OmniChart

HTIG SalopTractor 26 Nov 2014

hope so Barney

TLPR FRTEB 26 Nov 2014

Re: Placing to part fund PVM deal "Just got out in time last Thursday. What now?" Wait for the sp to fall below 200.

FSJ Richygm 26 Nov 2014

Re: J Fisher My own view (FWIW) is simply that small cap valuations, especially, had got ahead of themselves. (According to one recent IC article on Fisher, their valuation was higher even than their US equivalents, whereas it's usually the other way around.) They are still, I believe, 50% higher over five years, which I still some going! I remain watching, with a view to buying at some stage, although I have no idea how much further they will fall.

FXI IOMINVESTCOM 26 Nov 2014

Edison - Big data made easy [link]

ZTF Meanbugger 26 Nov 2014

Re: More M&A... Yes Hoppel, Essentra do seem to be hyperactive when it comes to making acquisitions but I get the impression that they are only buying companies such as Clondalkin SPD when they are actively offered for sale. However bearing in mind the wide range of companies they've bought in the past, ZTF would clearly fit with the other foam and extrusion businesses which Essentra already own. Interesting.

ESTL luckbyjudgement 26 Nov 2014

Re: Unable to take rights through Barclays jiimmywoo, sounds annoying. But you'll probably be able to buy them cheaper on ASX for a while in any case once relisted

INC yoyo 26 Nov 2014

I just gave INC a BUY rating: dont miss the boat.. Will I be right? [link]

FDL IB Investor 26 Nov 2014

Re: Depressed It used to be unknown for them to make a profit in the first half, so this is good news. Of course the product mix is very different from a decade ago. Christmas should be good as retail spending goes up. Kitbag seems like it might even make a profit. Kleeneze - get rid, or shut it down - it has had its day - overtaken by the Internet. They are still uncovering some accounting errors from the old days, and a lot of the recovery may be in the price but it is always Christmas that makes them. It has taken them over 5 years to get back to where they were 10 years ago - it just goes to show what a mess the old management created.

TLPR gamesinvestor 26 Nov 2014

Old article Tullett like it is - Structural issues are a concern but not necessarily terminal for a businessNick Kirrage8 Aug 2014Inter-dealer broker Tullett Prebon issued its half-year results at the end of July and it would be fair to say these lived down to the market’s very low expectations. While equities tend to be bought and sold electronically, other assets are less easily traded and inter-dealer brokers help this happen by providing liquidity. In recent years, as you might imagine, this has been a very tough business to be in.The reasons a company can struggle fall broadly into two categories – the first being ‘cyclical’, which means the problems are down to the business or its wider sector going through an unhelpful part of the economic cycle and so things may be expected to improve over time. The other category is ‘structural’ and these problems can be far more hazardous to a company’s health.Certainly structural issues are the ones investors view with far more concern because these can make it look as if a company is about to drop into a bottomless pit, never to emerge. The impact of the internet on businesses such as Blockbuster and HMV is a textbook example of a structural issue seriously wounding a company – and Tullett undeniably has a few such problems of its own.Foremost among these is the aggressive regulatory environment the company faces – not least because it is so involved in trading derivatives, which have been at the root of so much of the financial mayhem of the last decade. There have also been concerted efforts to force all trading to be done electronically as this is seen as more transparent and less risky – though whether it is practical is another matter.At the same time as its business and volumes are being hit by these concerns, Tullett has also had to cope with an environment of extraordinarily low volatility. High volatility may not be to everyone’s taste but, for a company that makes a margin on every deal it facilitates, high volatility means more trades and so higher profits. For Tullett, the ongoing low volatility is very bad news indeed.Investors can often convince themselves a company’s problems are all structural and that nothing is cyclical. However, while we are firmly of the opinion the current low volatility cannot last for ever, we would also acknowledge some of our less successful decisions historically have come from buying too early and a company’s problems turning out to be far more structural than we had initially thought.Trinity Mirror, for example, may have come good for us in the end but, although we bought it low, for an uncomfortable period of time it traded lower. While Trinity’s structural issues were fairly obvious, however – it is easy enough, for instance, to envisage a world two decades hence where nobody is reading newspapers – we believe the structural outlook for Tullett is not so bleak.Ultimately, there are certain things that are hugely difficult to put on an electronic exchange – whether that is because they are non-standard in nature, because businesses don’t want to reveal their positions or because the contracts are time dependant and simply lack liquidity. you have to know people who know people who can source and find individuals to take the other side of your trade.Thus, while Tullett is clearly facing some structural pressures, it seems likely that, when all is said and done, a base level of business will exist. The key questions then become – what is that level and what are you paying for it? It is time to look at some numbers, among the starkest of which is that Tullett’s sales have fallen by £225m – that is, 24% – over the last five years.Some effective cost-cutting has seen profit margins fall by a lot less but profits are still down from £170m to close to £100m this year – so how much further could they go? Let’s assume Tullett’s sales fall another 30% from this point. This would put them down around the £500m

SEA rollthediceagain 26 Nov 2014

Re: Mello2014 investor event Quite like the look of Seaenergy, the fact they're confident of going into profit Q4 but low cash balances & reliance on overdraft facilities (rather than term debt) is a niggling doubt. This looks ripe for a placing. If they did so I'd buy a few!

ADM lambrini girl 26 Nov 2014

Re: Why positive on here? weak buy for xmas..

FPO Chief Mukuni 26 Nov 2014

Re: excellent results Totally agree with you Catsick....however the share price does not reflect this stellar performance. The SP has been hovering around 30p for far too long - this could be the impetus for a huge rise now....let see. Ben Habib now need to do a well organised broker/media briefing.

PTV sageii 26 Nov 2014

nearly 60 mill traded now and mostly buys ..a renewed confidence pervades..

PTV sageii 26 Nov 2014

wake up..sp flying especially on isdx 0.5 ask now over there..

BGO KayCatso 26 Nov 2014

steady rise Very quiet board for a share that has a nice steady rise. I was hoping for a dip to buy, it never came so now have invested. I'm not a big fan of AIM shares, they can swing quite a lot on small volume and get over hyped, but Bango seems to have a good story, room for growth and is not frequented by those quick profit merchants (hence the quiet BB). I wanted to diversify my portfolio to some smaller , riskier, potentially higher gains tech stocks hence my investment. Good luck to all