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COG coldascheese 10 Sep 2015

Results Doesn't seem to be making much headway here and I was expecting a small profit-very dissapointing, looks like thats a few years away so I am out

APH pharmaspecialist 10 Sep 2015

Re: Today's Results Yes, I would agree with you Oxtrader. Alliance is doing OK but nothing spectacular. Its net margins are good but ROCE is nothing special and the results show little bottom line growth. I like the increasing focus on consumer healthcare as this involves brands which should help margins and provide products which last for ever. Comments from management in the results confirm my impression that a major deal is in the works and I think this expectation has been driving the share price.

ACT Jack Diamonds 10 Sep 2015

RNS.......Verizon Contract Great news we have signed a 3 year deal, but even better news who the Counterparty is.Verizon - The largest wireless provider in the US.[link] newsJack========== ========== ========== ========== ========== ========== =======Three Year Contract to Supply Services to Verizon Enterprise SolutionsActual Experience plc (AIM: ACT), the analytics as a service company, is pleased to announce that it has signed a contract to supply services to Verizon Enterprise Solutions, the arm of Verizon that delivers communication services to enterprises. The Company's services will enable new capabilities for Verizon's global managed networking services portfolio, which will be commercially available later this year.Actual Experience's service will be used to enhance managed network reporting capabilities for Verizon's enterprise clients, providing additional end-to-end service quality performance metrics.Shawn Hakl, VP, Enterprise Networking and Innovation of Verizon Enterprise Solutions, commented: "Actual Experience provides an innovative, cost effective way of defining and managing the end-user experience. We look forward to introducing this new capability to our clients later this year."Dave Page, CEO of Actual Experience plc, said: "We're delighted that Verizon, one of the best known managed networking services brands in the world, will be utilizing our technology to enhance their customers' experience."

WLFE wabbit1958 10 Sep 2015

Re: been there Yes if your not happy with this share invest elsewhere

ISG Courtier1 10 Sep 2015

Re: Results I think you are somewhat missing the fundamental takeaways from the results. You shouldn't apply a historic PE ratio to a business that has discontinued part of its business during the 1st half of the year.The £7m loss in the 1st half accompanied by a placing to strengthen working capital on the balance sheet was replaced by £14m profit in the 2nd half. Management also clearly state that the contracts that were taken on during the recession that created these losses have now been completed.so how does the business look. Well the order book is up 7%, margins in the contraction division have been improved and analysts expect this years earnings to be somewhere in the 27-30p range with potential for upgrades and a 5.5% yield. That puts the stock on a PE of 6-7 at the current price. Order book at 1.1bn+ means visibility over around 65% of this years earnings, which is also good and cash generation expected to improve markedly.whether that means the stock is now fairly valued or significantly undervalued is ones own judgement call - for what it is worth the analysts think 300-330p is around fair value.

MAB oldjoe1 10 Sep 2015

MAB, Analysts Rate BUY................... <b>Mitchells & Butlers plc Receives Consensus Recommendation of “Buy” from Analysts (LON:MAB)September 9th, 2015</b>Mitchells & Butlers plc (LON:MAB) has received an average recommendation of “Buy” from the sixteen research firmsthat are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, six have given a hold recommendation and nine have assigned a buy recommendation to the company. The average twelve-month target price among brokers that have issued a report on the stock in the last year is GBX 466.58 ($7.09).A number of brokerages recently issued reports on MAB. Citigroup Inc. restated a “buy” rating and set a GBX 495 ($7.52) target price on shares of Mitchells & Butlers plc in a report on Monday. Canaccord Genuity reiterated a “buy” rating and set a GBX 500 ($7.59) price objective on shares of Mitchells & Butlers plc in a report on Friday, July 24th. Goodbody Stockbrokers Ltd reissued a “buy” rating on shares of Mitchells & Butlers plc in a research report on Thursday, July 30th. JPMorgan Chase & Co. cut their price target on Mitchells & Butlers plc from GBX 470 ($7.14) to GBX 440 ($6.68) and set a “neutral” rating on the stock in a research report on Wednesday, July 29th. Finally, Barclays reissued an “equal weight” rating and set a GBX 500 ($7.59) target price on shares of Mitchells & Butlers plc in a research note on Wednesday, July 22nd.Shares of Mitchells & Butlers plc (LON:MAB) traded up 1.7782% during mid-day trading on Wednesday, hitting GBX 360.6000. The company had a trading volume of 130,412 shares. Mitchells & Butlers plc has a 1-year low of GBX 316.00 and a 1-year high of GBX 485.10. The company’s market capitalization is GBX 1.48 billion. The company has a 50-day moving average price of GBX 374.17 and a 200-day moving average price of GBX 427.60.Mitchells & Butlers plc is an operator of pubs managed eateries and bars. The Business provides a selection of eating and drinking -out. The Business operates in the UK. The Company’s brands include Sizzling Pubs, Vintage Inns, Harvester, Ember Inns, Toby Carvery, Crown Carveries, Fortress, Nicholson’s, Premium Country Dining Group, O’Neill’s, Alex, All Bar One, Village Pub & Kitchen, Miller & Carter, Browns, Innkeeper’s Lodge and Oak Tree. The Organization manages approximately 1,700 restaurants . and pubs

