OmniChart

STG ybhere 25 Nov 2015

Stellar, SOLO & UKOG Courtesy of bullshirt on the UKOG Discussion,[link] 12 minute video with the CEO of UKOG well worth a watchYB

CIR LK Hyman 25 Nov 2015

Re: Bought Games,Welcome on board! As a GSK holder as well as a CIR holder I was in two minds about CIR's tab displacing GSK's.Woody is a CIR fan but, nevertheless, I feel that its clear and specific focus on allergies and, specifically, allergies that affect a lot of people merits a buy.LKH on the flybridge

CIR gamesinvestor 25 Nov 2015

Bought In for the first time.278 entry --- for the long term I assume.Let's hope they can dislodge some of GSK's market share, especially since lightening my load on GSK itself, the lumbering giant that it has become.Games

OXS daviduzbek 25 Nov 2015

Re: Indaknow cult This i can confirm, i actually saw some of the gold at the refinery as dore bars when Bill True was CEO.The fact remains, Oxus did not get the financing in order and lost the concession as per contractual terms, which they were well aware of. There may be some compensation due, but this is certainly addresed in the fine print of the concession contract which Oxus signed with the Uzbek government, it all comes down to the interpretation of this document, which i suspect will be subject to Uzbek or Soviet law.

SBS Ambiorix1 25 Nov 2015

On the way to merger or takeover? Very strange maneuvers indeed but definitely orchestrated. First Henderson, and then Oryx and NASC, have been building their stakes in SBS since early 2014. ORYX came above the 3% margin in Mai 2014. All the others behaved as window-dressers, Miton, Griffiths etc. coming in and out from time to time. We know Henderson, ORYX and NASC are all hands on the same belly and we also know Christopher H.B. Mills is the man who pulls the strings behind the curtain. All these moves are very similar to what happened with CELCIS in early 2009. History is repeating itself, only some names change. But what happened two days ago puzzles me. On the list of trades of that day, there were two trades of 15 mil+ shares. That is why I first thought Artemis was the seller. Their holding is just a bit more than 32 mil shares. I don’t know if this is possible but another explanation could be, Griffith selling 15 mil shares, and the SBS marketmaker keeping them just a little while, and sells them less than an hour later to NASC. Hence two trades of about 15 million shares which I interpreted as a total number of shares of 30 million shares. Am I wrong? Can somebody enlighten me on this one? Anyhow, SBS is now fully controlled by the same man behind the curtain. In the CELCIS case the company was pretty soon sold but only at a small premium (10% above the last SP at the most). But since SBS was formed by a merger with former VINDON it just could be the prelude to a new enlargement of the group. And then Cyprotex could be the one absorbed. ORYX is one of Cypro’s main shareholders and their activities could be a win-win situation for both. Time will tell. We’ll know one day which rabbit Mills gets out of his hat. Since Henderson and the tandem NASC - Oryx control almost 50% of SBS this day must come soon in my opinion. Ambiorix.

BVS Eadwig 25 Nov 2015

Deutsche Bank Targets Not that I pay much attention to analysts, but Deutsche tend to be better than most. I found most interesting the difference of Buy and Hold recommendations on different UK builders.Deutsche has 'buy' recommendations on Barratt Developments (BDEV) (price target 667p), Bovis Homes (BVS) (1,323p) and Taylor Wimpey (TW.) (233p)'Hold' ratings on Berkeley Group (BKG) (3,346p), Bellway (BWY) (2,546p), Persimmon (PSN) (2,131p), Redrow (RDW) (481p) and Crest Nicholson (CRST) (527p).P.S. If the Chancellor today manages to change the housing market to meet the government's target for new builds for home ownership (as opposed to renting), it will create the biggest housing boom since the 1970s, reported the BBC this morning. 400,000 affordable homes with £6 Billion of government money as incentives to the private sector.

