Tricorn Share Discussion Threads

[pugugly] 31/12/2018 09:21

Debt not looking good if interest rates likely to increase -

[john148] 28/12/2018 19:43

Think this is a good punt given their operations in USA and China, thus avoiding the negative impact from Brexit.

[pireric] 28/12/2018 15:34

I looked at this a while ago. If you look over the last 3-5 years, the track record is one of the most unstable I've ever seen in terms of revenue growth and profitability. Consequently, I'd never pay more than 8x earnings for this stock, especially not in a good macro environment.

[meijiman] 28/12/2018 15:24

I agree -under 20p it's a steal. Might be worth adding at these levels on a six month trade.

[arthur_lame_stocks] 28/12/2018 15:15

I was just taking a look at these again today and I reckon they might be worth a punt if they can maintain profitability at about these levels (although I know the company has an unreliable record of profitability).

They're trading at a small discount to NTAV, the p/e for this year at least is modest, hopefully the worst of the last few years is behind them.

I'll give them some thought.

[john148] 08/12/2018 23:52

Or is it the lack of dividend or prospect of paying one in the future

[pugugly] 05/12/2018 10:08

Could it also be the risk of the Trump/China war and possible tariff implications?

[alter ego] 05/12/2018 09:33

and they do say expect full year to be in line with market expectation

[meijiman] 05/12/2018 08:50

Crazy reaction to decent figures. Obviously the market doesn't like the note of caution ..but its hardly that dramatic.

[pugugly] 05/12/2018 08:25

Mr Market not happy with results - Below expectations? or is it the kicker in forward view that business is slowing?
Share too illiquid to trade (imo) so if tempted to buy need to be prepared to hold long term (again imo)

[meijiman] 30/11/2018 10:06

Seems to be a share which never holds gains. should be decent enough I think.

[alter ego] 30/11/2018 09:10

Interims next Wednesday

[arthur_lame_stocks] 02/11/2018 09:31

To be fair spooky they're a hell of a long way up from their recent lows.

[spooky] 02/11/2018 09:13

Any particular reason why these have fallen so far. Its not immediately obvious to me but i don't know the company well

[zipstuck] 10/10/2018 07:46

lo0ks real value now. PE10??

[greenroom78] 17/9/2018 15:56

Looks like 100k of stock dumped this afternoon.

[greenroom78] 17/9/2018 14:54

Bit of a grumpy one today.

[glasshalfull] 12/9/2018 13:53

Might have been me. LOL!

[greenroom78] 12/9/2018 13:38

Good to know my theory still stands then. Happy to see them hoovered up.

[greenroom78] 12/9/2018 10:02

Has it been you over previous days too?

[wjccghcc] 12/9/2018 09:59

That was me. Topping up before next months trading update.

[greenroom78] 12/9/2018 09:29

There is another 15k today. This one has at least moved a market maker though (so L2 now 3v1), whereas trades over previous days haven't. Hopefully a premarker to the next leg up.

Edit - delayed print of 30k from a just before the 15k.

[greenroom78] 11/9/2018 10:02

Quiet accumulation going on? There have been a few round number buys over the past week or two. Another 20k through today.

[soundbuy] 11/9/2018 09:56

Ah......October..........zzzzzzzzzzz