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RMM doc-lee 21 Nov 2014

Re: can anyone give me a good reason r2..You "suspect it will take the economic conditions & re-rating of the sector to get this back up...."In the meantime, as Hickster has pointed out, we are turning into philanthropists by keeping well paid managers and hard working miners in employment whilst our investments fail to keep pace with even low levels of inflation.What is happening to all the profit ($13.5 Million in the first full fiscal year of production) that our company is making?? Is it sitting there awaiting the next purchase that will ensure a longer life for the company and remunerative employment for management and workers?Somehow, these days I don't feel all that philanthropic, more misanthropic, with regard to RMM.Come On, RMM! How about sharing some of the cash with those whose financing helped you to get where you are today? Even a share buy-back, the possibility of which was raised in the Annual Report, would be helpful. It would at the very least increase the proportional share of individual holdings in the company so that any rise in the valuation of the company would be reflected more strongly in each our individual shareholdings. It might reassure shareholders like Hucleberry TIM that when light is seen at the end of the tunnel it will grow ever more brighter and faster than it would otherwise have done.

KIBO womble 21 Nov 2014

1.77 paid ????

SMDR city watcher 21 Nov 2014

Ophir Deal No doubt when this deal has gone through the share price of Ophir will beef up somehwat as they would have inherited an extremely good oil and gas producer. But whether the shares offer instead of cash is going to finalise the offer being made is anyone's guess.Ophir being 3.7 down on sp today makes their deal seem poor, so maybe there is a better offerout there if Salamander is patient - or why not just go it alone.Been @ £2 - 60 within the last 3 years[link]

SRP gamesinvestor 21 Nov 2014

Re: Free fall HB - You are correct in that the headline numbers still show a positive but declining operating profit.What I should have said, and I stand corrected if it's misleading, is that the cash flow position is effectively resulting in a loss. The company inflow of cash has collapsed and it doesn't look like it can recover this without a cash injection (Rights Issue or otherwise) and I think this is the killer for the company right now.Also the projected profits are possibly, and I don't know of course, very flaky indeed as anyone of the companies it supplies to could cancel or walk away -- I'd be surprised if any of these contracts are devoid of break clauses given the nature of the businesses and the risks involved in poor delivery.It's a lot easier for me to be a little over critical, as I'm not a stock holder but I was nearly so a year or two ago (narrow escape I suppose).Games -- Clearly I wouldn't buy this stock now and I sympathise with existing holders as it's always a difficult decision to walk away. But the premise behind this is that it can be turned round, not impossible but maybe money is better deployed on something that has a business that is already heading north.

CRE gretel 21 Nov 2014

Main IC tip now Tipped today as follows:"Creston PLCThu 20 November 2014Theron MohamedInvestors in search of a bargain should consider Creston (CRE). After two years of listless growth, the communications and marketing group has appointed new management, refreshed its strategy and looks set to deliver. Moreover, its shares do not currently seem to be pricing in improving prospects. We think any evidence of progress in the company's upcoming results later this month could provide a real boost to the shares.Creston's new chief executive and finance director plan to unite its pack of media agencies under a single brand, 'Unlimited'. The idea is to coax the group's communications, health and insight segments into sharing and referring clients, driving organic growth and lowering costs. True, former chief executive Don Elgie trumpeted a similar strategy back in 2012. But there's definite scope for improvement - only six of the group's 50 largest clients use services from all three divisions.Creston is in a good position to pursue growth as it has a lot of exposure to the fast-expanding digital-marketing industry, as well as the enormous US healthcare market. The group's digital and online sales rose 10 per cent last year and account for more than two-thirds of its communication revenues and over half of total sales. Geographically, Creston may prove well positioned too. While it aims to earn about half of its revenues overseas over the next five years, for now two-thirds of its revenues come from the UK, which should make it a beneficiary of economic recovery. The company can also boast an impressive customer base that spans from food retailers to automotive manufacturers, and includes Unilever and Diageo.Furthermore, its solid net cash position should support investment in growth opportunities and acquisitions. Creston is already using acquisitions to broaden its business to include new services such as technology consulting. It recently acquired Walnut, a neuroscience consultancy, and Liberation, a healthcare communications agency. It is also expanding internationally through partnerships and acquisitions - it acquired digital healthcare agency DJM two years ago, and launched it in the US in September.There is work to be done for Creston to realise its potential. Underlying profits fell last year, but importantly they rose in the second half of the year, reflecting £8.6m in new business with HSBC, Novartis and others. And first-quarter revenues climbed 3 per cent thanks to further client wins and international work. So things seem to be heading in the right direction, with broker Liberum forecasting an 8 per cent increase in EPS this year to 12.8p, followed by 6 per cent growth in the year to March 2016.CRESTON (CRE)ORD PRICE: 121p MARKET VALUE: £ 71mTOUCH: 120-122p 12-MONTH HIGH: 121p LOW: 78pFWD DIVIDEND YIELD: 3.6% FWD PE RATIO: 9NET ASSET VALUE: 191p* NET CASH: £7.5mYear to 31 Mar Turnover (£m) Pre-tax profit (£m)** Earnings per share (p)** Dividend per share (p)2012 74.9 10.3 12.3 3.52013 75.1 10.0 14.7 3.72014 74.9 9.6 11.8 3.92015** 77.9 9.8 12.8 4.12016** 81.1 10.3 13.6 4.3% change +4 +5 +6 +5Normal market sizr: 3,000Matched bargain tradingBeta: 0.60*Includes intangible assets of £105m, or 179p a share**Liberum forecasts, adjusted PTP and EPS figuresShare tip summaryManagement do have work to do to revitalise the business, but we think investors are undervaluing the group's improved prospects based on progress made so far. Adjusting for cash, the shares trade at 9 times consensus next 12-month forecast earnings. That looks cheap compared with Cello (CLL) and Chime Communications, both of which have net debt and trade at 11 times forecasts. Creston's rating also represents a stark discount to the sector average rating of 17. The shares also boast a useful forecast yield of 3.4 per cent this year. Furthermore, Creston has earmarked up to £2m to buy back shares

