Nasstar Share Discussion Threads

[richjp] 29/4/2019 10:13

This one has been a slow burner for me but it is heading in the right direction. I doubt if it will ever become a high growth company however I will stay in as I think it can be a nice little earner.

[p1nkfish] 29/4/2019 07:15

Re-alignment well on the way.

[srichardson8] 26/9/2018 13:05

Thanks so much

[srichardson8] 24/9/2018 08:55

I had intended to buy this today - thought it would be ahead of results - but unsure now. For one thine the share is really illiquid. For another the results seem fair to middling but that is all. I am a bit unclear on the effect of accounting changes and a tiny bit concerned on the increase in payables, up a lot more than receivables. Good to see debt being paid back, revenue increase at 6% modest but real operating margins (just OP with amortisation added back) look better (14% v 10%?). The closure of these data centres looks costly but l-t benefit. On a more general note there are some huge players providing cloud services - does this company have a special skill or market aim? Any informed comments would be most welcome.

[richjp] 01/5/2018 13:53

NASA calling, is there anybody out there?

A good set of results today so I think I will hold. It does not seem that the company is going to set the world alight, however there should be more growth to come.

[18bt] 29/1/2018 07:10

Good trading update. Net cash at year end.

[woodcutter] 08/11/2017 09:58

nope, not yet anyway!

[richjp] 07/11/2017 13:17

I first bought here almost four years ago and again in the summer last year. It has finally started to come good. I bought because Kestrel have a stake and I find that more often then not Kestrel get it right in the long term, although you do need to be patient for some of their holdings to come good.

With a bit of luck hopefully they can kick on from here.

I hope I am not a nutter!

[woodcutter] 07/11/2017 10:42

had a few of these this morning in a couple of bites. ebitda % growing faster than revenue % and adjusted H1 0.3p I'd expect even better in H2 with some of the new contracts beginning to kick in. And no capitalised costs either. Good institutional support too.

quiet board as well with no nutters..................yet

woody

[blusteradjuster] 07/11/2017 07:37

Big gross margins suggest a lot of that contract should flow to the bottom line.

[18bt] 07/11/2017 07:30

Accounts for share price high since later 2013. Looks like this should underpin a strong move into profit.

[18bt] 07/11/2017 07:14

Looks a v good contract win today

[temmujin] 15/9/2017 11:14

london mirroring saturn? but detonation was bodged up

[temmujin] 14/9/2017 17:41

I THINK THIS IS BLOODY FOOLHARDY...WHAT RIGHT HAVE NASA TO SEND 72KG OF PLUTONIUM ON CASSINI CRAFT HURTLING INTO SATURN? IF IT HAD BEEN AN ALIEN DOING IT TO THE EARTH THEN ALL HELL WOULD BREAK LOOSE...MAYBE THATS WHAT THEY WANT...AS ABOVE,AS BELOW...MASONIC SORCERY AT PLAY

[18bt] 24/4/2017 08:38

Meeting expectations crucial to re-establishing credibility

[this_is_me] 24/4/2017 07:40

One of my smallest holdings, nevertheless things management seem to be managing the operations well.

[richjp] 01/2/2017 18:27

I was expecting a more positive market reaction after what seems to me to be a pretty good TU overall.

Perhaps the company is just below everybody's radar.

[18bt] 01/2/2017 08:03

Decent trading update - accept that there will be swings and roundabouts in individual units and at least they 1) come clean and 2) made up for it elsewhere. Hopefully corrective actions for VESK can be undertaken.

[this_is_me] 31/1/2017 07:41

Overall the trading update is fairly good. It is a pity that VESK didn't meet its expansion targets.

[richjp] 05/1/2017 18:53

I bought into this one in a small way some time ago and currently am down about fifteen per cent.

I am sticking with it mainly because of the Kestrel involvement, however I will wait for the price to move up a bit more (hopefully)before buying any more even though that will mean me paying a bit extra.

[noble3r] 05/1/2017 09:31

a little top up of an additional 57k shares this morning. Looking forward to trading update.

[this_is_me] 26/9/2016 08:01

Yes, things progressing nicely. It looks like integration of the acquisitions is going well and the new MD has been a good appointment.

[18bt] 26/9/2016 06:33

Fairly encouraging interims. Modrus should bulk them up and justify increases in management expenses.