OmniChart

JMF sinking ship southward 23 Nov 2015

Article [link] sure if there is any life on this board?

SOLG Bounce456 23 Nov 2015

Hello Solgers

AVON II Editor 23 Nov 2015

NEW ARTICLE: Avon: Burning rubber "Unlike the previous decade, in recent five years Avon Rubber has been relentlessly profitable. The re-energised supplier of gas masks and components for milking machines could be turning into a broader, stronger, specialist.In Avon ..."[link]

MTR scotchoverice 23 Nov 2015

the real question for me is revenue. Revenue will dynamise the MTR model because it wont need further HNW investment and be financially self supporting. So when we see an RNS saying we have producing assets or are acquiring a share in a producer i think things will change materially.

IMIC HPC Follower 23 Nov 2015

Re: Loan Notes due to ex_Aferro sharhold... Since IMIC have not told ex-AFF shareholders nothing more, payment in shares is most unlikely given the dilution implied with so much "loan cash" buying IMIC at their very low price (even if they could do with the money) and I'm sure they have no intention of going out of business ahead of iron ore price increases to justify the work planned to meet long term iron ore needs in China, it seems to me that we will get out cash through loan re-payment.I hope so, as I could usefully do with the money...

BVS Hardcore Uproar 23 Nov 2015

Re: Strong Update - Price crash The only trouble with the poster Hydrogen Economy is that he only looks at the micro aspects & forgets the macro. He probably would have been posting the same kind of analysts in 2007 about house builders, you can see the potential floors in these kind of post & how investor minds are trenched in the past. It is not the passed you are concerned with it is the future. Notice with this H/E, that he presents virtually no forecasting & the effects of different scenarios. Could the "skills shortage" be a cover for hiding other problems? Always think & question. In the past we have witnessed many a poster publishing this type of analytical assessment only for them to fall flat on their faces. They take the accounts as some type of gospel, everyone should be well aware of the questions of competency surrounding any of the four big accountants. But for many it´s the same as before. Those that haven´t the ability to be critical, question more.But H/E analytical analysis is floored because it is looking at one side, how can any decent poster ignore the macro (customer/demand)? You cannot ignore out of hand consumer debt ratios. You need also to consider bank/government solvency. They will not because the outcome scenarios become far less certain.

ATC nat-king-coal 23 Nov 2015

Set alight Come on Mr/Mrs best buy a few more andset this coal alight.

HOME pearlsasinger 23 Nov 2015

Re: Rumours The shorters will not be too happy.Large volume today --but that could be some shorters closing theirpositions?(holder)

RGM GRAMPSAV 23 Nov 2015

Re: Take your pick So the company's emphasis is "on generating cash flow and returns for investors"Well a new Board Of Directors who can recognise market trends and realise investments timeously could be a good starting point.As to the horse hill losses, how naive and misguided can this BOD be to think there would be short term production from this type of oil discovery.

CWC idontwanttolose 23 Nov 2015

John Malone: the mystery method behind a media empire From the TelegraphHe has more money invested in British media assets than Rupert Murdoch and at times has been a more successful investor than Warren Buffett, but the name John Malone still draws blank faces from most people outside the City.Even inside the Square Mile, the 74-year-old behind Virgin Media, All3Media, a big chunk of ITV and soon Cable & Wireless has a mystique born of fascination and admiration.“There’s definitely an air to Malone,” said one senior British media executive who has had dealings with companies controlled by the so-called “Cable Cowboy” over the years.“Everyone is trying to work out all the time what he is thinking or what he will do next. I’m sure he cultivates that.”Malone is a master of financial complexity. He has a doctorate in operations research – the use of advanced analytical methods for decision-making – and uses it to simultaneously bamboozle rivals and maintain a predictable style of management that has won him a loyal following on Wall Street.One longtime backer, Denali Investors, was so enamoured that two years it published a dossier entitled The Malone Complex – a study in financial brilliance.The pending £3.5bn takeover of Cable & Wireless by his international cable group, Liberty Global, is just the latest study in the Malone Complex.On the surface, the deal straightforwardly expands the company’s presence in Latin America, where a young population and long-term economics mean telecoms and media companies see strong growth.The nuts and bolts are meanwhile textbook Malone. Paid for mostly with Liberty Global stock, the deal is in fact composed of three offers: Malone and two other major shareholders in Cable & Wireless effectively accepting a lower price to get the takeover done.Liberty Global will fold Cable & Wireless’ equity into a special stock class, LiLac, created to give direct exposure to Latin America for those investors who want it. Malone, who already owns 13pc of Cable & Wireless, will be paid in LiLac stock, while other investors in the British company will get Liberty Global shares.The complexity only increases when debt and tax planning is considered. Although Liberty Global said it was unlikely to be able to use unrecognised Cable & Wireless tax losses of $7.4bn, those who follow Malone saw a longer-term plan. Analysts suggested a tax loss of $1.1bn could be used to reduce bills if Liberty Global one day sells its UK assets.

