Mountfield Share Discussion Threads

[a2584728] 24/8/2018 08:45

Pratt. This company will re rate very soon and WILL get through 4p. 1.5p is a distant price that won't be repeated in the future

[likitorma] 24/8/2018 08:37

I hope the pump attempt does not work else people buying will become trapped. Only buy below 1.5p.

[mikeh30] 23/8/2018 20:33

I am fully aware of the article date. It's a link to show Vodafone is the repeat customer as posted!Old news? From the final results which state that the specifically created team for the customers upgrade programme is for at least 3 years.Back to bed diki

[likitorma] 23/8/2018 20:19

Using old news to attempt to pump the price. The article dates to Dec 2017 and any significant contract has to be announced by Mountfield anyways, which btw rarely leads to a sustained price rise. Numbers being thrown about are pure assumptions.

[gleach23] 23/8/2018 17:43

Yes, thanks again mike. All sounds very encouraging. Chart looks very encouraging too!

[mikeh30] 23/8/2018 17:21

The client's programme is expected to extend for at least the next three years. I think this piece of news about MBG forming a specific team to cater to Vodafone for a minimum of 3 years has been totally missed

[mikeh30] 23/8/2018 17:16

It just highlights the scale of the business achievable.Even if MGB win future contracts on just 0.5% of the Vodafone estate it is still 73 sites. It's about £900k average per site at the moment so incredible potential future income for a £5m cap company and that is only for 1 client for 1 of the companies groups. On their website it states the acquisition strategy which could up these numbers.

[jakleeds] 23/8/2018 16:32

Great work Mike. Thank you .

[mikeh30] 23/8/2018 16:23

A client with 14500 sites is not a bad place to be. Lots of future recurring revenue

[mikeh30] 23/8/2018 15:51

Project Beacon, our multi-billion-pound network upgrade. As part of Beacon, we've been modernising 2G, 3G and 4G mast equipment in place of legacy technology across more than 14,500 sites.

[mikeh30] 23/8/2018 15:50

https://mediacentre.vodafone.co.uk/blog/modernising-network-soaring-4g-data/

[mikeh30] 23/8/2018 15:31

The results of the strategy have been impressive: When MBG learnt that an existing telecoms client intended to upgrade its security infrastructure across its extensive property estate it set up a team specifically to enter competitive tenders for the contracts. As a result of targeting this area of the client's work MBG has built a closer relationship with the client and, to date, MBG has won seven significant contracts with an aggregate value of GBP6.6m via a competitive tender process. The client's programme is expected to extend for at least the next three years.Vodafone a very very good client to have on such good terms

[mikeh30] 23/8/2018 15:28

http://www.ablaze.co.uk/news/ablaze-building-solutions-ltd-appointed-mountfield-building-group-ltd-carry-upgrades-various-vodafone-upgrade-projects/So it's definitely Vodafone providing the repeat contracts

[dan de lion] 20/8/2018 16:42

Well, they just need the contracts to show that they can walk the walk as well as talk the talk.

[mikeh30] 20/8/2018 16:22

The outlook for CAF continues to be strong into 2018/19 and based on the demand for high quality, large commercial flooring contracts, its leading position in its market place and the proposed expansion of its business into the supply and installation of new products associated with CAF's core activities. In addition, the increase in Data Centre activity has seen a welcome return to working in Scandinavia to a market in which CAF excels through their attention to detail and understanding of the different processes required in this field. The Board believes that the outlook for CAF will remain increasingly bright for a number of years with strong demand for its services both in the UK and overseas.The Board takes a similar view of MBG's prospects and notes the major change in its financial performance that followed from the reduction of its cost base and the change to a strategy of pursuing lower risk contracts predominantly direct to the Client and is satisfied that MBG's performance will show significant improvement during 2018 and 2019.

[mikeh30] 20/8/2018 16:18

CAF is a market leader and one of the very small number of companies able to compete for the largest raised access/commercial flooring market and is regularly asked to tender for new work in an increasingly active market.

[gleach23] 20/8/2018 14:53

Yep...was just gonna post that underlying price is firming. Anything up to 115k will cost 2.09, more than that is up to 2.14 and above. Larger quantity on the Bid side too - can sell up to 300k @1.92

[mikeh30] 20/8/2018 14:46

Bid moved up a touch

[mikeh30] 20/8/2018 13:45

CAF must be close to announcing a biggie! Increase cash pile, better cash flow letting them tender for larger contracts that they are on a few that can complete. Current contracts coming to an end. All adds up to a £5m+ contract for meDyor of course

[gleach23] 20/8/2018 12:12

Thanks DDL yes I see that now. Timings still seem a bit odd but I'm not complaining :) Judging from the News history, Interims could be as soon as 2 or 3 weeks away now.

[molatovkid] 20/8/2018 11:50

god bless 'em There is one good thing about us being at this price level and that is that when good news does break, we will hopefully be rising from this higher base price. Better this, than good news from 1.4-1.5

[dan de lion] 20/8/2018 11:30

289,374 gone thro` on NEX @ 2.07p timed at 11.21.

[gleach23] 20/8/2018 10:45

I find that tick up on the Offer to 2.2p rather odd this morning. There currently seems to be no trade to explain it although one could obviously be reported late. I tried a dummy buy and was quoted 2.04p for 325k and max I could sell was just over 100k @ 1.91p. I've since tried a dummy buy for 325k and am now quoted 2.177p and anything for 300k or under is 2.07p. Almost seems like we got advance notice of a rise in share price Max to sell is still just over 100k though.

[jakleeds] 16/8/2018 09:14

Morning all ... back at 3am earlier today from a break in Cyprus with rubbish internet connection. Nice to see us heading in the right direction. Remember the ultimate target destination is a £20million market cap. The directors will not want to walk away from £3million however wealthy they already are ...

[molatovkid] 16/8/2018 08:22

....and back down....nice while it lasted