OmniChart

LTHM TX2 27 Nov 2014

Re: Interim figures I think we are just about the only shareholders on iii!I was suprised & pleased to see the reduction in pension liabilities which has been a long running saga, millions seem to have been poured into it including a substantial part of the sale of the London property 10 years or so ago.Still I wish all my shares had performed as well over the years as Latham so should stop whinging.Excellent results.

GUSC alltold9 27 Nov 2014

BIG BIG BIG! SOMETHING BIG IS BREWING!

SER ShortStop 27 Nov 2014

Sefton going bust today? Games up. Night night. Turn the light out.

CWR Matthew555 27 Nov 2014

Re: electricity to methane Itm Power have got projects in Germany converting power to gas. Not sure if they us methane though.

GNC oldjoe1 27 Nov 2014

GNC Broker Updates........ 27 Nov 2014 Greencore Group PLC GNC Investec Buy 283.85 278.10 278.00 295.00 Retains

HTIG BeerMonkey 27 Nov 2014

I got caught in on the downfall from 0.2 .... thought it would settle around 0.12/0.13 .... always hurts to see it lower, but hey ho

HTIG SalopTractor 27 Nov 2014

AVE 0.12

HTIG SalopTractor 27 Nov 2014

nice - im in for £1k all i can afford ATM

RMM Chard Nick 27 Nov 2014

Re: Another 2 million for Henderson So how the dickens can Henderson buy another 2m shares without increasing the SP?Did anyone see the trades go through? Something doesn't smell right to me.As I've said before, I don't think the SP will increase significantly until Henderson are looking to sell...CNPS - It makes you wonder if the possible share buy-back will increase the SP at all!

HTIG BeerMonkey 27 Nov 2014

£3k at 0.13

LEG Boxer Kane 27 Nov 2014

Re: SP Taken from a poster on LSE sums LEG up nicely. No debt and the key point is that directors are only paid when their out-of-the-money options kick in at 0.2p and 0.35p. That is the key to Legendary; we do not have massive dilutive rights issues for private investors, no fat-cat salaries for the guys at the top. We're all in this boat together with 7 super investee companies - 3 of which are really outstanding aces that could easily multibag. The fact that the directors awarded themselves options at 0.2p this year speaks volumes about which direction this share is heading. It seems crazy that we can currently buy shares at half the price that the directors have their options [Salaries!] kicking in. Something HAS to give and my money is on Zafar and Thomas calling this one at a great deal more than its derisory £2.34m MCap given the quality investments here.

FDL Lspoon1 27 Nov 2014

Re: Lspoon1 DDPI am big enough to accept that I made a mistake in a previous email about the timing of my first post. It was a hasty response to a typical cheap Shorty email. I should have been more considered.However, as you will appreciate from the last 2 years, I am the only contributor to this Board who gives any considered input to the performance of FDL. I don’t see the point in the old arguments such asi) N Brown is worth £750m so Findel must be worth £750m; or(ii) FDL used to be worth £500m so the target price is 400pThese are ridiculous arguments like those used at the time of the dot.com crash where investors kept averaging down despite share price falls of 90%.My views on Findel are based on a fundamental analysis of its businesses. If you think I am wrong and have a reason, please set it out, we should all be aiming to learn from the views of others.The following is my take on yesterday’s announcement1) No matter how many times the Board re-iterates its 7% - 9% operating margin guidance there must have been significant institutional selling yesterday to drive a 16% fall. A fall of that size is in ‘profit warning’ territory and there has been further slippage today rather than the bounce you would expect for an oversell(2) Express Gifts – It would be interesting to know what is behind the £2m provision for ‘legacy issues’. If this relates to the £15 cap on late payment charges will there be any impact on future earnings as this has only recently been introduced.Sales were also flat in October and November.(3) Findel Education – It is often helpful to look back at what has been said historically. Comments on Education have been: ‘turnaround well underway’‘the much improved customer proposition’ ‘we have again focused on improving the overall product, price and service proposition’In this year’s report the team also confirm that the business is 2 years into a period of above average pupil growth (3% p.a. 2012 – 2017).Despite previous positive comments and a positive market the team states that ‘competitor activity has intensified’. This phrase can only mean that the business has lost market share. Overall I would say that against this backdrop a sales decline of 5% accelerating to 7.5% in the last 8 weeks is a cause for concern.(4) KleenezeLast year comments on Kleeneze were: ‘Stablising’‘New Management Team’ ‘A redesigned proposition, including product range, product pricing, and catalogue design and structure’In fact, in every interim and annual report for the last 4 years there has been some statement about performance improvements due to a ‘new distributor initiative’ or ‘change in product mix’.Cutting straight to the point for Kleeneze, sales were down 24%. This is not a blip as it has continued for the last 8 weeks also. This has to point to a catastrophic failure of the business model.Kleeneze is a multi level marketing business (MLM). MLMs are generally only good for those at the top of the organization. They prosper by continually recruiting at the bottom end and building their own distribution network on which they earn a %. Most MLM’s sell a product over which they have some sort of control such as cosmetics, health, perfume and so on.Kleeneze sells products which you can buy from any supermarket or generally on the internet. Its relative size will mean that it will be unable to drive the same discounts from its own suppliers as the big players. So in summary it is selling commodity products without a price advantage.In my view, once the business starts to implode how can you stop it. I would be looking for management to be setting out a plan for this rather than trying to sweep it under the carpet by emphasising the high level of variable costs. This business has a turnover of £45m and 25% - 30% of the fall in sales seems to hit the bottom line. If the business is in terminal decline this will reduce group

AVG Lion Rock 27 Nov 2014

Re: LTA Airbus Tejo - Its a pity you were prevented from attending the AGM due to your arthritis as i feel it would give you a much clearer picture of the Company having met the Board. Having attended AGM's over the last few years it is nice that when I appear I am addressed by all Board members by my christian name!!!! When I have sent an email to the CEO asking a question I usually get a quick response, all this combines to give me confidence in the Boards approach in every respect. it would only need a couple of RNS's like todays to transform the picture, in the meantime enjoy your breakfast, full English??

MWA Vincentinvestor1 27 Nov 2014

Re: Randgold Going forward, in my opinion, any substantial project that is near feasibility (an extensive outside engineering report based usually on tens of millions of dollars of geological, metallurgical, and engineering work) could be a buy-out candidate for major and mid-tier companies that need to catch up on reserve replacement and growth.I wonder if ZK is already in that stage ?Anyway as i explained in the past todays in ground gold resources without indepth studies as described in above always get 20US$ - 50US$ per oz in a take over bidimo

MXO Stuartyboy999 27 Nov 2014

....licences..