LSELondon South East
IIIInteractive Investor
DTMdiscussthemarket.comWRES rerating now. CEO expected sp to 5 bag from now. target 3p. now 0.7p see RNS
TFW II Editor
22 Sep 2015
NEW ARTICLE: FW Thorpe: Tripping the light fantastic "Lighting fixture manufacture FW Thorpe is the archetypal stalwart, always, in its own words, trying “to do better than last yearâ€. Never taking ill-considered risks. I spent a recent afternoon extending my FW Thorpe spreadsheet back to ..."[link]
PFL II Editor
22 Sep 2015
NEW ARTICLE: Stockwatch: A share to buy at multi-year low "With its chart plunging to multi-year lows around 105p, is the fall in leading electronics component distributor LSE
FLremier Farnell already overdone?A reliable strategy is buying industry leaders when sentiment is against, especially where ..."[link]
WLFE DevonianDracula
22 Sep 2015
Re: Can anyone advise me why Spin,Every trade involves a buy and a sell. While iii no longer shows trades classified as buy, sell or??, that was just linked to the LSE's official trade info, where the classification is based on the mid-point between the bid & offer prices. Those in themselves are purely indicative, and it is only when one party to a trade is a market-maker that that trade is "correctly" classified. I have frequently seen my own trades show up as a buy when I sold, or a sale when I bought. That is largely down to my brokers' traders, who quite enjoy getting the keenest prices, buying from willing sellers or selling to willing buyers. As a consequence, with a spread of say 15.75p/16.50p, I have have often bought at about 15.90p or sold at 16.35p. The other party gets a price a bit better than they would using an mm, while I get a somewhat better bargain.As to why the WLFE has been trending down a bit despite the mine starting production and now being officially open, I think that to a substantial extent that is due to general market malaise and worse for commodities. Clealy the completion of construction on schedule and within budget is good news in itself, but you will probably need to wait for the 2016 AR to get a better feel as to how production is translating into net income & cashflows.The interim accounts should provide a hint or two, but with full production not expected until "early 2016", even the 2016 AR may only include a month or 3 of full production, and not give a clear picture as to likely ongoing profits and cashflows.GLA
MMX arborman
22 Sep 2015
Share buy back! MMX intend to use £15m to buy back shares over the coming 12 months, that equates to about 22% of the shares in issue which should see the sp rise to about 11-12p on this news alone
OPG Informed Observer
22 Sep 2015
Move to Full Listing Back in June or July, SCSW wrote that an imminent move from AIM to a full listing was, in their view, very likely, which would be accompanied by a rerating of the share price. Has anyone heard anything more about this?I've held these shares since 2011 through some pretty dramatic ups and downs, but have been disappointed recently that they seem to have barely moved for the best part of a year (and if they have, it's been slightly down). Thinking of ditching them, for a handsome profit admittedly, but if they are about to surge upwards on the basis of a new listing, it would be a shame to miss out...Views / news welcome.
CBG In the dark yet again
22 Sep 2015
Results If only everything in life was as reliable....I have to love it; with the whole of the rest of the world seeming to be bouncing all over the place CBG just keeps banging away. I refer you to my comments of March - not much seems to have changed, just more of the same.Winterflood obviously did better 2nd half but then again these numbers are only up to 31st July so I suspect the Aug/Sep numbers probably won't be too pretty.The fund management business 'plodding' along: funds under management up 11% vs a FTSE100 that ended pretty much where it started (01/08/14 to 31/07/15). Haven't had a chance yet to reverse the £4.4m one-off back out of the £17.8m to see how the underlying margins have held up but will do so later.The loan book, well that's the key to this story and it's growing well with very solid margins; 8.5% growth with a 8.8% lending margin, 3.6% bottom line (£209m/£5700m) with only 0.8% bad debt is phenomenal, truly stunning.....but therein lies the potential issue for me - given it's the vast majority of the total profits, how long can you stay so outstanding, head and shoulders above? Maybe there's something they can do about the expenses and convert more of that gross margin to bottom line profit but 8.8% margin? How? I can borrow money much cheaper than that so how can can you squeeze out 8.8% margin when they themselves have to pay interest on their funding? I don't know but with only 0.8% bad debt it's clearly not a Wonga route.But that is being picky, me looking for potential issues where nothing is actually going wrong. Given they got through the whole banking debacle maintaining, even growing their business, keeping the dividend without compromising their capital ratios... well maybe I should just shut up and be happy.And credit rating up to Aa3 makes me think the rest of the world is beginning to wake up to this little gem.Tempted to have some more here on the back of this - definitely would if I didn't have so many alreadyRegard,ITDYA
BOOM alecro
22 Sep 2015
Re: Simon Cole replacement? Probably no one. See [link] old financial supporter throwing towel in as sees funds can be better used elsewhere. Should have done it before now like some of us here did, sorry to say. Dyor.
RSA Mark Y38
22 Sep 2015
Re: 401.60 -107.90 (-21.18%) Real-time: 8:... I can't see why there would be a break fee as no formal offer had been made. More than that, every statement made by Zurich stressed no offer had been made and there was no guarantee one would be made. I am pretty sure any break fee is normally part of a negotiated offer.
EMED charlieeee
22 Sep 2015
EMED presenting again Mining Capital breakfast conference29th September at the Brewery, 52 Chiswell Street, London EC1Y 4SD."Joining us for this event will be SP Angel mining analyst John Meyer, EMED Mining (AIM: EMED) & Galantas Gold (AIM:GAL, TSX:GAL), African Potash (AIM:AFPO). Further presenting companies will be announced in the coming week.EMED Mining (AIM:EMED - Market Cap: £131m) is a European exploration and development company focused on the redevelopment of a historic open pit copper mine in southern Spain. The reconstruction and refurbishment of the processing facilities are largely complete and EMED has signed offtake agreements for the first 15 years of production. With all key permits now in place and a £65 million funding successfully completed back in June, EMED Mining is now looking to commence commercial production very shortly. Chief Executive Alberto Lavandeira will be at the conference to outline the current opportunity for EMED Mining"So, really cranking up the PR machine now and using the words "commercial production very shortly" as opposed to "producing concentrate".C
SWL DevonianDracula
22 Sep 2015
Dividends Interesting to see a proposed 2p dividend. It looks like being a while before eps and dividends return to their pre-hiatus levels, but a good start.
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