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RNWH gretel 24 Nov 2015

Increased 425p price target WH Ireland have increased their target to 425p:[link]

SOLG Bounce456 24 Nov 2015

Still lots of holes to drill and so how can a resource be guaranteed?

CRE gretel 24 Nov 2015

P/E of 8.6, 3.7% divi yield To prove my prior post, Edison have just issued a new research report, presumably discussed with management.They have new forecasts of: this year : 13.4p EPS, 4.3p divi next year : 14p EPS, 4.5p diviThey've only reduced forecasts by 5% - "slightly" as indicated in the RNS, and they're expecting a net cash position by year end:[link] "Valuation: Substantial discount to peers Creston’s share price has drifted back over the last couple of months and the valuation now stands at 6.8x CY15 EV/EBITDA, a 23% discount to the marketing services sector, with a similar discount a year further out. We would expect this discount to start to close when the newsflow becomes more consistently positive as the new business momentum gets translated into a more robustly improving earnings stream."

DLAR geldman 24 Nov 2015

Re: Results When I posted a sell recommendation on 17 november the price was north of 550. These results are truly appalling.A summary from iii saysProfits tumbled by 38 per cent to the six months ending 26 September, from £20.6m in 2014 to £12.8m.Group sales were down five per cent from last year, to £204.8m.Profits in the core currency business were down to £13.9m, from £17.2m the year before.The company's cash processing division, which operates cash-sorting machines and accounts for around ten per cent of the group's revenue, dragged the results down after reporting losses increased by £1m to $4.7m, and sales dropped 37 per cent.The company has launched a "root and branch" review into the division's poor performance.PLEASE NOTE margins are down by 25% and a 5% fall in revenue resulted in a 29% fall in operating profits. The dividend is hardly covered and must be at risk this year.WHAT A CONTRAST BETWEEN THE COMPANY SPIN AND REALITY.

AMA Bubsy the cat 24 Nov 2015

Re: Cash ! From a recent Q&A session between Tom W and John McCloin a week or so ago:Q. How much cash do you have and how long will that last?A. We had US$13.6 million at the end of June and since then we have continued to reduce our overheads. We expect our current cash to last until mid Q3 2016 at the current burn rate and we’re continuing to implement cost saving initiatives across the company.

KMR ALAN22211 24 Nov 2015

30/10/2015 Broker: JP Morgan Rating: Neutral Old Target: GBX 3.00 New Target: GBX 2.50 Maintain 27/10/2015 Broker: Goodbody Rating: Hold New Target: GBX 6 Maintain - I have just seen this which is interesting to yesterdays debate with regards to 800% increase on share price from a sale to Iluka.

SBS d gaser 24 Nov 2015

Harwell capital up from 19.25% To 23.54% This company and its associates seem to be building a big stake in SBS ?BE HAPPYDAVE 3. Full name of person(s) subject to the notification obligation: iii Harwood Capital LLP (as investment adviser/manager) and North Atlantic Smaller Companies Investment Trust plc 4. Full name of shareholder(s)(if different from 3.): iv 1. NORTH ATLANTIC SMALLER COMPANIES INVESTMENT TRUST PLC 2. ORYX INTERNATIONAL GROWTH FUND LIMITED

IMM rpg7 24 Nov 2015

Re: sp action Whoops time to upgrade my abacus.

AMA Hanky Panky 24 Nov 2015

Re: Cash ! Sorry no answers but I like the questions. I hold both KEFI and AMA and the stories are similar. Wonderful future if only they could get the funding. Oh yes, a rise in the price of gold would help. Very quiet on here are we the only ones left?

BVS Eadwig 24 Nov 2015

Re: Strong Update - Price crash Hmm, fat fingered editing removed part of the third paragraph from my last post. The full paragraph should have read :It has improved performance despite the planning delays, which have only pushed back the analysts [level of] expected improved performance to next year... So, has the money just moved out for a year and will be back? ... Or do investors feel those higher margin opportunities have now been missed?

PUR noidea1960 24 Nov 2015

Re: Improved return coming I agree.I reckon conservatively net proceeds should be at least GBP60m therefore at least 200p.So there is money on the table until ST does an update.

VGM ExpatBill 24 Nov 2015

Re: Just received from WH Ireland re VGM... Hi Portia - Yes have decided just to take the offer of 3.72p per share . I think the charge by WH Ireland is excessive but I guess it IS a special account that they have had to set up especially for the VGM share purchase scheme so will bite the bullet and pay to sell rather than hold as the future prospects of VGM shares being re-listed look obscure. I'll probably put the proceeds into FRES - a good divi paying mining company and a good play on the silver and gold price.

PCI Fusion98 24 Nov 2015

Re: Egypt sale Are they selling egypt because algeria is costing too much?Algeria is due to come on line in 2018 and has a shed load of gas.there is such little information from the board i dont even know if this company is solvent any more.I was initially under the impression that the daily income from production was enough to keep the lights on, its really not good news if they are selling the family silver at such a rate.Anyone like to comment?Fusion98

CAZA indolent 24 Nov 2015

Re: Frack me! - don't shot Delboy,To cut a long story short either your ego and apparent stupidity or an agenda aligned with a need to defend your blogging reputation make it impossible to have a conversation with you which I've tried a couple of times by asking questions. I would like to say more but under the circumstances of where holders find themselves with this one I won't. I'll leave it at .... you were the only one here (and on other perhaps boards too?) to suggest Caza was still profitable in October and the oil market rout was no spring chicken by then.

BVS Eadwig 24 Nov 2015

Re: Strong Update - Price crash H2, "Funnily enough I see that I had run a forecast after H1 update and got lower EPS than 87p so I guess i should have seen this one coming."The price drop is still a puzzle to me. Bovis was never showing the same sorts of margins as the other comparable builders, nor did it predict that it would, not to the tune of the size of fall that we have seen, anyway.It has improved performance despite the planning delays, which have only pushed back the analysts expected improved performance to next year... So, has the money just moved out for a year and will be back? According to the statement, demand remains strong with the average selling price up 7% this year. Better than average. They expect an operating margin of over 17%, which, a lot of FTSE 350 companies would give their right arms for.They expect rising costs in some areas, but the cost of materials for both plumbing and wiring houses and developments must be substantially cheaper, along with fuel charges for running plant during construction. So there are swings and roundabouts there. Eg. I wonder how much copper piping and wiring have fallen in price in the last year - Bovis must surely be big enough to force economies out of suppliers? Perhaps the halving of the copper price hasn't yet filtered through and benefits will be seen next year?Bovis @870p at the moment, that's a P/E of just 11 and much less in the out years, and a yield of well over 4%. Again, fundamentals many FTSE 350 companies would give their eye-teeth for.As for Hardcore's 2007 doomsday scenario "look at the accountants" - I suggest he look at the balance sheets of builders pre-crash and now, and then report back with what similarities he sees. UK builders are different beasts to what they were. If they weren't, we'd have seen unbelievable M&A activity in this sector over the last 4 years of fantastic growth. If we do start seeing such activity at high levels in the sector, that would be a worrying sign, I believe.Strong Buy at these prices, I can't see any reason why not, far more upside than downside, in my opinion.