OmniChart

NRI sage in the hills 27 Aug 2015

After the goldrush ....... following global investors re-investing after the volatility of the last several sessions,selective investors will be back picking up more nuggets like NRI.SAGE

XTR jaja 27 Aug 2015

wres motoring guys. news next week. see rns

OPAY IOMINVESTCOM 27 Aug 2015

Re: CANACCORD BUY NOTE HI Willow67Plenty of examples that your right to ignore the brokers targets but then again I feel better to know the likely target as it helps to see how the share start s to re-act as it gets close.PLP example after results with new broker targets and the SP is following in the direction.GLTA

SCE theprior 27 Aug 2015

RNS Another brick in the wall....and the market loves it ....up20% (ish)TP

PLP IOMINVESTCOM 27 Aug 2015

Latest broker targets 26 Aug 15 Deutsche Bank Buy 359.63 - - Reiterates21 Aug 15 Deutsche Bank Buy 359.63 315.00 391.00 Reiterates21 Aug 15 Berenberg Buy 359.63 340.00 395.00 ReiteratesSP looking good today breaking out

FAST alphabravo321 27 Aug 2015

In response to a shareholder query I received the following from Fastnet "Following Friday’s General Meeting, we anticipate that there may be a further General Meeting in the months ahead when shareholders will be required to vote again. In this event, it would be most likely that such a General Meeting would be required regarding the acquisition or reverse takeover of a much larger company in the pharma sector, requiring a further vote by shareholders. ‎

HFEL TwoSporrans 27 Aug 2015

Re: Adding elsewhere China aversion makes sense given further deep falls may well follow on.Got some AAIF myself and might add, though favouring Schroder Asian Income of late as alternative to HFEL playing more on dividend growth than high dividends today.Actually bagged about £5k of SA on 'Black Monday'.AAIF is maybe 8% China weighted v 21% for HFEL and it's very overweight in Singapore at 25%.Like HFEL, it's now about parity in terms of discount to NAV.A lot of the Investment Gurus keep saying avoid China because it's growth slowdown is worse than Gov't stats state and is set to continue, maybe into outright recession.Hence, the reasoning goes, Chinese shares will sell off more; ditto [albeit less so] those of companies that sell into China or into other countries that sell lots to China: pretty much most of Asia.Ain't necessarily so.For one thing, most of the selling, maybe the vast majority, has been an unwind of leveraged, derivative type, speculative buying that was made on expectation that China was going to [in 2015] go international, not only with it's currency exchange/trading but with it's equities too.If the Shanghai/Schezen bourses were open to global capital, there would/will almost surely be a flood in of international fund capital; this is simply because the funds will then apply automatic weightings for holdings in Chinese equities.This internationalisation has stalled, not least for technical reasonsThe unwind looks to be pretty much done; the indexes are very close to what they were before the associated ramp up.Sure, there's still all sorts of risks out there and the quality of information + regulation leave much to be desired.But.....1. What about the "golden paradox": Company earnings often do very well during recessions, admittedly more at the back end of them.2. When was the real economic nadir in say US or UK? Was it 2007-8-9 or more 2008-9-10? [the latter] Did shares drop during 2008-10?No. 2009 and 2010 was when risk assets made a killing for investors; possibly the best opportunity to make investment profits in a lifetime.3. Real economic slowdowns elicit all sorts of responses from company cost cutting [especially CAPEX] to Government measures; the huge monetary stimuli still in force globally most obviously.China has more options/room for manoeuvre with $3-trillion in foreign reserves that the US or Europe had when their credit bubbles burst. Base rates are 4.5% I think. Gov't can marshal large rescue funds, as witnessed of late.4. China is in the process of rebalancing.So, there's recession in cement, steel, oil/gas [upstream, not refining] along with a choke on over-capacity property expansion.The consumer driven sector still looks to be growing fast.If you don't believe the Chinese take [caution always warranted on that] , there's a lot of feed coming out of Western/global companies that supports this.So, if all the Chinese shares have gotten sold off en-masse in this speculative unwind [which looks to be the case, as was in the West 2008-9] then surely there must be great opportunity/value emerging in the companies focus upon the right SECTORs of the Chinese and indeed global economies.I could ramble on but just putting over something to counter the rather simplistic message being broadcast by a load of the "experts" that Chinese investments will lose a lot of money over the next year or 3; just because the economy will slow down a lot overall.Go buy Europe [seems to be the an "Experts" consensual favourite], buy the dip, if you prefer.Not saying there's not opportunity there; there is, if you are selective.But I wouldn't go in particularly because the economic growth is reviving.Even to the insipid extent it MAY do, it's only doing so on the back of the Draghi Put; all that LTRO + QE + near ZIRP just about heading off Eurozone Recession; not to mention maxed out company cost cutting in the face of almost static productivity gains.Not a l

ECK theprior 27 Aug 2015

Re: Annual report and new contracts ! Btw, just had a little top up todayTP

ECK theprior 27 Aug 2015

Annual report and new contracts ! Excellent year for Eckoh who are at last gaining traction in the UK and the US.And the divi is up !What's not to like about this share ??Good value below 40pLuck all, TP

IFL forwardloop 27 Aug 2015

Business Rescue - sale of assets [link] Numis retained (and fortnightly reiterated) a 25p tgt (reduced 20p tgt at the end) - Pl0nkersor are they house brokers - in which case they ought to be sued for supplying mis information.

