Romag Holdings Share Discussion Threads

[cbgb] 05/7/2007 09:52

Good piece in the FT

[mistertibbs] 02/7/2007 15:53

So this is no longer a rom thread, just another for sola holders?

[bachman] 10/6/2007 14:22

Great read, then i would say that cos im in two of them.

[paul140352] 07/6/2007 11:50

On Green shares........

SOLA has risen 6.5% so far today on Q1 figures.

Looking to be a no-brainer for all green portfolios now.

[786abdul] 01/6/2007 13:57

Looking good in the long term!!

regards

[asparks] 01/6/2007 13:17

I particulalry like this bit

"Chief executive Lyn Miles said the Spanish contract would use less than half of its capacity, and the company was scouting for more international deals to sell the energy-producing "photo voltaic" glass, following moves by European governments to set carbon emission targets."

That means it has more than 16 million Euros of capacity

[herbertboy] 31/5/2007 14:59

Anyone know how presentation to analyst's went yesterday?

[paul140352] 31/5/2007 12:18

Sola up 20 today, sorry off topic, but same sector. Thought it may be of interest.

[asparks] 31/5/2007 07:17

The 8% drop in sales is expected to be reversed in the full year results:

[mistertibbs] 30/5/2007 20:12

Lower sales and higher magins with good orders. That's fine by me.

About sla, a different beast. I wonder how it will fare once the supply of silicon, reckoned to be readily available in 2008. Won't affect us as much. Whilst selling price will be reduced, so will cost of raw materials and extra sales should even things out.

[asparks] 30/5/2007 15:21

150K trade appeared - not clear if it is a buy or sell. If a sell it must have been from early in the day, as the price has not been affected

[asparks] 30/5/2007 11:20

I would not be surprised to see this end the day blue

[yohy3] 30/5/2007 10:59

LOLOLOLOLOL WOW what a winner!

[paul140352] 30/5/2007 10:30

Thanks sparky, short closed, gain 10 points @ £100, thanks for all the help.

[asparks] 30/5/2007 09:14

ok pawdaw - I still disagree.

"I said there was barely enough to justify the recent 50% increase. "

I say there is

End

[orvis] 30/5/2007 09:08

Can't understand the negative posts - the Spanish deal will on its own transform the co. On a quick back of the envelope calculation gross profits could increase fivefold as a result. Imagine if they tie up more deals like it.
Back in this am.

[pawdaw] 30/5/2007 09:08

Asparks, please read and try to understand before you write. Where did I say the share price would drop 50%? I said there was barely enough to justify the recent 50% increase. But maybe there's enough in the results to justify 30% or 40% increse on the price of a few months ago. So FWIW I was expecting the share price to drop 10-15% in the aftermath of these results, by the end of the week say, and am not at all surprised by the 5% or so drop this morning. I remain a long term holder.

[asparks] 30/5/2007 08:44

pawdaw I do disagree. "Please read before you write"

Your wrote:
"Results are OK but barely enough to sustain or justify recent 50%+ rise in share price So expect the share price to fall back with usual amplification supplied by MMs. However, when you consider that 1 contract alone will be worth almost £10M pa (i.e. significantly more than current annual sales) and that it's in their high margin end of the business, then...
So I'll take today's likely drop in share price on the chin and stick with it for a year or three, or five. It does look like a no-brainer long term. "

I am saying I do NOT expect a fallback - certainly not 50% as you claim

[pawdaw] 30/5/2007 08:42

Asparks, you don't disagree! The big contract is for Powerglaz which is what I was obviously referring to - please read before you write.

[cbgb] 30/5/2007 08:35

Grabbed a few more. Making good progress.

[asparks] 30/5/2007 08:16

pec - they are different type companies so cannot be directly compared. One recylces solar wafers, the other makes BIPV

I've topped up a little!!

[paulw2] 30/5/2007 08:15

Well I am pleased to have retained my short position, on the basis of the results I can see a drop to 150 levels again.