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BRCI FRTEB
11 Sep 2015
Re: First tranche Hi soi" Commodities certainly have been hammered of late " Not half! Long term these should be OK - I mean, the world hasn't stopped revolving and as long as we continue to make things and build things then there will always be a demand for what comes out of the ground.RegardsBill
FTO Phillip Reid
11 Sep 2015
Re: CHINA GAS BELOW HK$ 11 Hi OTCI haven't heard of any plan Fortune Dynasty or whatever they might call themselves now, for the gradual disposal of any of their CGH holding, so IMO no targets.The CVR is just based around a very big "IF".I believe they intend to hold on to CGH and have further ambitions as far as that entity goes.However if you have heard of any plan for the disposal, I would be grateful for a link to such info.Kind regards
BVC car1petbagger
11 Sep 2015
Re: another view Vago I had email yesterday they remain very bullish and will be buying more
JDW II Editor
11 Sep 2015
NEW ARTICLE: JD Wetherspoon still fretting over rising wages "Record sales and cash flow injected some much needed Dutch courage into LSE:JDW:JD Wetherspoon shares on Friday. That offset concerns over the sustainability of the industry amid tax disparity and the living wage, although the rally has been ..."[link]
BVC vago
11 Sep 2015
Re: another view Have you spoken to Hendersons recently or is this information from your previous chats with them?Vago
WRES is recovering now. news next week will see WRES multibag. target 3p per ceo
INTQ speculator59
11 Sep 2015
More from CyprusSteve on ADVFN CyprusSteve 10 Sep'15 - 18:43 - 2293 of 2300 [link] to see two late reported large buys go through at full offer price .£5,578 @ 254.00 and £12.10k also at 254.Somebody obviously has confidence.Results due September 30th.My reasons for investing here are as follows :Website [link] do not think that their recent deal with Azakoo - [link] actually been recognized by investors. Extract “Strategic Rationale -In light of the increasing demand for content streaming and related services globally, and recent successes of Akazoo in penetrating blue chip customers and large, attractive geographies, this transaction is particularly timely for InternetQ. It provides significant new cash resources, IP, human capital, operational and technological synergies and other related assets to further build on the strong momentum of InternetQ's B2C services as a differentiated and broad offering that is attracting a significant subscriber base globally.Similarly, the structural separation of Akazoo aims to improve focus on InternetQ's respective business lines, while maintaining control of both.”[link] above CEO Panagiotis Dimitropoulos holds 46.19% of issued ordinary share capital other quality holders over 3% are Legal & General IM with 13%, Schroders Investment Management with 7%, and Standard Life Investments with almost 5%.The Company has grown profit successfully each year for the last 5 years – as per link below :httCould one of you please be kind enough to copy the posting below on advfn onto the INTQp://www.hl.co.uk/shares/shares-search-results/i/internetq-plc-ord-0.25p/financial-statements-and-reportsCash balance – £ 11.59m, so no need for funding.No dividend has been declares SO FAR – as the Company has preferred to reinvest capital for growth. It would indeed attract investor interest IF they decide to pay a divi with the financial results.I confess I find it very difficult to understand why the SP is so low given their continued and profitable annual growth – perhaps they need to improve their PR. The spread is usually very low, often below 3%.Although their CEO is resident in Greece, only a tiny part of their business is in Greece, and I have been assured by the Company that they hold ZERO cash in Greek banks.RegardsSteve
GFS II Editor
11 Sep 2015
NEW ARTICLE: 20 top share picks "Stock-picking requires plenty of skill and patience. Most retail investors will also invest in some kind of computer software, or investment tools to help them at some point in their investing career. But the big investment banks have millions to ..."[link]
ISG Courtier1
11 Sep 2015
Re: Results you need to look a bit closer at the company. Basically it is all about contracts now fully completed that were taken on during recession with poor margins. These are now gone and the company has confirmed that the new ones are being done at significantly better margins and profitable. This is only in the construction division mind. The fit-out division increased EBIT by 67%The placing in H1 was clearly flagged as a requirement for cash to mop up the legacy construction issues and restructure the business so no surprises there either. Of discontinued business there was a £3m+ cash outflowThe underlying earnings of 10p strips out discontinued business but does not exclude the losses from the construction contracts mentioned above. The construction part was the lions share of the losses.You said "they need to prove they are out of the woods" - that is the point of looking at H2 vs H1 - this is not a seasonal business. You can clearly see that H1 was a loss of £7m and H2 is a profit of £14m and order book is 14% higher than last year at increased margins (i.e. more profit).I have never held before so have no historical bias but went long at 180p. Strikes me that this year the company is guiding towards 27-30p eps and being cash generative. The fact that they have 65% of revenue visibility already under contract is why I broadly believe the numbers. I give myself a downside margin of error of 25% but at 20p eps the share price still looks reasonably attractive. Personally I expect them to make 30p+ but we will see.
WRES moving back up after sell off (as hot money flew from WRES to AFPO). CEO target in WRES is 3p, that is several bagger from current sp. not sure AFPO can be a bag from here as AFPO already 10 bagger and many are selling at any spike
IERE Damp Seaweed
11 Sep 2015
Re: Deal ? After a month of weekly extensions to the Standstill agreement. today we get an RNS which extends it for just 1 day (today). I assume we must be very close to a conclusion.
AML FRTEB
11 Sep 2015
Re: Where are all our UK companies going? " Have we been too open for our own good? " Yes, I believe we have been too open for our own good and in the rush to do business overseas we have failed to capitalise (as much as we could have) on the desire by foreign companies and countries to do business with us. In other words, we gave away too much for too little return. I just see it as a reflection that the once "Great" Britain is becoming less significant in the world. Whether this is part of a more serious terminal decline of UK PLC, I'm not sure. Time will tell. The only saving grace (IMHO) for us as investors is we can be thankful that a sizeable chunk of FTSE350 company earnings are sourced overseas. We seem to be at the (possible) height of M & A activity (a precursor to a crash?) so with a bit of luck there won't be too many more takeovers. Why? Well as a dividend/value investor I would rather we didn't sell off the family silver, as it were. I held Catlin and made a tidy profit just as I will with Amlin. But I was/am against the takeover(s), just as I was with Astrazeneca. But as a PI there isn't really a damn thing I can do about it other than search for a new income-producing home for the money.Another aspect of this is the importance of portfolio diversification so if there is a M & A frenzy in one sector, as there seems to be in insurance/re-insurance, then you don't lose such a large chunk of income all in one go. ...I have read some posts on these boards of investors having only a very small handful of large value investments. I know of at least one such person who is now sat on a very, very large paper loss and has also seen his dividend income slashed at the same time. He has gone very quiet. Hopefully he's OK. But it just underscores the need to spread risk by diversifying across sectors and geographically.
I can understand those that are invested wanting this SP to go higher ,but not giving over enthusiastic ,posts to mis- inform fresh investors to buy this share.The same people over and over are guilty, and insult anyone who questions.There are no figure to work on only estimates.
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