OmniChart

SHG OditMoras 26 Nov 2014

Swiss Vote [link]

SNRP Bihi Sello 26 Nov 2014

Re: Contact SNR.... Why don't you call Mr Rutherford (IIATG)07966149127.bs

TGL Hedgehog100 26 Nov 2014

Re: Unlocking the master plan The speed with which TGL completed a "substantial transaction" just four months after becoming an investment company (at the company's 30.6.14 AGM) was faster than the norm by multiples. 30/06/2014 15:18 UKREG Touchstone Gold Limited Result of AGM[link] And coming immediately after Tom Winnifriths 'warning' that the company was a 'lifestyle shell' in my opinion showed great ignorance of the company, and left him with a lot of egg on his face. But it wasn't just the speed, but the quality and price as well. TGL have completed a company-making acquisition in a high-growth, high-tech sector, of a business with thirteen patent families, high barriers to entry, and providing essential, recurring, high-margin services. With turnover of millions of pounds, and profitable last year but for its debt (which the administration has now eradicated - leaving the company cash-rich in TGL). And they've done it with dilution to investors of just a fifth, a tiny fraction of what most shells incur. The debt was brought about by the debt built-up by acquisitions, and worsened by £400K. of aborted IPO fees due to market conditions. These are exceptional factors, so won't influence ongoing profitability. One thing TW did get right though was in his initial observation that "Ilyas Khan is no fool", and TGL's acquisition of GOS Systems certainly proves it ... as does IK's recent buying of 10.7 million TGL shares.TGL's acquisition of GOS Systems helps TGL greatly in the following ways: 1. It is very value-enhancing in its own right, which gives TGL's shares more weight in acquisitions. 2. It can help to attract complementary businesses who see something that they really want to be a part of. 3. It is indicative: of TGL's speed of action, value-enhancing deal-making ability, and of the fact that THIS is Stanhill's pre-eminent vehicle for its best technology acquisition opportunities. Professor Arthur Gibson's appointment underpins this. And this all feeds into points 1 and 2 above.TGL's last move to 1p was a spike based on hope.But its next move to 1p should be a re-rating based upon reality ... and a basis for a move to 2p+.Some investors may wish they had sold (more) on the spike, and so may compensate by selling out on the next move to 1p.That's understandable psychologically, but not logical: I would at the very least hang on to some.

HWDN Rhigos 26 Nov 2014

Re: One to buy from data mining white_van_man, I have not looked at this board for a while. Congratulations for buying at 60p, you will be up about 550%! As a matter of interest what inspired you to buy?

HWDN Rhigos 26 Nov 2014

Took advantage of fall and bought For the first time I bought HWDN shares today at 485p. I have had my eye on company for a couple of months since it popped out of a data mining exercise. I was very impressed with ROC, EPS growth and progressive increase in dividends over the last 3 years. I hope today's fall in SP is not a new trend.

ZZZ hilda ogden 26 Nov 2014

Re: The V2 model take a look at zzz's twitter feed - their marketing/design effort is terrific. the clever thing is the new units are being sold as an experience in themselves, not a simple machine-for-sleeping-in (at least as far as i can see). if the finance is under control this could go far.

