Triplearc Share Discussion Threads

[pippit] 11/4/2006 15:33

The agreement they have with HSBC may demand that they reduce the debt at an agreed rate. More to the point is the statement the Company put out recently. It was an ideal time to dump any bad news in the laps of those who left.I could be wrong but I am very pleased with the GI story because having tipped the stock in the past much high-up it will be concious of gettimg it right this time and in a big way if right. I have doubled-up in the belief that it is.

[knowing] 11/4/2006 15:28

Hopefully as the article circulates we may see some more buyers picking these up.

[knowing] 11/4/2006 14:55

Kim if they were in dire straights I cannot see them paying down their debt as they have done or appointing the new ex-IBM guy !

[kimboy2] 11/4/2006 14:49

I think its a bit naive to blame the direct mail business, which lost 10k in 2005, for the problems of the business.

However if it hits its 1.2p forecast then the price will be 10-12p. If it has another year like last year it will be bust. The background noise is beginning to suggest the former in which case the risk/reward ratio is looking favourable.

We will learn more at the May update.

[knowing] 11/4/2006 14:16

Cheap TripleArc eyes recovery
Print management specialist TripleArc was something of a Growth Company Investor favourite until a profit warning last July sent the shares tumbling from highs of around 23p to below 4p, giving TripleArc a meagre valuation of £7.8 million.

However, the reason for the warning was the poor performance of the direct mail division of its £640,000 million acquisition Stream. This difficult asset has now been sold (it was offloaded for £1), and the attendant cancellation of an earn-out payment eliminated £900,000 of liabilities from the balance sheet.

The other good news is that the group made enough cash to pay down £500,000 worth of debt. With the remaining business now streamlined and looking likely to thrive, house broker Altium Securities expects £500,000 adjusted profit before tax for the year to December 2005 leading to 0.2p of earnings.

But 2006 is where the difference will be seen: £3.2 million of profits are forecast, with earnings of 1.2p producing a miniscule p/e ratio of 3.1 times. Very cheap indeed. Buy.

[knowing] 11/4/2006 13:55

News seems to have started a little flurry.

[pippit] 11/4/2006 12:45

Always pleased to be of help to genuine punters.

[knowing] 11/4/2006 11:55

Thanks for that Pippit.

[pippit] 11/4/2006 11:31

Growth Investor mag (April edition)says on page 24 that TripleArc are "very cheap indeed. Buy"

[knowing] 10/4/2006 21:36

So are they putting TPA into play now...

[knowing] 10/4/2006 11:52

LOL

See we have a delayed buyer out there today.

[pippit] 06/4/2006 12:19

Whatever age you are clarkyboy it is never too young to learn some manners. Something you obviously lack along with any knowledge whatsoever of how the city and commerce works. If you have the time I would recommend that you go back to school and learn these two basic disciplines before wasting everyones time with your thoughtless comments.

[clarkyboy1] 06/4/2006 11:34

Thanks old man

[knowing] 06/4/2006 10:44

Impatience is a sign of early years.

[clarkyboy1] 05/4/2006 23:56

I was getting bored of waiting. Persuade me why you think this is going to come good Knowing. Please. Before I reach 30 if you'd be good enough.

[knowing] 05/4/2006 23:54

Why edit ?

Clarkyboy1 - 05 Apr'06 - 23:36 - post #1533


Confirmation of what?

[knowing] 05/4/2006 23:34

Thanks for the confirmation ;-)

[clarkyboy1] 05/4/2006 23:34

Nah, this thread can always be relied upon to invite an irritated response to a bit of baiting.

[knowing] 05/4/2006 23:30

Oh yes I would but it is interesting to see that you only invest in TPA by the looks of my above post !

[clarkyboy1] 05/4/2006 23:28

The discussions are always the same Knowing, gets a bit boring franky. Same posters supporting the company, same posters not. Needs a profit announcement from the company to move it on a bit, wouldn't you agree?

[knowing] 05/4/2006 23:20

It's interesting to see that you don't post on many threads either and have never created a discussion;

05/04/06 23:16 FBB TripleArc - Discussion thread LSE:TPA
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04/04/06 16:02 FBB TripleArc - Discussion thread LSE:TPA
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14/03/06 11:02 FBB TripleArc - Discussion thread LSE:TPA
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13/03/06 12:55 FBB TripleArc - Discussion thread


wonder what that tells us eh !

[knowing] 05/4/2006 23:17

LOL think we have heard all there is to hear about the downside !

[clarkyboy1] 05/4/2006 23:16

You misunderstand, I'm merely trying to inject a bit of pragmatic realism into the conversation, like Dell often does.

[knowing] 05/4/2006 21:22

pippet he obviously enjoys talkin his own stocks down...if you believe it !