JLP about to move up... news very soon
Re: placing Courtier,Looks like INL are getting the hammer today. It can only be because of the director sale, yet he still owns 7.5% of the company! Other directors plus him own a total of about 25%. I wish a few more of my companies had directors so invested in the game.I may well buy more there, although not the same sort of dividend encouragement TEF at these prices. Not that I'm stuck on dividends, but profits can't go on rising at the same rate forever and then we'll see the multiples being paid easing somewhat.I like your choices. I hold PSN (best of breed, in my opinion) and Bovis (not such great execution, being hammered by the markets also after a strong trading update) as well as TEF and INL. I sold all my BDEV having got in at an average @100p back in 2011. I also like ESP (Empiric Student Properties) for a different kind of play on property rental and what I see as a bull market in UK University education. High yield of 6% + rpi going forward with the 'chance' of NAV growth if property prices continue to increase. Looking to buy more after I missed their final IPO last month, but I don't think they've had a down day since.
Re: Alibaba I would assume the following1. The trust offers exposure to China equities that are not available to western investors. Not so for Alibaba since the US listing. 2. Alibaba is heavily dependent on trade / exports so not part of traditional consumer services sector that continues to grow at the moment.
Re: : Ess Well it does not matter whether he has got a golden hello or a golden anything else,he has put 1 Million in to the company.He did not need to do that, he could have made a token purchase.The pension news was surely material information, so I cannot see how directors couldhave dealt without the market being aware of that fact.It's a 1 Million and 200k Buy, whether it's great timing I have no idea,but in my book the CEO now has skin in the game, good for concentrating the mind IMV.
Re: On the turn? Based on the old adage about profit warnings coming in threes, I'm in no rush to buy here and will wait and see if Brikho has any more bad news to deliver over the next six to twelve months.
Div due 17 Nov Has anyone received their Nov dividend?[link] dividend In line with its dividend policy, and as a result of a stronger Q3 performance, the board of Seplat has agreed an interimcore dividend of US$0.04 per share. The dividend will be paid on or shortly after 17 November 2015 to shareholders on theregister at the close of business on 29 October 2015. The Nigerian shareholder register will be temporarily closed on 30October 2015 to enable the Companys registrar, DataMax Registrars Limited (DataMax, to prepare for the payment ofthe interim dividend.
Re: looks good Sorry about the typos, on my previous message...Shouldn't do this from my iPhone with prediction text on...
Re: : Ess That's what I saidHalf year period end 31 Jan (or there about), results published End of MarchFull Year period end 31 July (or there about), results published End of Sept. I think if I had £1 million to spend on SMIN, I would have purchased at a more advantageousprice, and probably not all in one go !Perhaps he got a Golden Hello !Baring in Mind this years profits are more skewed to the second half than before, the share price is likely to come under pressure within the next 3 to 4 months.Perhaps he's already got the rabbit in the hat !
Re: looks good Hmm... Not sure it looks good!!!Mr Reynolds which has just been appointed as director, seems to be a specialist at dissolving companies...Looking at his previous history, he seems to resign an company going in to administration.Hope I'm wrong, but you have been warned.Unfortunately I've in the unfortunate position of seating in a large loss or I would be cashing in my holding ... As they say let the dice roll
LANSTED selling large chunk again. SMS logged re not knowing of any reason lol
what's next I don't know what's next for this company.. fairly well run but limited upside.
NEW ARTICLE: Stockwatch: Is this the next ASOS? " Is "the next ASOS" taking shape? LSE:ASC:ASOS soared from 50p in 2005 to 7,050p by early 2014, and at 3,200p it now trades on a multiple of 55 times forward earnings - having averaged 85 times in 2014 - while paying no dividend. Capitalised near ..."[link]
Re: AGM report Many thanks Lion Rock for your patient explanation. They sound like a group of intelligent hard working individuals still searching for a sector which promises steady growth and where their expertise and technological advantage will be a barrier to competition. Easy to say but hard to find, yet until they do there will always be the risk of a return to the situation at the start of the year where there was a dearth of orders and an apparent lack of direction.. They should ask you to become Director of Strategy but until then I will leave you in peace and look forward to watching developments. Thank you again.
jim slater always been a big fan of his. thx for all the tips. rip
Re: CRV 6.56% Up buy and hold.imho strong funding.
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