Fulcrum Utility Services... Share Discussion Threads

[jl5006] 02/12/2019 21:29

Harrison sells
Patience

[ducatiman] 02/12/2019 17:59

4/12 last year. Loads of selling ahead of the interims but someone is taking them.

[dado90] 02/12/2019 17:12

Should we be expecting the interim results this week?

[topvest] 25/11/2019 18:30

Just my reading of the Cenkos 1.5p EPS forecast, albeit haven’t got access to the Cenkos detailed commentary.

[carpingtris] 24/11/2019 20:34

I like the news flow from website.. lots of new appointments and contracts being signed... surely wouldn't be hiring all those people if doom and gloom.

I read it as they are expanding!

Last divi was also welcome.

[davr0s] 24/11/2019 19:16

You seem very well informed - have you read it already :)

[topvest] 24/11/2019 18:57

My best guess would be no dividend cut, very weak interims, but promise of a stronger H2 but they have guided the market so poorly this year its very uncertain. I think net debt is going to shoot up as they are investing in lots of gas and electricity new connections at the same time as a trading downturn. Overall, it relatively high risk which is why I banked my diminished profits until we get some actual 19/20 results announced.

[jl5006] 24/11/2019 16:40

Only the facts matter.
Cut/increased divi - we shall see.
We can't have long to wait.
I wonder how many more of Harrison's shares are still to be sold? I am guessing that the numerous round sums sells have been his over the last few weeks.

[ducatiman] 24/11/2019 15:45

Cheers Top, so we are looking at their guidance statement? Do you think they will cut the divi?

[topvest] 24/11/2019 15:39

Nevertheless, i will watch with interest.

[topvest] 24/11/2019 15:37

They have already allowed Cenkos to issue an upgraded forecast of -59% EPS growth for this year and -28% for next year, versus previous expectation so highly unlikely to be "another decent set of figures"! On this basis, H1 profitability is likely to be minimal with a rebound expected in H2...at best!

[ducatiman] 24/11/2019 14:28

Interim due soon. Last year 4/12 I believe. Would I be correct in thinking that if there are any issues we would have heard by now? So hopefully another decent set of figures.

[davr0s] 22/11/2019 17:54

They are trades - always trades. All it's done is colour coded it wrt the mid price of the bid/offer price. If you bought someone else sold as is always the case

[carpingtris] 22/11/2019 16:27

Lots of recent news flow on there website...

[ivancampo] 22/11/2019 08:23

Added again this morning - all 3 buys showing as sells

[carpingtris] 22/11/2019 07:23

when will we see the interim's?

[topvest] 21/11/2019 21:21

It depends on what the interims have in store! More bad news and the floor will collapse. Should bounce off the floor if things are looking better.

[pictureframe] 21/11/2019 14:20

Think we have finally found the floor.

[ivancampo] 13/11/2019 08:01

Price action suggests a large trade being worked.

[18bt] 08/11/2019 11:13

Yes - ending of new home gas boiler installation from 2025 is a big opportunity

[scooper72] 08/11/2019 10:27

One thing is of course the potential that a lot is spent on putting homes on to electric heating only. Presumably that wouldn't help fulcrum- so the question is what projects would it be most likely to bid for.

[solarno lopez] 08/11/2019 10:04

Yes assuming the next government actual carries out its spending spree !

[scooper72] 08/11/2019 09:55

Looking at all the big infra structure projects offered by both main political parties over the term of the next parliament does anyone see Fulcrum capitalising on the potential opportunities with all that money the next govt will spend?

[topvest] 07/11/2019 21:21

Too risky until we get the interim results in my view. I will revisit when we get some hard numbers.