Trifast Share Discussion Threads

[merrimac] 17/9/2018 12:37

Maybe the selling has stopped again....rise again? Hmmmmm

[merrimac] 14/9/2018 12:34

Decent level of sells again, like someone/thing is slowly liquidating their holdings...carefully.

[merrimac] 13/9/2018 07:22

Not really a dividend stock but 222.75 looks better than 220!

[gleach23] 12/9/2018 16:09

Not much of a scramble for tomorrow's dividend then! Although @ 2.75p I suppose it's not that much to write home about :)

[merrimac] 08/9/2018 13:59

I remain happy .... but now makes up a huge portion of my folio....was supposed to be a slow creep back up to normality....not a rush while I can't be on-line. Will be selling a third when it hits my very conservative, fair, non-forward-looking value. The remaining will stay and I will be back in balance. So please, Mr Tri.L continue doing your thing.

[gleach23] 07/9/2018 17:54

Nice close today with a number of UTs @ 232p

[merrimac] 04/9/2018 17:08

Absolutely...but who knows what the next couple of weeks hold...has someone let it go up again just to sell down again...I will be on my trigger finger tomorrow.

[whites10] 04/9/2018 14:53

Even happier now Merrimac!

[merrimac] 04/9/2018 11:57

It is doing what I asked it to do....I happy, I happy, I hope?!

[merrimac] 03/9/2018 11:53

Let's hope so. I may be a simple soul and look at things simply, but I think these are a simple share with a sophisticated business. Not many shares can be easily looked at using standard metrics, these can be.

[robow] 03/9/2018 11:44

buyers seeing value now.

[merrimac] 03/9/2018 07:55

There seemed to be no sellers on Friday, only buyers which gave the share a degree of support at 2.07 - 2.10....can you push it up more please, I have far too many of these in my portfolio to hold for too long so I would like to sell my new purchases sooner rather than later.

[hatfullofsky] 01/9/2018 11:10

Back on my radar. Seems to be on a 3 month down trend since the results but some support around 200.Solid company, with steady organic growth and good long serving management.Will read the results again for red flags but at these levels, little down side (190) perhaps and significant upside. I will be buying on Monday.

[merrimac] 30/8/2018 13:17

I read the note in the Sharewatch (I don't normally follow opinions) as I find it distracts me from doing my own fundamental research. Anyways...so I..ditched my VOD shares which a danged laggards and took a punt on more TRI for a recovery....I based my decision on "public opinion from the boards" for my sell of VOD (shock-horror) and then the buy based on my conviction on TRI and the assumption that I can recover my modest loss of 11% on VOD with the recovery of TRI back to a more normal and fair value (even if not its top). So I hope it follows my plan and analysis.

[robow] 29/8/2018 10:27

TRI features in this month's Money Observer Sharewatch. I will try to add it later on

[merrimac] 28/8/2018 13:56

I went through their last report, I went through their history and their recovery, and feel that I will hold for the long-term. I can not see why their report will be poor. But, as I also hold BlackRock Throgmorton, when this stock recovers, I shall sell and put into Throgmorton as Trifast is held in that trust also - at my point of investing (and level of concentration), I really don't want to hold stocks that can plunge this much and this quickly.

[whites10] 28/8/2018 12:34

I continue to hold (too emotionally attached?) even though I think the sensible thing for me to do is sell and then buy back in if all is well - possibly at an even lower price. The drop over the last few weeks is enough to make me nervous and there are plenty of other opportunities out there. It's a quandary but hope I'm right in holding, although I certainly won't be buying any more for the time being.

[merrimac] 28/8/2018 11:08

Thanks for that, the trades did seem small.

[robow] 28/8/2018 10:52

private investors

[merrimac] 28/8/2018 10:29

pi? would you be kind enough to expand...am I missing something? ahhh piworld

[robow] 28/8/2018 10:03

looks like pi's getting cold feet. Have bought some more

[richtea2517] 28/8/2018 10:02

Tempted to top up. Company seems solid. This feels like a shake

[merrimac] 28/8/2018 09:39

Dat...not a very pretty picture today (of all days)....everything else is screaming upwards! Again, nothing of substance for me to change my view on the company so I will continue to hold....small cap troubles. Primarch1, you were certainly right about hitting the 200...at least I can watch my other shares, I just like this one as it is so solid. Wonder if THRG is selling out?

[merrimac] 26/8/2018 04:21

Yes, painful to watch....this time I am not buying in again either... ho hum to the end of September I wait.

[primarch1] 24/8/2018 17:19

That's exactly what the mm want cheaper stock for them.fundamentals are sound unfortunately profit taking and the usual stagnant summer trading has taken its toll probably hit 200 before rising towards trading update.though I feel your frustration not much fun watching this steady decline