OmniChart

VLX turbulence 19 Nov 2015

Re: Volex looking good Every morning, a sell of 3 shares - A bit suss?

ECM aimforthesky 19 Nov 2015

Sold a tranche Just sold a tranche at 236.9 next deal buy < 209.65 or sell > 287.83

BVS Eadwig 19 Nov 2015

Strong Update - Price crash Typical of builders, you release a strong trading update and the market hammers you.Down >10% early on, I have doubled my holding at @888p. Must be a great buying opportunity, surely?Not the best of builders, no doubt, but compare expectations, P/E now and going forward and yield with other FTSE companies, and it seems like a no brainer.I think the reaction has been particularly bad on release of the US Fed minutes yesterday indicating a rate rise in December. Everyone believes the Fed must raise first then the Bank of England will follow. Personally I don't think it is so cut and dried.

BLND oldjoe1 19 Nov 2015

BLND, Broker BUYS..... BLND British land......Brokers Buys......British Land Co broker viewsDate Broker Recommendation Price Old target price New target price Notes18 Nov Numis Add 831.75 - 957.00 Reiterates18 Nov Exane BNP Paribas Outperform 831.75 990.00 990.00 Reiterates18 Nov Deutsche Bank Buy 831.75 1,025.00 1,025.00 Reiterates18 Nov JP Morgan Cazenove Overweight 831.75 1,000.00 1,000.00 Reiterates

LMI BigBlackBen 19 Nov 2015

Sell it will be 2p later. Biggest ANC Dole Ofice in South Africa. I will hire more workers after the yes vote---heheheh

GLIF Damp Seaweed 19 Nov 2015

Edison Research If you go onto the company website you will find quite a balanced research note from Edison. It is well worth a read.It is dated very recentlyI need to read it again to consolidate my view.

SNR Greyinvestor 19 Nov 2015

First purchase Sold my loss making PFL this morning and switched the proceeds into SNR. I think that SNR has a better long term prospect of climbing........

SRX Jitter 19 Nov 2015

Latest presentation... [link]

SNR Greyinvestor 19 Nov 2015

Re: director holdings Sorry, only just looked at this board and going out soon.It sounds to me as though the year end will be about £96m profit ie EPS of 18p.Debt now around £154m so may rise to £214m post acquisition.It's manageable as long as earnings don't fall away. My only gripe is that the acquisitions have simply been building size, not EPS. This is a recent issue, and may be caused by a) currency as well as b) price competition.Management has talked down expectations, correctly in my view. I think that these shares may be settling at fair value.I haven't bought but I am thinking......

GBG oldjoe1 19 Nov 2015

Record Number Of Payments.... Home » Market News » BrokerTalk » A record number of payments being processed in the UK in 2024, a payments industry trade body has predicted.vipera-plcA record number of payments being processed in the UK in 2024, a payments industry trade body has predicted.A rise in the number of transactions made via credit and debit cards, the internet and mobile devices will lead to a record number of payments being processed in the UK in 2024, a payments industry trade body has predicted. Payments UK said that it anticipates only a slight rise in the average number of payments each UK adult consumer will make a year by 2024 compared to 2014, from 656 to 679 payments, but that it expects consumers to move away from using cash and rely instead on other means of payment instead over the next decade.The number of cash and cheque payments made annually by UK adults is likely to fall over the next decade, Payments UK said. Next year it is “expected” that “the total volume of all non-cash payments made by consumers will exceed the volume of consumer cash payments for the first time”, and by 2024 it is anticipated that cash payments will account for just a third of all transactions made in the UK, the trade body said. In 2014 cash payments accounted for 53% of the market.“An all-time record 44 billion payments will be made in 2024, up 3.4 billion over 10 years, equating to 120 million payments per day,” Payments UK said. “The increase will be driven by rises in card, internet and mobile banking payments.”Financial services and technology law expert John Salmon of Pinsent Masons, the law firm behind Out-Law.com, said the payments market will be subject to significant reform as a result of impending new EU legislation, the second Payment Services Directive (PSD2). Pinsent Masons is hosting its Global Payments Conference in London on 17 November 2015 where the PSD2 reforms will be a main topic of discussion.“PSD2, now finalised, will open up the payments market to new businesses,” Salmon said. “A greater number of companies will be involved in the processing of payments, creating greater competition in the market and posing a threat to existing business models but also opportunities for new players in the sector.”“This is because the new regime envisages alternative ways for consumers to pay and to gain control over their financial data through technology like APIs on the basis of customers’ consent,” he said. “The opportunity also remains for banks to move first and provide customers with the services that PSD2 will be opening up to other players.”Contactless payment technology and growth in the e-commerce market will see debit cards become more popular for making payments over the next decade, Payments UK said.“Cards (both debit and credit) accounted for 51% of the volume of non-cash payments in 2014, but by 2024 they are projected to account for 60% of non-cash transactions,” Payments UK said. “Within this, the volume of debit card purchases is expected to grow from 9.2 billion in 2014 to 16.0 billion in 2024.”The Faster Payments payment system is also likely to become busier as consumers increase the number of automated credit payments they make, Payments UK said.“In terms of percentage growth in payment volumes, the strongest growth over the next ten years will be experienced by one-off automated credits processed through the Faster Payments Service, which is forecast to nearly double by 2024,” it said.

