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CNCT nk1999 17 Oct 2015

Telegraph- Questor From Thursday 15/10:"The Questor Column:Connect shares still offer value: Connect Group has proven that it can generate steady cash flow from a declining newspaper distribution market, and that has enabled it to pay chunky dividends to those investors willing to take a closer look. Connect Group, formerly called Smiths News, was created following the 2006 demerger of newsagent WH Smith. At the time of the demerger many potential investors would have simply read it the last rites. The business is in long-term decline and the large distribution centres, fleets of vehicles, and drivers give it an unwieldy cost base. The company is adjusting to falling revenue by reducing costs. It cut another £5 million from the business last year, bringing total savings to £20 million in the past three years. Connect is using the rest of its spare cash to move from distribution. It announced a move into parcel delivery through the acquisition of Tufnells in December and it was this purchase that largely increased group revenue and profits during the year. Connect expanded into school stationery through the purchase of Consortium in 2012. The school stationery business is dealing with constrained education budgets and operating profits remained largely flat. The shares price in much of the tough outlook, trading on eight times forecast earnings, and offer a forecast dividend yield of 6%. We would be happy to hold on for that income. Connect Group at 159¾p+11¾p. Questor says “Hold”."

SWL DevonianDracula 17 Oct 2015

Re: Thoughts?? I have read this morning in an FT Investors Chronicle article that the one broker covering them, N+1 Singer, unkown to me, "expect" 2016 eps of 11.xp and 16.yp for 2017 and 19.4p, perhaps 22p in 2018.Yesterday they won, jointly with PZ Cussons, the top BAMA award for a plastic aerosol shower gel. Interesting.

AHCG nk1999 17 Oct 2015

IC Tip At 53p:"Yet shares in the company have been largely ignored by the market since its 2013 IPO, and now look great value trading at a 37 per cent discount to adjusted net asset value (NAV) per share of 129¢ (84p).""Expansion of the portfolio in the next year means earnings growth isn't expected to bounce until 2017 when EPS is forecast to more than double to 3.8¢. The wide bid-offer spread on the shares is an issue, but considering the growth potential and the wide discount to NAV we think it is a risk worth taking. Throw in cheap debt and a strong development pipeline, and Action is set and ready for big things. Buy.Last IC view: Hold, 75p, 8 Apr 2014"

OXS Gold or Silver 17 Oct 2015

Of no interest [link] And May

REC gamesinvestor 17 Oct 2015

Re: Article in Shares Vol 17 Correction, MJ Gleeson Market cap is £274M, not £174M, but the point is still the same but even worse with the real number.Games

REC gamesinvestor 17 Oct 2015

Article in Shares Vol 17 Hi I saw this mentioned in shares magazine on page 22 of the above Volume 17 dated 15th October -- don't know if you guys get it - Greyinvestor perhaps?The article is all about cheap shares and Go Jeroen is featured in it with his SVC Church House Deep Value Investment Fund.In his top 10 is Record (REC) with 9.3% of his funded invested in the stock.The principle behind his investment theory and the purpose of the article "CHEAP CHEAP", is to illustrate (in Go's case) deep value investment and buying stocks at market caps not just below net asset values, but below even current asset values, minus liabilities.Go seems not to stick to his principles. I selected two stocks on his list, Record and MJ Gleeson.Record trades at £74M Market Cap and Net assets of £35M and MJ Gleeson is £174M compared to net assets of £136M.So all is not as it seems --- On that basis, do any of you consider record to be overpriced, either based on his principles, or on your own face value.I note also that the dividend is only covered 1.5 times.+ the stock dropped 12.7% on Friday.Games

EMED roco200 17 Oct 2015

Re: TSX-up 18.75% Should have pointed out up 18.75% on TSX

ALNT nk1999 17 Oct 2015

Re: Alent buy out The fall in Platform shares is, frankly, making me nervous. Deal is so close, but I still fear that somebody may try to throw a spanner in the works.After all, why would Cevian or other people take Platform shares at $24.76 each when they are quoting at a/2 that price in US? They will certainly wish that deal is stopped on some pretext or some lega ground, or even by paying a break-out fee?On that basis I have sold my long term holding in Alent, taking a small hit compared to 503p offer price.nk

SMA wdelboy2 17 Oct 2015

We have a president ! tick .... No reason for the news announcement with the Major getting on board now IMO.Guinean leader Alpha Conde was re-elected to a second term in the first round of the country's disputed presidential polls, according to provisional results released on Friday.Results published by the Independent National Electoral Commission, from areas representing over 90 per cent of the electoral roll, showed Conde winning an outright majority with nearly 2.2 million votes.for full article[link] believe Monday will see the excitement build and hope we get news mid week. Gap up on this one.

EMED roco200 17 Oct 2015

TSX Looking good.I understand the Co. has been well received & again it is a similar scenario of surprise.For some reason the fact that we are permitted, financed (with little debt) and well advanced on commissioning, plus already with a stock pile has taken both sides of the pond pleasantly by surprise.This has to be the start of a financial re-evaluation progress.I can see Brokers busy constructing their spread sheets, thinking how did we overlook this.I understand Alberto has already delivered 3 successful mines in his career. That is known in the industry. He is a deliverer & he is on the cusp of doing it again.The numbers are straightforward and should allow us all to arrive at a similar forward ESP.Arrive at estimated Net Income & divide by the number of shares.Do the maths as they say!GLA

PCF dandigirl 17 Oct 2015

Wondering Sometimes I am given to thinking that PCF would make a nice little takeover target. It seems to be a well run business with good systems in a business that others appear to be interested in. Moreover there is a large shareholder who might be interested in cashing in their investment. With a cap of around £40m it is but a tasty morsel.Just a thought.

EMED Ace08 17 Oct 2015

Re: 180p I think the MM will push it sub £1 after Consolidation because they can we will see

EMED Ace08 17 Oct 2015

Re: UP [link] Brainer Buy

HSP mexicoman 17 Oct 2015

Re: How i see this year. More bad news tata at scuny hargreaves are in there big time not good this is turning out to be a mega storm not the perfect storm

EMED Ace08 17 Oct 2015

Tom Winny Well he may have been a few years out but let's see if he was right