||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Montanaro Share Discussion Threads
Showing 26 to 47 of 50 messages
|Metrocoal -- by RBS Morgans Ltd
Billion tonne baby :-)
Target $1 AUD
|crookney robber - i thought i would take a trip down memory lane...........whatever happened to '180p Monday would be my guess'?|
Thanks for sharing your ideas with me (and others). You have highlighted some interesting if somewhat smallish companies. I particularly like the look of CDY as they are now manufacturing their product in Asia rather than U.K which makes them far more competitive and with World Cup onits way they stand todo very well. Cheers
|Still keen on MTE BTW, just feel the market will hit the 'bad' news at the full year (even though it's expected) and it'll move sideways at best in the meantime. Just a question of timing. But I've been wrong plenty of times before!|
|Could do but it's rather a long list and not fully researched yet!
Could do worse than AON (assets), CDY (assets+earnings) and TRN (growth and earnings) for starters, though.|
Would you be so kind as to let us know where you see more upside ?
|Noticed it and have been watching for a few months. Was looking for 50-60p but it never quite made it. Fair value but I see more upside elsewhere.|
|jolly good show old bean|
|Mission Testing gone from mid 70's to £1.45 in a week, great results £8million sitting on deposit. Any thoughts I'm in at £1.18|
|A great write up on Citywire for this one... the future looks sorted.|
|Great results and great forward visibility, they seem shrewdly cautiously optimistic. I'm in for the long term.|
|Huge mark-up on low volume !!!
I reckon if we see some large trades by Friday, £2.00+ cannot be far away despite the cautious outlook on FY profits.
After all the float price was only around £2.80|
|I would guestimate this share has been totally oversold upto this point... hence its markup after every buy.|
would you say the same applied to transEDA (TRA)? Are they in the same marketplace or subtly different?|
I have never posted here before and have no market position in Mission Testing.
But I am (or rather was) a IT contractor working as a test analyst and I can tell you that that sub-sector has been totally destroyed.
I have only worked for 3 of the last 16 months and I know many triple-A people who are in the same boat.
I haven't looked at the accounts but I am concerned that they don't reflect the near term prospects.
Both testing recruitment (particularly on the contract side) and testing consultancy have been completely blown away as companies have tried to get away without testing, hoping their developers can do the testing as well. Testing was the first thing to get cut back (the testing market collapsed in Feb 01) and will probably be the last thing to get ramped up again if and when things improve.
On the plus side, many top testers are leaving the testing to do other things. If and when things do recover, there will be a chronic shortage of skilled testers and Mission Testing's margins should increase a lot as a result.
If I can offer any insight into the testing market I'm happy to help.
|Excellent interims out today.
Growth continuing apace, still got £8m cash, positive outlook despite the sectoral stuff, maiden interim dividend. Would that all profit warnings presaged such good figures!
On a five year view, this looks like a possible biggie, IMO.|
|Hmmn. I'm not sure that would be any floor. If they got to their NAV there'd be a tacit assumption that they were struggling and burning their cash even with contractors laid off. I fear testing might be vulnerable to cutbacks, and things economic are starting to feel a little shaky.
But the fall since the fairly gentle profit warning looks harsh, and there was a slight rise today albeit on thin volumes and high spreads as per IDD. One for the monitor for now.|
|The company mentioned nothing about losses so we have to assume that there will be a profit albeit diminished.
In the current circumstances I feel this co. would be a buy if it reaches its NAV (the bulk of which is cash with no intangibles) which is around 55p
IMHO etc DYOR
Apart from that a promising little company medium to long term|
|I would at least wait until the price cut back up through the 10 day m.a.|
|Perhaps. Small companies tend to fall for some time after profit warnings though. Good luck!|
|I decided to add to my holding today. I believe at closing the market cap is around £17m and they have some £8m cash in the bank. Taking the cash off the market cap we have the business valued at £9m. I'm guessing that profit after tax will now come in around £1m for the year to 30 June 2002. This seems cheap for a company that is still rapidly growing.