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PRU oldjoe1 19 Nov 2014

PRU Broker Updates.... 19 Nov 2014 Prudential PLC PRU Deutsche Bank Buy 1,480.25 1,491.00 1,630.00 1,680.00 Reiterates

RUS shareordie 19 Nov 2014

29.50% Is very close to the takeover level of 30%Its usual to leave a bigger margin just in case the have a buy back, but I suppose with tender offers your holdings stay the same.

MTO nk1999 19 Nov 2014

Telegraph- Questor "Outsourcing woes laid bare at Mitie: Outsourcing group laid bare the challenges facing the U.K. outsourcing sector as it slumped to a first-half loss, sending shares 4% lower. Mitie has expanded into construction projects in addition to building maintenance for clients such as Lloyds Banking Group and local councils. The company said it was now exiting loss-making parts of the business to focus on the core building maintenance operation. There are two parts of Mitie’s business that are proving to be very painful at the moment. Firstly, it is exiting from its loss-making mechanical and electrical engineering construction business; secondly, it is drastically cutting back its asset management arm, where it built energy-from-waste plants. The company said that as a result of “significant deterioration” in the financial performance on these contracts it would book £45.7 million of charges during the first half. Questor thinks this largely comes down to chasing revenue growth by bidding too cheaply to win the work in the first place. In terms of the balance sheet, debt levels are rising. Net debt increased to £223.8 million at September 30, from £221.8 million at the same stage last year, against a net asset value of £373.2 million, or 110p per share. Market consensus is for revenues to edge up to £2.25 billion in the current year, giving adjusted pretax profits of £118 million, and earnings per share of 24.9p. That leaves the shares trading on 11.7 times forecast earnings and offering a prospective dividend yield of 4%. However Questor is uncomfortable with the gap between adjusted and reported pretax profits and would rather wait to reassess the situation once the troublesome businesses have been fully exited. We said avoid the shares back in August 12, at 305.8p, since when they have fallen by 9%, the recommendation remains, avoid. Mitie at 276.7p-14½p Questor Says “Avoid”."

GBR BOWOOD 19 Nov 2014

CEO Now we have the main investor 29.4% as CEO we may see some of his private interests injected into GBR. Worth topping up IMO

AVON oldjoe1 19 Nov 2014

Re: Results Easily Beat. 19 Nov 2014 Avon Rubber PLC AVON N+1 Singer Buy 0.00 659.50 750.00 760.00 Reiterates

COST Oxtrader 19 Nov 2014

Re: IMS Statement Sensible move, clearly something not enough of us do, selling when times are good!I've also had a small worry recently about Costain, it's starting to feel like it's following a similar story to Balfour's demise. Obtained some Highway agency, these of which have always seemed to be a break-even venture at any company.So in effect, they've started to spreading themselves quite thinly with paper thin margins. All good and well having lots of contracts like Balfour did, but they were badly managed. But I do have faith in that, with the rising order book, well managed, secured revenues have increased (I suppose this means they were finally paid on some outstanding invoices or whatnot!) and coupled with even a small increase of a few million on post-tax profit in Costain's February results will reward this share into the mid 350s.Although I'd be a fool for hoping shares rise on faith and hope - I'll get back onto some research.. !

AVON oldjoe1 19 Nov 2014

Results Easily Beat. AVONBeats consensus forecasts easily on adjusted pre tax and EPS.

FKL pond1 19 Nov 2014

RNS Results better than they look at first glance.The FIC section has done very well, leading the other sections of the parent company, with Momart for the first time bringing in results that have dipped a tad from previous results.Looking ahead to the next 6 months, things look nicely placed to progress forward and looking even further ahead, my investment in FKL is looking positive.Remember that the suppliers of infrastructure always lead before those who are there customers (klondyke gold rush) start to make productive progress.Not ordering the Bentley quite yet but 2015 is looking interesting to say the least!

STG TassOil 19 Nov 2014

RNS RNS out today just goes to prove that yesterdays increase in the SP initially up 60% was definitely a leak onto the market. Looks all positive and good. There must be so much gold its taking them till the end of the week, to asses it all.

KCOM truegent 19 Nov 2014

Re: 80 to go in Kcom Strange you didn't need to register when I read it...anyway I can't remember it word for word but it was an interview with one of the directors at kcom who was talking about how the money these days is in big contract wins (such as the contract with HMRC which they won) and not in 'small' sales presumably he means the budget end of home-user broadband.....the 80 staff who were said to be going were call centre staff for home broadband users....but this was mentioned only in one paragraph and the article was quite long....How anyone could read this article and flag kcom as a sell I honestly don't know. The poster is clearly a shorter. Take no notice.

SMDR Doodlebugger 19 Nov 2014

Re: sona paying £170mill markt cap... Don't think the company will want to sell at 120p. They have been with a low oil price before, when they bought Bualuang the oil price was about to crash and did before they went into production - first cargoes were at $40 a barrel. Why do they want to sell at a low price? Best wait a couple of years and plod on with the original plan of developing the Indonesia gas and drilling out the GoT exploration wells. Maybe an offer over 180p would interest them.Think Ophir are still in as are an Abu Dhabi group reported in the Sunday Times. Anybody else? PTTEP? ONGC? Premier?

AML Greyinvestor 19 Nov 2014

Steady progress A good IMS out today, I thought.Premiums +4%, more like 8% to 9% on a constant currency basis - good, better than manyRates (3.5%), fractionally worse than average - OKProperty rates (8.2%) - as seen elsewhereCatastrophe losses OK, below average - goodInvestment returns +1.8% YTD - goodJust a very steady report, I think.A strong hold for me. Better than they could have been.

UEN Vincentinvestor1 19 Nov 2014

Re: Adler's game plan debt to petraco still needs to be repayed and cash flows in 2014 havent been good, I am still waiting how they will solve this negative cash flow in 2014 ? and how this might impact sp?wait and see imo good luck

ACHL Vincentinvestor1 19 Nov 2014

Analysis Because of the large production growth to come, a good approach might be to look further ahead to the year when all three plantations will be in full production. That should occur in 2021. Net profits at that time could reach roughly Rmb 3 billion, with 80 % of the total coming from sales of fresh oranges and 20% from the production of juice concentrate.EPS would be around Rmb 2.40, or HKD 3. If we assume a multiple of just 10 x , we come to a share price of HKD 30. The recent stock price of HKD 1.15 would need to rise by more than 40% annually for the next nine years to reach HKD 30 in 2021. This implied rate of return is unwarranted considering the quality of the business and its ability to generate free cash flow, especially co nsidering the fact that Asian Citrus presently has more than HKD 1.8 per share of cash and no debt. Meanwhile, between now and 2021, investors will likely get their currentstock price back in dividends. The stock is undervalued on current earnings and on projected earnings, is loaded with cash, has no debt and is available at a fraction of replacement costI am sitting her by myself on this message board at 9p and I owner when the herd of investors wil begin to understand what great punt/investment opportunity #achl is at current levels!!!imo good luck to you all.

RRL womble 19 Nov 2014

Last Chance.... yes just voted on my 4.5m shares anyone with bestinvest its just simple email to the attn of corp actions