Trifast Share Discussion Threads

[gswredland] 02/1/2019 13:47

Look good value but fall continues....

[robow] 30/11/2018 12:35

on the move at last

[sporter1402] 16/11/2018 21:38

Tipped in Naked Trader yesterday, target 300p

[merrimac] 14/11/2018 20:01

What's happening? Merely the update ... on track, up revenues, down profit (due to investment), up dividend, solid company....in my opinion unduely affected by market sentiment around Brexit and trade. Just keep buying and holding AS LONG AS YOU ARE BEHIND their reports and understand what you are buying.

[discodave4] 14/11/2018 18:27

Woh, I said break 200 but didn't want to pay much more than 200!.How come when I start to look to buy they always seem to jump up before I get chance......then invariably fall once I'm in! Lol.

[bladerunna62] 14/11/2018 16:32

Faith has been rewarded!

[gswredland] 14/11/2018 16:23

Makes you wonder!
Bid?
Cheap at these levels

[bladerunna62] 14/11/2018 16:16

Whats happening?

[gswredland] 14/11/2018 16:15

Wow nice jump!

[discodave4] 14/11/2018 09:23

thanks merrimac.Breaking 200 would be a positive sign.

[merrimac] 14/11/2018 07:56

I have a 2.40 low value, a 2.70 mid, and a 3.00 value (where it should be). Strong company, becoming more efficient each year, have proven that they can weather a downturn and turnaround....boring and steady.....they have been through big dips before (e.g. last year) but this one has been extended due to sentiment around Brexit and trade wars (in my opinion).I expect them to recover to the 2.40 range in time and will only go above when the air clears over brexit and trade.Of course, all just opinion and I could just as easily be wrong.

[discodave4] 13/11/2018 21:06

Had a look at these about five years ago, but didn't buy.Just revisiting following H1 results. Quick calcs and 14.6p underlying eps with a 5 year average PE of 16 gives a forecast share price of 234, so 20% potential upside.Any holders who know more about TRI have any concerns? and was wondering when does project Atlas start to actually impact on their systems / processes? (worse case I guess it could adversely impact on efficiencies if any transition / implementation issues?).Thanksps boring is good!

[merrimac] 13/11/2018 07:21

Yawn yawn ...another good report. ROCE down a tad bit I assume this is due to future investment...ROCE is good anyway. Hopefully, I haven't misinterpreted.

[merrimac] 10/11/2018 15:49

Interesting to see the drop just prior to the update. Sells seem to be small but some of the buys seem to be large lots. I still remain convinced about the story and the last update was positive....70% (i think) of revenue is international....USA growing well....adaptive and streamlined.

[bladerunna62] 01/10/2018 15:45

Im feeling a take over bid is on

[robow] 01/10/2018 12:46

from the latest Money Observer, Richard Beddard for his Share Sleuth portfolio devotes a page to TRI. Portfolio primed with solid nuts and bolts.
Tighter management at Trifast makes the company a buy.

[broadwood] 26/9/2018 10:50

Industrial fastenings supplier Trifast said it had posted 'solid' revenue growth in the first five months of the year, though margins remained under pressure due to investment spending.

Domestic and international demand remained reassuring across both Asia and Europe, the company said.

The US region, meanwhile, although relatively small for the company, was growing exceptionally well from a mix of increasing electronics and automotive sales.

'In the UK we have seen a solid performance across our major markets, with the only exception being UK automotive, where volumes are being temporarily hampered as we mentioned in July, by diesel-led transitory reductions and changes to product cycles and model builds,' Trifast said.

'As previously guided, the current solid revenue growth is not yet being reflected in our underlying operating margins as we continue to invest for the future.'

[merrimac] 26/9/2018 07:11

A good update....let us see if this share can return to more normal levels.

[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.