PFL Greyinvestor 19 Nov 2015

ECM results Fairly grim results out of ECM this morning, which probably won't help. All the more reason for ECM and PFL to merge.....

ARM oldjoe1 19 Nov 2015

Re: ARM, STONKING Day Ahead??. Apple’s shares are going to soar 43%: Goldman SachsArjun Kharpal | @ArjunKharpal18 Hours AgoApple's share price could see a 43 percent rise over the next 12 months as investors shift their focus on the amount of iPhones the company is selling to the number of services it is getting users to pay for, Goldman Sachs said in a note on Wednesday.The U.S. investment bank has put a $163 price target on Apple's stock, up from Tuesday's close price of $113.69 and added it to its "conviction buy list".Goldman says Apple currently trades like a "hardware stock" at an 11 times price-to-earnings ratio (P/E), but with the company introducing services such as Apple Music, it will become more akin to Google or Facebook."Apple's multiple embodies the scars from prior fallen giants in hardware (Motorola, Nokia, BlackBerry, and HP, to name a few). However, we think Apple's business model has less in common with traditional hardware companies, and more in common with companies that monetize mobile users through content and services," Goldman Sachs said in a note."In addition, the recurring nature of Apple's relationship with a customer base that consumes content and services exclusively through Apple's hardware has similarities to service providers such as AT&T or Comcast; these similarities are becoming more pronounced with Apple's new installment plan model for the iPhone, and its expected launch of a live TV service."Apple's stock took a hit earlier this year amid concerns that iPhone growth was slowing. While Goldman agrees, it estimates Apple will still have an install base of 700 million in 2017, up from 500 million currently. The investment bank also notes that it is user base is very loyal and spend much more than Google's Android users. This year, Apple will generate $467 in revenues per iPhone user, above Google's $44 and Facebook $11, Goldman said.‘Apple-as-a-service’ to drive stockBut Apple is still trading at a discount, a view that is likely to change as the idea of "Apple-as-a-service" emerges.Apple recently launched Apple Music, which costs $9.99 a month, and is rumored to launch an on-demand TV product next year which Goldman said could be around $40 a month. Given the number of services being launched by Apple, the average revenue per user (ARPU) could be as much as $150."We calculate a current ARPU of $42/mo per iPhone user, pro rata for the current adoption rates of Mac, iPad, Watch, and services. The theoretical ARPU (assuming every iPhone user has all other Apple hardware products and services) is $153/mo, implying significant growth potential as the adoption of Apple hardware and services increases within the user base," Goldman noted.And this will be the driver of Apple's share price over the next year."We think that view will start to shift in 2016 as Apple's revenues become increasingly sticky and recurring with the launch of installment plans and a TV service, and we would use the near-term concerns over a y-o-y (year-over-year) unit decline as very attractive buying opportunity for the re-rating of Apple from a hardware stock (11X P/E) to a content and services platform (15X P/E)," Goldman's analysts wrote.

ARM oldjoe1 19 Nov 2015

ARM, STONKING Day Ahead??. ARM ARM Holdings......ARM and its link with APPLE.Apple’s shares are going to soar 43%: Goldman SachsArjun Kharpal | @ArjunKharpal7 Hours Ago[link]

PTF catsick 19 Nov 2015

Turned the corner 1 - kick out the shysters - done2 - Find a competent new management group with experience in managing forests rather than financial chicanery - done 3 - Major kitchen sinking exercise - done 4 - Directors know its the bottom and start buying in 5 - Now start doing deals to realize the value of the assets above where they are n ow marked This is looking better now, getting realizations well above valuation shows the assets are marked as low as they can be and the only way is up There is very good demand now for wood chips etc to be used in biomass electricity generation and supply is very tight, I think we will see plenty more deals ...

AFRI akaDolly 19 Nov 2015

Re: a daft thought Im thinking the Black Economic Empowerment inititiatives could do better than work a conglomerate that has its feet in the London Rhodesia brandsA new start all round so to speak