31 August 2012
tagged: asx-dsb asx-snl asx-sts automotive construction mining-services
Supply Network Limited (ASX:SNL) A strong result was posted with revenue and profit up 20.3% and 57.8% respective. NPAT coming in at $3.95m or 11.58cps and the annual dividend is...
22 August 2012
tagged: asx-byl construction mining-services
Which company: Recently posted 38% yoy revenue growth and a record profit result Has a good ROE of 20%, decent balance sheet and good cashflows With a record order...
26 July 2012
tagged: asx-snl asx-sts automotive construction mining-services retail
Companies are readying their annual reports at the moment and guidance updates are hitting the market. A couple came through just today... Structural Systems Limited (ASX:STS) FY12 NPAT is...
22 May 2012
tagged: asx-fge mining-services
Forge Group (ASX:FGE) founding directors exercised their $5.60 put options yesterday - delivering Clough (ASX:CLO) 3.25m additional shares. I had mentioned this upcoming decision previously. The move...
13 March 2012
tagged: asx-sts construction mining-services
Just some quick comments on Structural Systems' (ASX:STS) half yearly results released Wednesday 29th February. The result was solid with the company posting a NPAT of $4.87m (7.62cps),...
25 February 2012
tagged: asx-mld mining-services
I don't have a lot to say about this one. Half yearly is out and earnings are up 9% against previous corresponding period - on track to grow revenue by...
19 February 2012
tagged: asx-fge mining-services
A lacklustre half yearly result from Forge Group (ASX:FGE) on Thursday: Revenue up 12% on the previous corresponding period to $227.8m NPAT remain unchanged at $21.2m (25.4 cps) Dividend...
14 February 2012
tagged: asx-sts construction mining-services
For those interested, I made a comprehensive post in relation to Structural Systems (ASX:STS) on The Boat Fund site. The company reports the half yearly in less...
08 January 2012
tagged: asx-clo asx-fge mining-services
Since we last spoke on Forge Group (ASX:FGE), both the employment contracts for two of the founding directors and the final date to exercise the $5.60 put...
07 December 2011
tagged: asx-clo asx-fge mining-services
The Australian Financial Review published an article yesterday about the likelihood of Clough Limited (ASX:CLO) bidding for the rest of Forge Group (ASX:FGE). I guess the market is excited about...
28 November 2011
tagged: asx-sts construction mining-services
A few pieces of news have come up during the AGM held on Thursday 24th November. The main noteworthy item is the NPAT forecast of $4.5m - $4.9m (EPS 7.0...
26 October 2011
tagged: asx-mce mining-services
Matrix Engineering's (ASX:MCE) share price has been cascading down since we last spoke. Unfortunately the situation has gotten worse. Management have revised their FY12 revenue guidance growing 20% to...
30 August 2011
tagged: asx-sts construction mining-services
Structural Systems (ASX:STS) today reported FY11 results with further evidence that the company is on the verge of hitting its stride. The bottom line result itself was not of particular...
25 August 2011
tagged: asx-clo asx-fge mining-services
Forge Group's (ASX:FGE) FY11 results came out last week and it's business as usual. Growing well, cash building up, strong order book ($355m after the last couple of contracts), JV...
23 August 2011
tagged: asx-mce manufacturing mining-services
Matrix Composites and Engineering (ASX:MCE) manufacture buoyancy devices for offshore oil and gas producers and explorers. I collected a handful of stock over the last couple of weeks during...
11 July 2011
tagged: asx-mld mining-services watchlist
Mining services company who's services include contract mining, loading and hauling, drilling and blasting, crushing and screening, and civil infrastructure requirements. Many of these services appear to be operation types,...
05 July 2011
tagged: asx-sts construction mining-services
A solid profit guidance from Structural Systems this morning. The current FY11 NPAT guidance is between $4m and $4.5m. This means that the second half result was slightly better than...
28 June 2011
tagged: asx-sts engineering mining-services
First entered the stock around 9 months ago and price action since hasn't been going my way. Structural Systems is an engineering company in mining services, civil and construction. The...
28 June 2011
tagged: asx-fge mining-services
Western Australian mining services company. Held a position in this company for 1.5 years and sold recently due to a profit forecast that while still good, was below my personal...