Tristel Share Discussion Threads

[spud] 03/6/2016 20:38

Yup will move pretty quickly imo bearing in mind the current undervaluation.

spud

[source] 03/6/2016 15:42

Boing! After the tree shakers here...Regards,Source.

[rcturner2] 03/6/2016 09:42

I think the fact that they are having an open day on the same day as the trading update is very positive, that implies to me that they have good news to report.

[apad] 03/6/2016 09:30

ps
oops :-)

[apad] 03/6/2016 09:29

Looks like PI selling pressure is exhausted at this level. I think it went down to 94 post scam, before the Soler purchases.
Be nice to see some weakness today - maybe a limit buy at 103/4?
apad

[rcturner2] 02/6/2016 22:01

APAD, I thought you had more brains?

You might as well use a random number generator.

You seriously think a PI on an anonymous bb can predict revenue over the next 4 years? You need your head looking at.

[apad] 02/6/2016 18:25

Don't feed the trolls.
apad

[rcturner2] 02/6/2016 18:19

Those charts are a total waste of time, they are meaningless.

[apad] 02/6/2016 15:55

Goodness,P that's a long way ahead.
Looks like sensible assumptions to me, but the rate of change depends on the speed of international take-up and associated costs.
Probably a good discipline though.
I too am not UK resident so we'll have to hope someone else reports back.
apad

[spud] 02/6/2016 15:46

Just taken 10k - Looks cheap @ due a bounce imo.

spud

[piedro] 02/6/2016 13:40

Thank you APAD I am known to certain of Walbrook but do not live in the UK.

FWIW, here are a couple of charts I've made forecasting future revenues





Asumptions:
- for the present slowing growth rates; I cannot see Anistel or Crystel making any significant contributions for some time to come
- there seems to be a lack of promotion for their products in the media with the company perhaps saving costs and relying on WOM.
- UK market becoming saturated giving minimal growth.

AIMO, BWDIK.

[apad] 02/6/2016 11:17

Blimey. Got an open day invite! Shares held in a company name through a nominee.

Trading update on 30 June.

Open day 12 noon 21st July.

If anyone wants to reserve a place (Piedro) [e-mail] or phone [phone] and press 1 to reserve a ticket.

apad

[apad] 02/6/2016 10:58

I got some at 105.65p in daughter's ISA.
apad

[rcturner2] 02/6/2016 10:02

I have bought back in today.

[apad] 02/6/2016 09:37

The bear case that I see is the danger of a dilutive placing to fund overseas expansion, particularly US, because of reduced growth in the UK.
They are also spending on automated production, regulations and dropping low margin products
Soler will not want to be diluted so it might be a rights issue, if needed.
The counter to this is that its margins are sufficiently good to fund this out of income, in which case 2017 becomes more promising.
Politically it would be damaging after the rip off.
apad
ps
Time for another Soler buy, pour encourager les autres.

[apad] 01/6/2016 10:11

It seems to be loss of confidence by a steady stream of PIs, Piedro.
Nothing new to feed the stream, I guess it is just lack of interest.
Strange to see a share like this with a yield pushing 3%.
The two director's red faces must be getting redder by the day :-)
apad

[piedro] 31/5/2016 18:46

APAD,

Since your #1922 comment, I been revising my notes from 2005 to the present
and there is the possibility that I could have been somewhat or completely, (or not at all), unjust in my previous outlook.

If they exist, 'banana skins' supposedly indicate accidental slip ups whereas 'white elephants' and 'red herrings' are of a more conscious nature. Nevertheless all three imply an error of judgement

The ins and outs of the business, and the doings of its principle actors, requires much thinking and reflection and I am for now adopting a more open minded position till some new insight tips the balance.

I do not expect a profit warning as such but the 'back to base' mode with 'limited availability' does suggest a loss of confidence.

AIMO

[rubberbullets] 31/5/2016 10:48

profit warning due, nhs cuts taken gloss off it

[apad] 29/5/2016 16:22

Thanks, P, should've looked harder.
Quite a long time after the forecast application for FDA approval (June).
apad

[piedro] 29/5/2016 15:29

There has been no reference to an "Investor Day" as such.

A Trading Update will be provided at a "Shareholder Open Day" as indicated above in the header {News} - 21 July 2016

[apad] 29/5/2016 13:34

Couldn't find a date/reference for the Investor Day.
apad

[apad] 28/5/2016 19:35

I know it's a bit subtle, but ponder on the significance of the ?, P.
It's just so easy to transmogrify a banana skin into a red herring, or vice versa, don't you think?
apad

[piedro] 28/5/2016 14:40

Lol,

That was a 'red herring'

IMO

[apad] 28/5/2016 13:44

Washing Machine days, P?
apad