OmniChart

ASC II Editor 18 Nov 2015

NEW ARTICLE: ASOS worth 40% more "After two years of heavy investment in its technology and warehouse systems, LSE:ASC:ASOS looks ready for a return to double-digit earnings growth. Trading looks solid ahead of the crucial Christmas period and a recent fashion preview sent pulses ..."[link]

CWC GRAMPSAV 18 Nov 2015

Re: T/o The three pence payable has part of the deal is equivalent to the final paid in August so two finals in sixMonths is not a bad deal for shareholders.Does this indicate that CWC will pay the interim dividend due around the date of the takeover completion.

UBI Carefully Does It 18 Nov 2015

Re: Disgruntled >3% holder account for 64% of the total shares.Not much of a market to sell into without the price cratering as per yesteday.That is one of the traps of a low float illiquid small cap.Brilliant when in demand but a bummer to exit if it turns sour.Yesterday was one or more having re-appraised and deciding to take the hit. Hope it wasn't Kestrel. Interesting to know where there shares ended up going.All will be become clearer when we get some RNS or 2.As it stands debt > cash, loss for the year and not just a cancellation but deferral, delays and conversion to cash a problem. The downsizing will cost as exceptional so what ever they do they will use more cash. Not all of the banked cash is unallocated and losses not yet stemmed and still something like £5M debt.The new market approach will involve higher margings to re-sellers but at reduced fixeed cost to UBI. Take your pick.What they say to me is they over-sized, became a bit meglomanical, took their eye off the prize - PROFITABLE GROWTH - and didn't sufficiently spread their risk across custmers and segments and became too concentrated on VW/Germany.The Hyundai news is good but looks like a re-hash as they already had Hyundai-Kia as a customer and the fact they stress it as validation of their new "go to market" strategy suggests someone has questioned that strategy and may then have decided to sell. All a bit too coincidental?That list of mistakes is enough to annoy any half decent money manager.

SOLO riddler24 18 Nov 2015

â€@RichensJ1 5 mins5 minutes ago @OB1trade #IRG # MicroCaPicks Independent Resources (LON:IRG) [link] â€¦....

UKOG riddler24 18 Nov 2015

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AFPO riddler24 18 Nov 2015

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88E riddler24 18 Nov 2015

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IRG riddler24 18 Nov 2015

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GLIF Courtier1 18 Nov 2015

Re: GLIF and GLAF No - GLAF has been on the cards for a long time. What management worked out is that they have a great opportunity to stop just using shareholder money for loans and to attract direct investment at a management fee. They do this using a fund that needs to be a separate entity. Then they raise money just like P2P Global Investment, but this could be several hundred million of AUM over time.So lets say they raise £400m - they get 0.75% on first £100m & 0.5% thereafter so GLIF gets paid £2.25m for managing the fund. Then they received dividends on their holdings, which pays shareholders.The benefit though is magnified as the £400m loan portfolio is managed using the platforms that GLIF part owns thus creating more value in their direct investments.Rather than window dressing it is basically allowing them to attract more funds, dilute impact of any bad debts across a larger portfolio, and drive business to their owned platforms ultimately increasing NAV.It is a long term game though (3-5 years I'd guess at) and clearly that doesn't suit everyone but they pay 11% yield at current price. Currently trading 20% below net asset value 30/9 of around £110m judging by trading statement. So they need to generate £10m p/a to service dividend, which on £110m is 9% net return. Looks like they are getting approx 8% so even a £1m asset mgmt income should boost this such that they broadly cover dividend with earnings.Then ultimately it becomes a question of what these peer to peer platforms become worth for any upside above 50p. Be interesting to see whether any of their platforms are adjusted upwards in official NAV they refer to.

HTG II Editor 18 Nov 2015

NEW ARTICLE: What Goldman Sachs thinks of Hunting " The oil industry has stumbled like a drunk from one disaster to the next. But while it's still too early for investors to get excited about a Santa rally, the sector does at least appear to be sobering up. And Goldman Sachs may have just handed ..."[link]

FOGL harpmandoodle 18 Nov 2015

ER should be over new wellhead(Isobel?) in 36 hours

BREE Kuznetsov 18 Nov 2015

Trading Update & Hope Aquisition Plan Trading update of today looks solidly positive. Planned acquisition of Hope Materials should significantly increase aggregates business plus add concrete opportunities. I plan to add to my existing modest holding. DYOR Kuz

FOGL harpmandoodle 18 Nov 2015

ER On the move at last.

STI pedred 18 Nov 2015

Re: why are shares tanking? Sentiment against Turkey maybe a factor in todays current fall of 8.7% !!General situation of gloom over mining and add to this the poor gold price performance this week.All these factors outside of mgt control - unless some people know of some company misdeeds or mistakes and are getting out before the rest of us!!!

HAYT gretel 18 Nov 2015

New energy policy good for HAYT Britain's revised energy policy, to be announced today, centres on gas-fired and nuclear power stations - which is very good news for HAYT.Loads of big contracts to be won:[link] gas and nuclear plants to see off coalBritain needs a new generation of gas-fired and nuclear power stations, the energy secretary will say today as a leading think-tank warns of the growing threat of blackouts.In her first major speech on energy policy, Amber Rudd will say that the new power stations will replace dirty coal-fuelled plants. New nuclear power plants at Wylfa in Wales and Moorside, near Sellafield in Cumbria, are expected to provide up to 30 per cent of low-carbon electricity bv the 2030s and create 30,000 jobs, she will say. etc"