Srt Marine Systems Share Discussion Threads

[yumyum] 13/6/2017 13:05

mjcrockett, in your inbox.

[yumyum] 13/6/2017 13:04

super, please message me your e-mail

[supernumerary] 13/6/2017 12:49

yy - copy by IM would be good. TIA

[effortless cool] 13/6/2017 12:43

yumyum - you have mail.

[mjcrockett] 13/6/2017 12:42

Yumyum, Please could you email me a copy of the note.

Thank you

[piedro] 13/6/2017 12:40

yumyum,
Please send me a copy - ...

Thank you

[yumyum] 13/6/2017 12:27

lfc4ever, no problem the negative comments. I am over optimistic. My money is where my mouth is though.

Report is in your inbox.

[lfc4ever] 13/6/2017 12:17

yumyum- despite my negative comments, if you could send a copy to xxxxxxxxx that would be much apprecaited! thanks. lfc.

[yumyum] 13/6/2017 08:57

I someone wants a copy of the finnCap analysis then send me your email and I will send to you.

[crystball] 12/6/2017 22:18

We have certainly been patient, that's for sure!

[hjb1] 12/6/2017 21:36

the price is dropping, really!? I make it over 50% up since March...as I said not bothered about a few pence up or down, long term wins the race..remember, the market is a mechanism that transfers wealth from the IMPATIENT to the patient!!

[loobrush] 12/6/2017 21:26

Well there you are different views !
Mine is that the price is dropping and the market always knows best whilst I do agree the future looks good but could be a fair way 0ff.

r

[extrader] 12/6/2017 20:21

Hi loobrush,

.....Makes sense to bag the gain as nothing much expected for a few nonths anf Govt in dissaray....

Wrong on both counts : we've been given to understand that some developments are "imminent" - OK, OK, we've heard that before - and whilst I agree that the UK Govt is in a mess, that has little/no relevance to an exporter.

In fact, to the extent that there's 'dissaray' (sic) that would tend to weaken £, which would tend to help sales....

But it's differences of opinion that make a market !

ATB

[astralvision] 12/6/2017 19:50

Massively undervalued is my view.SRT is at the start of a re-rating that should result in a share price way up from these levels.These guys are very clever and have played a blinder, completely repositioning the company. As awareness increases of what they have achieved the value here will grow.

[loobrush] 12/6/2017 18:30

Sold mine today.
Share price had doubled since march and got a bit ahead of reality-so profit taking is in.
Makes sense to bag the gain as nothing much expected for a few nonths anf Govt in dissaray.

Will probably drift lower for a quite a while till Autumn

[trident5] 12/6/2017 18:27

It went up too much last week.

[2vdm] 12/6/2017 18:02

Any reason why this is nearly 8% down today? I didn't see any announcements.

[philburt] 10/6/2017 18:35

C5 - a good point, well made. Given the board's commendable prudence to date, I'd be inclined to also see it as a very positive signal.

[countryman5] 10/6/2017 17:37

Annual Report. Executive Director's remuneration increased dramatically. This increase would have been authorised by non- executive Directors who are major shareholders in the company. They would be 'insiders' and have known the size and imminence of MDM contracts. Should this be seen as a buy signal?

[countryman5] 10/6/2017 09:14

Philippine gov. is a potential MDM customer. SRT trials have been conducted. Increased urgency for the Country following major ISIS incursion in south of Country. It is no longer just about fishing.

[philburt] 09/6/2017 11:11

thanks astra / loo - seems like a prudent forecast to me with plenty of near term, upside opportunity?

[loobrush] 09/6/2017 10:24

Fincap
These large, high-margin projects are seeing a step-up in revenue and profit. SRT now has £77m of contracted project work and a validated sales pipeline of £270m. The market is yet to appreciate the MDA opportunity leaving the stock deeply undervalued and we initiate with a 75p TP.

[astralvision] 09/6/2017 10:20

I note the 75p target is based on 'very prudent forecasts'.There is the opportunity here to significantly outperform forecasts, but the forecasts themselves show strong sales growth and profitability.