Tristel Share Discussion Threads

[rcturner2] 15/10/2015 14:19

AMO I rate highly. Different tech but similar kind of profile to TSTL.

[source] 15/10/2015 14:18

Shame CEO didn't hold onto some of his new options. But should help wider liquidity here. Wouldn't be surprised if a few institutions start adding in the coming months. Regards Source. Ps. Agree Piedro - but there are a few others, and seems you and I are often on those boards too! :)

[piedro] 15/10/2015 13:30

Good for you EC

I usually top slice when a holding reaches 25% of my portfolio
@80p last October and @100p in July but now consider the shares
greatly de-risked and will let the rest run.

It's a question of ... where is there a better growth story?

[effortless cool] 15/10/2015 11:30

I sold 40% of my holding near the top of the recent rise, thinking that the valuation had got a bit rich.

I then updated my model, and decided that it had not.

I have bought back now, and am a happy holder.

[2niffy] 14/10/2015 09:28

Substitution out of bulk non proprietary product will free up capacity for higher margin sales not reflected in Equity Developments forecast margins going forward.

[glaws2] 14/10/2015 08:03

I'm told that the Webinar and slides should be on Equity Development website by this afternoon.

[piedro] 13/10/2015 20:20

A number of points ...

- we were able to see something of the analytic and presentational power of their new software
- PS reluctantly conceded that Francisco Soler is an Interim Chairman.
- they have had packaging problems which justifies the expertise of the new director
- Tristel Revolver was briefly mentioned confirming that it is still to be released

AIMHO

[piedro] 13/10/2015 16:34

Excellent presentation, hopefully there will be a replay.

[hannahh] 13/10/2015 09:36

Just a reminder that Paul Swinney, Chief Executive, and Liz Dixon, Finance Director, will be presenting the final results for Tristel by webinar today at 2.45.

To register please go to:

Thanks,
The Equity Development team

[hastings] 12/10/2015 20:49

Probably Bang on Piedro !

Added some comment, although as usual behind the others, ho hum.


hxxp://www.cambridge-news.co.uk/Profits-Tristel-overseas-growth/story-27967499-detail/story.html

[piedro] 12/10/2015 16:51

From the annual accounts under Intangible Assets [p.51] ...



... re: the long awaited Tristel Revolver???

[harebridge] 12/10/2015 12:22

Paul Scott had done really good write up on Stockopedia

[mach100] 12/10/2015 10:22

Great results. Very pleasing and into all-time highs. I best set a new target of 130p as my previous ones of 90p and 110 are now attained. Not much selling on the news though I expect some profit taking mid-morning in the face of the strongly favourable reception.

[piedro] 12/10/2015 09:48

Annual Report now on website

[rcturner2] 12/10/2015 09:45

Great sector, great company.

[meijiman] 12/10/2015 09:20

The ED note reads very well and suggests the buy case is still very much intact.

[hydrus] 12/10/2015 09:04

Does look pretty good value and also breaking out

[brummy_git] 12/10/2015 08:47

Link to Equity Development research note

hxxp://www.equitydevelopment.co.uk/doc/1414.pdf

[glaws2] 12/10/2015 08:16

Equity development note out - increases price target from 110p to 135p

[elcapital] 12/10/2015 07:31

Great results.

[source] 12/10/2015 07:14

Nice solid results. Should mean analysts finally revisit their forecasts for the next two years or so, especially with this beat. Regards,Source.

[amencorner] 09/10/2015 16:06

QS99, yes but as a holder I would predict that the results will be very decent yet the share price will fall below 100 on Monday morning: I do hope I am wrong!