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Thread: TTI

  1. #11
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  2. #12
    percy
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    Today's result presentation makes for interesting reading.
    Page 5 onwards show the true operational figures.I take the current PE is under 8,while the growth rate is expected to be double digit.
    Balance sheet strengthened,debt down, and the business looks set to take advantage of the many opportunities coming their way,.
    I brought a few at 3.1 cps in April.
    Last edited by percy; 04-09-2018 at 11:49 AM.

  3. #13
    Handsome Member
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    Was a good read, topped up TTI and PNC today.

  4. #14
    percy
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    A good contract win today for TTI.
    $15mil spread over 3 years with TasNetworks.

  5. #15
    Junior Member
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    Interesting, Ausgrid (250k street lights) is undertaking a similar replacement program and estimates the replacement of 10,000 street lights with LEDs equates to a $1m pa saving for councils.

    https://www.smh.com.au/national/nsw/...15-p4zxl4.html

  6. #16
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    Decent contract for this small company, a few more and we should be smiling. I hope the margins are good though, sometimes companies grab contracts to get the business but margins may be very tiny

  7. #17
    percy
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    "The supply of the LED street lights is expected to commence prior to Christmas,WITH A POSITIVE IMPACT ON EARNINGS expected for the second half."

  8. #18
    percy
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    Quote Originally Posted by percy View Post
    "The supply of the LED street lights is expected to commence prior to Christmas,WITH A POSITIVE IMPACT ON EARNINGS expected for the second half."
    Well the positive impact on earnings has been put off until next year's first half,because of the elections.?

  9. #19
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    All aussie shares have failed to impress over the last 12 months.....they are all SAYING but NOT DOING what they say.
    I have done better with the NASDAQ playing fund over the ASX play fund.
    SEQ by far the worst of the lot by a mile. PNC has been reasonable and looking fwd to see if they hit their forecast as they confirmed it 3 times already and SP still headed south.
    TTI - no comment

  10. #20
    percy
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    I sold most of my Aussie small caps a year ago when I brought the new house.Certainly been a very difficult sector.
    Very lucky to have loaded up on PAZ on usx.co.nz, and NZ high dividend paying shares, when the funds came through from the sale of our old house.
    However I still have a lot of the companies I sold on a watch list.
    I also got caught with SEQ.and also MMI.AQZ and VHT are doing OK.I recently brought a few MSV and am considering buying a few STG.
    AIR has come back to life which is a very pleasant surprise.
    Last edited by percy; 04-06-2019 at 03:38 PM.

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