OmniChart

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

ABC moonowl 29 Nov 2014

Re: Why the rise? Also, Goldman Sachs have just added it to their conviction buy list with a target price of 645p.Probably just means they've got a big line to unload, mind.

TGL Hedgehog100 29 Nov 2014

Re: 28.11.14 CQCL RNS So, a CQCL RTO into TGL?Don't rule it out!!What about the 31st. October denial from TGL? -31/10/2014 17:41 UKREG Touchstone Gold Limited Directorate change and Placing"...The Company would like to clarify it has no intention of a transaction involving Cambridge Quantum Computing Limited for which company Arthur Gibson is Special Advisor to the Board. The Company continues to evaluate opportunities in a number of sectors including the applications of quantum computing technologies...."[link] think that was a time-limited reference: i.e. at that point they had no intention of such a transaction immediately.Other communications from TGL have been more equivocal regarding CQCL's intentions, indicating that CQCL needed to advance a bit more first, and then decide upon its route to market.Bearing in mind GOS's very unfortunate experience with the IPO route, then the RTO route for CQCL will surely make sense to Stanhill, especially with TGL available as such a natural home.And this would also help to explain why Ilyas Khan wanted to keep a bit of a lid on the TGL share price earlier this year, but has more recently bought 10.7 million TGL shares.I.e. TGL needs to be just the right size for an anticipated RTO.

TGL Hedgehog100 29 Nov 2014

28.11.14 CQCL RNS "RNS Number : 3277YCambridge Quantum Computing Ltd28 November 2014 ...Cambridge, 28 November 2014 - CQCL is pleased to confirm that Sir Nigel Broomfield KCMG has taken up the position of Chairman of the Board of Directors.Sir Nigel Broomfield commented: "The emergence of quantum computing as a reality in the coming years cannot be underestimated in terms of its impact on areas such as national security, secure communications, financial services and bio-technology. The contribution of new and innovative companies towards this important technology will be critical. I, and my colleagues at CQCL, think it is essential that British companies be at the forefront of these developments. I am therefore very pleased to take up this non-executive position at an important stage in the work of CQCL." ... "[link] that the first two quantum computing areas mentioned by Sir Nigel are national security and secure communications: i.e. two areas that are absolutely key to the work of TGL's new acquisition GOS Systems.It's also interesting that CQCL is using the London Stock Exchange's RNS system to make this announcement, even though it is unlisted ... though perhaps for not much longer."...RNS is both a regulatory and financial communications channel for companies to communicate with the professional investor...."[link] Systems remember was using RNS ahead of its planned floatation last year.From the GOS Systems intention to float RNS July 2013:"GOS has the following key strengths:· Strength and depth of management team ...· Differentiated high margin products and services· IPR and know-how GOS has 13 patent families across the Group ...· Existing commercial relationships built on trust ...· Significant growth market opportunity with high barriers to entry ... "[link] then there's the recent appointment of CQCL's Professor Arthur Gibson as a new TGL director.

PLE curious9 29 Nov 2014

surely a no brainer There making money....?Got the supplier set up now.. surely just a matter of time before coining it.why has it fallen so badly

MTV curious9 29 Nov 2014

Happy Days There off.... should be getting some gooood news sooon.Started taking orders now:[link]

CAZA Nunquam 29 Nov 2014

very painful

FTO Nunquam 29 Nov 2014

bought

FTO Nunquam 29 Nov 2014

I bough a few more so FTO will probably tank down.

ROSE Nunquam 29 Nov 2014

miserable week for small oil companies.

MNZS nk1999 29 Nov 2014

From Citywire From Citywire (included in "dividend kings":"Investors price in Menzies cut, but it could still deliverInvestors are pricing a dividend cut by John Menzies (MNZS), but analyst William Shirley thinks the airport services and newspaper distributor’s payout is sustainable.With the shares down 52.4% this year, John Menzies is yielding a ‘high but risky’ 8%.‘The market is pricing in a cut: price/earnings of 7x and dividend yield of 8.4%, although [there are] no analysts – yet – forecasting a cut,’ said Shirley.‘The new chief executive may use a strategic review in February to signal a “transition” – our view is that the dividend is sustainable barring a further deterioration in trading.’Shirley has a ‘buy’ recommendation on the stock, with a 600p target price. The shares were trading at 335p yesterday."