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POS Plexus Holdings Plc

9.40
-0.35 (-3.59%)
20 Jan 2025 - Closed
Delayed by 15 minutes
Plexus Investors - POS

Plexus Investors - POS

Share Name Share Symbol Market Stock Type
Plexus Holdings Plc POS London Ordinary Share
  Price Change Price Change % Share Price Last Trade
-0.35 -3.59% 9.40 16:35:01
Open Price Low Price High Price Close Price Previous Close
9.75 9.15 9.75 9.40 9.75
more quote information »
Industry Sector
OIL EQUIPMENT SERVICES & DISTRIBUTION

Top Investor Posts

Top Posts
Posted at 17/12/2024 14:36 by barry evans
9557

Fantastic. Meanwhile you have Starmer shunning the man from and investors conference, quite remarkable.
Posted at 24/11/2024 18:45 by diohohku
Disco with 5 down ticks it looks like investors are getting wise to your shenanigans! Will you ever give it a rest? (Still up ticking yourself again with all your different usernames I see)
Posted at 18/11/2024 17:02 by rmillaree
The facts are disc0dave46 you are make idle speculation here that is nothing nore than idle speculation. I have viewed the Pauls commentary from March 2024 and i see zero issues with the stance Paul has taken back there - note whether Paul choses to think its green or not really is only his opinion anyway - its up to investors to make their decisions as to whether they they invest or not - an opinion is one persons opinmion thats all.

To me what has massively changed from March 2024 to October 2024 was the void of new work being signed up and the October update therefore brought financing and cgoing concern issues into place - i suspect that most holders would have hoped in march 2024 that the company would be eeking out profits fy 2025 or perhaps at breakeven at worst. So i suspect the fact the brokers have defaulted to £3 million loss being the default that position is an unexpected game changer on the downside compared to the sweet spot the company was in in march (and preumably the reason why they will need financing)


To be fair to Paul he even stated the following in March with regard to the risks here when he gave teh companya green tick.

"It needs to keep winning contracts to keep the momentum going. Downside risk is that a couple of large deals this year might just be one-offs."


Paul also flagged up here in september that he wasnt really a happy bunny ref lack of updates since march - presumbaly thats down to lack of good news to update with.

If you cant see that then October update is a material worsening (particualrly ref 2025 fy) in all regards compared to how things looked in March then i would kindly suggest you ignoring the potential sweet spot it looked like it was in in March when none of more recent worse news was out in then open and there was potentail for decent contracts to be signed in the intervening period.
Posted at 18/11/2024 12:40 by bloomberg2
Blimey vikes!! Just to remind you Paul has given POS a red amber warning!! For other investors to be aware this stock is highly speculative
Posted at 18/11/2024 10:10 by bloomberg2
Paul's post yesterday !!! obviously making investors take another look
Posted at 25/10/2024 10:32 by dominiccummings
#6952 The only time I went to the local with the Chairman and a few investors following and AGM, the Chairman did not put his hand in his pocket, but moved from group to group graciously accepting a gin and tonic from each!
Posted at 22/10/2024 07:39 by paulypilot
New note from Cavendish is out.
They're saying £3.3m LBT for FY 6/2025 on £4.7m revenues, moving into a small profit in FY 6/2026, as new rental fleet currently being built is deployed, and have allowed for some contract slippage on timing in their figures - I'd much rather have it that way around, then unrealistic forecasts and subsequent profit warnings.

Tiny market cap given the potential, but that's because it's still high risk.

"New forecasts from Cavendish for a 3.3m adjusted PBT loss on revenues of 4.7m. Prospective investors in a placing will be looking at those numbers, not the one-off good numbers just gone when they sold off the crown jewels."

Surely they'll actually be looking at both the historical performance, and the forecasts. That's what I tend to do. The rental contract has grown again to £9m, and is clearly NOT a one-off, with the commentary saying that the equipment used will soon be freed up for other work. It's more accurate to say it was the biggest ever contract the company has achieved. Think about it - £9m for rental contract, when there's not actually much equipment on the balance sheet.
The licensing deal with Cameron was a one-off, done because they needed the cash, and it was better to trade future unknown possible royalties for cash up-front.
Posted at 22/10/2024 07:34 by gdjs100
New forecasts from Cavendish for a 3.3m adjusted PBT loss on revenues of 4.7m. Prospective investors in a placing will be looking at those numbers, not the one-off good numbers just gone when they sold off the crown jewels.
Posted at 03/10/2024 07:06 by jailbird
Bloomberg,

Do you think Paul Scott will tell you IF he has top slice any of his holdings he has bought. An astute investor will do this to reduce risk and bring down their average price at the point there are holding free money

That is why ppl who follow investors like this are mugs and will lose money, unless they follow the above strategy
Posted at 30/7/2024 08:33 by paulypilot
Hi simmsc,

Most companies issue regular trading updates throughout the year, eg at end of H1 and FY (pre-close updates to inform investors how they've traded), and at the AGM, so that's at least 3 times during the year, in addition to more detailed reviews of the numbers, operations, and outlook in the interim & final results statements.

So I think Plexus could, and should keep us better updated throughout the year. For example we've not yet had any indication on how trading for FY 6/2024 has panned out. Sure the numbers probably haven't been audited yet, but most companies would issue a pre-close trading update, giving a rough idea of performance (subject to audit).

Although I get the impression that the company is keen to engage more with investors, and certainly I found the retiring Directors to be receptive to contact from me (and other shareholders), having a couple of calls, and exchanging emails. I think they were actually pleased that someone was taking a supportive interest in the company.

So let's hope we can persuade them to do more regular updates, like most companies do, even if it's only to say that trading is in line with market expectations (with a footnote saying what those expectations are).

If growth continues accelerating (beyond the two one-off deals in FY 6/2024), then more investors and brokers would be taking an interest in the company, hopefully.

No idea why there's been a flurry of buying today, but I like it!

PS all I meant was that, I think we're all in agreement here, I don't have any grievance at all. The company, and management (old and new) are the experts. I know nothing about the tech. But I do know a bit about the markets, and small investing in small caps as a specialist for over 25 years, so hopefully we can add value through discussion, etc.

Regards, Paul.

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