BVS Eadwig 25 Nov 2015

Re: Strong Update - Price crash H2,"2015/2016 was expected to be 26%, 20% but now looks to be say 11% 2015. "Ah! From the trading statement I had assumed an EPS more or less as previously expected for 2015. I certainly appear to have missed some additional detail (to the RNS) somewhere."I would think labour cost increases will outweigh any cost reductions of copper or other materials"I imagine this is the case. I keep posting up about copper because I'm hoping someone has a handle on how much particularly copper is a cost component of a new build, average-sized house. No one seems go have an answer either on ii or searching on the net. I expect it is a fraction of 1% of the build cost, so probably not very significant. Far more significant for me, is the principle of the matter in that major builders like Bovis should be making sure that the massive cost saving their suppliers are experiencing should be, in no small part, passed on to them. Such attention to detail is what tends to set apart the best from the mediocore, yet I have seen no builder mention any such cost savings.Labour costs need not be extremely significant cost increases, necessarily. Given the skills shortage, the alternatives are trainees (aged under 25 so new minimum wage-rates don't apply) or workers from the EU. Mind you, so-called apprenticeships seem to be much shorter than when I served mine for 4 years on much reduced wages.Eg. Polish salaries are typically 25% of UK salaries. I know a Polish HGV III driver, very happily working an extended working week, based in London, for £440 per week (against my advice, I might add). Whereas a relatively unskilled English friend working in construction earns twice the amount for similar hours.Anyway, the Chancellor's statement today may well lay out a whole new playing field as it seems everyone is expecting incentives to build new housing to be front and center. Under such circumstances I doubt Bovis will have much hold up on its planning permission applications, provided they're of a reasonably standard nature.Thanks again for your responses. Much appreciated.

TSTL Callun 25 Nov 2015

Re: III article Darn! There's been no market weakness to buy into. SP defying gravity at the moment in a generally declining market. Great little company.

PCI Fordian 25 Nov 2015

Re: Egypt sale You may have been sucked in like the rest of us poor holders. Despite the oil price dropping by 40%, the reserves have been marked down and production is dropping. Who is to know if they were both overstated when the merger occurred but it certainly looks like the BOD were a little over optimistic...Exploration failures and ridiculous costs of exploration for Kurdistan compared to other explorers, combined with the impending requirement to stump up cash for the Algeria development once the free carry comes to a close, means PCI needs to raise cash swiftly. The question is HOW? WV don't agree with the bond issue and they hold 28% of the shares last time i looked!Even if they found the monster Zohr field extends into the PCI block, what could they do with it? Nought as they couldn't finance a turrd polishing machine at the moment. They can only sell up IMO and there aren't too many investors around, especially not one that will trust these clowns based on their track record. However, some are doubling down on gas despite concerns over its price holding strong going forward (Shell consolidating?).I'd be happy if the company sold out to competent management or merged with someone who has the clout to obtain cash to weather the coming storms

AMA forwardloop 25 Nov 2015

info [link]

CPX juststocks 25 Nov 2015

Cap-XX CEO comments on “transformational year” Great to watch this:Cap-XX CEO Kongats comments on “transformational year”[link] he said at DirectorTalk interview:"The Board is very pleased with recent progress made with our large supercapacitors aimed at the automotive market. Our customers and potential partners have undertaken rigorous testing of our products, both in the field and in the lab, over the last several months, with excellent results."

AO TX2 24 Nov 2015

Re: Topped What they need to do to turn this business round is to outsource delivery to DX,advertise on JQW website,buy in software from Globo,seek financial advice from Daniel Stewart,appoint a legal team from Quindell to sort out instant compensation for customers with exploding spin dryers;otherwise I see no future....at least for people who buy over hyped shares.

CPX BuySel 24 Nov 2015

Re: NOVEMBER NEWS!! If so then there will be plenty of volume of the chart below. I had a look and it was a large rise with volume = bullish

IOF II Editor 24 Nov 2015

NEW ARTICLE: Trends and Targets for 25/11/2015 "IOFINA PLC  (LSE:IOF) mentioned on the front page of Interactive, deserves a glance as the share price stinks. What really bothers us is, we'd warned previously of an 'ultimate bottom' against this at 40p and the share spent 2014 poncing ..."[link]

LGO eagle51 24 Nov 2015

LGO going down (like a scuttled ship) Just my opinion, tmhh. I've clarified what I meant, just for you.The price might not be (going down - yet) because people like you are still buying. Beggars belief. It's not as if it isn't as plain as a pikestaff................Keep it up, tmhh - you're good value. Can't criticise you for your loyalty to Neil and DLBoy. They've always produced the goods for shareholders whilst putting their own interests second. Philanthropists that they are.