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Chairman buys more. Holding now 25.7%
Chairman has bought more. Much bigger chunk this time. Now holds 25.6%
The board are as shocked as I am with the extent of the fall. There were some prickly questions about the SBP and the extent to which the Board knew of slowing growth but I felt the answers were satisfactory. Criticisms of the SBP were/are looking to have their cake and eat it in my view. They were performance linked and I can see no evidence the board pumped the price. In fact they could have just sat on their options but by stepping into the marker they showed their faith in the SP. They also said they didn't sell any shares despite the drop. Good enough for me and I think this was just a bump in the road.
If you would like to view the webinar from yesterday it is now available at: https://www.youtube.com/watch?v=wDaTOG8jmlo Thanks, The Equity Development team
Now, there's a surprise!!
...and now the directors have bought...
... the company seems to be doing well - this does not seem to be a falling stock at all... it seemed it fell only because IC said to sell - and the herd rushed to it
i bought some yesterday to average down and sp is lower today, i see that theres 2 gaps one is around 106p and the other around 80p and i hope that the sp will not go there
so..still v expensive on multiples
To me it seems that this is.an overreaction. So typical of of the MMs.
I sold a huge chunk yesterday to crystallise profits but kept a small amount to keep my interest in. It is starting to look oversold as fair value is around 110. The lack of future UK growth is the issue & until the USA situation is resolved sentiment will keep this hovering at these prices. I won't be topping up until I know the USA situation. GLA
I am shocked at the speed at which this once great share has fallen. Not sure I fully understand why. But being a buy and hold type of investor, I am hoping this will level out around the 100p mark and then rise again over the year. Or do I cash in for a reasonable profit and look elsewhere?
... It looks very appetizing now... trying to get to sell something else today and buy here
ST concludes: "In fact, rated on a cash adjusted PE ratio of almost 20 for the current financial year, I believe that Tristel’s shares are fully priced based on current trading trends. I am not the only one thinking this way as Equity Development has trimmed back its target price this morning from 140p to 125p, reflecting a more conservative sales trajectory, and brokerage finnCap believes fair value is nearer 110p. In the circumstances, I would recommend crystallising the thumping 100 per cent plus paper profit on your holdings. Take profits"
gone down 20% after such good results - ?
I assume the mark down this morning is the increase in dividend. Only temporary reaction IMO
Very well done BOD. Dividend increase 95%! No wonder the directors loaded up in December. Should USA come on stream, a likely no-brainer, then the 'BOOOOM' word comes to mind.
due Wednesday & an update on the progress in the US would be welcome. This is a great share & lots of buyers coming. Also like the update attached. http://sonoranweeklyreview.com/tristel-plc-cant-burn-your-portfolio-has-another-gap-up/ GLA
Interesting to see over this weekend that James Bartholomew - Telegraph Money columnist - has increased his holding in Tristel at 134.5p. The regulators required him to sell his holding in an emerging equity fund and he has started replacing that investment by buying Tristel, Restore and Avation. H1 results due Feb.24th
If you would like to hear Paul Swinney, Chief Executive and Liz Dixon, Finance Director present Tristel's interim results and have the opportunity to ask them questions please register here: https://attendee.gotowebinar.com/register/3054205079824371458 The webinar will be at 1.15pm on the 25th of February. Thanks, The Equity Development team
Today's RNS - good to see the effective marketing - interesting to see the high penetration of the German UNIVERSITY hospitals Transition of German branch to subsidiary status - Expansion into Central Europe Tristel plc (AIM: TSTL), the manufacturer of infection prevention, contamination control and hygiene products, announces that it is to build upon the success of its German operation by upgrading its branch to subsidiary status (GmbH). The branch, established in 2010 and based in Berlin, has made significant progress in penetrating the German hospital market in the areas of ear, nose and throat; cardiology; urology and ultrasound. From a single employee start up with sales of £50,000 in 2010-11, the branch recorded sales of £1.4 million in Tristel's last financial year ended 30 June 2015, and now has an eight strong sales team. The branch sells the Company's wipes and foams to the same hospital departments that Tristel targets worldwide and counts 80% of Germany's university hospitals amongst its customers. During the past two years the branch has taken responsibility for developing the Swiss and Austrian markets and has done so successfully. Paul Swinney, CEO, comments: "We are very pleased with the platform that we have built in Germany. The progress that we have made in Europe's largest hospital market is evident in the fact that Germany's contribution to Group worldwide sales is now approaching 10%. However, there is still enormous potential to exploit if the level of our German sales is to match the United Kingdom's. "It is, therefore, an appropriate moment for us to upgrade the status of the branch and also extend its sphere of responsibility. Whilst we have some limited activity in Poland we have no representation or sales in Hungary, Slovakia, Czech Republic, Slovenia or the Ukraine. The Berlin team will now use their linguistic and cultural ties, and physical proximity, to develop the wider Central European market whilst continuing to grow domestic German sales. "This latest initiative is another step toward our objective of establishing Tristel as a leading player in the global infection control market."
I'm in for the long haul with this one so don't need to trade as happy with my investment. BOL.
I think 150p has been taken a marker to sell after a strong run up/ Very difficult to trade tis share as it can move back up quite quickly. I will be interested to see if this retraces further or races back up after a little tree shake.
Fantastic news.Best entry time.