Petards Share Discussion Threads

[chesty1] 11/1/2017 10:44

A few buys having a nibble and upward trend still nicely in tact.

[rivaldo] 10/1/2017 23:09

Run your winners - it's these which make the big difference to your portfolio.

That's all I have to say :o))

[crazycoops] 10/1/2017 13:37

Just had a quick look at the TU history.

Jan 2014 - no update
Jan 2015 - update (in line)
Jan 2016 - no update

So, it is anyone's guess whether we will get a TU in Jan. I hope so, as this company now has a spotlight on it among PIs and it would be good to establish a decent communication cadence. This said, I am expecting an 'in line' for 2016 with a strong outlook (and broker upgrades) for 2017/18. As Bones says above, a couple of contract wins before FY results in March would be nice too.

[qs99] 10/1/2017 10:36

Am holding on as well. Next update will provide clarity on where this share is heading, but a bit of profit taking is not surprising given rise...gla

[chesty1] 10/1/2017 10:27

Happy to hold bones just wish I had added in earlier.

[bones] 10/1/2017 10:24

Best of luck then Chesty1. Main thing is to be patient and hope the next update or results live up to expectations. More contract wins will be welcome too.

[chesty1] 10/1/2017 10:07

Ok count me in for a few. Fingers crossed it recovers my funds lost in the era of screen!Be lucky to all.

[chesty1] 10/1/2017 09:42

I am trying to add below 30p but not letting me trade online.

[bones] 09/1/2017 20:37

Noujay, such has been the re-rating, even a drop back to 25p would keep it on-trend. If this holds above 30p it would be a strong statement before whatever the next stop is (update, contract or results). Lest we forget that this has doubled in three months.

[noujay] 09/1/2017 20:00

First down day in a while but it had to come!Let's hope some more contract news is in the offing for firm consolidation and then some more progress.

[crazycoops] 09/1/2017 07:52

Forward PE is 16.9 versus LPA 14.2, so no longer cheap. After trading update, 2016 results and new 2017 forecasts, it will be easier to assess fair value. Personally, I think current forecasts are very conservative but that needs to be borne out by results.

[bones] 08/1/2017 16:24

I'm not sure about sector PE ratios but I think typically that the PER for support services is generally lower than software & computer services (I am open to being corrected here as I cannot find a current comparison).PEG is currently housed in the support services sector but I would have said that it is really a software or IT services supplier and perhaps should be reclassified.If it were, then maybe the market would award the company a higher forward PER. Maybe that has recently been happening and we just need hard evidence at the next results of the company's growth credentials.

[qs99] 05/1/2017 13:47

Market cap £15m less cash on balance sheet and increasing EBITDA would IMO still see it on a modest multiple DYOR

[barnetpeter] 05/1/2017 13:27

Indeed.....still looking at 80 p by the time the water hall stock has to be exchanged.

[noujay] 05/1/2017 13:11

Another decent contract announcement with this current momentum might get it up in the 40's by the way it's going. 42p is only a Mcap of 15m so it's not getting outlandish or unrealistic by any stretch IMO

[rivaldo] 05/1/2017 12:37

With the Defence division recently winning and extending the MOD contract renewal, I'd love to see PEG announcing a further contract win or two re electronic countermeasures etc.

This would really set the share price alight imo in adding further global potential via Defence to the already highly successful Rail division.

[panic investor] 05/1/2017 12:34

Just read back - good posts yesterday Chesty !It's always hard when you sell something and see it moving up - I sold a pint of mine EVRH at great profit but it's up 20% today !I did add to BOO BUR and this with the profits thankfully

[bones] 05/1/2017 11:56

33.8p being paid by a couple of small punters on NEX Exchange (formerly ISDX).

[qs99] 05/1/2017 11:37

I've been in and out a few times like that Chesty, but PEG has momentum IMO and if you look at the EBITDA vs EV ratio, IMO for a company growing as it is, the single digit ratio looks attractive. DYOR etc, but I bought in 20s and early 30s and expecting to see much higher from here...not without its risks like anything!

[crazycoops] 05/1/2017 11:05

Good of you to be transparent Festario and glad you made a nice profit here. I'm still in GVC but as part of a diversified income portfolio, so much lower weighted than previously. I believe there could be much more to come from PEG. If trading update confirms inline or better still, exceeds then we could be off to the races. Hopefully, a divi will also be announced with results which will bring it onto more radars. The outlook for 2017/18 also looks good with the contracts already won and the framework agreements that are in place. I might begin top slicing after the trading update but intend to keep a core holding for the full story to unfold here.

[panic investor] 05/1/2017 10:57

virtually identical to yesterdays reversal.

[qs99] 05/1/2017 10:52

nice reversal....demand is out there IMO

[festario] 04/1/2017 23:02

..... forgot to add, I hope PEG goes from strength to strength.

[festario] 04/1/2017 23:00

Crazycoops, I sold my holding this morning, because 50% profit since I put my £6k in was enough for me. It has bought me another 535 GVC shares, just in time for the divvy! I now hold 96% of my portfolio in GVC.