Re: Slater and Gordon Sorry Oggs. Just having a bit of fun.Mel
Re: Rubbish charts on iii HFEL v SST (... Charts do not include the reinvestment of dividends.
Then , what Eagle may not have told you There are other options.How about a merger? SGH Market Cap is about £411M right now. QPP £445M ( Qpp's trading cos valued at minus ....and a huge dollop of cash)Then IPO Himex and Ingenie ...... will be easy from here. ( More cash) Sell Canadian Clinics ( More cash)No debt cash rich group sets up an aircraft leasssssing subsidiary ( Plenty capital allowances ...you will note RBS 1sst sale post crash was Angel leasing ....RBS didnt need CA's any more and Angel owned half the train rolling stock in the UK) . So over the horizon not CT bill. No debt no tax bill plenty cash coming ........stuffed shorters.....merged group could even afford to keep on the £4m turnaround specialists from petty cash. ( 20 X as expensive as Mr Greech) Now what would the PE adjust to? Maybe 14? Almost overnight? Wow!What was that I heard about directors acting in the shareholder interests? It is true, but the directors need brains. Mel
lunchtime lul
Re: Slater and Gordon for the love of god just let it go
Added Beginning to nicely outperform now.
Almost on single-digit P/E Worth reiterating that we're only 3 months from next year's forecasts which would put QP. on a single digit P/E, given forecast 10.3p EPS (and a 1.8p dividend) from 1/2/16.Hopefully QP. are batching up some approvals for one big summary RNS.
ZYT sensors in opticians This is very nice - the future for shopping is here, incorporating a ZYT sensor:[link] mirror proves a differentiator for London opticianA London optician says his store stands out from competitors thanks to the use of a touchscreen mirror, which allows customers to easily share their photographs with friends and family via social media.Published: 09:10:26 on the 24th Nov 2015A mirrored point of sale system installed in a London optician store is allowing customers to buy their glasses in a new way and share their new look with friends and family, via social media.High street optician Kite GB has launched a new system that allows shoppers to explore different ranges using touchscreen technology, take photographs of themselves and then post them on Twitter, Facebook, Instagram and other social media platforms in order to receive feedback from people they know.The technology used incorporates a Zytronic PCT sensor and an ultra-thin LCD digital signage monitor supplied by integration partner Display Technology. A Logitech HD Pro C920 web camera is also built into the display.Asad Hamir, Kite GB CEO, explained: "The vast majority of dispensing opticians havenât considered how technology can help them engage with their customers. We really wanted to enhance the user experience and provide an environment that is conducive to social sharing."The unit has proved popular with customers, he added, since it appeared in the store for the first time earlier this year. He also described the technology as âa great differentiatorâ� for his business. "It allows customers to get advice on the products they are thinking about purchasing from the people that matter most to them, not just the store staff.""
Trading nicely in line Brief update confirming that trading is nicely in line with expectations and strategic review is on course - good stuff:[link] doubt more news on the review to come.
"Buying opportunity" per Motley Fool Good to see others recognising the buying opportunity:[link] City expects Creston to chalk up earnings growth of 6% and 5% for the years to 2016 and 2017 respectively, leaving the business dealing on ultra-cheap P/E ratings of 10 times and 9.5 times. When you factor in chunky dividend yields of 3.2% and 3.4% for these years, I believe current share price weakness could represent a lucrative dip-buying opportunity for patient investors"
Re: Opportunity... Hello FRTEB,i have seen no more about the over statement of profit. Notwithstanding, I have bought two more small tranches averaging just over 162. I was waiting for the sp to reach 150 as predicted by "BANG ON" but it hasn't happened. I think UTW looks okay and the sp should progress imo only. Casa.
Notes from AGM This summary from yesterday's AGM by "longshanks" elsewhere is well worth noting."Meeting was well attended and there were few spare seats available.Overall the presentation largely followed what is shown in the one publicly available but there were some interesting details covered that are commercially sensitive and hence only presented at the AGM.My initial thoughts were that the company has matured substantially from where they were three years ago. They have a very impressive technical team overseeing production and sales and significant automotive OEM interest.It is frustrating that they have been unable to make any announcements but it is clear from some of the details given in the AGM and in private discussion after that contracts with one British and one German OEM are very well developed with ST seen as the only choice for the models/versions under consideration.""The company raised money at the time principally because it was skint. That said though, a significant percentage of the new capital has been invested in developing their manufacturing process and recruiting a strong team of experienced engineers. All this team was at the AGM - and were allowed to talk freely and candidly. There is s very strong sense of purpose about the company now; and I would fully expect them to announce a new manufacturing site within the next six months on the back of an automotive OEM contract. Naturally such a development will require additional capital and no doubt shareholders will once again be given the opportunity to take part although it would seem the business is attracting plenty of interest from new investors who see the business as a high margin manufacturer with limited competition.I can easily see the company manufacturing 100k discs within 5 years, selling them at £500 each with a 50% gross margin."
Reduced weighting Hi All,Decided to reduce weighting in these and take advantage of the strong share price at 6.25 today.Banked 96% gain from purchases made August 2011 around 3.10 - 3.11 so quite happy to bank some profit. Will continue to hold remaining and re-purchase in any general slide.Maybe also reduce on another account if it continues higher.GLTA
NCC to enter FTSE250? Yesterday's acquisition and placing will almost certainly put NCC in the FTSE250, prompting additional buying from trackers, institutional investors etc.NCC aims to be the "world's leading cybersecurity player":[link] NCC are after more acquisitions with their new firepower:[link] "The extra financial firepower will be used for more acquisitions, said Rob Cotton, NCCs chief executive. The company, which has a stock market value of £632m, is seeking international expansion as cyber security threats to corporates increase. NCC said the addition of Fox and its 250 staff will increase its ability to foresee new threats. The Delft-headquartered specialist gathers intelligence on hackers and their techniques from the so-called dark web and other sources to help bolster defences. Mr Cotton said: We need to get on the front foot and get into the dark markets where vulnerabilities are traded. "This Dutch article on the Fox-IT acquisition is interesting, noting that Fox-it now has almost 30m turnover.This is around 20% up on 2014's 24m per the acquisition RNS, continuing 2014's growth rate and implying probably over 4m PBT for 2015. Similar growth, with synergies etc, might see say 5m PBT for the coming year under NCC.So although at first glance the acquisition may look pricey, this may well not be the case:[link] "Fox-IT was founded in 1999 and now generates turnover of almost 30m with a workforce of 220. We needed a partner to expand internationally, founder Menno van der Marel told the FD. The takeover has no consequences for staff or location, co-founder Ronald Prins said. We will remain a Dutch limited company operating under Dutch law. Much of Fox-ITs work is for banks and the government."
Re: Results Geldman,"Paying a dividend from the proceeds of selling off surplus land smacks of desperation."Not quite fair. The divi was covered (but only just) by the earnings excluding the land sale.LKH on the flybridge
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