Re: Randgold (PEG comparison) Randgold EPS growth at 15% combined with P/E at 24.5 MWA EPS growth at > 30% with P/E at 49 ??..................!!Even a P/E of 12 would make MWA seem dirt-cheap next to Randgold, even when applying Zim and other discounts.I don't think MWA will ever let go of ZK-LM, they would likely partner development instead. After all, that's how Randgold started and grew into what it is today. Moreover, further exploration could well reveal double the present 3m YCR according to their own engineers.
Re: THT FOR ANOTHER STRONG XMAS....... THT Thorntons.Double Bottom developed. Been accumulating these as I think a repeat of last year could be on the cards.[link]
Re: defensive play by Market makers appreciate this kind of feedback but just try to sell 150.000 shares at 2.5p ( current bid price on L2 ) and you will se that you will never get this bid price as Market makers will lower bid asap, anyway GLA
shareholders Adler at 45% - Latvia P Bank at 19% - Sberbank at 7.5% - JP morgan 5% - Petraco 3.5% - Management 5.5% - BNP paribas 2.5% Private investors have been flushed out of this share with less than 13% holdingtake off balance sheets out of this game ( solve Roveikno ) and this will be delistedfyi
Re: defensive play by Market makers Vincent,Some of the stuff you post is helpful, but your posts on how the "city" works, really isboll@cks, I spent a great deal of time there, as do some of my pals still, best stick to what you know.
Re: This looks good value Agreed a good solid hold, reasonable 5%+ inflation linked dividend and some capital appreciation over time. I wouldn't expect these to take off but hold for portfolio diversity along with some infrastructure funds as a high income alternative to bonds.
Re: Yikes We all know that the Co needed time to increase revenues to self-sustainability...also, that there was a high chance of a further cash call. Even on higher sales, more working capital would become necessary.Now, this uncertainty is out of the way...the Co clearly stated that cash needs to be raised.Price dropped in response to the potential (almost certain) dilution...The Co is not going bust and the Co will achieve its potential.To sell out now means selling at the bottom (IMHO)...even at 4p, the market gives the Co a value of almost 12 million...not the sign of a failed company...DYOR
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Stuart - just a quick Q, do u know that the peeps commenting on here can't see ur posts?
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.
BIG BIG BIG! SOMETHING BIG IS BREWING!
Sefton going bust today? Games up. Night night. Turn the light out.
Re: electricity to methane Itm Power have got projects in Germany converting power to gas. Not sure if they us methane though.
GNC Broker Updates........ 27 Nov 2014 Greencore Group PLC GNC Investec Buy 283.85 278.10 278.00 295.00 Retains
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
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