Petards Share Discussion Threads

[rivaldo] 06/9/2016 12:20

OT : rhomboid, quite a few crossovers there - I also hold SFR, LVD, CAPD, and many of the rest of yours are on my watchlist!

Other holdings include RNWH, IQE, CAR, IDEA, SOM, CHT, NTQ, and others like ACSO, NCC, KWS which are top quality companies that have raced up to premium ratings.

[rhomboid] 06/9/2016 10:30

Hi rivaldo

I hold about 35 stocks, some positions I'm still building so tend not to post about here or on Twitter, amongst the others CAPD (biggest) WTM HAYT AIEA SFR SCS ABDP HILS PCA SOLI AVS AVG CGS XPP RBN VP. LVD PCA GMS plus others,what are you holding?

[tiltonboy] 06/9/2016 10:17

bp,

I reckon they only did the deal because the bank was about to pull the plug!

Worked out well though!

[barnetpeter] 06/9/2016 09:21

water hall turned out to be a great investment....they were smart enough to realise they were rubbish at investment and the deal with peg was excellent

[rivaldo] 06/9/2016 08:53

Ticking up again ahead of interims in the next few days.

OT : rhomboid, we also share holdings in SDI and VLE. Interested to see what else you're in - have you looked at INSE, SIM and XLM?

[rhomboid] 02/9/2016 22:58

Creightons, Scientific Digital Imaging and Volvere are the only ones I'm up to my preferred holding size with the rest I'd prefer to carry on buying quietly..

[tiltonboy] 02/9/2016 21:57

Bought a few SYS along the way. Doesn't look outrageously cheap, but the recent placing brought in some high calibre holders.

What else you looking at?

[rhomboid] 02/9/2016 20:00

Nope no rush, just hoped I'd found a source of cheap stock, I've only bought 100k so far but I'm rotating more funds into smaller stocks with good fundamentals and this is one of 25 or so I'm buying into over time.

[tiltonboy] 02/9/2016 19:10

I'm in no rush; are you!

[rhomboid] 02/9/2016 17:09

Hmm thx for the response I'll think it over but at first sight it looks more high ball than low ball!

Have a good w/e

[tiltonboy] 02/9/2016 17:02

Down to my last 350k, and I'm happy to continue selling them on incremental rises. So you would need to pitch an offer of 20p to get them. To keep it clean, and to do it in one go I will let you have them at 19p.

[rhomboid] 02/9/2016 16:17

Hi Tiltonboy
How many are you still holding and can I give you a nice low ball offer for the lot? That's assuming it's not 7 figures or more!

[tiltonboy] 02/9/2016 15:40

...and my next limit has been hit. A few more gone at 17.5p.

Might have another beer tonight.

[rivaldo] 02/9/2016 10:56

Ticking up again - last year's interims were out on 8th September, so shouldn't be long now.

A reminder that the AGM outlook was encouraging as follows:

"I am pleased to report that trading in the first quarter of 2016 is slightly ahead of management's expectations with both revenues and results being above those for the same period in 2015. While still early in the year, it is encouraging that the increase in revenues is being seen across all of the Group's product areas."

""With a number of new order prospects currently being negotiated and strong backing from the Group's existing order book, the Board anticipates that both the first half year and full year results will show good progress against those achieved in 2015."

[effortless cool] 01/9/2016 16:54

Just 2.3% of outstanding convertibles converted during H1 2016, although that was up from 1.0% in H2 2016.

It will be interesting to see if that rate increases during 2016 H2, although with over 6.5m still outstanding, any material step up in conversions/sells is likely to impact the share price.

[barnetpeter] 01/9/2016 16:45

Yes and there will be until the water hall convert stock is gone. That wont be til 2018 and remember the conversion price is just 8 pence. I cannot think there is much left though with this now above 15p.

Just converting some I had with one broker but will keep the main amount I have with another. It pays 7 per cent but of course the 100% profit plus is tempting with the PEG price heading for 20p for 150%.

[rhomboid] 01/9/2016 15:53

There's still stock around, I picked up another 30k inside the spread, trade hasn't printed yet

[rivaldo] 01/9/2016 09:52

Buying at 17.71p now, and another tick up.

[mobtheplod] 31/8/2016 10:48

Held these for about 1 year - very encouraged with the performance of the bod since the merger, looking forward to the next update.

[rivaldo] 31/8/2016 09:56

More buying this morning, including 40,000 at 17p, leading to another tick up. Lovely small spread now.

[rivaldo] 30/8/2016 12:33

Ticking up to new highs, and absorbing any sells nicely (a 25k at 16.5p being the most recent example).

[rivaldo] 24/8/2016 13:33

The buying price is now up to 16.9p - hopefully shouldn't take much to push PEG further upwards.