HUCKLEBERRY TIM
09 Jun 2016
Re: results I expect a further 5% today as it is usually so far off the radar that it needs a writeup in the press to stimulate any interest. That being said, looking at my history of posting on this share, it equally could be announced that they are diversifying into peach farming.
mantrova
08 Jun 2016
Re: results Just my own way of things, I prefer to venture in as soon as there are what appears to me fairly positive signs for the future and at a time when the sp is low.....all particularly after there has been a considerable re-organisation, with new faces in place.It's not a strategy to suit all and it demands a long term view on the wait for sp multiples on the ones which come properly good.m
Meanbugger
08 Jun 2016
Re: results Overall I'd say the results were as expected. The worrying aspect is that specialist services did particularly well probably due to the Astute contract within Marine and the broadband rollout helping Networks however the Astute contract is now up for re-tender. They say it will be several months before they know the outcome of the Astute contract re-tendering. Either they win it on lower margins or they lose it so to me it suggests a hit to profits of several hundred thousand pounds a year. R Blackett Charlton has been badly hit by the oil and gas downturn as expected. Most of the improved order book seems to be in Booth Industries which has gained Crossrail contracts for blast-proof doors. The Yate manufacturing facility is probably short of work and really needs the go-ahead for Hinkley Point C.I'll forecast breakeven for the second half - the lucrative Marine and Networks businesses offsetting the shortage of work in the rest of the business (Booth excluded). The shares are probably a hold as a low risk punt on Hinkley getting the go-ahead later this year. Of course Brexit may throw a spanner in the works in the meantime.
HUCKLEBERRY TIM
08 Jun 2016
Re: results well the word is in there but it doesn't seem to be the certal theme. Probably the best set of results I have seen since we dropped from the £1.50 level.thoughts?
Meanbugger
04 Jun 2016
Re: results I think in this case there are genuine reasons for the second half to be better than the first. The financing was only completed half-way through the first half and this will have been time-consuming to deal with. My only concern is the 'D' word. The medium term outlook is very bright but in the short term if there are any delays in the nuclear work coming through (apart from Hinkley) then the shares could be marked down. If we can have an interim statement without any mention of delays then the shares will go up almost irrespective of the actual numbers.
HUCKLEBERRY TIM
04 Jun 2016
Re: results they always say the second half will be much better.If losses are under 1 mil then I will be fairly content - at least moving in the right direction.I hope you are right about the order book.
Meanbugger
04 Jun 2016
Re: results I'll have a go at turnover of £20m and a pre-tax loss of £400k accompanied by a positive statement regarding the order book. Second half should be much better.
HUCKLEBERRY TIM
02 Jun 2016
results due next week. anyone want to make any predictions?
bertie20
21 Sep 2015
Hinkley Chinese investing in Hinkley Point. Surely that must be good news.Bertie.
lambrini girl
11 Sep 2015
Re: share placing WAIT for lower still.(.5p) around November...
bertie bassett
11 Sep 2015
share placing Short term disaster for the share price.Longer term great news as debt disappears and the company is on a more secure basis - With Henderson converting £3M of debt to equity, any suggestion that they might have put the company into liquidation or some other insolvency route is hugely remote. And Henderson, if I'm not mistaken, are the largest debtor, having bought out the banks.
jol legend
06 Mar 2015
Re: any ideas The SP is so low there shouldn't be any compulsion to put out these "see no reason for a rise" RNSs (when the drop has been so overdone)
HUCKLEBERRY TIM
06 Mar 2015
Re: any ideas The RNS equivalent of "I am still awake".
bertie20
06 Mar 2015
Re: any ideas HTMy interpretation is, it's marginally better than an RNS saying we don't know why the price is going up.Bertie.
HUCKLEBERRY TIM
06 Mar 2015
any ideas what the blankety blank that means?
