Today's @stockbox.bsky.social #podcast, myself, Dan Flynn & Mark Fairbairn discuss:

✅ @cadenceminerals.bsky.social #KDNC
✅ Panther Metals #PALM
✅ Trifast #TRI
✅ Amazing AI #AAI

#GreenSteel #ironore #amapa #azteca #tailings #Fasteners #DigitalAssets #AI #DeFi #Investing

youtu.be/tTzPaFoFmCA

Trifast $TRI.L-another Rockwood (activist) idea:

- RW first bought in early 2023 with "~100% upside in 3-5 yrs" by getting margins back up
- Nick (RW) got a board seat in 2023
- GM went up lately
- stock flat for 2 yrs
- massive buying last days by Nick/RW
- ev/fcf 2026e ~5

On today's StockBox Media #podcast, Alan Green & Daniel Flynn discuss:

✅ GreenRoc Strategic Metals #GROC
✅ #Trifast #TRI
✅ Caracal Gold plc #GCAT
✅ Time Finance #TIME

with Mark Fairbairn

#graphite #greenland #Amitsoq #OneTR #Gold #Kenya #Tanzania #mining #Investing

youtu.be/WeEG6hpzMP0

Today's @stockbox.bsky.social #podcast we discuss:

✅ Nordic Resources #NNL
✅ Mendell Helium #MDH
✅ Evolution Energy Minerals #EV1
✅ @trifast.bsky.social #TRI

#Gold #Copper #helium #industrialgas #fortdodge #kansas #HEX #HE1 #PLSR #QHE #RIFT #OneTR #mining #Investing

youtu.be/q_GgvupW5VE

Trifast interims in line & turnaround on track:
• Rev slightly lower but GM% increased to 27.4% (25.7%)
• Operating margins increased to 6.2% (5.6%)
• Net debt reduced to £15.4m (£27.8m) leverage now 0.9x

#TRI
1/2

Today's @stockbox.bsky.social #podcast we discuss:

✅ Panther Metals #PALM
✅ hVIVO #HVO
✅ Cosmo Metals #CMO
✅ @trifast.bsky.social #TRI

#MiningStocks #ClinicalResearch #LifeSciences #Biotech #Influenza #Pharma #Gold #Kanowna #fasteners #Engineering #Mining #Investing

youtu.be/k3F9-Yg_alQ

Today's StockBox #podcast we discuss:

✅ First Class Metals #FCM
✅ Talon Resources #TAR
✅ @trifast.bsky.social #TRI
✅ Buxton Resources #BUX

#gold #copper #lithium #nGRND #kerrsgold #tokenisation #mining #eaglelake #australia #ontario #madman #SmartInfrastructure #Investing

youtu.be/kiubCGTuvOU

Trifast #TRI.L seem to be making some progress, H1 TU in line with expectations, gross margin up ~150 basis points, revenue down 3.1%. Debt £15.8M (£27.8M). On track to achieve cost savings of £3M. Continued subdued demand in H2 but full year expectations unchanged.

UK Company Trading Updates & Earnings Calendar.
19 Companies Scheduled To Report.
Week 29th June - 3rd July.

Companies include: Trifast, Currys Plc, Baltic, Topps Tiles, Polar Capital Technology Trust, AB Foods, Supreme Plc, Sainsbury

Happy Investing.

#investing #trading #stocks #money

Trifast TU for FY March shows rev below expectations but EBIT in line: "Group expects to report revenues for FY25 of £223.0m, with aEBIT ~£14.8m, which represents an improving margin of c.6.6%."

I sold #TRI during the tariff talk as I think it will struggle. Outlook mentions a pass through of costs

Trifast confirms trading in line with expectations

Trifast Rebuild Gains Traction as Margins, Cash Flow Improve Despite Sales Drop

This Company's Suspension Could Present an Opportunity
#Podcast
audioboom.com/posts/874695...

MICROCAP CO’S COVERED TODAY:
CARCLO #CAR
CML MICROSYSTEMS #CML
DP POLAND #DPP
NORMAN BROADBENT #NBB
THE PEBBLE GROUP #PEBB
TRIFAST #TRI

#TRI #TRIFAST
FY26 Q1 Trading in line with the Board's expectations & consistent with FY 2025

"Looking ahead, despite continuing external market challenges, we remain confident in delivering our medium-term ambitions, including an EBIT margin target of >10%"
RNS📸via @YstoneAdvisory on X