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SRX Donatron 16 Nov 2015

Macquarie rating - daft?! Macquarie have reiterated their underperform rating with a 15p price target. Seems fairly ridiculous to me, I struggle to see how they are arriving at that figure given we know thatroduction should be at the upper end of the estimated range for the year. That is the highest production since 1994.Gangama dry mine is expected to come online in late Q2 2016. That will increase production yet further.Gangama is very low risk - a one year payback period, an after-tax NPV(10%) of $118m and an after-tax IRR of over 50%, fully funded by existing debt facilities and operating cashflow. Construction is already well underway, with equipment being delivered to the site (according to the timeline in the analyst presentation).There's tje option to double the size of Gangama operations within roughly 12 months if market conditions favour the extra capacity.Rutile prices next year should be stable, with a slight increase expected in the second half of the year.The rutile price is expected to properly recover from 2017.All in production costs are set to fall yet further as a result.All I can think is that they think the rutile price is going to fall further but, even so, we are break even all the way down to about $600 at the moment. Few of our competitors can match that, so global supply will reduce to stabilise the price long before we reach that.Am I missing something?

SGI Bobtheretiredbroker 16 Nov 2015

Re: Any good news? The management has concentrated too much on new acquisitions and the new website, and so taken their eyes off the main business. They have, at least,,admitted this.What is really needed here, to restore some confidence, is the recruitment of a safe pair of hands in the boardroom. Someone with a track record who the institutional shareholders can relate to. Kate Swann, ex WH Smith, for example, though I think she is now with one of the big utility groups.Somewhere deep inside SGI there is a good business, but it counts for little in share price terms at present while the City licks its wounds.The "good news" therefore would be if we hear nothing more for another three or four months!

DX Ripley94 16 Nov 2015

Todays RNS River and Mercantile reduced crossing 5% threshold (7)to 1.6% bottom of (8)On 23/Sept above 5% to 6.01%. ( 8 )Pr-Poster "Had to"Henderson went below 5% 22/June they are exempt by fca from further disclosures below.And from above 5 to 10 %

STI LESSONS NOT LEARNT 16 Nov 2015

why are shares tanking? FIrst gold pours but shares tanks...Either the management is up to no good or the market doesn't believe them

SHI oldjoe1 16 Nov 2015

Re: SHI, Broker Update........ <b>SIG plc Given Buy Rating at Panmure Gordon (SHI)November 16th, 2015</b>SIG plc (LON:SHI)‘s stock had its “buy” rating reiterated by analysts at Panmure Gordon in a research note issued on Monday, AnalystRatings.NET reports. They presently have a GBX 195 ($2.97) price target on the stock. Panmure Gordon’s target price indicates a potential upside of 62.50% from the company’s current price.In related news, insider Robertson,Douglas bought 10,000 shares of the firm’s stock in a transaction that occurred on Monday, October 26th. The stock was purchased at an average price of GBX 135 ($2.05) per share, for a total transaction of £13,500 ($20,535.44).Shares of SIG plc (LON:SHI) opened at 127.3000 on Monday. The firm has a 50-day moving average of GBX 153.38 and a 200 day moving average of GBX 185.74. SIG plc has a 12-month low of GBX 117.00 and a 12-month high of GBX 212.20. The stock’s market capitalization is GBX 752.54 million.

VOG Duffer 16 Nov 2015

We should petition Tom Winifrith to investigate the salarys bonuses and royalties, compared to investor losses.

EDEN speculator59 16 Nov 2015

WH Ireland Not a group that I particularly trust, but the Telegraph article says:" WH Ireland have said it could add around £1m in pre-tax profits to its 2016 financial results."That's about 5% of Market Cap for, potentially, one very small part of their portfolio.Don't know how they calculated it but it would be interesting to know the breakdown between Milestone Payments and Royalties.Looks good whatever.Speculator

RTN 72_fastback 16 Nov 2015

Re: fall in share price Hopefully the full year results will be a bit better - they may well have a bit of a boost from 007 and Star Wars cinema goers.Billfish - I believe our esteemed Chancellor changed his name to George when he was 13, so your reference to Gideon is a few decades out of date. Apologies if you are a childhood chum who refuses to accept his new name...

JLG LoadsaDosh2 16 Nov 2015

Featured in Shares magazine this week November 12th issue. 4.6% yield and 20 year record of growth. This pullback does indeed seem a good buying opportunity.

JIL Tadpol52 16 Nov 2015

Moved to Burford from this 3 months ago! They have gone up 20% this has gone down 20% thank you Eagle51

MIRL zombynation 16 Nov 2015

Team Hodges tries and fails to cause problems in the community [link]

SGI Panofscouse 16 Nov 2015

Re: Any good news? Yes, mate. I read some fairly decent news on 23 September when the company said it would achieve market forecasts for the year ending March 2016, sending the shares up 5.5% to 162.50p the same day. Just two weeks later, unfortunately, it issued a profit warning saying it would miss forecasts for the full year. It would appear, therefore, that a fortnight is a very long time in the life of this PLC as the shares have subsequently slumped to today's 95p.

SHI oldjoe1 16 Nov 2015

SHI, Broker Update........ 16 Nov 2015 SIG PLC SHI Panmure Gordon Buy 127.65 120.00 195.00 195.00 ReiteratesSP TARGET 195p

ZOX HPC Follower 16 Nov 2015

Re: maintenance shut down dates If you search for Cadenza yourself, you will see too many people... if you can see yourself give me some extra clues in the summaries to find you please as I can't use joining date. Country of origin may help plus company working for perhaps?

FTE happypills 16 Nov 2015

Re: cash cow and yet its down another 17% today. Five fold, you are having a laugh, the only way this share is not going to zero is if the market runs out of decimal places.Happy