Solid State Share Discussion Threads

[pugugly] 08/1/2019 14:34

Cookerhoop - Probably right but relativly small purchases which is suggestive of tip buying - unless II building on a ticket - volume higher than usual.

Anyone sen a tip?

[onjohn] 08/1/2019 14:27

Must be deal /bid cpoming

[onjohn] 08/1/2019 14:25

take off time

[arthur_lame_stocks] 20/11/2018 11:00

Yes excellent results. These are on a modest multiple, have a full order book, are growing turnover and profits both organically and through acquisition without dilution, have a great record of paying a decent dividend. What's not to like?

I'm glad I bought a few more sub 300p.

[skyship] 20/11/2018 08:18

A good solid performance (excuse the pun!) and likely on a prospective 4% yield @ 320p

[cfro] 20/11/2018 07:38

Very comfortable results.

Nice margin improvement and order book increase of 46%.

Expecting stronger second half.

These results should put a good floor down so to speak and hopefully they can grow from here.

[cfro] 11/11/2018 17:03

I bought in on Friday on the news of the acquisition. Pacer looks, to me, like a great business that should fit well with Soli's operations in general.

The price of £3.73m for sales of £15.2m does seem good value where the PSR number would be 0.24.

The overseas sales segment represents 40% which looks particularly exciting.

[arthur_lame_stocks] 09/11/2018 07:07

An acquisition today.



They'll have to borrow a bit of money, but it's not going to shag their balance sheet so i'm happy with this. Expected to be earnings enhancing in the first year.

SOLI seems like a well run company that is expanding carefully, rather than massively gearing up with acquisition after acquisition.

[skyship] 17/10/2018 07:11

Up 13% could well be described as a bit of pep!

[arthur_lame_stocks] 17/10/2018 06:41

Yes a very pleasing trading update today. I can usually tell whether any company's trading update is going to be good or not generally by the first paragraph and I wasn't disappointed this time.

[skyship] 17/10/2018 06:23

Pleased to see the positive Trading Update today. Hope it may well restore a bit of pep to the share price Interims stated for 20th November.

[belgraviaboy] 17/10/2018 06:22

Decent trading statement this morning, including "the Board ... expects the Group to exceed market expectations for the current financial year"

[value hound] 25/9/2018 09:28

Glad to see you agreed Skyship - now what about TXH? :-)

[skyship] 25/9/2018 09:10

Today's reported sales at 320.4p are actually purchases - inc. mine!

[spectoacc] 19/7/2018 15:33

Not sure why today's drop; needs some more newsflow.

[eentweedrie] 03/7/2018 06:49

wouldn't say good - mediocre at best. long way to go imo. but at least nothing dire

[eastbourne1982] 03/7/2018 06:42

The results are OK, not sure they are good however the lower margin had been flagged, I wouldn't expect the share price to fall today however I wouldn't expect it to move up much either.

With regards to the order book, it looks good however if they need lots more revenue for profits to stand still it's not a great sign.

[spectoacc] 03/7/2018 06:20

Certainly good in the sense there appear to be no more nasty surprises on trading. Onwards & upwards hopefully.

[cascudi] 03/7/2018 06:09

good results

[cockerhoop] 11/6/2018 08:00

Agree it's encouraging, and £4m is a lot of batteries so the end customer is clearly blue chip. I know from my cycling gps how the battery performance changes dramatically with variations in temperature. So a bit further up the quality chain than just supplying lithium batteries.

I picked up a few during the antenna issue slump so probably is little biased.

[spectoacc] 11/6/2018 07:33

Ha ha yes - or that it was all being paid for in Bitcoin.

Seriously though - probably going to be a slow-burner but I think this underpins a higher price for SOLI.

[cockerhoop] 11/6/2018 07:32

I'd say a 10% of annual t/o deal with further collaboration opportunities is worth an RNS. No expert in the area but I'd imagine robot pickers for dark warehouses will be a growing industry.

At least they didn't mention graphene in the battery construction :-)

[spectoacc] 11/6/2018 07:25

@vh - anything remotely attached to robotics (no pun intended) seems to command a massive premium - small deal in the scheme of things, but worth quite a bit to the share price I say :)