CFO Resigns With the CFO resigning today, seeking a new Nomad would seem impossible task.
Volume How can CKN rise over 4% (at noon to-day) on almost no volume?
Re: Flooding Hi TB,I understand your point of view on this. But I have a counter-view:I have been involved in a number of businesses that have experienced similar situations. The primary risk is establishing that the insurance is actually going to cover the risk. Once that is agreed, there is normally some clear financial exposure from the excess. Insurance policies I have worked with in this kind of event might have an excess of £1m for example. But apart from that, the exposure is typically fully covered. Of course insurer and insured will argue about the counterfactual - but I have often seen the company claim in full and face no loss. Unless the manufacturing capability is unique (Is it in this case?) then competitors will step in and co-pack for a period of time so sales will hold steady and the on-costs of co-pack will be covered by insurance. And if the manufacturing facility needs to be re-built, then it can lead to an end point where you have better manufacturing facilities than you started with, courtesy of an insurance payout. Then the biggest risk is that management are focused on repairing the supply chain instead of winning new business.So once we have some comfort that insurance is covering the situation, we need to understand how supply will be maintained, but risks become manageable from that point.
Nuclear opportunities for HAYT There are truly staggering opportunities and figures involved in nuclear decommissioning: - Western Europe has 150 plants to decommission by 2030 - the UK sites alone will cost £70 billion plus to decommission - the NDA's current year expenditure is £2.91 billionA big article in this week's Shares Magazine points to HAYT's opportunities in the nuclear sector, particularly as HAYT are involved in both the new build and decommissioning aspects of new and old facilities:Extract:"NUCLEAR IS CENTRAL to the UKs energy policy over the years ahead because of its ability to provide solid base load power into the grid and help the country meet carbon emission targets.Britains conservative-led Government pulled out all the stops during the visit of Chinese communist party chief Xi Jinping to get spades in the ground on a proposed nuclear plant at Hinkley. Enlisting Chinese financial firepower to get the estimated £18 billion project off the ground, as well as the offer of generous financial incentives, highlights the desperate state of the UKs energy situation. All but one of the UKs 16 nuclear facilities across nine sites are due to shut down by 2023. Together, those plants generated around one-fifth of the energy consumed in the UK in 2014. Years of under-investment and delays on energy infrastructure projects mean progress on the Hinkley Point C facility is now a national imperative. Another two projects of roughly the same size as Hinkley would be needed merely to replace the nuclear capacity expected to go offline in the next decade. Planned investment in nuclear plants at Hinkley and elsewhere should provide investment opportunities in the years ahead."
0.9p and dropping sell while you can
Why are messages being blocked? Why are messages being blocked?
Re: Flooding Flooding is irrelevant to long term holders such as myself as the effects will be temporary, though any price fall could represent an opportunity for new buyers.
Lucky your not invested Jub!
Indaknow Its not looking good pal!!!Do you know the parable of the greedy investor and the company which told pork pies and did not fulfil the contract?
News - yet another new client win [link] "Marketing tech company Signal brings in Nelson Bostock Unlimited to reach UK marketers 4 December 2015 Signal, a software company that creates marketing technology, has brought in Nelson Bostock Unlimited as its UK PR agency following a competitive pitch process. Nelson Bostock Unlimiteds programme will focus on promoting Chicago-based Signal and its offering for the UK market, localising the companys messages for UK marketers and establishing a "clear and credible thought leadership platform" for the EMEA team. Neil Joyce, EMEA MD, Signal said: As a high-growth business in a competitive global marketplace, we look for PR partners who have their finger on the marketing industrys pulse. "Nelson Bostock Unlimited has a strong pedigree in the marketing and advertising technology space, and the team impressed us in the pitch meeting with its smart, relevant ideas for helping us tell our story in the UK market. Were looking forward to working with them to build a truly local voice for Signal and engage with UK marketers about the things that really matter to them.Nick Clark, Nelson Bostock Unlimited MD, added: Over the years weve a built a strong service offering for marketing, advertising and fast-growth technology companies and were very proud to sign Signal as our newest client in this space. "As this months Deloitte Tech Fast 500 list demonstrates, Signal is one of the fastest-growing and most innovative companies in the ad tech industry right now. Were already helping the local team to tackle the challenge of moving the data marketing conversation on among the UKs in-house and agency-side marketers."
2016 With Osborne's grit/house requirements at crisis levels and CEO's ability/fcrm this company is aa very positive investment for 20161£££++++ by Decr 2016Merry Xma$$$$$$$$$$$$$$$$$$$$$$$$$$$4
NEW ARTICLE: The Oil Man: Oil Price, IOG, Thalassa " WTI $39.97 -$1.11, Brent $39.97 -84c, Diff $3.03 +27c, NG $2.19 +1cSo, nothing changes at OPEC, with the Gulf states maintaining their unequivocal stance that persistence with the policy will come right in the end.If they are right, then one ..."[link]
Diagnostics joint venture with Gamida group and cyber security contract extension Announcement this morning with mixed messages investment of $1m in a joint venture on the pharma business and a further extendsion on the cyber stuff.I was always worry about joint ventures i.e. who is in control how much more will be needed. JV's usually cost more than first thought and its a another classic Marom "jam tomorrow" deal.Why can't he start improving profitability and return money to the patient shareholders. The JV sounds like one of his personal altruistic endeavours. Shouldn't shareholders have had a chance to vote on it before he went ahead
HILS, Broker Recommendations.......... HILS Hill@Smith Holdings PLCHill & Smith Holdings PLCFORECASTS2015 2016Date Rec Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Panmure Gordon 04-12-15 HOLD 51.20 49.40 20.10 59.30 55.70 22.60N+1 Singer 04-12-15 BUY 50.00 48.20 20.00 54.90 52.90 22.00Arden Partners 04-12-15 BUY 49.40 48.13 20.00 55.00 53.59 22.00Peel Hunt LLP 02-12-15 BUY 50.79 48.99 19.44 55.91 53.92 21.00Investec Securities 17-11-15 BUY 50.50 48.64 20.00 53.30 50.75 21.50Canaccord Genuity Ltd 06-10-15 BUY 50.70 49.70 20.00 54.80 53.50 22.00Numis Securities Ltd 10-08-15 HOLD 50.00 48.10 20.00 54.40 50.60 22.00
Time to top up nice entry point for new comers
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