Tekmar Share Discussion Threads

[dave4545] 12/6/2025 16:43:16

Bit of life today out of nowhere

[yump] 16/4/2025 15:41:54

I don’t think there is any evidence that this is a viable business yet, unless I’ve missed something.

[indiestu] 26/3/2025 17:20:03

Share options performance linked and vesting above today's price in 2027. Notable in their absence is any options awards for the CEO. So. CEO must have had a hand in linking these options to performance criteria. It remains to be seen if the CEO is awarded options and what performance criteria are attached. I recall he bought a big chunk in January. I like this RNS and the fact that all staff are being encouraged to share in the companies fortunes. This is great management and I hope they make progress.

[indiestu] 24/3/2025 15:54:30

That's a nice little SAYE scheme. It's a no lose offer for staff. It's also a good indicator that management expect the share price to recover over the coming years. It would be risky to offer your staff this little bonus if as management you felt the share price was going to continue its decline. Skin in the game for all. I like it. CEO Richard Turner is Tekmar's secret weapon. He is super hungry for success. Just watch the below mentioned presentation at 40 minutes in. He also comes across as a likeable chap that you would want to do business with.

[cerrito] 20/3/2025 08:37:25

I wonder if the share price increase this morning is due to the commercial settlement.The RNS this morning reflected what they said in the IMC.

[igoe104] 13/3/2025 11:56:06

Just listened to TGP investor meet presentation. It's good to see they are conducting a factory tour at the AGM..


Todays presentation..

[yump] 04/3/2025 19:27:12

Its probably right for the business, but it will place a limit on the share price for a long time, assuming a raise and no likelihood of a great bargain buy.

Economies of scale and efficiency savings in contracting ? Not sure about that at all.

[indiestu] 04/3/2025 11:08:32

Maybe. Or maybe the sector is primed for consolidation. M&A could be the driver into a wider net of international markets. The new CEO seems to be on his game and hungry. Let's hope they get on with it.

[yump] 04/3/2025 09:17:18

M&A is the final step for businesses that aren’t viable in their current form.

[cerrito] 04/3/2025 09:13:52

Good for them to have a site visit.
It seems accessible by rail but a 930 start means I would have to spend the night in Darlington which makes it impracticable for me.
Too bad not an early afternoon start so one could get there and back in the same day.

[cerrito] 04/3/2025 09:02:23

One of my first ports of call was the Going Concern Statement and I was OK with that and the other was the Outlook statement where I was surprised that given their upbeat macro views they were going on the basis of no increase in adjusted ebitda.
I need to go through the long Cavendish note but they have maintained their 20p target price and their forecasts for this current financial year and next are broadly unchanged.
The key in the short term is the view of Schroders.

[indiestu] 04/3/2025 07:44:10

Are there some glimmers of a recovery here? The balance sheet appears to be in better shape with net debt down to 0.4mil at the end of January. Margins improving, visibility of orders sound and some exceptionals worked out. Could FY25 be a turning point?

[igoe104] 17/2/2025 21:14:29

Interview here.

[cerrito] 17/2/2025 18:30:40

Richard Turner came across well today in a 9 minutes interview with Directors'Talk.
I recognise in the short term the share price depends on Schroders and in the mefium term getting the orders .

[igoe104] 30/1/2025 14:57:16

Interesting Investor meet presentation. Good to hear that they hope announce more substantial contracts during the year. Not sure im keen on this m@a talk at this stage, id rather them concentrate on growing the business organically as it sounds like they have alot to aim for as they are substantiallly market leader in their field...

[cerrito] 28/1/2025 15:29:10

Good that share price goes up with Schroders continuing to sell.
My understanding is that the IMC is on Thursday .I cannot make it and will watch on catch up but if those who can make it can post any salient points that would be great.

[owenski] 28/1/2025 07:22:51

£60k CEO purchase.

[mirabeau] 28/1/2025 07:21:59

hefty director buy

[lammylover] 27/1/2025 13:50:50

Thanks igoe, I'll add to my diary.
Lammy

[igoe104] 27/1/2025 12:44:38

Lammy I might be worth listening to the investor meet presentation on Friday at 2 o'clock...

[lammylover] 27/1/2025 09:29:47

Thanks igoe for heads up, will have a look.
Lammy

[igoe104] 27/1/2025 07:31:46

Lovely 5 million uk contract...

The contract is half the companies cap...

[cerrito] 22/1/2025 16:51:20

Let us hope that Schroders do not have the urge to sell down further.

[mancman1] 21/1/2025 08:35:15

Investor Presentation on 30th January

hxxps://www.investormeetcompany.com/news-items?utm_source=meeting_invite&utm_medium=email&utm_campaign=new_rns