Tpximpact Share Discussion Threads

[tomps2] 21/7/2020 11:44

TPX record performance, CV19 seems to have really boosted the business.

For 2020 yr end 31.3.20 revenue and EBITDA in line with expectations. Cash now £6.8m.

Looking forward to 2021,very positive: Q1 21, rev £10.1m (Q1 20: 6.3m), Adj EBITDA £1.7m (Q1 20: £0.5m. Organic revenue +10%. Contract wins in Q1: £14M. The Board believes the results reflect a structural change in public sector procurement. Momentum continuing into Q2 21. The Group expects revenue and adj EBITDA for 21 to be significantly above market expectations. (Albeit with a H2 weighting). Results 30th July 2020.

[rajauk] 23/6/2020 14:38

Any one have any idea when the finals will be released for last year

[tomps2] 09/6/2020 07:53

The Panoply (TPX) June 2020 investor presentation.

Neal Gandhi (CEO) & Oliver Rigby (CFO) present an update on The Panoply, the structure, how the group is performing, the impact of CV19, and how the business will grow.

[t0pgrader] 26/5/2020 12:55

closed out and will look to come back in if it retreats

[cheshire man] 26/5/2020 10:32

Took a few off the table on that excellent rise

[tole] 26/5/2020 10:07

Big rise today

[t0pgrader] 26/5/2020 09:22

opened a position this am

[cheshire man] 26/5/2020 07:53

New contract and positive update :-)

[tole] 06/5/2020 19:22

Director picking a few up which is good to see.

[74tom] 28/4/2020 11:52

Agreed, it was very positive to see. Decent volume so far today, just need a bit more to push through 50p and back towards fair value.

[cheshire man] 28/4/2020 11:45

Always reassuring to see Glasshalful invested, his research is not to be sniffed at IMV

[cheshire man] 28/4/2020 10:34

Indeed 74tom so took some early doors :-)

[74tom] 28/4/2020 10:20

Revenues are actually a nice beat vs forecast - £30.3m forecast, vs actuals of £31.4m. And based on pro forma run rate of £21.2m including the recent acquisition, they are well ahead of the forecast £35m per annum for 2021. And cash generative to boot.

[74tom] 28/4/2020 09:48

Very solid update this morning and have bought a few at 49.5p.

Cash generative and one of the few shares yet recover from the March massacre - they fell from 75p to the current level on tiny volume. Should be back at that level over the next week or two based on today's news IMO.

[wanttowin] 20/12/2019 10:04

spread 17.5% ??

[nw99] 20/12/2019 09:46

This worth buying here ?

[tomps2] 16/12/2019 08:14

Video: The Panoply (TPX) H1 results overview.

Neal Gandhi, CEO, gives an overview of the business and runs through H1 20, and outlines the investment case.

They should benefit from the election result.

[tomps2] 03/6/2019 09:52

Panoply Holdings (TPX) presentation at Mello May 2019

Presentation by Neal Gandhi, CEO & Co-Founder, with questions answered by Oliver Rigby, CFO & Co-Founder, and Jim Bowes, CIO.

A good overview of the company.

[davidosh] 10/3/2019 14:40

Just to let you all know that Panopoly will be exhibiting and presenting at the Mello2019 event on 16th/17th May



They will almost certainly be doing two presentations so one in the morning and one afternoon on the Thursday of the event.

More info and tickets here...

[74tom] 27/2/2019 13:39

Think this is on the verge of exploding - I’ve bought a few this morning and it has immediately moved the share price up 9%, now NT at 110

Free float is tiny, but I didn’t realise quite how small!