Nesh
@neshs.bsky.social
UK based Investor. Primarily invests in UK small/midcaps. Life long learning ! Don’t follow anyone into buying/selling a stock, Do your own research.
Investing for 14+ years. Mistakes teach you more than successes, have fun along the way.
Investing for 14+ years. Mistakes teach you more than successes, have fun along the way.
2) AI usage. Injection moulding - reducing direct labour by 35% with AI. Saving circa $1M in 2024 in China factory.
3) Previously they said no extra capex on Mexico facility as it can support 3X the current revenue. Today they mention, “ addition investment required to expand operations”
4/4
3) Previously they said no extra capex on Mexico facility as it can support 3X the current revenue. Today they mention, “ addition investment required to expand operations”
4/4
May 7, 2025 at 7:08 AM
2) AI usage. Injection moulding - reducing direct labour by 35% with AI. Saving circa $1M in 2024 in China factory.
3) Previously they said no extra capex on Mexico facility as it can support 3X the current revenue. Today they mention, “ addition investment required to expand operations”
4/4
3) Previously they said no extra capex on Mexico facility as it can support 3X the current revenue. Today they mention, “ addition investment required to expand operations”
4/4
Lot of information that they have provided for first time. Probably because of the dire share price movement in last year. Some key info I’m seeing for first time,
1) Split of US and non US revenue. $25M US revenue and rest are non-US. Out of that $15M currently in China and $10M in Mexico 3/4
1) Split of US and non US revenue. $25M US revenue and rest are non-US. Out of that $15M currently in China and $10M in Mexico 3/4
May 7, 2025 at 7:07 AM
Lot of information that they have provided for first time. Probably because of the dire share price movement in last year. Some key info I’m seeing for first time,
1) Split of US and non US revenue. $25M US revenue and rest are non-US. Out of that $15M currently in China and $10M in Mexico 3/4
1) Split of US and non US revenue. $25M US revenue and rest are non-US. Out of that $15M currently in China and $10M in Mexico 3/4
I think roughly $70M new revenue will be added in FY25/26 I have answer for my question to Simon from Half year results, that no end of life for current programme until FY28 (First end of program in China). I think they will do $11M in Adj.PBT and at current mcap trading at PE less than 2.5
2/4
2/4
May 7, 2025 at 7:06 AM
I think roughly $70M new revenue will be added in FY25/26 I have answer for my question to Simon from Half year results, that no end of life for current programme until FY28 (First end of program in China). I think they will do $11M in Adj.PBT and at current mcap trading at PE less than 2.5
2/4
2/4
My comments on today’s #CTA.L results in discord group.
3 new programs which was with competitors in China transferred to CTA (Mexico facility). This will add $10M from FY25. Probably more to follow in the year. The video is handy. Simon really wants to be more engaging. 1/4
3 new programs which was with competitors in China transferred to CTA (Mexico facility). This will add $10M from FY25. Probably more to follow in the year. The video is handy. Simon really wants to be more engaging. 1/4
May 7, 2025 at 7:04 AM
My comments on today’s #CTA.L results in discord group.
3 new programs which was with competitors in China transferred to CTA (Mexico facility). This will add $10M from FY25. Probably more to follow in the year. The video is handy. Simon really wants to be more engaging. 1/4
3 new programs which was with competitors in China transferred to CTA (Mexico facility). This will add $10M from FY25. Probably more to follow in the year. The video is handy. Simon really wants to be more engaging. 1/4
Tone of the RNS suggests they’ve had enough with the Americas division and the new Americas head is know for her Private Equity restructuring.
DG international generates $300m revenue and $30m adj profit. Current market cap £48m with good asset backing. Will be interesting to see market reaction.
DG international generates $300m revenue and $30m adj profit. Current market cap £48m with good asset backing. Will be interesting to see market reaction.
April 30, 2025 at 6:52 AM
Tone of the RNS suggests they’ve had enough with the Americas division and the new Americas head is know for her Private Equity restructuring.
DG international generates $300m revenue and $30m adj profit. Current market cap £48m with good asset backing. Will be interesting to see market reaction.
DG international generates $300m revenue and $30m adj profit. Current market cap £48m with good asset backing. Will be interesting to see market reaction.
I’m fully invested too. But super highly concentrated on my top 3 conviction stocks. #AVAP trades at a huge discount. #GKP pipeline opening imminent. #BMY For the 26weeks in H2FY25, SJM had atleast 3 books in Amazon best seller all 26 weeks 🤞. Will exit #BMY and #GKP when my target is reached.
March 13, 2025 at 12:38 PM
A 50% drop in share price would take this below TBV and in a very interesting price range. Zeus cuts FY25 forecast by 40%.
February 18, 2025 at 7:12 AM
A 50% drop in share price would take this below TBV and in a very interesting price range. Zeus cuts FY25 forecast by 40%.
Nice info mate. Thanks for sharing. Good luck on US trading. Looking forward to future updates.
February 1, 2025 at 5:52 AM
Nice info mate. Thanks for sharing. Good luck on US trading. Looking forward to future updates.