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Trident's Latest Comments

I would never under-estimate private equity's ability to cannablise its own, but didn't private equity float Revolution Bars (LON:RBG) in the first place to get a capital exit?

Yes I agree the missing analysis is arguably 'organic growth' i.e. core growth before acquired revenue. I can only think that in contrast to their trading statement in early 2017 which talked about lengthening sales cycles, they feel they have at least met 'market expectations' despite these longer sales cycles. I suppose that shows some resilience if true, but begs the question of what is…

Re: Tracsis (LON:TRCS), looking at the splits on H2 compared to last year, it seems they are reporting the same level of turnover i.e. £19m, and although H2 was stronger than H1, it pretty well always as it always weighted to the second half. In fact I think H1 was stronger than the comparable prior year H1, which has helped make the uplift in total…

Re: IQE (LON:IQE). The CFO was questioned about this stock at a private investor's meeting by David Stredder, and he seemed to suggest the money raised by the CEO by pledging stock had been used to buy more stock. Obviously, I don't know the truth of that, but if correct doesn't sound like the behaviour of the Quindell scenario.

For what it's worth re: Revolution Bars (LON:RBG), the Questor business column headline in The Telegraph suggests that RBG holders hang on for more value. I couldn't read the detail, as it was behind the pay wall. others may have better access.

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