kit the company has sold, and for what profit, against it's then there share price and compare the two, on respective dates, to see if there is any real progress.I'll check the revenue and profit in 2008 and compare it to today - with said share price and corresponding P/E's and report back -- unless someone has the data at hand.Games -- some years since I went on a Tram -- I'll have to get in line and try one.
sage in the hills
31 Aug 2017
Tram lines ok, it is rising tram lines .....Trebled from 2011 110p, to earlier this year at 330pThe level line of 230p from 2008 to Aug 2017 makes a Support level......so thats ok then.....(Thats why i bought this morning )SAGE
sage in the hills
31 Aug 2017
Re: The journey..... gamesinvestorSame price in 2008 and same sp in 2017 = no growth Not a growth stock by that measure, but a level same price stock.......i need to see rising tram lines....please....SAGE
sage in the hills
31 Aug 2017
Re: The journey..... LKH.....Skye sounds a safer bet, as they have a road bridge........ but dont mind waiting for the ferry for the others .... (McBrains used there...)SAGE
LK Hyman
31 Aug 2017
Re: Rockwell Collins Games,"I mean apart from the pilot training thingy?"Talkin' of pilot training, m8, I was takin' a look at Babcock yesterday while slurping my Bosintang soup (it's made from dog meat which came as a bit of a disappointment) and, to my amazement, I discovered that they do a lot of pilot training for the armed forces, just like QQ. They use a German kite called a Grolly or summat like that.Anyhoo, it struck me as dooced odd, in these financially-constrained times, that QQ runs the Empire Test Pilot School at Boscombe Down and Babcock runs the plain vanilla stuff. Why on earth don't they combine the two and have one company do the lot, eh?But back to your basic question. It strikes me that Rockwell Collins and QQ have quite a lot in common. A quick scan of the former's website contains a lot of words that QQ use in THEIR website ... aviation, defence, infrastructure, airports blah blah. I mean, it's not as if Rockwell majored in lady's underwear, say, which would make the EV/ebitda comparison irrelevant, I grant you.LKH on the flybridge it's not a Grolly it's a Grob
gamesinvestor
31 Aug 2017
Rockwell Collins Is there that much overlap between QQ and COL?Col seems predominantly aircraft interior and comms.I mean apart from the pilot training thingy?Games
gamesinvestor
31 Aug 2017
Re: In for more! - Target and Optasense "In my opinion it's a goddamn disgrace and a sign of the soft times that we live in that the SAS and SBS aren't still forced to use an old fashion rope and climb up hand over hand"Did a fair bit of that whilst caving - up and down the pots on a rope ladder - no safety equip or owt like that. Must have been nuts -- well I was then.And now, I'd take the electric one as long as no one was looking at the time.Still I'm lucky enough not to have a 42" waist and weigh a mere 12st 2Ib Games -- who said I was a light weight eh? - come on own up!!
gamesinvestor
31 Aug 2017
Re: In for more! - Target and Optasense """......i say fellas, budge up, need a bit more space on the flybridge....youre nudging my binoculars.."""What ho!! -- I've just booked for me and the missus to visit Bletchley Park for an edumacational tour of the Manor House and the Huts -- plus a cream tea.Any of QQ's kit in there do you think?Games -- Struggling to find the code at the moment to get in the front gate lol !! -- anychance of a lift on one of your drones to get over the wall?
LK Hyman
31 Aug 2017
Re: In for more! - Target and Optasense Games,"anychance of a lift on one of your drones to get over the wall?"You don't want a drone to get over the wall, m8, you want a bit of kit that QQ makes called Upstart. It's essentially an electric rope system used by hard working 42" waist special forces guys and gals to get up cliffs and walls using an electric motor of some kind. I'm not quite sure how they attach the rope at the top ... perhaps they have an auxiliary special forces feller dropped from up above from a Chinook to tie it down securely and then have someone from Health and Safety follow him to make sure the knot doesn't slip.[link] my opinion it's a goddamn disgrace and a sign of the soft times that we live in that the SAS and SBS aren't still forced to use an old fashion rope and climb up hand over hand with a stiletto clamped between their pearly whites, but there you go. We have two aircraft carriers without any planes so why not have an electric rope climbing kit, eh?LKH on the flybridge
LK Hyman
31 Aug 2017
Re: The journey..... Sage," surely must be headed on the road to somewhere by now ?"On the road to the isles? Benbecula, South Uist and St Kilda must be worth a penny or two on the QQ share price, surely?[link] on the flybridge aw haw he
gamesinvestor
31 Aug 2017
Re: The journey..... ""QQ. is currently the same price as its peak in 2008...""Sage -- It's not a growth stock then?Sage, out of interest what was the Revenue - Pre-Tax Profit and EPS back in 2008?Might be worth comparing it to that of today -- unless you have to factor in the divisions they've sold off of course -- still it's business at the end of he day.The Revenue is creeping up slowly, but the earnings are pretty flat at 15-16p over the last years.Unless it sells lots of drones and sensing audio kits along the many pipelines and.....Games -- Oh please stop droning on will ya!!
sage in the hills
31 Aug 2017
Re: In for more! - Target and Optasense LKH on the FT etc .....Thats extra good news too .....i feel QQ. is a well priced buy at these levels..........indeed, i have backed my feeling, and words, ...with money, this morning....SAGE
LK Hyman
31 Aug 2017
Re: In for more! - Target and Optasense Sage,Another reason to be cheerful about QQ is Lex's column in the FT today which says that the UTC/Rockwell Collins proposed deal will be done at an EV/ebitda ratio of 21. That compares with QQ's ration of <8. QQ has to be cheap at that price, surely?LKH on the flybridge
sage in the hills
31 Aug 2017
The journey..... QQ. is currently the same price as its peak in 2008.......... surely must be headed on the road to somewhere by now ? ......SAGE
sage in the hills
31 Aug 2017
Re: In for more! - Target and Optasense ......i say fellas, budge up, need a bit more space on the flybridge....youre nudging my binoculars..The Empire Test Pilot School + "Another reason to buy more QQ is their good position in drone technology. There's an excellent article in today's FT hypothesising a big rise in asymmetric warfare using swarms of tiddly little drones. Not sure exactly what the little guys will acksherly do but it looks as if there might be some money in it." = a combined winning formula to be ahead of the game.SAGE
