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I topped up at 50p this morning. I think the company has done very well and has only been blown off course because of Covid.

The lack of a divi weighs heavily on this but cash conservation with a wildly swinging cash and debt position is sensible.

I wonder if the company who bought the tendered shares at 70p could return with a cheeky bid. The return of paying a divi would kickstart this grizzly bear.

I think the bear is coming out of hibernation with the rest of the construction industry In hindsight it would have been useful to take the tender offer for a portion of NTBR at 70p and buy back now.

Though the last few months have been grizzly I see the future being less hairy when the sites open up again.

I like the look of this acquisition and the terms. This electricity company has jolted the SP back into life thankfully and I always like an earnings enhancing buy.

The shares in lieu and earn-outs also put a ceiling on an initial payout. Hopefully the rise will stick. A worrying discussion piece on Stockopedia which states that remuneration for Directors is out of step with profitability.

Available under the discussion tab and posted December 18th if you have access. Hello Fk1, Hopefully next years dividend will be circa 3.

I still think the market is missing a trick Lemmink. Any comparisons with last year which was exceptional is bound to reflect poorly. Added to a poor first quarter the company actually performed strongly in the second quarter and I expect a surprise to the upside when the finals come round as the order book is strong.

Another divi of 3. Only downside would be some winter disruption in my book. No surprise to see a paws in recent good performance and things look a bit hairy on first sight of the Bear We should soon claw back losses as we have recovered well from a poor first quarter.

Holding shares on results day is always a bit like being in bear pit as even when results are decent you get a sell-off. Looks a massive buying opportunity to me as the divi is fairly safe though another special divi looks remote.

Provides a bearricade against any resolutions the tenderer doesn't like. Hopefully we will get a bid at a premium but I think upside will be somewhat limited by the concentration of shares in one hands.

That said, some weak hands were takn out and investors will have to pay more to gather in shares. I was going to lock myself in a cub-icle to consider whether to cash in some shares bought lower down but think as the directors do there is more honey here for investors by resisting the offer.

I am gonna shut my trap now until the situation plays out. Seemed to me to give very mixed messages. I would have bought more if it had fallen as the Tender Offer will underpin it.

The profit undershoot is disappointing of course but it is being compared to an exceptional year. And it enjoyed a strong quarter.

Still not surrendering any to the Tender Offer. I happened to be passing through Alnwick last week, and was pleased to see a Northern bear board on the Playhouse refurb.

Think its a 3. I wont be selling, having watched them claw back debt over the years with a lot of hard work, to now paying a dividend. They have unfortunately stated they will not be making a bid while reserving the right to do so, There would be a good arb on this unless it is scaled back as the ask is under 70p.

I think most LTH will see this as a cheeky way of accumulating shares. At In all fairness I will read the tender offer through while opening a can of Coco Koala.

Do we expect the directors to issue a statement? Share Risers. Share Fallers. Top Recommended Weathergeek 1, News Professional News.

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Share Price is delayed by 15 minutes. How annoying. TL DR on July I poop things on my site and twitter. The entire series of bear posts deserve to be reported for awesome.

Duki Registered User regular. Fucking finally. Duki on July Yeah, I've barely been able to sleep with him on the loose.

I'm there. Proto Registered User regular. Proto on July Those costumes were so good. They still look good. Harrier Registered User regular.

Really, Secret of the Ooze was better than the first movie in just about every way. Except for the apartment fight. That was badass.

Harrier on July I don't wanna kill anybody. I don't like bullies. I don't care where they're from.

Richy Registered User regular. Richy on July Elki get busy Moderator, ClubPA mod. Elki on July All right, fuckers, we've started talking about TMNT.

You all know what that means.

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Durg says:

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