Share Name Share Symbol Market Type Share ISIN Share Description
Fulcrum Utility LSE:FCRM London Ordinary Share KYG368851047 ORD 0.1P (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 63.80p 63.00p 64.60p 64.60p 63.80p 63.80p 115,904 11:00:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 44.8 7.0 4.0 16.0 137.93

Fulcrum Utility Share Discussion Threads

Showing 326 to 349 of 350 messages
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
DateSubjectAuthorDiscuss
08/8/2018
20:06
by Introducing a management incentive scheme which has terms that they will only vest if the share price hits 100p (60%) and 130p (40%) for me is a good indication that my objectives of this investment is aligned with that of the board (increase share price, valuation and growth etc..) with the balance sheet and reports as it is, I can see that this is an achievable objective. Yes I do agree it was a PR disaster but with such a good annual report, balance sheet strength and the fact the company has no debt I feel this outways the sell offs. We don’t know the reason for the sell offs that’s the problem. The only thing that concerns me with this stock is how well the integration is going between fulcrum and Dunamis. Sometimes acquisations can produce a lot of inefficiency so my most immediate concern is understanding that. With the AGM in September hopefully this will shed light on all these points and the sell offs. The problem is we will not know until then which is why market sentiment is understandably low. The key thing for me is that the financials are happy, unless that starts to change I will keep my positive outlook for fulcrum. I’m still researching into the EV market so I cannot give an opinion as of yet. (No financial advice intended)
jinnn1
08/8/2018
12:36
I’m happy to stay on board. The directors sold a bunch to lock in a massive gain and to presumably derisk their personal finances. Don’t think you can blame them and I’m sure they remain committed to the business. The share price has consolidated above the placing price, which is not unexpected.
topvest
08/8/2018
12:25
JINNN1.......not sure what you are getting at........could you please enlighten us. Why should the introduction of a simple management share plan help the share price and lets discount for the moment the "solid foundations.........." as that is always repeated by small listed companies. Last night at our monthly investment club everyone agreed that the way certain directors had sold large blocks was a PR disaster........one civil engineer and myself started to question how the arrangement on electric power battery charging would pan out and how profitable this could be...........and there were other detailed questions we asked as well as two members of our investment club are former City fund/hedge managers well used to investing in small businesses. Here we are trying to invest but through one silly action we are now taking a much more robust look at this business and the managements background. We also suspect that the brokers had a hand in this fiasco.
anley
07/8/2018
22:37
Quite surprised not too see a stock movement considering the recent management incentive scheme which will align management with shareholders to give a decent return on current share price. Also in this announcement they reaffirmed there statement of solid foundations for growth etc... which signals too me all is well considering the last set of director sell offs. No financial advice intended.
jinnn1
06/8/2018
15:42
I am still undecided about the business so when I get back from an oveseas trip in early October I will go and see them. That will give me more time to see what the price has been doing as well as what may be said at the AGM. They are not the only business trying to make good profits from chargable batteries etc BUT the UK is still a long way off finding the miricle of how to do it cheaply and quickly.
anley
03/8/2018
11:51
They are quite cash generative as a business as they receive large payments in advance of the work being undertaken. The payments on account number in the accounts is a good lead indicator of activity levels, so you don’t want this creditor balance going down. This means that they don’t need to carry much working capital at all and have historically run the business with a negative balance sheet without any issues as the net cash balance was high given the payments in advance. This has been fixed with more equity being raised. Of course, they are now using their cash flow to invest in more gas and electric assets which will absorb significant cash flow. Free cash flow will reduce because of this. Nevertheless once purchased these pipeline assets are very cash generative themselves and are a very high quality regulated cash flow.
topvest
03/8/2018
10:29
Topvest........I think there should be some form of employee saving scheme but not this wholesale give away which has recently undermined the share price and will take really strong profit growth to get it back to the 75p level. For those who are buying in may have a better chance to see 65p to 100p over the next 2/3 years but for me I still want to know how the CASH FLOW of this group works. So they use factoring etc. That said please have a read of the following press release. hxxps://www.fitchratings.com/site/pr/10039730
anley
02/8/2018
18:12
I’m not a big fan of these management incentive schemes as the employees don’t put any cash in, but a clear incentive for them to double the share price which is good I suppose. Be surprised if this doesn’t get to £1 at some point in the next few years.
topvest
30/7/2018
13:51
A slight pick up in the share price but if you go back several of us are questioning the last set of report and accounts and this was before the price came tumbling down. For me I want to see how the cash flow is managed and how the big deal is bedding down and to do that I was going to go to the AGM but am now going into hospital for a small op. Until later in the year I will just watch and wait as something is not quite right and its no good trying to talk to the brokers as they don't like private investors and hide behing nonsensical EU laws like Mifid. I will come up North and have a look around and see what I can find. I will get to the bottom of how good an investment will be as it seems to be in the right growth sectors.........look at who the competition is..........management..and more but it will be over the coming months.
anley
30/7/2018
09:35
a couple of 50k sales gone through first thing. I expect to see this drop further as a result.
jeanesy
29/7/2018
20:47
good point... i think ex divi date is next month , lets see how they perform this week,
iceman82
29/7/2018
20:40
It's mechanical from the Dunamis deal; the fact that there was a placing keeps the balance sheet intact but means the level of EPS accretion is reduced vs. if it was an all debt deal. Forecasts are for 4.5p of EPS, down 2% y/y
pireric
29/7/2018
20:32
i have heard this already that eps projection looks not so good and therefor share price could be depressed for few months, but that just speculating...
iceman82
29/7/2018
20:24
Totally fair topvest. I have this on c. 15x next year's earnings (2019) adjusted for net working capital. Not much EPS growth f/c, from deal dilution and not really sure if there is much room for multiple expansion might be the concern
pireric
29/7/2018
20:16
Just a bit of a pull back to the placing price or just above in my view. You can’t really blame directors for taking some cash out given they have 10 folded. In my view it’s never looked better. They have multiple growth areas available with the move into electricity and asset ownership. I’d be more worried if someone like Philip Holder, the Chairman, started selling shares!
topvest
29/7/2018
19:57
who is canaccord ?
iceman82
29/7/2018
19:56
it is concerning this director sales i admit....
iceman82
29/7/2018
19:36
Presumably some concern this is still pretty cyclical esp on the major project/key account side. Don't think it would have been the smart meter fiasco of recent that SMS.L has dropped on the back of as pretty immaterial here. Will think further. £2.7m of director sales recently around 70p not helping for sure + Canaccord's holders reducing somewhat
pireric
29/7/2018
17:44
i will see where the price goes this week , already looks attractive but would love to get cheaper if it goes north then i will leave it....
iceman82
29/7/2018
17:36
I don’t think the story has changed. Happy to hold.
topvest
29/7/2018
17:11
No idea iceman (and nor does anyone else). I trade so try to take no view on the story as i find it adds no value to what I do. But for me the trade has now finished as trend broke and buyers didn't step up so I exited for a small profit
davr0s
29/7/2018
06:56
davros-- do you think we will go below 63? did the story changed here??? or did they just exercises options as they needed the cash?
iceman82
28/7/2018
21:01
Ds sells killed sentiment - created a whole bunch of supply now so any rises more likely to be sold into now than not. Pity and I've moved on now
davr0s
28/7/2018
18:42
iwill be watching price over next week who knows maybe i get 59 p....
iceman82
Chat Pages: 14  13  12  11  10  9  8  7  6  5  4  3  Older
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