GAW II Editor 10 Sep 2015

NEW ARTICLE: Games Workshop: Testing the goose killing theory "Games Workshop has built a global business selling models inspired by its fantasy wargame, Warhammer, but does the game matter?My viewGames Workshop’s AGM is next Wednesday, and I’m going to use it to test my theory that the company may ..."[link]

HL Kingel 10 Sep 2015

Numis upgrades Hargreaves Lansdown Numis analyst James Hamilton has upgraded Hargreaves Lansdown (HRGV) from ‘hold’ to ‘add’ after the investment broker’s annual results yesterday.Although full-year profits fell 5% to £199 million Hamilton raised his share price target to £12.80 in the belief that the volume of new business would offset a decline in margins.‘We continue to believe that Hargreaves Lansdown justifies a significant premium valuation given its dominant market position in a growth segment of a growth market,’ he said.‘We expect substantial industry growth due to the increase in self investment and the shift from defined benefit pensions to defined contribution pensions. We also expect [pensions] auto-enrolment to significantly increase the proportion of the population with money to manage, most of which will have to be done through self-invested platforms like Hargreaves Lansdown due to the scale of these pension assets.’He added that ‘real industry growth’ will also boost the firm, which will reap ‘scale benefits’ which are unmatched in the industry.The shares closed 7% or 79p higher at £11.94.[link]

BRLA jd1980 10 Sep 2015

Doh - Clearly not I'm staying in for the long term - but anyone fancy a guess at when this will bottom out, after reviewing with an 'independent mindset' ...........i'd estimate BRLA bottoming at 230/250

PZC gamesinvestor 10 Sep 2015

Re: Investec Interesting upgrade, but the price is coming from a grossly over valued position.What is the attraction with PZ Cussons?It hasn't grown it's business in years, at a time when most other companies have done significantly. It's revenue last year was £819M, yet it was at this level (£820M actually) in 2011. During that time it's pre-tax profit actually fell from £108M to £84M. The only thing that is rising here is the dividend -- surely that is going to be difficult to sustain in the face of collapsing emerging market currencies and the impact that will have reporting back in £ sterling. At the moment it's supposedly 2X covered but not sure about the cash cover if anybody knows this.If you look at it's market's they look highly risky - Nigeria is rife with unrest and could be a tinderbox of trouble going forward.Wouldn't you be better to sell PZ and invest in Unilever which has a higher :-ROCE = 101% compared to 22% for PZDividend Yield = 3.3% (but lower cover) compared to 2.8% for PZEarnings growth rate expected in high single digit teens compared to low for PZMuch broader global reach for Unilever with a more balanced business worldwide and stronger in the western countries.All told, Unilever looks like a better option from a growth perspective and with lowered risk, having less % exposure to war torn regions.Having said that, PZ share price has fallen another 4.7% today, so at some juncture it will still be a buy -- below 250 maybe, if it gets there.Games

FTO The Earl of Shilton 10 Sep 2015

CVR I have received notification from HSBC that my account has been credited with a number of Fortune Oil CVR's.Is there anything significant about this action ? TEO

SGP NotAClueAboutTheMonies 10 Sep 2015

Re: Erm... why? Crikey, it's taken a beating recently. Not sure if I should buy more or pull out.

REM jaja 10 Sep 2015

WRES breakout

SLI baylea 10 Sep 2015

Re: Dividend reduction PJ, You've done well to get them to understand. I was messaging them trying to reason with them, but was getting nowhere.Do you have any idea when the tax will be paid to us?

MTV bullbeatsbear 10 Sep 2015

wish you could short this pile of doodoo