Chicken_Lips
16 Jan 2020
Good results posted Good spot. Didn’t see the Blackrock. Hope the bump is maintained.
picstIoup
16 Jan 2020
Good results posted Blackrock have increased their holding to 11% in the last few days, so that might explain the share bump. Volume back down to more normal levels today.
Chicken_Lips
15 Jan 2020
Good results posted Yes. A odd one. The SP has been rising over last few weeks but nothing to explain todays jump. All welcome and above £5 for first time. Makes my small pot look much healthier. I agree I am hopeful that the new UK site and US will create a positive SP and Divi ginghams forewords. CL
picstIoup
15 Jan 2020
Good results posted After two years being range-bound between £4-5 finally this last week has seen the price surge through the fiver barrier, and on quite high volumes with no apparent news to justify the rise. I might contemplate top-slicing if it hits £6 but am otherwise very happy to hold, having bought at about £1.70 four or so years ago. Am assuming the new sheds and their extra efficiencies will feed into this year’s bottom line.
Chicken_Lips
27 Nov 2019
Good results posted @In_the_dark_yet_again I have been in Treatt for some time its my Warren Buffet share (L&G I foolishly sold down in the last Brexit fear dip, another). I have now found myself with a fairly conservative folio but a big chunk in Treatt and insurance. Pays good divis. But nothing is immune to volatility in the current market. Not seen anything like this before. I am more by luck than judgement managing to hold onto my capital with little upside and this includes Treats that is trending flat to down (a little upside last few weeks) but where to put the money? My ISA pays 1,4% and I am looking to retire early maybe this year or next so its a tough market out there in the UK. Recent surveys showing its 20-40% off value. I think Treatt has a good chance once all is up and running but this is a tricky period. I hope being managed well if not spectacularly, CL
In_the_dark_yet_again
27 Nov 2019
Good results posted @Chicken_Lips That is the point. So much I don’t like, limited upside, loads of downside all over the place. Until this Brexit thing is done, one way or the other, just trying to ‘safe places’ with generous dividend yield without resorting to cash is not easy - that which I like, I’m already in as heavy as is reasonable(?) Just can’t see Treatt going anywhere fast on the back of those last 2 sets of interim/finals. At 1.3% yield with marginal growth, they miss one more time and the bottom could fall out even faster than the LKH inspired meteoric rise of 3 years ago. Sold half mine yesterday at 432 - not completely disillusioned as I’ve kept 1/2 but running cautious here… but, like you say, where to put those funds! Might wait until the 13th Dec before I make a decision. Regards, ITDYA
sueneave9
26 Nov 2019
Good results posted Just seen they have upped the Dividend.
sueneave9
26 Nov 2019
Good results posted I am a bit of the same mind, but I like this company and thought they were doing some exciting things and looked to be expanding but the last year has been disappointing.
Chicken_Lips
26 Nov 2019
Good results posted IN the dark - what other options are you considering to make money work harder? Thanks CL
Chicken_Lips
26 Nov 2019
Good results posted Does anyone post on the BB’s anymore. These are heading in the right direction USA, China and UK but there looks like a lag to the profit due to the build and rebuilds here and US. Must admit I like this company and as such have quite a pot invested into TREAT
In_the_dark_yet_again
26 Nov 2019
Good results posted LSE:TET [link] More stagnation, these finals are worse than the interims. Growth all but none existent with more excuses that positives. OK the dividend up 7.8% for the full year but off 1.3% yield in the 1st place isn’t really going to cut it. So decision time - is it really just a temporary, cyclical thing and things will bounce back or do these results reflect the true nature of the future because these finals do not justify this share price unless it really is just a blip. Too much risk; too much downside without any really prospect of matching upside for me, certainly not in the immediate future. I think I can make my money work harder elsewhere and maybe come back revisit at a later date. Regards, ITDYA
In_the_dark_yet_again
27 Nov 2018
Good results posted LSE:TET [link] Can’t actually say I’m that impressed at those final results… call it 10% up? I know, difficult market and 10% is still 10%. Does 10% growth justify a 25x PE ratio? Not really in my book. They are claiming(blaming?) adverse currency movements otherwise it would be 14% but ‘currency movement’ rarely washes as a solid reason - when was the last time you heard a single CEO say ‘currency movement was massively in our favour without which our results would appear very poor’? But then it is progress if not spectacular so I’ll sit tight for the moment. Regards, ITDYA, wishing LKH was still around to offer his opinion… wouldn’t always agree but worth a listen/read
sueneave9
02 Oct 2018
Good results posted Positive results plus developments in the US and move to new premises on stream. I like this company!
sueneave9
31 Jul 2018
News? Anyone know why this is suddenly on the up? I can’t find anything new happening. Not complaining though.
Triggers_broom
15 Jun 2018
Interims Think I’m getting the hang of it by tracking and watching my pf holdings only so every time I enter the new discussion I have a number of posts to catch up on.