TGL Hedgehog100 26 Nov 2014

Unlocking the master plan TGL's recent acquisition of GOS Systems is the key to unlocking the rest of the 'master plan' here, as indicated in TGL's recent acquisition announcement:GOS can help to attract complementary businesses who see something that they really want to be a part of.And GOS also helps to underpin TGL's current value, giving TGL's shares more weight in acquisitions.It's no coincidence that Professor Arthur Gibson has come on board here at about the same time (31st. October) that TGL was finalising the acquisition of GOS.His role is to lead in advanced technical assessment of potential acquisitions, to enable TGL to choose the best options.I would imagine that TGL has a short-list of competing candidates, as in the case of ADA:17/09/2014 09:31 UKREG Adams PLC Final Results"...During the year the Board, in cooperation with shareholders and external advisers, reviewed a range of investment opportunities and I am pleased to inform you that a short list has been decided upon and is being advanced. We hope that the final choice will deliver substantial value to shareholders...."The TGL s.p. (0.43p) is artificially depressed at the moment, for two related reasons:1. Open short positions.2. Campaign of smears and disinformation.Therefore TGL's move from being a shell to being an operational company, in a high growth, high tech area, is not yet reflected in the s.p.And that's a clear buy opportunity.As the truth comes out more fully, buyers should start piling in.And when the shorters start getting margins calls things will get really interesting ...TGL's main potential share price catalysts over the coming weeks and months are:1. RTO (reverse takeover).2. GOS Systems contract wins, and trading update.3. Tie-up with Cambridge Quantum Computing Ltd.4. Name change.(TGL is currently seen by some as a gold mining explo. minnow - a sector so out of favour that many investors won't even look at it.)5. Investment presentations and tips, e.g. by Small Company Share Watch (which tipped TRL), Techinvest, etc.Potentially the Concha of 2015 in my opinion.A very realistic scenario a year from now is this: multi-million pound turnover, hundreds of K. of earnings, quantum computing exposure, sky-high tech rating ... and a market cap. of £ tens of millions.

SHB Hardboy 26 Nov 2014

Tomorrow After the run over the last month, let's hope tomorrow's results do not disappoint.

CLDN Windsor Buffet 26 Nov 2014

Re: Results The other factor holding back the narrowing of the discount is the 'Cayzer effect'. With this large grouping controlling the company we'll struggle to see the discount ever approaching the levels of its comparators - RIT capital etc. Good performance anyway although helped a lot by the JD.com holding in one of the funds. I do think the strategy of managing by different 'pools' has been a success.

MGNS Rhigos 26 Nov 2014

Re: Reason for sharp SP rise? T1ps 2007,I was exaggerating a little. They did make a pre-tax profit of £13.9m in 2013, 59% down on 2012. The current Return On Equity (ROE) is 1.8% pa which is positive but only just. This is waht I was thinking of when I did my previous post. Compare this with Kier in same sector that has a ROE of 13.2%. In other sectors a ROE of more than 40% is not unusual. MGNS EPS growth is -83%.It could be argued that MGNS has been oversold which probably goes towards explaining extraordinary 15% rise in the last 2 days. Perhaps from now on they will recover. I feel that risk is too high and am happy to park cash in a different company that is growing strongly. Time will tell if I have made a wise choice. I was very disappointed with MGNS last results that showed that on several big projects they were making a loss. Then up to last Fri there was the resultant 25.5% fall in SP. Not good at all.

AAS sansione 26 Nov 2014

annual report Why does it take seven non executive directors to oversee the ( very successful ) managers of this trust costing a cool £171,000 per annum? Also the chairman has been around for 19 years and holds no shares in the company, the CEO of the managers has been around for 19 years with the actual manager of the trust as his alternate and another director has been around for eleven years.I thought corporate governance dictated that non executive directors were not viewed as independent after nine years. How have the institutional shareholders let them get away with this cosy little arrangement?

INC SugaToyBoyDaddy 26 Nov 2014

YO Jaknife This was a multibagger today. you could have made some money back had you listened to me :-P

INC yoyo 26 Nov 2014

well done if you bought when i said buy ... you are up %100

ASW jamesthetrain 26 Nov 2014

Re: Gutted Well done all, it is good to realise a profit at some point and Vin has decided that this is the point - and she is the best one to judge.This is like Quindell in reverse - Vin has built two great business with solid cashflow and growth and sold them. I suspect she thinks target company valuations are too high and is taking advantage by selling at a premium.I am sure she will do it a third time.JTT

BBY daressaalam 26 Nov 2014

Re: BBY long entered Good call OJ1,Luck in timing earlier this year took me out at 290 to give me a good plus but I haven't had the knuts yet to put it back in. Your price indications and ideas look pretty sound but I would be nervous by the hour on this share because of the see-saw. Have backed CLLN as an alternative and am well afloat, but unspectacular.I think above 200 on BBY will tug at my braver side for another shot.Thanks.Dar