RSM Tenon Share Discussion Threads

[crawford] 13/9/2011 17:02

Mmm, hard to know, one way traffic today.

[envirovision] 13/9/2011 15:18

results leaked ?

[crawford] 13/9/2011 15:12

Some nervous punters today.

[bonio10000] 12/9/2011 15:16

Maintaining the dividend would be nice.

Expecting profits to be flat with debt reduction.

[professor x] 12/9/2011 14:47

Still in Aleman. Not sure what quite to expect on Wednesday though!

[crawford] 12/9/2011 14:29

I'm waiting patiently; mind you in this market results aren't noticed much.

[aleman] 12/9/2011 12:49

Very quiet here ahead of Wednesday's results.

[bonio10000] 27/8/2011 07:54

Nice summary ExV.

Thank you.

[exv] 26/8/2011 19:17

Post on value investing blog:



Cliffs: A lot of negative sentiment, most of which for good reason - but looking at the underlying business, the balance of risk seems to make the price attractive. On a P/E of 5 and forward of under 5, seems cheap even given the issues.

[bonio10000] 10/8/2011 09:26

Deloitte saying revenues up in the regions.

[bobsidian] 05/8/2011 15:45

Impressive resilience in the share price of TNO in the midst of the current chaos.

Noteworthy that the share price is currently sitting on its rising 20 day Simple Moving Average which appears to be about to cross through its 100 day Simple Moving Average to the upside. The tracking sideways of the share has allowed for a correction in its technically overbought state.

TNO looks as though it may be set for its next move higher. But given the current stockmarket mayhem, nothing is assured.

[envirovision] 28/7/2011 16:14

bonio10000 - 18 Jul'11 - 08:26 - 529 of 539
Sold at 30p? Great timing. What an odd bloke.

bonio10000 - 25 Jul'11 - 08:27 - 531 of 539
Good call by Envirovision
-----------------------------------

Actually FWIW I got 31.25 pence for them.

[crawford] 27/7/2011 17:31

rmillaree,
agree about no acquisitions for a while.

[aleman] 27/7/2011 10:26

I can't see why they are not forecasting dividend increases, even if only modest ones. Will dilution be so bad in the next 3 years that a 15- 20% rise in profit and retained earnings worth nearly half the market cap after dividends sees no rise in that dividend?

Brewin Dolphin HOLD 22 Jul 2011
2010 24.09 6.58 1.60 190.42
2011 25.91 6.01 1.60 249.40
2012 26.17 5.68 1.60 249.00
2013 27.57 6.02 1.60 255.00

Altium Securities BUY 14 Jul 2011
2010 24.10 7.10 1.60 190.40
2011 27.00 5.90 1.60 250.00
2012 28.30 6.20 1.60 259.40
2013 29.80 6.50 1.60 265.80

[bonio10000] 27/7/2011 09:31

A nice confirmation of the same or an increased dividend will up matters as well.

[contrarian2investor] 26/7/2011 18:01

Aleman, valid points which the City appears to have taken a liking to over the past week. TNO needs to clear 35p then the rise could accelerate as they get re-rated. Additionally the second half of the year is their strongest. So imo we could see 50p before year end.

[aleman] 26/7/2011 17:24

The company was trading on less than half a normal rating due to cashflow and debt issues due to poor cash collection. The trading statement suggests receivables have improved and debt has fallen. This seems to be reinforced a little by the new banking facilities as one assumes Lloyds will have taken an interest in the cashflow and debt situation in negotiations. Results are said to be in line so the rating is still half where it should be if the poor cashflow has been resolved.

[petersinthemarket] 26/7/2011 17:13

does anyone know why the share price has moved up so sharply in the last couple of weeks.

recent announcements have not been that exciting.

I have seen nothing that warrants such an improvement.
pim

[petersinthemarket] 26/7/2011 17:13

does anyone know why the share price has moved up so sharply in the last couple of weeks.

recent announcements have not been that exciting.

I have seen nothing that warrants such an improvement.
pim

[bonio10000] 25/7/2011 08:27

Good call by Envirovision

[ny boy] 18/7/2011 08:35

LOL! Time to be adding/buying, not selling imho!

[bonio10000] 18/7/2011 08:26

Sold at 30p? Great timing.

What an odd bloke.

[envirovision] 16/7/2011 00:33

No problem, i've never been one for worrying about posting unless its subscription stuff, perhaps wrongly. I just though it was such a refreshing angle of approach that I would never have contemplated that myself and that it deserved further exposure but glad you like the thread and hope you may even feel minded to contribute. Links next time, cheers.

[aleman] 15/7/2011 22:45

envirovision - it's okay on this occasion but be careful about breaching copyright in future. Posts should be seen in context (and with appropriate sponsorship, advertising and fees where necessary) so it is better to post a link. I even have doubts about that sometimes but there is no legal recourse so you can posts links to anything. (Imagine somebody having thoughts on atheism copied or linked onto a church blog without permission, or support for animal testing onto an anti-vivisection website. It is always worth bearing in mind that you lose control of anything you put on the interweb, even if the law tries to protect some aspects of it.) In this case, you are welcome, but tread warily.

Ironically, SHA looks an interesting thread for someone who likes to post about economics Thanks for pointing it out.