LSELondon South East
IIIInteractive Investor
DTMdiscussthemarket.com
TMZ divvent argie
29 Sep 2015
Re: Interims I agree with your analysis. DAB radio etc doing very well and with R&D falling and sales rising this is the cash cow we need. Sensium Vitals is not vital to our business and is a sink for our profit. Reality has dawned and the b o d has admitted as much. Its had its chance and needs to earn cash now or be moved on.
TMZ rollthediceagain
29 Sep 2015
Interims Half the business going well, other half going nowhere (imho)Suggest comment "The Board is now conducting a detailed review of the business model adopted to date, using internal resources and external advisers. This will establish in the near future the optimum way for Toumaz to secure value from the intellectual property behind the SensiumVitals® system" may be a clue that they'd consider an approach for that division.
LEAF tiltonboy
29 Sep 2015
Re: at 38p NAV up to 60p+ tft,I tried to do an exercise to value Invenergy Wind, but couldn't ascertain how many MW of assets they currently have. If TerraForm fail to complete, then it might not be right to value at $2bn per MW. The most likely scenario is that the sides agree to a third party valuation if they cannot agree between themselves.I'm wondering if there is a scenario whereby Leaf remain a shareholder, and then try and sell to somebody else. Leaf' valuation implies a $4.1bn value for Invenergy Wind, which appears modest, and their stake maybe an attractive investment for someone else.As you say, an interesting few months ahead.
RXP Hub
29 Sep 2015
Re: Great Update Opulentia,It was a great OPS update and one wonders why Roxi hasn't updated the market more regularly. Had they issued an RNS to say the sidetrack was completed - that would have built nice momentum in the sp.There appears to be some dragging of their heals over the last few months and if you look at the bottom of the results RNS - tucked away where not many will notice, I think you'll see why the CEO has been a little slow or reluctant to boost the sp.It appears that ROXI are now looking to buyout the CEO's holding in Baverstock. In effect Oraziman is agreeing his own price? Seems a conflict of interest there.Let me guess what happens.... he gets a bucket load of Roxi shares (at cheap ranges) and Roxi gets a bucket load of operation costs going forward. If the deeps come in, then the CEO bags a nice bit of wealth from the cheap shares.The positives in this is that if or when Roxi agrees the BNG acquisition, that sp marker price should give a decent platform for shareholders to work from.Personally - I'd rather see Baverstock farm the 41% out and let roxi's sp increase on any deep well success and that's that.Smells a bit and lord knows how this transaction can happen without insider knowledge lol!In theory - it should have very soon as if it happens very close to test results on A5, then it's going to feel a bit like a GKP ETAMIC.HUB
RXP opulentia
29 Sep 2015
Great Update A5 finally cleared and moving on to 90 day test period, 801 building up pressure ready to flow to surface. is this another discovery ?A6 soon to be spudded another drill targetting the high pressure zone GLA LTH expect a steady climb northwards as we enter 2016 with a heap of cash.
BMR scotchoverice
29 Sep 2015
Sounds like Glencre needs the $1000 / month even more than BMR needs machinery
RRR scotchoverice
29 Sep 2015
Shares go up and down...it is in their nature. But wild swings that are independent of publicly available news indicate insider trading / pump & dump
AGL niceandsimple
29 Sep 2015
Re: Confused or excited ? Maybe some could ask this at the AGM tomorrow if anyone's going
AGL millwallfan
29 Sep 2015
Re: Confused or excited ? Hi n&s and indeed all. What I am not clear on is if Angle sell the machine for 'one off' income or charge 'per test' themselves or sell the machine and get a 'royalty' fee per test. Anyone know basis of future income ?
glencore has drop 27% in hong kong listing so do that bode well for a rise when the market starts in london?
i bet Harris Associates L.P. must be kicking themselves for buying more shares last week, and i am kicking myself as i am about £2k down grrr
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