Treatt Share Discussion Threads

[ljhrunner12] 12/5/2017 11:08

I'll hold for longer if the trend stays intact but yes a 20% profit is always the objective when I open a trade. Basically I'm a short term merchant I'm afraid.

[panic investor] 12/5/2017 10:42

so you guys get 20% and move on ??????

[ljhrunner12] 12/5/2017 09:54

I'm in a similar position. 20% profit is my usual target which normally takes at least three months to achieve, not just a few weeks. I'll hold for now but my finger is hovering over the sell button ready for any signs of a reversal.

[hybrasil] 12/5/2017 08:33

This is just incredible. I had had these on my watch list for years as John Lee has a holding.
Finally bought a month ago and am up 20% in that time. Logic says I must sell but should I?

[jockthescot] 11/5/2017 21:17

Very true topvest. Update in today's shared mag too.

[toptrump1] 11/5/2017 19:34

Someuwin, by banning posts you don't get a balanced view. If you don't want to read an alternative view you shouldn't use this site or you can filter. Otherwise you may be preventing someone else from making an informed choice. Or do you intend prevention so that you can sell before others?

[topvest] 11/5/2017 19:20

Wow what a performance here. Happy days.

[truffle] 10/5/2017 15:08

As there were yesterday as well.
I suspect that there are institutions who are happy to sell some of their holdings after the recent rise, and this is to be expected.
Overall the medium to long term outlook still looks very encouraging

And thanks for posting the Edison report. It reads well

[allstar4eva] 10/5/2017 09:38

Huge trades going on...

[call-logger] 10/5/2017 08:36

Yep

Treatt is a research client of Edison Investment Research Limited

[bpc10] 09/5/2017 19:03

Is that paid for research funded by this company?

[toyin] 09/5/2017 11:01

Edison research note out, valuation up to 438p from 401p.

All the best

[someuwin] 09/5/2017 08:01

Fantastic!

[jockthescot] 09/5/2017 07:57

Pretty good!

[someuwin] 09/5/2017 07:19

Commenting on the results, Group CEO, Daemmon Reeve, said:

"These are a great set of half year numbers for which our staff deserve huge credit. The quality and frequency of new business wins is gaining good momentum, and through the dedication and skill of our colleagues we are on course to meet our 2020 targets some three years ahead of schedule. With the investments planned in the UK and the US we will be able to build on these successes as we look towards the next exciting steps of our journey."

[someuwin] 08/5/2017 10:27

Can't buy very much stock online.

[truffle] 05/4/2017 12:11

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.

[truffle] 31/3/2017 10:01

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

[nfs] 31/3/2017 09:58

What do people see as eps now for this year?16p?

[interceptor2] 31/3/2017 09:16

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.

[3800] 30/3/2017 19:27

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.
3800

[martinthebrave] 30/3/2017 17:54

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?

[3800] 30/3/2017 17:48

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.
3800

[housemartin2] 30/3/2017 17:00

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