OmniChart

HWDN EyesonHawk2 22 Oct 2015

Re: Ex Dividend malj1...well covered and your view appreciated!

FOXT II Editor 22 Oct 2015

NEW ARTICLE: Foxtons outdone by canny Zoopla "With buyers put off by high house prices and stamp duty charges, the number of property transactions in central London is at historical lows. With a massive footprint in London and Surrey, that's shaken the foundations at estate agent ..."[link]

HAYD walrusty 22 Oct 2015

Re: anybody here?? Yes,I'm here as well,and feel this Company has a great future.Add to or hang in there.

FCSS Eadwig 22 Oct 2015

Should I plunge in again? Recent figures from the Chinese economy showed GDP growth down at 6.9% but retail *growth* now up to 10.9%.That encouraged me to take a look at FCSS that I held for a long time, but finally bailed out of after disappointing performance on a sound thesis - Ie. Choosing companies catering to the growing consumer class of China. The final straw was the share buybacks, a ludicrous thing, I thought, to do with a fund that had fought hard to sell itself and get the cash to invest in the first place.I note that much of the share buyback was spent on shares while around the 170p mark, which leaves me feeling pretty well vindicated.I also think that the fund is looking a little oversold right at this moment, but the discount on the NAV is far greater than it used to be in the old days when 10% was considered extreme.So, I'm undecided, but I do very much want a pretty direct way to play that 10%+ retail growth figure without taking the risk of spreading my cash around a handful of companies myself - all too easy to get that wrong, especially as I don't really have time to research them properly.Any advice or comments from people following FCSS would be gratefully accepted. PS. What happened to the 2015 dividend? Much of the ii figures on the fundamentals page don't look like they can be right? (not unusually). I will check this elsewhere when I get the chance, but any quick answer also appreciated.

ACL IOMINVESTCOM 22 Oct 2015

Edison - Design & Manufacturing drives growth [link]

DFS CASTLEFORD TIGER 22 Oct 2015

Good or bad news ? Private equity firm Advent International has agreed to sell a 15 per cent shareholding in sofa retailer and manufacturer DFS, raising £94.4m. Following the sale, Advent will own approximately 38.2 per cent of DFS' issued share capital.Founded in 1969 by Lord Kirkham, DFS has grown to become the largest sofa retailer in the UK. The Doncaster-headquartered business, which was acquired by Advent in 2010, has more than 100 stores across the UK, Ireland and the Netherlands.DFS, which floated earlier this year, has grown revenues in recent years by increasing market share organically and through the acquisition of Dwell and Sofa Workshop.Advent's share sale was conducted by means of an accelerated bookbuilt secondary placing to institutional investors. Jefferies International and UBS acted as bookrunners and placing agents in relation to the placing. Not seen an official mention by them (DFS YET)Tiger

TRIN jaja 22 Oct 2015

WRES news next week....

SMA Jitter 22 Oct 2015

Top up for me on the dip today. NM. .

PURE thirty fifty twenty 22 Oct 2015

at 430p move to Main market due 28 oct Great news that this move to the main market is going ahead.The company is not on the radar of major institutions not only because it is on AIM but I think there were perceptions that the company was little known. The audit procedures to be given a main market listing will give credibility and bring a whole new set of institutional investors on board - no doubt some already loading up, as evidenced by the price rise since their recent results.On all metrics the valuation is very very high, but if one models out 5 years based on market trends it is easy to see that as a pension fund 10 year holding this business is capable to produce lots and lots of CASH when it reaches market maturity which is 5 years or even 10 years away.News today re the Sugar tax will also be helpful.The long term chart pattern is positive if price stays above 400p. I am looking for 10% p.a. price appreciation for 5 years, whilst profits grow at 30% + compound which brings the rating to less stratospheric levels.All IMHO, DYOR + BoLPURE is in my portfolio

JQW waytogo333 22 Oct 2015

Re: Tim win Pointless timing for any recommendation really - should have been either after the first announcement or when the website is back up and running...................

NMG citychap2011 22 Oct 2015

Greg Kuenzel panics over gold price This interview usefully highlights how our hapless CEO Gregg Kunezel is out of his depth, cracks under pressure and continues to mislead investors with Aussie promotional BS."Major resource developer" Hmmm really. Prove it with JORC."Significant JORC resource already in place" at Bolnisi? Where's the RNS then?"where all...er...majority has been drill-defined""Focusing now on resource to JORC" so it's not already in place then."Near term production potential". HmmmProduction within 12 months. BS! This has be stated to hopefully avoid being booted of the board at next years AGM.Classic moment. 12 minutes into the interview Greg is asked by Zac Mir at what gold price the project becomes no longer viable. Greg has a complete panic as he has no idea and Martin Churchouse doesn't come to his rescue, because Martin doesn't know either. They haven't done a Definitive Feasibility Study. I am more than happy to be proved wrong.DYOR

MMX treble in 1999 22 Oct 2015

Re: Bid this is the aim.if they buy back 150m shares at these prices, that reduces the free float to about 685m shares.when we start the profits rolling in at say 25m pa, pe of 20, in theory the share price should be 13% higher. if they paid it out as a divi now, you'd get less than 2p.Their4 aim is to increase shareholder value down the line, not today.Patience is the name of the game here. Load up if your confident.