TLPR FRTEB 21 Nov 2014

Re: Placing to part fund PVM deal "the machine predicts the news(negative).. "It sure does, LG. It predicted an initial fall to "< 250" (I was getting between 245 and 249)... From Spain Fund's post:"The placing is expected to be issued at a price of 248p per share"I would call that close enough to be another BANG ON! for the machine

MWA Vincentinvestor1 21 Nov 2014

today's interview Kalaa Mpinga, CEO [link] course we have the fantastic news about the smelter but he also says investors should continue to look forward to an improved performance overall amid the company's ongoing drive to reduce costs.P/E of 1 is just a jokeCompanies like Mwana Africa should have a P/E ration of 6/8 even taking into account the commercial and political risk of doing business in Zimbabwe!imo

NTQ gretel 21 Nov 2014

Director buying just announced Great to see a non-exec spending £37,000 on more NTQ shares:[link]

ESTL Ru 8746 21 Nov 2014

Re: Rights Issue Details Nov 14 The rights are peanuts. This is a bet in my SIPP (from which I may not live to benefit). While I accept this is a little way from the best investment rationale in history, since they haven't actually completely folded and it doesn't look like I can actually get rid of them without what I assume would be some not inconsiderable admin hassle, going through Computershare, I'm minded to take the opportunity to top up with Additional Offer Shares. If they mess up again, it's gone, but it should now be a pretty low base from which to grow if they don't mess up. And I still really like the look of the technology...Good luck all!

STG guru310 21 Nov 2014

Re: Share Price It will get there without fail. We have companies with ten times more market cap who have potential gold in outer Mongolia and two years away from production and no money in the bank to exploit it causing imminent dilution. Here we have proven resource in UK (yes UK ladies and gentlemen) and we are already in pilot production, and our gold is Welsh gold with 3 times more value than normal gold. Do the maths. HH is now nothing more than a petty cash boost for this company. This company was valued at 1.25p per share on a 6.5% share of potential HH hype of £2 billion equating to £120 million with production due in 24 months. whats the value of the 49% of £500 million gold with full scale production now and a significant upgrade expected in a week. Do the maths. Its not rocket science. Just plain facts. VERY VERY Strong Buy IMHO.

SMDR Loldemort 21 Nov 2014

Re: this aint over Yes, this makes no sense at all -- SONA would be mad not to make an offer for the whole company at this price.And further to what you are saying, why has Ophir made the deal contingent on the SONA offer being refused? Because if Ophir are offering us a fair price, then even *they* would be better off if the SONA deal went ahead and they got the cash for them!As Admiral Akbar said, "It's a triiick!"

TLPR lambrini girl 21 Nov 2014

Re: Placing to part fund PVM deal the machine predicts the news(negative)..

MWA Vincentinvestor1 21 Nov 2014

LIBC its only mwana africa corporate broker liberum who is providing selling liquidity on L2 , if I was MWA's management I would be disgusted by their childless games to make a few pennies at the expense of mwana's private investors imo

STG TassOil 21 Nov 2014

Re: Share Price The SP is still very low, with this discovery, the SP should be a minimum 1.5p to 2p now and yes guru310 4p to 6p in the very short term.

PAG pearlsasinger 21 Nov 2014

up 3.8 per cent Results next weekAny other reason for sudden leap??