Tekmar Share Discussion Threads

[igoe104] 17/12/2021 07:23

Looks a big contract starting next year. Surely these are great value at this level, considering the amount of contracts they are starting to win.

[charlie9038] 17/12/2021 07:05

Here we go

contract award by DEME Offshore to supply Cable Protection Systems (CPS) for the Dogger Bank Wind Farm in the UK.

[chrisdgb] 03/12/2021 08:19

The cost pressures/shortages have been unfortunate but mask a decent recovery story here and I still expect this to get taken out in 2022.......

[1tommyt] 29/11/2021 10:20

I'm in on that one along with a few other Renewable funds. I was able to join an early call it sounds really interesting. Batteries role in the renewable transition!

[jonwig] 29/11/2021 08:43

Just out of interest (or being gossipy) I see that James Ritchie is a director of Harmony Energy Advisors which is he company behind HEIT, floated about three weeks ago. It's into battery storage.

[igoe104] 25/11/2021 19:04

I think that statement on the 5th November about fulfilling its contract on budget, seems to have changed the direction of this company. Schroders don't seem to be offloading anymore...

Hopefully the momentum will continue..

[charlie9038] 25/11/2021 18:44

Good to see retail adding

[charlie9038] 24/11/2021 18:24

Exactly what I thought we will never know the numbers on these contracts

[igoe104] 24/11/2021 11:33

Nice contract win i persume they are not issuing contract numbers, so competitors cant undercut them in the future.

Fingers crossed all these contracts will filter down into some tasty bottom line numbers...

[1tommyt] 24/11/2021 09:50

great news!!!!

[charlie9038] 24/11/2021 08:50

Was hoping the rns would kick this as way undervalued!
Slow & steady wins the race, cop 26 will be great for this share, i'm adding slowly when the mms drop the price.
gla

[cerrito] 24/11/2021 07:46

Yes.
I would have found it more helpful if there had been an indication of the monetary size of the contract.

[chrisdgb] 24/11/2021 07:43

Really nice to see the contract news....

[yump] 17/11/2021 21:22

So they're going to go from minus 3.8p earnings at interims, to plus 8p ?

Or is that next year's forecast ?

[igoe104] 17/11/2021 20:39

I've just watched the video as well, TGP look extremely cheap 6 times earnings. Considering they are in such a growth market.

Good to hear one of the fund investors view on.TGP.

[charlie9038] 17/11/2021 20:28

Thanks for sharing that, good interview 70% market share in Europe in a critical business.
gla

[brummy_git] 17/11/2021 18:15

James Thorne of Columbia Threadneedle talks positively about Tekmar here (10:55)

www.youtube.com/watch?v=wuSukSmxo_g&t=1s

[igoe104] 17/11/2021 10:44

Nice bit of work here.

[charlie9038] 13/11/2021 13:19

This might explain the interest this week.



The government confirmed a target for all electricity to come from low carbon sources by 2035 - subject to security of supply - which brings the plan forward by 15 years.

That includes:

• Providing £380m for the offshore wind sector
• 40 gigawatts from offshore wind, including 1GW of floating offshore wind by 2030