LEAF thirty fifty twenty 22 Oct 2015

at 37p ST tips AGAIN in ic! At 37p ST has updated his analysis of CRS - seems like it was only a few days he did the first article....I think there are several positive angles from his article ....1 - it raises the profile of LEAF2 - it demonstrates that CRS are very good active investors. not only have they seen value in LEAF but also they are confident enough to raise the NAV to 60p when there was no need to - i.e. why risk embarrassment unless they were very confident of monetise close to 60p3 - ST must have written accurately the last time, or CRS would have asked him to clarify/change. ST very probably shares the article with CRS before publication for 'accuracy' - he states that a negotiation is likely to be achieved... with sure a safety margin i.e. 23p below NAV which is already likely to be conservative there is room for tough negotiations and LEAF shareholders still much better off than currently.4 - After the article it has brought in some new investors - which is great as there is an persistent seller around at the moment. But the good news is that a small number of buys.... c.50k has caused the price to rise from 35-37p to 38-40p. Most holders are long term, so when the seller is cleared then small trades can impact the price - maybe this is the tipping point before new buyers have to pay a lot more to join the party.5 - IMHO the very fact the shares are illiquid is the opportunity. It means that the price of trading occurs between a small number of investors and may be completely disengaged from the underlying value in the company - obviously I think that is significantly higher than the share price.6- also IMHO - the chart pattern is very favourable. A H&S base, which is less obvious because one needs to adj for the recent material capital return7 - one puzzler.... ST alludes that the payment from the 2GW deal (although disputed) is a windfall... i.e. in addition to the value of the 2.3% stake. I would have thought that it is 'instead of' the equity i.e. its a formula for returning capital is INVENERGY disposes of assets. If it is in any way a windfall it is a HUGE bonus onto of the NAV of 60p+ likely to be realised.22nd December should be an interesting day!! All IMHO, DYOR + BoLLEAF is in my top5 hldgs

SML thehog2 22 Oct 2015

Glencore out Peter Wale further in RNS Strategic Minerals PLC22 October 201522 October 2015Strategic Minerals plc("Strategic Minerals" or the "Company"Holding in CompanyStrategic Minerals plc (AIM: SML; USOTC: SMCDY), the diversified mineral development and production company, has today been informed that on 20 October 2015 Glencore AG sold 45,000,000 ordinary shares in the Company at a price of 0.17p per share through a transaction arranged by Optiva Securities, who placed out the shares, including to a number of existing Strategic Minerals shareholders. As a result, Glencore AG no longer holds any ordinary shares in the Company.Further, the Company has today been informed that on 21 October 2015 Mr Peter Wale increased his holding in the Company's share capital by 12,574,468 shares to 40,415,469 shares, which represents 4.54% of the Company's issued capital.Commenting on this transaction, Mr John Peters, Strategic Minerals' Managing Director, said: "Glencore has been a strong supporter of the Company and we continue to have a relationship with them that we expect will be re-activated should it again become economically viable to export from the Cobre mine. However, Glencore's holding in the Company was held in the iron ore division of Glencore and we understand that Strategic Minerals' recent diversification into coal has made this a non-core asset in this division's portfolio."For further information, please contact:Strategic Minerals plcJohn PetersManaging Director +61 414 727 965Allenby Capital LimitedNominated Adviser andJoint BrokerJeremy Porter +44 (0)20 3328James Reeve 5656Cornhill Capital LimitedJoint BrokerJames Sheehan +44 (0)20 3700Colin Rowbury 2516Yellow Jersey PRFinancial PRDominic Barretto +44 (0)7768 537Alistair de Kare-Silver 739

HWDN malj1 22 Oct 2015

Re: Ex Dividend Most likely down due to the TPK IMS today, indicating weak housing RMI performance.Osborne/Carney flat lined the housing market mid 2014 onwards in terms of asp & transactions to neutralise house price inflation by the time of the election. Since then transactions & asp are starting to rise, so RMI activity will follow suit on a lagged basis.For HJ the key question is whether you believe buying a new kitchen is functional RMI or (in the era of the GBBO & general food porn) is a consumer (aspiration) franchise. I suspect predominantly the latter (which is certainly the case in furniture). If so, then HJ will operationally be doing extremely well & accelerating away. We shall know soon enough.