||EPS - Basic
||Market Cap (m)
Treatt Share Discussion Threads
Showing 326 to 348 of 350 messages
|And only just seen that the non-exec who bought shares in February at 257.00 bought again on Monday at 377.00. Shows strong confidence in the company's prospects.|
|The good news from the February update is that the very positive trading performance extends into the next financial year, i.e. the y/e September 2018.
I think we have to accept that the company would not be making such positive statements, so often, without good cause.
I remain a confident holder|
|What do people see as eps now for this year?16p?|
|It will be interesting to see new broker estimates after this weeks trading update, looking at the frequency of three trading updates so early in the year it is likely that the improved trading will see further ahead trading updates during 2017.
So January's update was confident yet still in line, then in February confidence increased to substantially ahead with a 20% YOY revenue increase, followed yesterday with another ahead update saying revenue was now anticipated at 25% YOY.
Even with the chart showing a fairly rapid advance this year, it feels like we are still at an early stage in this new growth period.|
|Not that I know of martinthebrave just me looking on the bearish side, sometimes bullitin boards are almost a company appreciation society with disenting voices getting shouted down, I always like to look for any negatives so they don't come as a shock if they turn out to be true.
|Am I correct in thinking that there will need to be a modest Placing here in order to pay for the new production facility? Apologies if this has been covered in the thread earlier?|
|thanks for that housemartin2, if any chance of a uplift in values over the property are looking unlikely, just a load of expence building a new facility, the cynic in me would wonder if all the positive noises coming out of the company are in able to get a placing away at a good price to fund it all.
|Last year, the net cost of the site transfer was about £30m (company presentation). I don't see why this should be materially different.
The current sites are largely freehold & at cost in BS but they will require clean up as they have been used for industrial processes for a long time. I reckoned that clean up would cost a large chunk of the difference between cost & selling price but not all. However I also reckoned that this would be offset against project overruns / dislocation. So a minimal project +
This is from my 2015 notes & I see there is no specific update|
|A further profit upgrade has boosted the price today, Doe's anyone local to Treatt know if the current production buildings are going to be worth very much when the company gets round to building it's new production facility?
|Well done topvest. I was very late to this share. Obviously hope you have more luck with the rest !|
|Well I've sold nearly a third of my shares. Nice to have another "zero cost" share in my portfolio.|
|Good write up on Treatt by John Lee in to-day's FT. Says his investment in Treatt is 'by far my biggest holding'|
|Truffle, a lovely day for holders, few things in life better than that
type of statement, well financially speaking ).|
|Not necessarily too late to get back in Essentialinvestor
If you agree/accept that the F/y starting in October 2017 will also be 'materially up' then you are looking at least until the financial y/e ending September 2018.
That being so, all things being equal, it will move rather higher in the next year or two IMHO|
|Not sure you read that RNS correctly.
Selling my TET, particularly having highlighted the longer term potential on this bb,
is one of my worst decisions for sometime, congrats to holders.|
|very positive it's hard to find any down side except maybe, How much is that new factory going to cost? will it lead to more or cheaper production or is the old one in bad repair and just NEEDS to be replaced? Withstanding these issues and of course the pension defict. I am happy to hold for the next decade as I have done for the last one.
|Not only is it a very positive trading update, it also refers positively to the next financial year which doesn't even start until October 2017!
'it is encouraging to see order books for the remainder of the current financial year, and into next year, across the Group materially up on a year ago.'
Excellent prospects by the look of it, and a medium/long term hold|
|Well done again sharewatch|
|Patience here - tucked away in my SIPP and left alone!|
|And a decent sized share purchase yesterday by one of the non-execs|
|Decent article on Treatt in Shares magazine to-day|
|All quiet here, any thoughts for 2017?|
|Thought the results looked ok?|