Maestrano Share Discussion Threads

[srpactive] 27/9/2021 12:05

Buyers virtually at full ask still, very surprised we have not
moved seriously higher with the rns today.

dyor

active

[someuwin] 27/9/2021 09:08

Couple of snippets from Today's Arden note...

High-level details: The partnership will greatly increase Maestrano’s (Cordel) market reach in North America, and its exposure to potential new customers. Holland provides geometry, rail wear, and track strength testing services for > 120 freight, transit, short lines, in Nth America, covering > than 80,000 miles of railtrack. This is a material proportion of the local market opportunity.

...

Further evidence of commercial pipeline: MNO has already announced contracts wins with (UK) Network Rail in recent months. The company is now operating internationally, including Australia, Japan and US. We have always cited further progress in US in particular may be a major catalyst, as current budget expectations are set conservatively

...

Investment case and valuation: The company continues to build out impressively. MNO has aspects of both SAAS and Infrastructure Tech, which are highly valued sub sectors. Our MNO valuation of £72m/47p, based on FY24 revenue, public multiples and an appropriate discount rate, suggests the shares have material upside from current levels.

[pugugly] 27/9/2021 08:56

1st marker for personal reference at 13.5/15 on partnership and Arden note.

[qazwsxedc69] 27/9/2021 08:36

Have taken a position this morning and may well look to build it. Growth potential looks enormous.

Interested to know what people see as the main risks here. low barriers to entry maybe? any others?

Thanks

[srpactive] 27/9/2021 08:33

Yes decent sized buys coming in at virtually full ask,
the city do not know about mno yet as the market capitalisation
is lower than £50 -100m. When we get there the market will
realise what a growth potential we are.

I just sit back and nibble.

dyor

active

[itsthefuturenow] 27/9/2021 08:14

Very positive in my opinion. Great partnership. I like this statement as well ‘We recognized that Cordel's technology and end-to-end approach were unique in the market’

[srpactive] 27/9/2021 08:12

From the rns

The joint service has generated significant interest from customers across North America, and has already secured a first contract with a major metropolitan railway network

dyor

[someuwin] 27/9/2021 08:10

Nick Smith, CEO, Maestrano, said: "The partnership with Holland dramatically increases our market reach and growth prospects in the US. In addition to exposing our technology to an even greater number of US customers, working with Holland validates our partnership program as a core growth strategy. Beyond the sales relationship, we aim to build a partnership focused on innovation and mutual benefit as we look towards a future of fully automated rail inspections across the US."

[srpactive] 27/9/2021 08:01

M

Yes supper rns, as it states the joint venture has brought
interest from the sector.

dyor

active

[someuwin] 27/9/2021 08:00

Great news!

[myn0k] 27/9/2021 07:27

Right on cue!This should help to make other US companies pay attention in my opinion.

[myn0k] 26/9/2021 12:57

Biden is struggling to get his 1tn stimulus package through. Hopefully something will come of this soon. In the meantime I continue to hold, only a mayyee of time til the next contract announcement, fingers crossed a nice American or Asia Pacific win.

[srpactive] 24/9/2021 20:36

Another large trade, something brewing I feel.

Looking forward to next week, rns hopefully.

dyor

[srpactive] 24/9/2021 15:44

Three months since our first USA contract, maybe update on
it or another.

dyor

[srpactive] 24/9/2021 15:39

Full ask being paid, news I would have thought is due
very soon.

Maybe feeding through.

dyor

active

[srpactive] 24/9/2021 13:15

Afternoon all, a little buying volume which is good.

dyor

[myn0k] 20/9/2021 12:59

Odd drop today. Hopefully just some weak hand sell off given poor markets in general right now.

[srpactive] 15/9/2021 08:59

Yes it seems virtually full ask being paid, bodes well.

A move back through 15p and onwards would be ideal.

dyor

active

[myn0k] 15/9/2021 08:57

Sudden jump to the share price More contract wins maybe?

[srpactive] 15/9/2021 08:23

Morning, news on r2 earlier was commenting on new submarines
being moved remotely via drone technology, I wonder if we
could encroach into this market.

dyor

active

[srpactive] 11/9/2021 20:56

M

Yes good point and very likely.

dyor

[myn0k] 11/9/2021 12:30

Just a thought - National Rail is publicly funded. The analysis potential might be seen by the UK government for other projects, using data collected from rail routes. Just a thought - perhaps some additional contracts can be agreed through national rail via the government, to provide data in some form or another.

[srpactive] 09/9/2021 09:03

Morning all, nice bit of nibbling this morning, price
being paid is rising each purchase, bodes well for a
little move higher.

I see this stock as another of my pension stocks, just keep
buying amounts as regular as I can.

dyor

active

[myn0k] 08/9/2021 17:50

Guessing that delayed 250k share sell was the cause of the big drop today. Interested to see how this pans out tomorrow

[srpactive] 08/9/2021 07:56

M

Yes another super rns holding, buying over 3%.

Crux

hxxps://www.cruxam.com/funds/tm-crux-european-special-situations-fund

dyor

I continue to nibble expecting 30p year end.