UBI starastar77 23 Nov 2015

Re: Disgruntled Well, CDI, it was Kestrel, but not as you'd envisaged!OK, so I guess we've got two scenarios:1. Largest shareholder is hopelessly out of their depth, has panicked and hoovered up all available stock on a desperate 'double or quits' strategy.2. Savvy largest shareholder has mitigated poor share price performance by almost doubling its stake on a 'conviction buy' basis.I hope it's the latter!

GEM goldminer70 23 Nov 2015

RNS ~ Results Jaipur Auction Gemfields plc("Gemfields" or "the Company"Results - Jaipur Emerald Auctions23 November 2015Gemfields plc (AIM: GEM) is pleased to announce the results of its auction of predominantly lower quality rough emerald extracted by Kagem Mining Ltd (which is 75% owned by Gemfields and 25% by the Government of the Republic of Zambia) in Zambia.The auction was held in Jaipur, India from 18 - 21 November 2015 and the proceeds of this auction will be fully repatriated to Kagem Mining Ltd in Zambia, and with all royalties due to the Government of the Republic of Zambia being paid on the full sales price achieved at the auction.HighlightsThe Kagem Auction· Record auction revenues for lower quality auctions of USD 19.2 million;· New record of USD 4.32 per carat for lower quality auctions;· Highest number of companies placing bids (since Jaipur auction of March 2011);· Of the 5.07 million carats offered for sale, 4.45 million carats were sold (88%); and· 20 Kagem auctions held since July 2009 have generated USD 379 million in total revenues.The Kagem Emerald AuctionA total of 29 companies placed bids in Gemfields' second auction of Kagem production in the current financial year. The auction marked the first auction of predominantly lower quality rough emerald outside Zambia since June 2012.The auction saw 5.07 million carats of lower quality emerald extracted from Kagem placed on offer, with 18 of the 23 lots offered being sold, generating auction revenues of USD 19.2 million. The auction realised an overall average value of USD 4.32 per carat, a new record for lower quality auctions.Goldminer70

PRG Guitarsolo 23 Nov 2015

Re: Not good news.....PRG delisted on 16... Hi PB, I hope you're right about the reiteration. PM knows the rules so he should also know how to play the game when it comes to announcements. We're still de-listed for the moment. but I hope it won't last long. PM is making that speech at the mining conference in early December. I am sure he won't want to be speaking as CEO of a de-listed miner!Judging by the time of your post (3.30am GMT/Zulu) you're either an insomniac, a bored security guard or in somewhere West of the Atlantic! Sorry, these things always occur to me, Holding on.....Guitarsolo

MML Topalov 23 Nov 2015

Re: Proposal to relist Medusa Mining on the... What benefits will there be to MML of listing in London? I beleive there wa relatively little trade in London when it was listed previously. Isn't there sufficient liquidity on the ASX? If I was an Australian based shareholder I would want to know why the extra cost is worthwhile.

TEF Jackson59 23 Nov 2015

Jim Slater So did I. I enjoyed his articles. RIP.