OmniChart

BOX BOWOOD 03 Sep 2015

Re: clear water to .5p I think you are right o4a - and I believe that once we have the break out above the .4p level and the benefit of a positive update for the next year then 1p could well be in sight

WRN TX2 03 Sep 2015

Re: Craig Whyte & Charles Green arrested Now charged with conspiracy & involvement in serious organised crime.Phew!Well that can't involve Worthington.They can't even "organise" the publication of their accounts.I am sure that the revaluation of Law Financial assets to £10m was whiter than whyte.It's still earley days...Ware there's a will......

OIG holland44 03 Sep 2015

Introduction There hasn't been any discussion about this trust for a long while, so I thought I'd kick things off.I was led to this trust by John Baron's analysis at [link] was looking for a small companies trust with a good track record and a US flavour, without being a worldwide generalist like FCS (in which I already invest). Investing in OIG was rather a shot in the dark, but John Baron has good judgement and plenty of experience, and the trust has done very well in 2015, whilst still retaining a decent 13.5 discount. It has a similar focused private-equity approach to SEC, which I first invested in when it had an 18% discount, but is now on an 8% premium which makes me nervous (JB has recently sold most of his SEC holdings for this reason).OIG has jumped 7.21% today; I've no idea why, but like SEC it tends to go through long periods of stable prices, then sudden leaps, presumably on good news of some kind or purchases by a large investor.Here's John Baron's analysis:"OIG invests in small and medium sized quoted and unquoted companies, mostly in the UK but also in the US. Its approach is a little different to other more ‘mainstream’ smaller company investment trusts in that it seeks companies with strong business models but which may, for a variety of reasons, have factors constraining their performance. Taking an activist approach as a shareholder, it works with managements to crystallise the inherent value. This process is helped by its expertise in spanning the public/private equity divide. As such, OIG’s portfolio is more concentrated than most as the emphasis is on taking reasonable stakes and knowing the companies very well indeed. It’s an approach which has paid off over the years. Under the stewardship of Christopher Mills, performance has been very good. When I last looked at the end of November, OIG has produced a total return of 13%, 89% and 130% over one, three and five years respectively. This compares well against both peers and the various indices.And yet, it still sits on a generous discount. When I first mentioned OIG in last month’s column, the discount was around 25%. Since then it has narrowed and, at time of writing, is now around 16%. However, this still represents good value given its track record, which is why I have topped-up the holding during November.Looking forward, there are a number of positives. I remain of the view that portfolios should be overweight smaller companies over the longer term. OIG’s approach is particularly well suited when applied to this under-researched area of the market, and this should continue to serve it well – especially given an earnings environment which will remain difficult. With liquidity effectively around 13%, powder is being kept dry for further opportunities.Furthermore, its expertise and flexible mandate, both in terms of geography and in crossing the public/private divide, will remain a relative strength. The unquoted element comprises less than 10% of the portfolio at present, but historically OIG has a good record at crystallising value from such investments. There remains one vital component which I always look for when seeking unfashionable trusts – managements with sizeable stakes. Christopher owns around 30% of North Atlantic Smaller Companies (NAS) which in turn owns 42% of OIG. A further 1% of OIG is owned directly. Such a healthy stake strongly aligns the manager’s interests with that of shareholders – it is in everyone’s interest that the discount narrows over time."

JQW Wildcat2 03 Sep 2015

OMPs out? Looks like this might have bottomed around 7p and is now on a rising trend.Anyone have an idea if the early-stage investors are now out? Last time I looked they had a few million shares to go. But that was a while back.

BOX one4all 03 Sep 2015

clear water to .5p BUY

AVG tejo 03 Sep 2015

Re: I wonder Thanks Lion Rock. I had noticed that the Helium Special Situations Fund had increased its holding to over 7% which is encouraging. Hopefully, you will learn more about the overall situation at the AGM but one aspect that you might ask about is, of course, China. their operations there may be the key to their future growth and I wonder if the recent small devaluation will help or hinder AVG Orders for new aircraft seem to continue to boom and, in theory that should help the Signa operations. As always will be most interested to hear your commentary - ill health still somewhat incapacitating but one day I will get there, Oxala.

