Re: 50% discount to cash 5.2p The recent presentation lays their ineptitude bare.They compare to various but picked flattering timescales to themselves and with other timescales their performance is clearly awful.If they don't turn this around they won't be worth 2c to any other company, having shown they have just been lucky to date and riding a gravy train.
Re: LTA Airbus Thank you LionRock for that interesting insight. I have been trying to assess the threats and opportunities to my portfolio arising from the sell off in the oil price. For AVG it should be fairly muted I would think with Metalcraft the only area directly involved as far as I can see. Looking at the range of activities carried on by Metalcraft, I am surprised that they do not make more in the way of profit. Much talk of engineering excellence etc. which is all well and good, but excellent engineering needs to produce excellent profits. Emerging market countries plus poorer European countries should benefit from lower oil prices depending on currency movements versus the US $. I bought some Easyjet shares after their last results. Smart woman in charge!
2015 Should be the turning point for GDL.The two year chart shows the lows at 7/8p two years ago and the meteoric rise from there. This time around, the 200 sma looks like support and has turned upwards.News on the drilling in India and back in China for GDL should hopefully value GDL at (at least) twice current market price.Ash
my latest assessment so in the last week the mid has dropped steadilly from 10.75 to 9.75 about 9% dropstill no sign of new cash or a share issuetime is running short for phorm to raise cash or provide good news in the form of impressive revenue to try and get interest in any possible share issue movingthe fact there has been no revenue figures and reportedly on another forum (though not proved and no evidence provided to back up the claim) lack of interest in a share issue is interesting, i would assume anyone who would be interest in or offered the option to partake would have to be appraised of certain information relevant information on which to make a decision to partake in a share issueif and i say IF a share issue has been offered around and no uptake has occurred it could be seen as an indication of how bad the prospects are for phorm and its financesbut it is a long time after the predicted running out of cash based on the last cash burn and cash in the bank from phormthere are a number of possible answers1:- phorm have generated more revenue than anticipated (if this was the case we would have heard about it by rns so i don't think it likely)2:- cash burn has been reduced and cash has lasted longer than expected (possible but again i think unlikely)3:- some independant injection of cash rather than a share issue (unlikely not sure if possible without some form of notification)4:- the cash call / share issue has not yet taken place (possible but no evidence to confirm or deny)5:- the cash call / share issue has been attempted and failed (possible but no evidence to confirm or deny)so most likey are the last two but no evidence to support either,as normal only time will tell. we have the rampers on the other forum who would have us believe option 4 is correct but they have a history of mis-informationwe also have a new poster on the same thread on the other forum who has made the unsubstantiated claims that phorm have attempted and failed to raise cash, they have no history for me to judge them for or against. the only information presented that could be verified has been that which is available to anyone with level 2 accessso apart from the current SP slide there is no real evidence regarding a share issue but it is likely cash is at a criticle level based on the last figures provided by phorm, and up to now those predicitions based on phorms figures appear to have been accurate to a week or soso what information do we havestill not granted patents,still not enough revenue in a year to cover a single months cash burneven the optimistic predictions of mr bigger show phorm will still need regular cash transfusions to keep it alive for 18-24 months before it "MAY" be possible to support its self but how much more cash is that going to take? £40m-£50m and that is a ball park figure based on current cash burn rates and a linear increase in revenue as per mr biggers predicitions / forecastbottom line is it more humane to just put phorm out of its misery and save more investor cash from being burned for no reason, they have tried close to double figures of countries and failed in all but the last two but turkey appears to be failing and china seems to be very very slow on coming onlinei am not an expert , just a person who experienced phorm while using BT as my isp but has followed this sinceDYOR and do it carefully before investing in this company as they have burned through over $350m with nothing to show for it that i can see
Trend reversal? Big month for gold coming up, see what happens but I fancy AFCR as one to watch into the new year.Interest certainly returning with increased volume and volatility, a double-bottom at .5 looks like a solid safety net for the bulls, but the 200 sma proving a tough barrier at present. Updates on the progression into production h1 2015 should help continue steady rise from lifetime lows.Ash
Good news? Well, well. AMI will be OK?[link]
Re: Nomura maint 200p tgt It's an awful lot in one day, nevertheless. The oil price has been dropping for months.No surprise if we get a warning rns on Monday?
Re: Did you know ? That's 0.3mm and 0.5mm wire by the way - 5mm would be copper pipes Need stronger expresso......JG
Did you know ? That the first km of copper wire coming out of KCOM hull exchange is 3mm instead of normal 5mm - any new competitors would need to install expensive stuff to access est 200000 customers. I've heard of economic moats, this is a physical moat too. Hoping sp stays around here until ex div date so I can top up. With guaranteed 10% div increase until 2016 looking at 7% yield.....for a mini monopoly.....Marvellous - beats savings rates a tad...GLAJG
gold is down and so is nickel, might see under 2p again
info also turns his attention to fuel cell specialist Ceres Power for a feature and says a lot has changed for the firm that de-risks the proposition.In July, the company raised £20mln, which means it is financially well supported for at least the next two years as it cements its commercial ties with big manufacturers in Japan, Korea and the US.The share placing also brought in a number of new, supportive institutional investors that understand the long-term potential of Ceres. See more below.[link]
I voted "December 2014" in the BMR poll: When will BMR come out of suspension? [link]
Re: 24 Pence underwritten thanks for the link GMTF, for 2015, GDL got to be one of the best potential on AIM...Don't forget, this is just for GDG, there are other potential ones in the pipe line as well....GL
PT 7p watch this space.3D
Re: N/c
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