OmniChart

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GDL GiveMeTheFacts 30 Nov 2014

Re: 2015 Volatility is expected until some concrete indication of operational performance arrives. No news as yet, but there does appear to have been an element of pump and dump again, but hopefully this will be overridden by more consistent steady gains over the course of time.Also, a lot of garbage about "research" into GDL being spouted on some sites. The information that is available, is all that is available. The main factor now is that drilling is finally going to happen and the required financial backing is now there.Would be nice to hear more information from India, beyond the fact that the first well was spudded some time back.

LAM durby 30 Nov 2014

Re: Nomura maint 200p tgt ookyfly - The OPEC meeting was on Thursday. The decision to not cut oil production impacted all oil related companies on Friday. IMO, given LAM works on long dated orders, the fall in LAM share price is overdone.

KCOM nk1999 30 Nov 2014

Telegraph- Questor From Thursday:"KCOM profits slide but dividend holds firm: Hull-based telecoms group KCOM warned that revenue would be lower than expected for the full year, sending shares down 4.6%. KCOM said that the public sector and business communication part of the company is struggling to win enough new contracts to replace lost business and that this will hit full year revenue forecasts. Market consensus is for pretax profits to slip marginally to £48 million, on revenue of £367 million. Telecoms companies have stable revenue and cash generation as customers tend to renew fixed line and broadband packages with the same provider. That is what enables KCOM to increase the interim dividend by 10% to 1.79p per share, ex-dividend December 29 and payable February 2. KCOM is attractive to investors in no small part because it generates plenty of cash. The company made £67 million in free cash flow last year – up from £46 million a year earlier – meaning that the £24 million paid out in dividends was covered almost three times. KCOM at 85¾p-3¾p. Questor Says “Hold”. "

LAM durby 30 Nov 2014

Re: LAM Chart ... As I said, it will be an interesting week or so ahead - and it was. Price could not break the pink resistance line, instead fell through the red support line. Keep an eye on the white line. RSI is also in the oversold territory. RSI for LAM very rarely been in the oversold territory.[link] the fundamental side, LAM's order book for the current financial year is not impacted at all by the current oil price. Order book for next year is also mostly in place. Think it is the knee jerk reaction from some market participants.

BVXP moonowl 30 Nov 2014

AGM AGM on Wednesday

BAB Komatsu100 30 Nov 2014

Re: BAB win again!! LCST contract [link] Logistics Deal Delayed Until 2015LONDON — Hardly had the dust settled from Babcock’s selection as the winning bidder to acquire the British state-owned armored vehicle repair company Defence Support Group (DSG) when a newspaper report emerged claiming the firm is in line to secure a major deal with the Ministry of Defence to transform the purchase, storage and transportation of commodities.Babcock and its partner, DHL, in a team known as Defence Integrated Supply Chain Solution, has been in a head-to-head competition against US company Leidos with Kuehne & Nagel and others acting as subcontractors to win the Logistic Commodities and Services (Transformation) (LCS(T) program. An in-house MoD team has also been bidding.An announcement on a winner for the LCS(T) program had originally been planned for November. That slipped to December and recently an MoD spokesman said a final decision naming the winner had been pushed back to 2015.But now a report in the Independent newspaper here Nov. 28 said that Babcock had beaten Leidos to the deal.The MoD denied a decision had been made and said it was sticking to its new timeline for an announcement in 2015.“No decisions have yet been made. It is expected that an announcement will be made in the new year,” said a Defence Ministry spokesman.Leidos replied in a similar fashion: “We are not aware of a decision being made yet.” A Babcock spokesman said the company could not comment.One industry executive said it is possible, assuming the report is accurate, that a recommendation in favor of Babcock had been made by the Defence Equipment & Support organization but that it had not been approved yet by government ministers.LCS(T) is a major outsourcing deal that includes operations and procurement of commodities like food, clothing, general stores, some fuel and other items potentially running to more than £13 billion (US $20.5 billion) over the 13-year life of the contract with the Defence Equipment & Support (DE&S) arm of the MoD.The program is part of a wide-ranging transformation effort at the £14 billion-a-year MoD procurement and support operation aimed at improving efficiency and reducing program cost and time overruns.Originally, the word was a winner would be announced on LCS(T) at about the same time the government decided which industry bidder would acquire the MoD-owned DSG.Babcock was named preferred bidder for DSG in mid- November in a deal expected to be closed by the end of March.Nobody is saying why the program announcement slipped, although the complex deal includes more than 2,000 DE&S employees moving to the winning bidder.The Independent said the announcement was delayed because the MoD wanted to put some distance between Babcock securing the LCS(T) deal and a string of other contracts it had secured from the government this year.With the purchase of the DSG as good as done and a €1 billion (US $1.2 billion) active electronically scanned array development and integration contract also rolled out by Britain and its partners in the Eurofighter Typhoon program, and the likely LCS(T) procurement announcements earmarked for go ahead, there’s not much left to announce before Parliament breaks for Christmas recess Dec. 18.However, governments here often like to make major announcements ahead of departing for Christmas or the summer holidays and it’s possible the MoD has one further announcement up its sleeve for this year.The expected Type 26 frigate production order has slipped well into next year as BAE Systems and the MoD remain locked in talks about affordability and issues related to risk.Whichever of the two LCS(T) outsourcing proposals is selected, big changes are expected in the way the MoD runs its commodities storage and supply operations.The scope of the expected deal involves undertaking

