Montanaro European Small... Share Discussion Threads

[erogenous jones] 01/6/2020 14:07

yes - good to see a new high.

[milesy] 05/1/2020 21:14

EJ - still holding these?

[erogenous jones] 17/5/2018 08:55

Have top sliced my holding with a small disposal this morning

[erogenous jones] 20/4/2018 16:31

The gap between NAV and the share price is very attractive. Have added a few shares today in a SIPP (but have a chunky number on my main dealing account). Guess that over the next 6 months I will discover if this has been a poor decision or not.

[schweinswal] 16/6/2011 19:34

Metrocoal -- by RBS Morgans Ltd Billion tonne baby :-) Target $1 AUD http://www.metallicaminerals.com.au/sites/default/files/MTE%20-%20RBS%20Morgans%20research.pdf

[schweinswal] 15/6/2011 07:01

http://metrocoal.com.au/ News: http://www.stocknessmonster.com/stock-quote?S=MTE&E=ASX

[ydderf] 24/2/2004 18:59

crookney robber - i thought i would take a trip down memory lane...........whatever happened to '180p Monday would be my guess'?

[robward] 19/3/2002 00:33

StewJames Thanks for sharing your ideas with me (and others). You have highlighted some interesting if somewhat smallish companies. I particularly like the look of CDY as they are now manufacturing their product in Asia rather than U.K which makes them far more competitive and with World Cup onits way they stand todo very well. Cheers Rob

[stewjames] 11/3/2002 17:52

Still keen on MTE BTW, just feel the market will hit the 'bad' news at the full year (even though it's expected) and it'll move sideways at best in the meantime. Just a question of timing. But I've been wrong plenty of times before!

[stewjames] 11/3/2002 17:44

Could do but it's rather a long list and not fully researched yet! Could do worse than AON (assets), CDY (assets+earnings) and TRN (growth and earnings) for starters, though.

[robward] 11/3/2002 17:39

StewJames Would you be so kind as to let us know where you see more upside ? Cheers

[stewjames] 08/3/2002 17:01

Noticed it and have been watching for a few months. Was looking for 50-60p but it never quite made it. Fair value but I see more upside elsewhere.

[max power] 08/3/2002 16:41

jolly good show old bean

[doosly] 08/3/2002 16:39

Mission Testing gone from mid 70's to £1.45 in a week, great results £8million sitting on deposit. Any thoughts I'm in at £1.18

[mike_c] 07/3/2002 12:22

A great write up on Citywire for this one... the future looks sorted.

[mike_c] 07/3/2002 00:09

Great results and great forward visibility, they seem shrewdly cautiously optimistic. I'm in for the long term.

[captainspock] 06/3/2002 20:17

Huge mark-up on low volume !!! I reckon if we see some large trades by Friday, £2.00+ cannot be far away despite the cautious outlook on FY profits. After all the float price was only around £2.80

[mike_c] 06/3/2002 13:10

I would guestimate this share has been totally oversold upto this point... hence its markup after every buy.

[hosede] 06/3/2002 13:00

rneeve would you say the same applied to transEDA (TRA)? Are they in the same marketplace or subtly different?

[rneeve] 06/3/2002 10:35

Hi Guys, I have never posted here before and have no market position in Mission Testing. But I am (or rather was) a IT contractor working as a test analyst and I can tell you that that sub-sector has been totally destroyed. I have only worked for 3 of the last 16 months and I know many triple-A people who are in the same boat. I haven't looked at the accounts but I am concerned that they don't reflect the near term prospects. Both testing recruitment (particularly on the contract side) and testing consultancy have been completely blown away as companies have tried to get away without testing, hoping their developers can do the testing as well. Testing was the first thing to get cut back (the testing market collapsed in Feb 01) and will probably be the last thing to get ramped up again if and when things improve. On the plus side, many top testers are leaving the testing to do other things. If and when things do recover, there will be a chronic shortage of skilled testers and Mission Testing's margins should increase a lot as a result. If I can offer any insight into the testing market I'm happy to help. Regards, Richard

[pippin] 06/3/2002 08:20

Excellent interims out today. Growth continuing apace, still got £8m cash, positive outlook despite the sectoral stuff, maiden interim dividend. Would that all profit warnings presaged such good figures! On a five year view, this looks like a possible biggie, IMO.

[johnduffield] 24/1/2002 21:27

Hmmn. I'm not sure that would be any floor. If they got to their NAV there'd be a tacit assumption that they were struggling and burning their cash even with contractors laid off. I fear testing might be vulnerable to cutbacks, and things economic are starting to feel a little shaky. But the fall since the fairly gentle profit warning looks harsh, and there was a slight rise today albeit on thin volumes and high spreads as per IDD. One for the monitor for now.