ETO gretel 03 Sep 2015

News - Disney and ETO Big news just out - Disney to broadcast ETO's new superhero animation series, PJ Masks....[link] "Disney to debut eOne's new kids' show PJ Masks Robert Hutchins September 3rd 2015 at 106AMeOne Family has a robust licensing programme waiting in the wings for the new children's series.Entertainment One Family’s new CGI animated series, PJ Masks is gearing up to make its international debut on Disney Channels this autumn.The new series will air on Disney Channel and Disney Junior in the US on Firday, September 18th before making its way to France 5 in France later in they year. Produced by eOne and Frog Box and in collaboration with the award-winnig French animation studio TeamTO, the series is inspired by the popular children’s book series Les Pyjamasques. The series of published titles have enjoyed notoriety in France, where the books debuted in 2008 and have seen 15 titles published to date. There are now plans to release two further titles each year.“Our new landmark property, PJ Masks, brings popular superhero themes to a pre-school audience and we are incredibly excited about the upcoming premiere on Disney Junior and France 5,” said Oliver Dumont, managing director of eOne Family.“PJ Masks is a winning combination – both pre-school boys and girls will love and be empowered by the show’s heroic and fantasy based storylines while being able to relate to the central themes of friendship and teamwork.”Dumont has stated that the planned licensing programme for PJ Masks will ‘skew slightly more towards boys,’ which will provide the firm with ‘perfect counterbalance’ to the girls’ focused licensing programme for Peppa Pig.“Our long term strategy is to build a robust portfolio with exciting marketing prospects for boys and girls in each key age group and strong digital and ancillary avenues to maximise our already prolific licensing infrastructure,” he said."

KLN BOWOOD 03 Sep 2015

Re: Interims I am expecting the half year results tomorrow and if the sp does not move up on them I would hope it can at least consolidate around current rerated levels

BOX BOWOOD 03 Sep 2015

Re: looking good towards reporting Interest developing as we can expect a year end (31 July) trading update shortly. Also the football season is well underway and we can anticipate a much better first half as the customer base has been scaled massively over the passed twelve months or so.

ENRT Thomas Tallis 03 Sep 2015

Raising funds is getting tougher I have recently commented on tighening of credit - could this be an example of what others have warned about? See my earlier posts."... regarding the subscription to raise £295,000 (the "Subscription", Alexander announces that due to the non-receipt of funds, the Subscription will not be proceeding as planned at this time. As result, the Company has inadequate working capital until an alternative financing can be arranged and has requested the suspension of its ordinary shares from trading on AIM...."[link] is nothing more than chit chat and waffle to while away the time as we wait a little longer for a deal, the AGM, news of revenue coming in or some other good news. It is not intended to be advice not any recommendation to take action - but it is all worhtwhile reading - better than stuff like we will hear in two to three weeks, it seems clear to me or "a little longer"..

SOLO jaja 03 Sep 2015

check WRES recent RNS. now bouncing up strongly. news due in sept.

AGA Cranleigh 03 Sep 2015

How can one vote for 185p? Difficult to see how shareholders can sensibly vote for the current Middleby offer on 8 September when Whirlpool has until 14 September to put up or shut up. If Whirlpool do make an offer, how far is up?!

INFT alltold9 03 Sep 2015

Re: News Happy Days

AEG AsherH 03 Sep 2015

Recent sp action Perhaps 'action' isn't the right word, but the spread here over the past couple of weeks has remained off-putting to say the least.Today we have 5.45 - 5.05, it was as bad as 5.9 - 5.1 last week. Hoping as this tightens, punters will return. Of course there is the chance an RNS re:Canada will arrive any day, and depending on the content, its 3p or 10p+. Long term though, this is a buy and hold for me.Good luck holdersAsher

BVC car1petbagger 03 Sep 2015

$1.5m order has strings In the RNS it states that it is a revenue sharing agreement so BATM only gets revenue if the by-products are sold. Not sure how they can declare this as a $1.5m order. They will have no idea how many by-products they sell. So basically BATM give the technology to the company and hope it generates some revenue.This should be declared as a joint venture with revenue potential. I can't see how the accounts can show this as an order