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Tricorn Share Discussion Threads
Showing 1901 to 1924 of 1925 messages
|Why indeed. Why is the large shareholder content to watch years of drift?|
|Cat down yellow goods down across board 2017 forecast poor.this is a mickey mouse operation pretending to be godzilla. Inadequate board but supportive shareholders over many years ,why?????|
|Caterpillar Q3 results out. Guidance suggests a very small (negligible?) fall in revenues for 2017. I think this is good because we know Komatsu has been doing better than Caterpillar and this seems to almost confirm that Komatsu will see sales growth since they have a stronger presence in Asia which even Caterpillar says is doing better.
I suggest TCN's markets might see a return to growth in 2017 after bottoming in late H2 2016. This is the same prediction I've been making for several months now and seems to be becoming a reality. I should caution that I think the US and UK are going into recession , and Europe is still struggling with rumbling banking instability - these could easily undermine recent strength in commodity prices.|
|Komatsu shares up by 1/3rd since July as industrial orders pick up strongly. Mining orders remain better but mixed.
|I agree, Aleman. I am assuming that the China patch wont impact too much or they would have to say in the rns.
|So, trading in line with forecasts on recovering revenue. It's worth remembering that the forecast is 0.2p eps this year and 2.2p and a dividend next year. That's a prospective p/e of less than 5 and a dividend that could be around 5% and rising quickly if all goes as anticipated. Komatsu and Caterpillar numbers suggests industrial equipment markets are beginning to recover after a deep recession so turnover should continue to rise. It's worth remembering the company recovred quickly in the last recession under the same management. Although nobody knows what the longer term will bring, oil and metals prices have continued to rise of late. All looks quite promising for now.|
|Oh, well ... next week then!|
|The rns is all about the vibes on the chinese difficulties. If these are resolved then there might be some Value.
Personally, I'm running out of interest.
|Well there should be some benefits from rationalising what they have and getting it optimised. Then they can hopefully suggest there are some glimmers of demand picking up. One of the issues is that the company cannot be taken over due to the big shareholder. They don't tend to use the paper. So its less of an issue for them that share price goes nowhere for years.|
|The last 7 years have seen the interim trading statement in the first week of October, so it is quite likely to be tomorrow. Hopefully, the company will see stability and some signs of improving conditions and reiterate a small profit in store for this year. Komatsu seems to be growing again but Caterpillar has not got there yet, even though seeing better sales to Asia. It would be nice to hear something positive about Asia in TCN's update, even if Europe and America are still weak.|
|rns due this month.
|Appreciate your work aleman. Got to hope there is finally going to be some good news here-its been going nowhere for years.|
|Big jump in hydraulic excavator use in China, accordinng to Komatsu on-board analytics.
|Yes Caterpillar on the up. When it will impact TCN who knows -it should. This share has been going nowhere for so long -needs a change of management.|
|Caterpillar sales still bad but turn positive in Asia.
Green shoots reported in enquiries.
This still seems consistent with my suggestion that Caterpillar sales might turn up later in H2, a few months behind Komatsu.|
|Komatsu updated sales figures to August - they are not as detailed as one would like but I'd say it looks like mining sales are probably on the up overall. Shares perked up to a 13 month high on the news.
|Good to hear from you, A.
I have no been conditioned to expecting one step forward, one step back.
Hopefully, waving not drowning.
|Komatsu existing mining and construction equipment usage is increasing again. (Good for spares sales - lots of equipment out there will have been rusting.) This adds weight to my expectation that new sales look set to start rising in later H2 on current trends. (Caterpillar not doing quite as well as Komatsu but things still look to be slowly turning.)
TCN have a trading updated for an unspecified date in October - probably early. Hopefully, we'll start to hear some more optimistic noises.|
|Know what you mean - I remember thinking: "apad, your an engineer why are you buying a company that bends pipes" I should've listened to myself.
|I have a small legacy holding -no point in chucking them out at this level. Will let it run and review after next set of results. I used to be a big fan of this but it has been going nowhere for a long while now.|
|I don't think valuation metrics are useful for runaway growth or survival stocks, meij. They are for equilibrium companies.
my retirement fund
|It is cheap on most valuation grounds -I think they sell to Caterpillar in the UK as well. Certainly Cummins.|
|The China reconstruction is the main link with Caterpillar I believe. I would look for stable China news before buying this tiddler. US seems to have been good.