OmniChart

SER akaDolly 21 Nov 2015

well I did a daft thing I gathered together a load of bombed out stock, sold it and with the proceeds, just under £3k I did take a gamble. Bought into Sefton at around 35I did that because I felt with Jim Mellon appearing to back the group, it gave it some credibility. Appearing on photo shoots etc, you could say he looked a willing supporter. Also he was part of the consortium that put some money up. Of course, he wasnt to know what it was all about was he? Yes wellOne big drawback to reading the Sefton bb was the necessity to see what a couple of bloggers were up to and what they had to say. Well...................what can you say, downright curl up and die cringeworthiness.....a right royal creepinessJust had a look at the LSE bb and a blog site of one.....Can I suggest we all pull up a chair, some popcorn..................and just wait. It shouldnt take longOne said blogger says that considering part of his family ran the country it would seem a good opportunity to claim back some licences. He says to wait and see how he gets on with government change. He appears to be discussing government change of ZimbabweHe then goes on to promote the Rhodesian National Anthem on his blogOn his twitter page he advertises the Rhodesian National Anthem 1965=1979So, have I got this right. A chap who considers his family ran Rhodesia is now going back to Africa, to claim back some licences. Not sure if he intends to wait until Mugabe is no longer in power, but then, maybe expects things to go back to how it was beforeLike I say, shouldnt take longPerhaps we suggest he gets a farm, that would be good fun to watch

FCPT grapheve 21 Nov 2015

Re: Why the recent decline ? You are correct, the current yield is 4.4% and the monthly divi is 0.5p. I bought FCPT as a lower price and I was looking at the yield on my holding cost.

FCPT Mr Return 21 Nov 2015

Re: Why the recent decline ? Hello fellow FCPT investors. I wondered what your view is on the recent decline in FCPT share price and did a longer scan with the google's help trying to find news. I would appreciate your feedback on the following thoughts. The 2015 half year statement showed that the dividend cover is only 0.7 i.e. not sustainable to be paid for i.e. years. In previous years it was as high as 3.5. I read that FCPT invested ~9% into an office complex in Aberdeen. With the oil industry aching under the 40-50$ price per barrel Aberdeen is probably in decline rather than on the up as an real estate investement destination?Then, FCPT let Gatwick office space to Virgin, but 18 months rent free?! Also I recall that supermaket space is let to ASDA but the store is closed. The letting agreement is to continue.With the recent dreadfull terrorist attacks on the continent I wonder how that affects shopper sentiment to go out on into the heart of Lodon to St. Christopher's place and whether this has an impact on the tenants balance sheet.Last but not least the FED will incease the interest rates,only by a margin I reckon maybe 3 or 4 0.25 % steps. Might this be enough to affect mortgage rates in the UK at all?I image I noticed in the volatile period since August 2015 that if the overall market drops FCPT is steady or even goes up. If the market goes up FCPT is more likely to drop. I wonder whether it is used as a cash park since no stamp duty is to be paid due to the fact it is a trust i.e. short term purchases/sells are cost neutral. But the trade volume is surely to small for this to be attractive?Last but not least the NAV is based on RICS surveyors assessements which is on paper but there is no guarantee that gains can be realized. Next year the NAV might not rise but drop perhaps in case London property prices really do take a nose dive.The dividend yield ~4.3 % is very attractive but is it real? Does anyone know how it dropped so within a year from 3.5 to 0.7? One more thing: Is it correct that the board of directors is averaging 60 years of age?! Is that "normal" or an indication of an non rejuvenated trust?Looking at the above i wonder whether FCPT is earmarked for a serious correction, down to 1.10 to 1.25 levels. Where it would be an interesting buy again?Stay in or sell? I appreciate your thoughts.

