OmniChart

CEY mog 17 Sep 2015

Military coup in Burkina fasa, Telegraph.

PFL axel27 17 Sep 2015

Re: Remuneration Ah, announcement was to depress the share price in advance of agreeing te exercise price for the LTIP exec shares no doubt..... 900k was full for £1/2bn company - hope he's lost money on his shares...A

AFRI akaDolly 17 Sep 2015

Constantia Group SA Links with Afriag?Constantia group include the Fresh To Go brand, South Africa/UK Fresh To Go has three main distribution centres from which it operates:O R Tambo International Airport JohannesburgCape Town International AirportHeathrow LondonAll our distribution and product handling centres operate on Morgan Cargo sites, enabling us to offer a cost-effective end-to-end logistical solution.Facilities at Heathrow include:Freight handling and clearing69000 sq ft fully chilled facilityCapacity of over 140000 tonnes of perishable cargoCustoms BondedBRC AccreditationISO 9001:2000Soil Association Global PartnershipOperating 24/7 365 Days a yearFreight ScreeningBlast chillingBreak bulkQuality Control function including shelf life monitoringRetail labellingOrder assembly/ pickDaily deliveries to wholesaler depots, central distribution hubs, regional distribution centres and food manufacturers premisesAll vehicles are chilled providing an unbroken chill chain from collection to deliveryNightly deliveries to major markets

AFRI akaDolly 17 Sep 2015

UKOK? It will be interesting to see if Shoprite Holdings intend to expand their OK and Checkers brand into the UKExtract from dated 3 Sept 2015www.telegraph.co.uk/finance/newsbysector/retailandconsumer/11840482/South-African-tycoon-Christo-Wiese-eyes-UK-supermarkets.htmlThe South African billionaire who has recently snapped up Virgin Active, the gym chain, and New Look, the high-street retailer, is now training his sights on Britain’s struggling supermarket industry, it can be revealed.Christo Wiese, who has an estimated £4.2bn fortune, said there were parallels between the grocery sector in his home country, where he has built up the ShopRite empire into the continent’s largest food retailer, and the highly competitive UK market.www.manxshoprite.com/

SPH Red Ninja 17 Sep 2015

Re: View Nothing to do with Lupin bid rumour then [link]

SAC Marius 17 Sep 2015

Speculative nature of this share is now behind it. SP should start to find value going forward.

VLK coldascheese 17 Sep 2015

RNS RNS-Polar capital increase holding to over 3%

SRP nk1999 17 Sep 2015

Re: Free fall LG,I am happy to decorate you with a "BANG-ON" if you handover all your Serco shares to me at £1 (your BANG-ON Target Price) today.nk

SAG pharmaspecialist 17 Sep 2015

Transformative deal? Excited about the purchase of Leatherhead Food International as the Leatherhead name genuinely has a global reputation built up over almost 100 years and is, effectively, a brand leader in food science with an unmatched list of blue chip clients in this field. I shall be very interested to see what happens when Science's entrepreneurial skills are applied to this company now that it is free from the "not-for-profit" shackles of Leatherhead Food Research. Watch this space.

PFL gamesinvestor 17 Sep 2015

Added Just increased my holding by 25%Games -- Go on guys, you know you want to!!

OCDO KestleMill 17 Sep 2015

Today's rise Any ideas on the reason behind today's 10% rise?KM

PFL bamboozled 17 Sep 2015

Re: Sentiment Gawd, should have set a stop loss on this one,too late now. Markets seem to love doing these big drops.Do I wait for signs of a turnaround in company fortunes/mkt sentiment to add or buy more now. Answers on a postcard.........

VLK g austin 17 Sep 2015

Re: Paul Scott's view Paul Scott's view is very interesting and well written. I share the concerns that he has re management focus, the incentive scheme they pushed through, the non-recurring / recurring costs debate and the Chairman having been in charge at Anite (a debacle from an investment point of view as the falling share price led to ever growing numbers of shares that needed to be issued to meet deferred consideration payments from historic earn out deals.)

EMED jonmor 17 Sep 2015

Re: Todays volatile market ..... Think EMED is a totally news driven share - no news and there will be a inexorable decline in the share price.Needs a steady news flow.

BVS Eadwig 17 Sep 2015

BUY FTSE 100 builders I don't often quote Motley Fool articles, but those with well researched figures are worthwhile in helping to cut through the doom-mongers BS. As ever, I only recommend buying on a strong, market-wide pullback (Ie. not one driven by a problem with the actual stock or sector. Obvious, but worth pointing out). The next big pullback could be today on news from the Fed."If you want a sector that has provided great riches for investors since the financial crunch, look no further than the FTSE 100's housebuilders.This week, Barratt Developments (LSE:BDEV) reported a 44.8% rise in pre-tax profit for the year to June, after its total completions count rose by 10.8% with an average selling price gain of 8.7%. The cash is rolling in, and the firm managed a cash return of 25.1p per share (including an ordinary dividend of 15.1p plus a special 10p), for a total yield of 3.8% on today's 651p share price.And that share price, well, it's climbed by 74% in the past 12 months and has six-bagged over five years.Big cash handoutsPersimmon (LSESN) hasn't managed quite the same share price rise, but it's not far off -- it's up only 58% in a year, to 2,090p, and up five-fold in five years. But in the first half of the current year the company saw pre-tax profit rise by 31% with a 7% rise in completions and a 4% bump in average selling prices.On top of that, Persimmon has handed back special cash payments of 75p per share in 2013, 70p in 2014, and 95p this year, pushing the total return closer to Barratt's big sixer.Finally, Bovis Homes (LSE:BVS) hasn't actually come close to the other two in share price performance, but its 188% gain over five years to 1,084p is still something that would put most sectors to shame -- the FTSE 100 has managed a pathetic 12% over the same period.And Bovis has brought home double-digit EPS rises for years now, and though the first half this year brought a relatively modest 9% rise in pre-tax profit after completions rose by just 2.6%, selling prices were 10% higher.After such magnificent share price gains, is the sector near the top and is it time to get out? I say a cautious No on both counts.Growth forecastsBovis is forecast to grow its earnings by nearly 30% this year and more than 20% in 2016, putting the shares on P/E ratios of just 11 and 9 respectively (with the long-term FTSE 100 P/E around 14). Dividends, which should be very well covered, are expected to provide yields of 3.7% this year and 4.3% next.Persimmon shares are slightly fuller valued on a multiple of just under 14 for this year, dropping to around 12.5, on EPS growth forecasts of 24% and 11%. But the expected dividends are higher, yielding 4.8% and 5.4%, as the firm's cash return plans continue.And at Barratt we're looking at a mooted 16% rise in 2016, for a P/E of 12.5 and with a 4.7% dividend yield on the cards.What are the risks?Now, as with anything related to house prices, there's certainly some cyclical risk with these three stocks, and there have been periods of low P/E valuations in the past. But the housing market seems to be stabilising, with predictions of rises of around 6% per year in the coming 12 months -- and we're in a period of improving economic outlook.A rise in interest rates when it happens could slow house prices and hurt housebuilder shares too, but even if house prices remained static for a few years (which seems unlikely), the housebuilders still look to be on attractive valuations to me."