EOG PERPETUAL OPTIMIST 30 Nov 2014

DIRECTORS DEALS Now coming up to a month since the directors deals. So hopefully something (favourable) will now emerge in the coming weeks.

FDL shorty3 30 Nov 2014

Re: Lspoon1 Lspoon1 Your post (or was it an email?) makes rather a lot of assumptions about my investing, most of which are incorrect.I normally always place a short / CFD to hedge my larger investments and therefore have some experience in shorting stocks.Your post states "I shorted 50,000 Findel shares at 282p and closed at 202p giving a gain of £40,000 in approximately 6 months."OK if you made £40K shorting FDL then fair play to you, we are all here to make money whether it be long or short, however I don't believe you did and I will explain why:-You state you shorted 50,000 shares, as far as I am aware in the UK, as a individual investor you cannot just waltz up to an insurer or investment fund and borrow 50,000 shares you have to be an institutional investor to have that facility, (please correct me if I am wrong) as a PI you would have to take out a spread bet or CFD, betting on a falling share price and to make £40,000 from 282 to 202 (80 points) you would need to place a stake of £500 per point, a rather large stake by anyones standard.Please advise which institution / broker / trading platform you "borrowed" the 50,000 shares off? or even better post your trade.Shorty

FDL fishxx 30 Nov 2014

Re: Lspoon1 maybe Ls' spoon is full of poison, one can only hope fffishxx

BA gamesinvestor 30 Nov 2014

Re: solid stock Mike, It's a fine company no question with it's breadth and scope in military activity, but there are a few things that maybe are not to like :-1. Falling Revenue -- £20.3Bn in 2009 ---> £16.7Bn projected end 2014.That's a fall off in business of 18% in 5 years.2. EPS is also less now that in 2009 (37p compared to 40p in 2009)3. High PEG ratio of 2.0 going into next year based on a high P/E of 12.8 -- the highest BAE has experienced for years.4. No quoted ROCE -- I simply don't know how much is generated for each £ invested.5. Dividend cover declining. Whilst still relatively comfortable it's fallen from well over 2 to 1.96. Share price trading close to 52 week highs, which in itself is not necessarily that meaningful except there is no room for shocks buying in at this level.7. Cash flow - was £1.1Bn short at the end of last year8. Debt is not enormous but still represents over 4.5 times it's current pre-tax profits.Games -- On the positive side Neil Woodford has increased his holding of late so he's obviously had his team run the slide rule over it. He's not infallible though since he has had several blunders of late including buying Rolls and Capita at the height and seeing a large chunk wiped off their value.