QPP melrosian 21 Nov 2015

Re: Better than nowt but .......................no it isnt.Mel

HLMA LK Hyman 21 Nov 2015

Re: Uncharted heights Hardboy,"there's no where else on iii that we have that."Try the BP board, m8. Great knockabout stuff there, and occasionally some stuff relevant to BP if you have it or are interested in it.LKH on the flybridge

CRU dave297 21 Nov 2015

Re: Chart Breakout Interesting first post ,number biter, & I presume that,somehow,you are short.You may well be right as CRU has failed to excite or produce decent results for many years or ever,having formerly been dependant on 1 major product line(media products) which has been in decline for as many years.However,if ever the cycle is to be broken it us around now ,with view to major diversification over the last 2/3 years resulting in various different. Income streams & seemingly shrewd acquisitions.The weak oil price should result in a reduction in our cost of sales & consequential improvement not in margins & following recent contract wins for £2mill for the production of totes/crates & our recent cheap acquisition of the assets of Neiman. we are likely to report record profits for the 6 months to 31 Oct & an expectation of a record year.Our historical net dividend is 0.7p ,which could be increased this year resulting in a decent yield.I started buying a few years ago & my average cost is about 11p so this has not been a bad investment for me but I recognise that a further setback ( such as the bad debt last year) & our SP will plummet back towards 10p or less.

QPP shovelier 21 Nov 2015

Re: Better than nowt but Ha ha. The full half hour please.Yes that's right. There should also be money coming back from the cases that S&G bought in the deal.

BVS Eadwig 21 Nov 2015

Re: Strong Update - Price crash Hydrogen Economy,Fantastic response, you are too modest about your own knowledge and abilities.I too have been adding on weakness in some areas of the sector. You might like to check out INL, a small company with an interesting mix of income from house building, rentals, including on affordable property within developments and commercial, plus brownfield specialist consultancy and gaining planning consent before selling on land plots.TEF I'm sure you have looked at before. Just done a placement at 360p that has dragged the share price back, but allows it to extend its sales pipeline by 50% to £1.5 Billion. Brownfield, London specialist with outstanding growth prospects.ESP A student accommodation specialist, with conversions and new build offering premium accommodation throughout Britain. Primarily a dividend play as it will return 6% on its initial offering price + rpi each year. Any capital appreciation of assets will just enhance the share price from here. Early days still to get in on this one if you're interested. Plenty of discussion/info on the ESP board.I also hold PSN, for the record, still the best of breed amongst the big boys, in my opinion. Although some question about how to proceed with their return of capital to shareholders now the law has been changed. Director's families still buying shares - almost always a good sign.

FKL Ekati 21 Nov 2015

Re: Interims! It will stay so till we hear what they are going to do.

SGZ vfb 21 Nov 2015

Ambitious Time to be honest guys and girls , other than me how many of you read our RNS's at least three times and attend every event that Scotgold are involved in ? Sad I know but it does reap its benefits .Lets start with a couple of Cash Flow Reports;Dec , Development $A 175,000Sept , Development $A 200,000I wonder what that Development was for ? Was it for Cononish , was it for something else ?From our Annual Report 2015 [link] Resources Limited SGZ France SAS Scotgold Resources PortugalSo you look on from there :The request filed by SGZ France is called "Olivet License" and covers an area of 373.5 km² and a term of five years.The request filed by SGZ allowed France is called "Penlan" and covers an area of 66 km² and a period of 5 years.The request filed by SGZ France is called "Vendrennes License" and covers an area of 303 km² and a term of five years.I'm still looking and I am still finding , more to come

QPP eagle51 21 Nov 2015

Re: Better than nowt but shovelier..........you're missing my point.I was simply saying that, measured against the new share price you have suggested (£1), the directors' promised return of the whole of the balance of the escrow account to shareholders - assuming it isn't needed to settle valid claims made against it by S&G - equates to £1. So, assuming you believe the directors about all this, the net cost of an investment in the remaining businesses that make up Quinell (Watchstone Group plc to be more precise) would be 'nil'.Whether it is worth more depends on what the new CEO tells us next month (or whenever he decides is the right time).That's all: [link]

OXS Brookie Boy 21 Nov 2015

Volume and price up Even with a known seller, SP has crept up and with decent volume. Could this be THE week? Am so tempted to buy - gamble a grand, make £5-10,000? Would be very nice for Xmas

QPP shelley441 21 Nov 2015

Re: QPP Stream Log quindell - im a rookie investor!

QPP shelley441 21 Nov 2015

I voted "Yes" in the Quindell poll: Will this ever get to 200p? [link]

QPP shelley441 21 Nov 2015

someone please tell me how the return of capital is paid? Is it paid back to SIPP or cash to me?