LSELondon South East
IIIInteractive Investor
DTMdiscussthemarket.com
SRX donkey derby
19 Nov 2015
Re: Latest presentation... Sisay would like SRX to break into the Chinese market. He will have an increased production facility when Gangama comes on line end Q2 2016 if all goes according to plan. The SRX rutile is high grade.
PDL Shotry
19 Nov 2015
Re: Added real shares at 54 I see your 69/70, although I'd have 67 as a safer exit. Having said that. I'm super cautious and have set a sell for 62.5. That'll do me and I'd even close out to have a clean account without achieving that. This is not a core or conviction position for me. Just quick (hopefully) in and out.
ARM DaveHughes
19 Nov 2015
Re: ARM, STONKING Day Ahead??. ARM's fortunes are not as closely linked to Apple's as many appear to think!
HLMA Yertiz
19 Nov 2015
Re: Uncharted heights Really are pushing onwards and upwards. Still no sign of LG - please send her my best if anyone finds her! New director appointment seems to be the catalyst for today's rise, more quality added to the stable.
can anyone explain why is it showing as everyone has bought in at 1p on HL.co.uk?
JIL SonOfBuffett
19 Nov 2015
Legal & General It looks as though L&G and nearly tripled their share holding in Juridica? Now why would they do that?
PRG Guitarsolo
19 Nov 2015
Re: Not good news.....PRG delisted on 16... Thanks Pharma B, Philip Manduca is one of the main reasons that we are all invested here, I'm sure. He is heavily invested (about 20% of the company I recall) and I do take comfort from that. You may also be right that this is a shrewd tactic from PM to prevent the price falling too much and allow the debt holder to cash in the debt for a load of shares on the cheap (at 90% of current share price). That said, running a publically listed company (even AIM) puts everything in the public eye in a way not true of a private company. Everyone is watching and when you have deadlines that aren't reached you pay the penalty with the share price. It also allows lenders to be vultures because they can see your exposure and exploit it to get better terms for themselves. I dare say the counterparties that PM has been talking to for finance deliberately took this to the wire and beyond to try and put PRG in an awkward situation. I still have faith in PM and can't sell out anyway! The funding is not huge considering the expectation of $100m turnover not too far down the road. I do follow the LSE board where there is far more chatter about this - it's just that so much of it is inane that I can't be bothered to join in. We have no choice but to sit tight and wait. Guitarsolo
BVS Eadwig
19 Nov 2015
Re: Strong Update - Price crash The fall isn't industry wide, and the only thing in the announcement is that sales remain strong, house price inflation for Bovis is at 7% (1% above the national average released earlier in the week) and all remains on track.The land bank stuff is quite detailed and looks fine to me, but perhaps I'm missing something. There are some experts about on ii that are excellent on that stuff - Hydrogen Economy springs to mind immediately. Perhaps he can enlighten us or give us his thoughts.The one thing that you can say is that Bovis doesn't return the truly stellar figures of a Persimmon or Barratt, but that isn't anything new. I doubt the market was gambling on them suddenly doing so to the extent of 10%, nor do I think it is profit taking given that the price was already quite off its highs.I'm half expecting to see an RNS that a large fund sold its whole holding. Strange time to do it just as the expected figures for the year were more or less confirmed at the top end. Time will tell I guess.
CHT Vipers Ox
19 Nov 2015
Re: Great trading statement today FinnCap Morning Note:Towards the top end of high expectations CORPConstellation has confirmed that full-year EBITDA is expected to be towards the top end of expectations. Strong EBITDA growth on last year is being driven by organic growth and the successful integration of acquisitions. We are leaving our forecasts unchanged and reiterate our view that Constellation is executing on a large, defensive and growing opportunity. Towards the top end of EBITDA expectations. We forecast FY 2015 EBITDA of $22.6m up 59% on last year as both acquisitions and organic growth contribute. Driven by the size of the opportunity and Constellation's efficient model, we forecast EPS growth of 43% this year and 26% next.Large and growing market opportunity. The US medical billing market is worth $37bn pa and growing. It is highly fragmented and needs to consolidate to provide clients with the efficiency improvements and cost savings they are seeking. Significant value from acquisition model. Constellation has confirmed that the integration of acquisitions is progressing well. The group aims to rapidly build a large US medical billing provider by buying smaller billers at 5-9x EBITDA, and growing their profits by 2.5-3.5x by moving jobs to its captive BPO in India. Strong organic growth. H1 organic sales growth was a very healthy 14% in the Billing division, with 40% of this from existing clients, and we expect this pace of progress to have continued in H2. The group has confirmed today that organic growth is strong. Strategic additions. The three acquisitions since IPO have strengthened the technology base and marked the entry into two new market segments. 71% upside to target price. Our 280p target price equates to a FY 2016E EV/EBITDA of 9.4x, a 32% discount to our peer group, despite the prospect of significantly faster growth in EBITDA.
BVS dazedandconfused
19 Nov 2015
Re: Strong Update - Price crash i would have expected to have seen the others fall significantly in concert with Bovis, so i can only think this is something in the announcement (which i haven't read in detail). Information i have on the South & East office workloads and sales suggests nothing is slowing down the recent increase in activity (and profitability). Topped up myself but missed the sub-£9 low!
SAB Uncle Doug
19 Nov 2015
Brokers Positive Summary : easy money here for the patient - no brainer.17/11/2015 Broker: BNP Paribas Rating: Outperform New Target: GBX 4480 Maintain17/11/2015 Broker: Nomura Rating: Neutral Old Target: GBX 4000.00 New Target: GBX 4400.00 Downgrade16/11/2015 Broker: Bernstein Rating: Market Perform New Target: GBX 4300 Maintain13/11/2015 Broker: Natixis Rating: Buy Old Target: GBX 4100.00 New Target: GBX 4400.00 Maintain13/11/2015 Broker: Berenberg Rating: Hold Old Target: GBX 3920.00 New Target: GBX 4400.00 Downgrade13/11/2015 Broker: Investec Rating: Hold Old Target: GBX 4000.00 New Target: GBX 4400.00 Maintain12/11/2015 Broker: Canaccord Genuity Rating: Hold Old Target: GBX 4300.00 New Target: GBX 4400.00 DownGrade12/11/2015 Broker: RBC Capital Markets Rating: Sector Perform New Target: GBX 4400 Maintain09/11/2015 Broker: Mirabaud Securities Rating: Speculative Accumulate New Target: GBX 4400 Maintai
RRR scotchoverice
19 Nov 2015
Hey look..AM more jam tomorrow
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