Share tips thread (Vol 2)

[Skyedriver]

speedyguy said:

Skyedriver said:

CzechItOut said:

Anyone know any good anti-drone technology companies?

My friends son runs a business out of Stocksfield, Northumberland, that fires a net attached to a rocket and catch the drone bringing it down immediately. Can't believe they haven't been involved.

Because it will take the Gov/civil Service time to form a committee and at this time of year they will be winding/wound down for Christmas.

Then they will have to arrange a meeting.

Then send it out to tender.

Then reconsider options etc.

Once a decision has finally been made technology will have moved on so rinse and repeat.

The kit was shown on the news yesterday, surprised they hadn't thrown the kit in the car, run down to London, done the job and headed home again. Back for tea instead of Gatwick pondering what to do. But again i don't know the actual scenario.

[GliderRider]

Even if a drone is operating autonomously without being reliant on an up/down link to an operator, it is likely to be needing a GPS signal to know where it is, even if only to update an inertial navigation system. A directed differential GPS signal could confuse a drone, sending it out of control. Something like this (although it is a private company developing it):

DroneDefender

Leonardo & Moog have been working on a C-UAS (Counter-Unmanned Air System) to track and destroy drones:

Leonardo & Moog C-UAS

I went to a presentation Moog did a couple of months ago in which they said they were working on systems for both battlefield and civil environments.

[FredClogs]

You'd be better with the trained eagles that the Dutch use than anything Leonardo are involved with, I've worked for them, all the major EU defence industry giant couldn't design and manufacture a paper bag without it going €3billion and two years over budget.

https://youtu.be/j3EHnD4LBKc

Anyway just came to say 2018 has been an epic cluster fk of loss after loss and I'll be glad to see the back of it. Hope 2019 offers more but seems unlikely.

[jeevescat]

Some interesting reading here, including WSBN, OEX and PHE.

ALIGN RESEARCH TOP 10 PICKS FOR 2019

http://www.alignresearch.co.uk/powerhouse-energy/a...

[CzechItOut]

Where is Ted Baker going? They seemed to have bounced back from all the "hugging" stories and are up 30% today. Is this the best it will get or should I hold on?

[dingg]

jeevescat said:

Some interesting reading here, including WSBN, OEX and PHE.

ALIGN RESEARCH TOP 10 PICKS FOR 2019

http://www.alignresearch.co.uk/powerhouse-energy/a...

Interestingly they own shares in each of those companies

Top ramping

[Burwood]

FredClogs said:

You'd be better with the trained eagles that the Dutch use than anything Leonardo are involved with, I've worked for them, all the major EU defence industry giant couldn't design and manufacture a paper bag without it going €3billion and two years over budget.

https://youtu.be/j3EHnD4LBKc

Anyway just came to say 2018 has been an epic cluster fk of loss after loss and I'll be glad to see the back of it. Hope 2019 offers more but seems unlikely.

Ebbs and flows, Fred

They should train a cluster of pigeons to fly into them and take it down.

[guindilias]

anonymous said:

[redacted]

Err... are you still living in the 80's? SLRs are collector's items now, not a rifle either bought or used by squaddies or any other branch of the forces.

[joema]

dingg said:

jeevescat said:

Some interesting reading here, including WSBN, OEX and PHE.

ALIGN RESEARCH TOP 10 PICKS FOR 2019

http://www.alignresearch.co.uk/powerhouse-energy/a...

Interestingly they own shares in each of those companies

Top ramping

Research probably paid for by the companies listed too.

I do have a small position in OEX but I bought low and it's nothing more than a gamble as it could go either way. Jan could be an interesting month with developments. Looking to get out though.

[ATM]

ATM said:

Roman Rhodes said:

FredClogs said:

Roman Rhodes said:

Down 75% over the last week. Reason? Did you get out or still in?

They had a big contract lined up in Iran which was lost due to the sanctions, that's one reason... I'm not in but started watching due to the mention on this thread.

OK, thanks. Ditto my reason for watching the price - but hadn't seen the news.

Hope the guy didn't get too badly burnt - needs a fourfold increase to get back to where it was when tipped. Still, this is AIM so who knows?

Their half year results were bad. Showed a loss and therefore increase in debt. This triggered the sharp fall and then a few days of drifting lower. I still believe in the company but no idea what's going in with the SP. If they continue making losses then yes they'll need to raise money or go bump. They could just cut some staff and then they would be back in the black.

Don't forget they have expanded their manufacturing operation recently as we would presume they believe their volumes will increase. If this was all down to Iran then the outlook is bad. I dont believe it is. As already stated by me earlier they recently announced a contract win with a large insurance co which could easily double their volumes. This could even get them back on Trak - see what I did there - before the full year end.

And they just won EE as a customer who are now actively selling their products on their / the main EE website. It must have taken 18 to 24 months of jumping through hoops to make that happen. If EE start ramping up then again this could double their volume.

So that's just 2 opportunities we know about which could both make the business a lot more profitable. If any other big wins are in the pipeline these could be also taking a while to land.

I still believe the SP could get up into the 2 or 3 pound area so at the current price its an absolute bargain.

At the moment they are making money but spending more. This is either because they're idiots or because they believe they will succeed but the market at the moment seems to disagree.

Trakm8

Up 20% this week.
Up 10% today.

No real reason just seems to be unwinding from over sold territory.

[FredClogs]

MTFB starting the ramp to Feb 13th now... Come on you beauty...

[ATM]

FredClogs said:

MTFB starting the ramp to Feb 13th now... Come on you beauty...