AVG Lion Rock 30 Nov 2014

Re: LTA Airbus Tejo - wholly agree with your thoughts on the "engineering excellence" but I suppose if you are in high tech markets as oppose to being a straightforward metal basher the opportunities are not as numerous. I am hoping the lower oil price from which the economy as a whole will benefit, should generate opportunities from elsewhere that may not have been considered. The more I look at recent events the more I am convinced much of the reorganisation was already scheduled but market events mean they cannot do all that AND still make increased profits on the previous year.Re:Easyjet indeed their boss is very astute

PTV CPH1 30 Nov 2014

can't open the link???

MDZ dickie3times 29 Nov 2014

Re: boing boing, boing....BONG

BAO Lawrence of Saudi Arabia 29 Nov 2014

Wishful or whacked? "next couple of months should see hopefully all the pieces"The pieces are coming together, just like a jigsaw puzzle might. But there are a few significant pieces missing. Namely MONEY!Even you should be able to see the loan was a clue. AMED aren't quite in a position to pull the rug and are milking this goat for all they can.Now that train ride! Took several days EMPTY, just to prove that Butch Cassidy wasn't hiding out ready to rob it! And that harbour you keep mentioning. It has serious limitations - bb passim ad nauseum!You really need to stop researching BAO and start looking at all the other pieces of the puzzle. Then you'll have a time-line and a better idea why I'm bullish.Strengths World Class AssetWeakness Currently insufficient support infra-structureOpportunitiesThreatsI don't need to labour the points here but you let me know where I'm even slightly pessimistic!LoSA Struggling to comprehend the level of Cognitive Dissonance displayed.

FDL delta delta papa 29 Nov 2014

Re: Lspoon1 I have spent some days now considering a response to the recent release of the half year figures and the subsequent share price drop and of course Lspoon1's very detailed opinion.The figures themselves were as expected really, the big surprise was the non cash £19m exceptional impairment charge triggered by the poor performance of Kleeneze. This would appear to be the only reason why the share price was driven down so significantly, although it must be said, this was not an institutional sell off as suggested by LS1. Old Mutual have reported a reduction in holding of 200,695 shares. Somewhere in the region of 350,000 shares were traded on the 26th November representing less than one half a per cent of the total shares in issue. More shares changed hands on both Thursday and Friday than Wednesday and here it would be fair to assume that there were more buys than sells because the price recovered from under £1.90 to its closing price on Friday of £2.08/£2.09. Again LS1 as before has presented the case very eloquently but included much reading between lines. It is conceded early on in the post that the presentation is a personal take on the figures. You have to remember that LS1 has confessed to a short position in FDL so the opinion has to be read with this in mind.Unfortunately I am not conversant enough with a set of accounts to present a case for those long in this company except to say that even LS1 admits that the sale of Kitbag will enable the board of directors to achieve its margin target of 7-9% pre tax profit.I can find three brokers who are are currently offering views on Findel, N+1 Singer the house broker, Cantor Fitzgerald and W H Ireland. All three are still reiterating their buy stance and all have price targets of £3 or more.Let me remind you of some basics as far as LS1 is concerned. "I have a principle that I never short sell nor do I make postings aimed at pushing a share down for personal gain." Was what the honourable LS1 said in a post on the 12th February 2013."My first ever post on this board was on 4 February 2014 when the share price was 292 pence." Was what LS1 said on the 4th November 2014. The truth is, LS1's first post was on the 4th February 2013, when of course the opinion stated became completely irrelevant.So in conclusion we have a short seller in LS1 who who sets out a very compelling case but is very forgetful when it comes to previous posts. For what it's worth, my opinion is this. On losses of £400,000 at the half year in 2013, Findel were able to report full year pre tax profits for the 2013/14 trading year of £22m. For the half year to September 2014 this figure had improved to a £1.5m pre tax profit. Even without the sale of Kitbag we can expect similar profits for the 2013/14 trading year based upon last years performance. If Kitbag were to be sold we could look forward to profit in excess of £30m and reduced core bank debt. Much more in line with the board of directors projection of 7% margin target.I am no expert but I do feel that Findel have been over punished for accounting for their impairment charge recently which has not affected their cash at bank position. In basic terms there is still more cash flowing into this business than going out. As time goes on, cash burn is reducing and income is (if not increasing) still being maintained as a group.Good luck to all genuine investors.DDP