LSELondon South East
IIIInteractive Investor
DTMdiscussthemarket.com
CWC exdiv
17 Nov 2015
bid Might be worth hanging on for a potential counter bid. Any cash offer above 85p would be attractive to shareholders and I would think a telecoms company with high market shares in the Caribbean would be of interest to a major US telecoms player.
SMIN Ivorjay
17 Nov 2015
Re: : Ess Unfortunately margins are low in detection, & still poorly run by all accountsMost of the cost saving potentials were already exploited by PBSmiths true value play which needs exploiting remains Medical !
JQW Ripley94
17 Nov 2015
fall 15% equals spread. Market Makers only ones making here.Are they actually back doing business yet, the site was back up some time ago , but things were not clear.
SAVP FoxRed
17 Nov 2015
Mirabaud - SAVP are a top exploration picks Hi guys,Mirabaud just issued a note naming SAVP as one of their top exploration picks in the sector.Savannah Petroleum - New kids on the blockIn terms of specific stocks, we like AIM-listed Savannah Petroleum for its highly prospective, low cost onshore acreage in Niger’s Agadem basin. As the Africa Oil deal reinforces, Africa’s rift basins are currently an industry sweet spot and with Savannah in its own farm-out talks we see potential for a value enhancing deal.Mirabaud have maintained their BUY recommendation on the Company and placed a target price of 125p on SAVP's shares.
SAVP FoxRed
17 Nov 2015
Mirabaud - SAVP are a top exploration pick Hi guys,Mirabaud just issued a note naming SAVP as one of their top exploration picks in the sector.Savannah Petroleum - New kids on the blockIn terms of specific stocks, we like AIM-listed Savannah Petroleum for its highly prospective, low cost onshore acreage in Niger’s Agadem basin. As the Africa Oil deal reinforces, Africa’s rift basins are currently an industry sweet spot and with Savannah in its own farm-out talks we see potential for a value enhancing deal.Mirabaud have maintained their BUY recommendation on the Company and placed a target price of 125p on SAVP's shares.
SMIN Ivorjay
17 Nov 2015
Re: GI The solution to the poor share performance is simple .....................................Free advise to ARS ..........................Float the Medical Group as a separate unit ...........p/e 18 +Overall current company p/e less than 12Easy Money
entered the same trap, but I cant imagine this being the case and I certainly hope it is not
Well I agree on wether such à large portioneren op R&D should be capitalized, because if you add those to opex the ebitda would schrink to marginal levels and might be even negative....therefore the fcf when these capitalized costs are included is only marginally positive. But this is inherent to the business and industry and allowed them to grow so fast....also these capitalized costs were no issue when the stock went up towards 350p at the beginning of the year!!! So this stinks....either some shorters are collaborating with each other and with brokers like cannacord......manipulation....which can be seen when looking at price action and blocks traded! But why is this not reported to the fca or whatever????
PDL weblogic
17 Nov 2015
Re: Disclosures - wish lists Looks like a fair divergence of views out there..If you follow Motley, the current market is poor..If you read Quester.. they have been fairly even handed..If you listen to the brokers, they see a huge potential gap opening up in the 55p - 155p range..Sentiment in the sector is currently low... much down to the Chinese slow down....The advantage definitely lies with those who can produce the quality end gems... and I`m sure the appetite will remain strong there, and the rising affluent Chinese middle class buyers will be high in the pecking order..Once the current over supply on the Industrials is corrected, I`d expect the market to normalise and recover.. Similarly, any positive news should boost levels..Plenty out there sniffing for bargains to fill the Christmas stocking...and markets on a good day after a poor run of late.
SMIN EssentialInvestor
17 Nov 2015
Re: The Frustration of holding Smiths I would hope some costs can be taken out.Detection should be a sweat spot in the current climate,JC will be 2017 before any improvement imv.Have decided to buy just a small amount initially in case my longer termview on prospects is misplaced.
The buyback announcement seemed à bit of à panic move to resterende confidence, but they clearly failed restoring this! I agree that buyback was à bit panick move, but it should confirm there are no liquidity issues within company....although for the share the buyback will actually worsen liquidity! I hope an announcement will come soon in order to resterende confidence, because otherwise this stock is sub 100p next week
However,seems there is no stop to this fall, cant be only due to the cannacord note alone, who takes them seriously anyways. But this prince action seems to be telling there is something going on that we dont know yet? I fail to believe they are comitting fraud or something like Globo, which is mentioned on the forum as well.....CEO has 20% in company so he would-be be robbing himself doping something like this.....also te board of directors consists of some well knowhow heavyweights. But stille way these moves? Stil plenty of growth and margin improvement potential left, so this crash does not seem justified!!
BLND oldjoe1
17 Nov 2015
BLND, BROKER NOTE....... BLND British Land..................[link] Hargreaves Lansdown COMMENT (17 NOVEMBER 2015)<b><i>Half year results from British Land, one of Europe's largest publicly listed real estate companies, saw management highlighting "strong occupational demand." The group signed 573,300 square feet of lettings and renewals in the period, with virtually its entire portfolio full given occupancy of 98.4%. For its Office portfolio, it let or renewed terms on 208,200 square feet of space - management noted "Across the Office portfolio, we are making good progress enhancing and enlivening environments, strengthening long-term demand for our space, and appealing to a broader range of occupiers." For its Retail portfolio, it let or renewed terms on 365,100 square feet of space, with performance aided by stronger markets and the quality of its assets according to the company.Highlights:European Public Real Estate Association's (EPRA) Net Asset Value (NAV) rose by 7.5% to 891 pence per shareUnderlying or adjusted profit before tax increased by 10.3% to £171 millionQuarterly dividend of 7.09 pence; bringing the half year to 14.18 pence (+2.5%)Chief Executive Commented:"We are reporting another strong set of results. In recent years we have positioned our portfolio to benefit from long-term macro trends. This focus has underpinned our performance in the last six months where we have benefited from strong occupational demand and a sound UK economy. Moreover our high quality portfolio and attractive and flexible development opportunities, position us well for the future."</i></b>
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