Properly motoring now

[Skyedriver]

Flybe (FLYB) was interesting today.
Sadly I watch Squark about a hour behind it being live so missed the point where it dropped to £0.01

[yajeed]

ATM said:

Properly motoring now

Still have my position here. Let’s hope it’s more predictable than usual as we approach we decision day. I’d be so surprised if it was notapproved, though I’m not totally convinced a positive decision will lead to a large rerate.

It’s all about the partnership deal imho

[HarryW]

Skyedriver said:

Flybe (FLYB) was interesting today.
Sadly I watch Squark about a hour behind it being live so missed the point where it dropped to £0.01

Yes it was interesting BOD recommending the deal as good for everyone but the shareholders jumped out at me, I thought the primary purpose of the BOD was to look after the shareholders, aka the owners of the company... I have a small interest in Flyb and would rather take 0 than let it go through....

[ATM]

ATM said:

ATM said:

Roman Rhodes said:

FredClogs said:

Roman Rhodes said:

Down 75% over the last week. Reason? Did you get out or still in?

They had a big contract lined up in Iran which was lost due to the sanctions, that's one reason... I'm not in but started watching due to the mention on this thread.

OK, thanks. Ditto my reason for watching the price - but hadn't seen the news.

Hope the guy didn't get too badly burnt - needs a fourfold increase to get back to where it was when tipped. Still, this is AIM so who knows?

Their half year results were bad. Showed a loss and therefore increase in debt. This triggered the sharp fall and then a few days of drifting lower. I still believe in the company but no idea what's going in with the SP. If they continue making losses then yes they'll need to raise money or go bump. They could just cut some staff and then they would be back in the black.

Don't forget they have expanded their manufacturing operation recently as we would presume they believe their volumes will increase. If this was all down to Iran then the outlook is bad. I dont believe it is. As already stated by me earlier they recently announced a contract win with a large insurance co which could easily double their volumes. This could even get them back on Trak - see what I did there - before the full year end.

And they just won EE as a customer who are now actively selling their products on their / the main EE website. It must have taken 18 to 24 months of jumping through hoops to make that happen. If EE start ramping up then again this could double their volume.

So that's just 2 opportunities we know about which could both make the business a lot more profitable. If any other big wins are in the pipeline these could be also taking a while to land.

I still believe the SP could get up into the 2 or 3 pound area so at the current price its an absolute bargain.

At the moment they are making money but spending more. This is either because they're idiots or because they believe they will succeed but the market at the moment seems to disagree.

Trakm8

Up 20% this week.
Up 10% today.

No real reason just seems to be unwinding from over sold territory.

Up 14% today.

[ATM]

ATM said:

ATM said:

ATM said:

Roman Rhodes said:

FredClogs said:

Roman Rhodes said:

Down 75% over the last week. Reason? Did you get out or still in?

They had a big contract lined up in Iran which was lost due to the sanctions, that's one reason... I'm not in but started watching due to the mention on this thread.

OK, thanks. Ditto my reason for watching the price - but hadn't seen the news.

Hope the guy didn't get too badly burnt - needs a fourfold increase to get back to where it was when tipped. Still, this is AIM so who knows?

Their half year results were bad. Showed a loss and therefore increase in debt. This triggered the sharp fall and then a few days of drifting lower. I still believe in the company but no idea what's going in with the SP. If they continue making losses then yes they'll need to raise money or go bump. They could just cut some staff and then they would be back in the black.

Don't forget they have expanded their manufacturing operation recently as we would presume they believe their volumes will increase. If this was all down to Iran then the outlook is bad. I dont believe it is. As already stated by me earlier they recently announced a contract win with a large insurance co which could easily double their volumes. This could even get them back on Trak - see what I did there - before the full year end.

And they just won EE as a customer who are now actively selling their products on their / the main EE website. It must have taken 18 to 24 months of jumping through hoops to make that happen. If EE start ramping up then again this could double their volume.

So that's just 2 opportunities we know about which could both make the business a lot more profitable. If any other big wins are in the pipeline these could be also taking a while to land.

I still believe the SP could get up into the 2 or 3 pound area so at the current price its an absolute bargain.

At the moment they are making money but spending more. This is either because they're idiots or because they believe they will succeed but the market at the moment seems to disagree.

Trakm8

Up 20% this week.
Up 10% today.

No real reason just seems to be unwinding from over sold territory.

Up 14% today.

Up 16% today

[jeevescat]

joema said:

dingg said:

jeevescat said:

Some interesting reading here, including WSBN, OEX and PHE.

ALIGN RESEARCH TOP 10 PICKS FOR 2019

http://www.alignresearch.co.uk/powerhouse-energy/a...

Interestingly they own shares in each of those companies

Top ramping

Research probably paid for by the companies listed too.

Looked into this, not only are they payed, but some pay in shares.

Couldn't make it up.

[Hobo]

I know a few people.on here have interest in Sirius Minerals (SXX).

The PM hinted earlier this week that it will be backing the project, and Sirius also today confirmed funding will all be in place by the end of this month, so hoping for a share price heading north soon.

It's currently around 22p, having been up to around 45p in the past (2016) when it wasn't fully procured and fully funded.

[chels]

Hobo said:

I know a few people.on here have interest in Sirius Minerals (SXX).

The PM hinted earlier this week that it will be backing the project, and Sirius also today confirmed funding will all be in place by the end of this month, so hoping for a share price heading north soon.

It's currently around 22p, having been up to around 45p in the past (2016) when it wasn't fully procured and fully funded.

I have had shares in sxx for a number of years now I am sure the share price will take off but we will have to wait a couple of years for them to start mining.
Jim