CIU Warren Buffoon 27 Aug 2015

Re: Market conditions vs Cape Thank you for that wonderful foresight.

MLIN CASTLEFORD TIGER 27 Aug 2015

reasons to buy! Molins is a technology-led service provider, with the tobacco industry accounting for around 45% of 2015 sales. 90% of revenues are derived from outside the UK, with a third coming from aftermarket services.Often times of market turbulence can produce silver linings, particularly in small caps, where some valuations currently appear deeply oversold. Take Molins for example: at 75p the stock trades at its lowest level for over 3 years. This is equivalent to EV/EBITA and PE multiples of 4.8x and 5.0x respectively, representing more than a 55% discount to the wider engineering sector.Part of the reason is due to the £9.7m net pension deficit (£13.6m gross). Yet, even if this is treated as straight debt, or the associated £1.8m pa of recovery payments are deducted from adjusted earnings, then the corresponding figures would still only climb to 7.3x and 9.8x. Furthermore, the shares offer a 7.3% dividend yield that is more than twice covered.Today's interim results for the 6 months ending June 2015 were bang in line with estimates, with performance also on track for a strong 2nd half. In total, revenues rose +1.5% to £39.5m on the back of 'continued momentum' in Packaging (+19% and +26% constant currency), partly offset by more "challenging conditions" in Instrumentation & Tobacco (-14%). In terms of profitability, adjusted EPS fell to 5.1p from 7.5p largely as a result of the decline in gross margin from 31% to 28%. Here, Cerulean is being impacted by price competition from European rivals. More positively, however, Packaging's impressive growth is set to continue - driven by expansion in Asia, increasing activity in South America, a move towards standardised solutions and a broadening of the customer base.This momentum, together with ongoing self-help measures, is forecast to further boost group EBIT margins to 5.2% in H2 from 3.5% in H1. There is no change to our adjusted PBT forecasts for this year and next, and therefore we retain our price target of 138p per share based on the fundamentals.tiger

MTR scotchoverice 27 Aug 2015

Have there been any trades today?

ALD oldjoe1 27 Aug 2015

ALD UPDATE 2............... <b>UPDATE 2-British bank Aldermore doubles profit as lending grows27-08-2015 14:39</b>First-half profit rises to 44 mln stg vs 21 mln stgCEO sees "minimal" impact from reduced buy-to-let tax breaksShares rise as much as 11 pct(Adds details, CEO comment, updates share movement)Aashika JainAug 27 (Reuters) – Aldermore Group Plc's <ALD.L> profit more than doubled in the first half of the year, beating expectations, as the up-and-coming British bank issued more mortgages and loans to small and medium-sized businesses.The bank's shares rose as much as 11 percent on Thursday to rank among the top gainers on the FTSE-250 midcap index <.FTMC>.Aldermore, among a handful of London-listed banks set up to challenge the dominance of Britain's big five lenders, reported underlying pretax profit of 44 million pounds ($68 million) for the six months ended June. [ID:nRSa2286Xa] It joined rivals Virgin Money <VM.L>, OneSavings Bank Plc <OSBO.L> and Shawbrook Group Plc <SHAW.L> in reporting a bigger first-half profit fuelled by a housing recovery and more lending to small and medium-sized enterprises.An 8 percent surcharge on profits above 25 million pounds could slow the momentum of these banks when it comes into effect from Jan. 1. The British Banking Association has said the levy could reduce annual lending by up to 10 billion pounds.Aldermore Chief Executive Phillip Monks said he aimed to mitigate the impact of this surcharge. He did not give details about how the bank planned to do this.Aldermore, founded in 2009 and publicly listed since March, said it was on track for net loan growth of about 1.4 billion pounds, or 30 percent, for full-year 2015.With residential mortgages accounting for a large proportion of the bank's loan book, a rise in UK mortgage lending to a seven-year high in July has helped to underpin Aldermore's growth.Challenges lie ahead: a recent survey from mortgage lender Nationwide showed that British house prices rose this month at the slowest annual pace in more than two years. [ID:nEONF8R0RV]Britain is also preparing to cut tax relief on mortgages for wealthy buy-to-let landlords, a move designed to remove some of the advantages they have over people who buy their own homes. [ID:nL8N0ZO34Z] Monks said the impact of these cuts to Aldermore would be "minimal" because the bank deals largely with professional landlords.Properties owned by so-called professional landlords are held in a corporate structure and therefore may not be subject to the cuts.Analysts lauded an improvement in Aldermore's underlying cost-to-income ratio – 53 percent for the first half of 2015 versus 64 percent a year earlier. Monks said he expects a ratio of below 40 percent in 2017.RBC Capital raised its rating on the stock to "outperform" and increased its target price to 325 pence from 300 pence.Aldermore's stock was trading at 303.58 pence at 1320 GMT, up 9.2 percent. ($1 = 0.6483 pounds)(Editing by Robin Paxton) (([email protected]; within UK +44 20 7542 1810; outside UK +91 80 6749 1136; Reuters Messaging: [email protected])Keywords: ALDERMORE GROUP RESULTS/© Thomson Reuters Limited. Click for restrictions

AEY barno99 27 Aug 2015

Current valuation. I have just checked on Bloomberg the current valuation of the company at the current share price.£3.2 million was the given valuation on their..With £13 million in the bank it does seem odd that the valuation is so small.It doesn't even take into consideration any of the company assets?Am I missing something?