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GFRD Alan Tittymarsh 19 Feb 2018

Re: IC COMMENT BY JONAS CROSSLAND So I see GFRD has become another victim of the IC curse. When that lot make a recommendation on a share, and you hold some, you just know it's time to sell. How's MARS, their 2018 rec of the year doing? I think it was around 120 at the time that rec was published around the NY. Will that turn out to be another wreck of the year?

GFRD marktime1231 19 Feb 2018

CLLN all over again Another committee on CLLN tomorrow, and a last word from me on GFRD.The committee have sought input from CLLNs major investors and shorters. It is interesting that some (LGIM) saw problems as early as 2015, made representation to the board about strategy, governance etc and were sufficiently unhappy so they sold out. Others like me were hanging on to the end believing what they were told, and were only stopped from taking shareholder action against the board because they went bust. The committee's prejudice is that the CEO, CFO and chaira) deliberately manipulated accounts for 2015 and 2016 to hide bad performanceb) anticipated the problems while releasing themselves from clawbackc) kept quiet during early 2017 eg bad contracts, debts, pension deficitd) held a positive AGM, paid the dividend as a calculated deceptionand that they did so under the noses of or with the tacit approval of passive non-execs and too cosy auditors, who must have been complicit or completely bloody useless. The signs were there, buried in the detail but visible to those who looked hard ... but KPMG let us down. As well to blame them as anyone else, they have money.I suspect GFRD were heading to the equivalent of £300M net debt (before the capital raise) by the end of FY18 as predicted by Phil Oakley's analysis. Business set to underperform and more bad contract news to come out. Yes this is at odds with what GFRD say. But look at the numbers harder.My prediction is at least one more profit warning within the next 18 months, the stop gap capital spent up, by when one or two senior execs responsible for these accounts and projections will be history. The share price will end up in 480-660p raw value territory, assets in the housebuilder just about covering construction when the banks force a conclusion.Anyway glad I haven't and determined not to invest, will stop banging on now, make your own minds up and good luck.

AMC ManuelDexterity 19 Feb 2018

Some blogger Any one got any idea what the chat on the other channels is about?MD

MRO sound money 19 Feb 2018

Re: Here's a thought.. No guys that is not necessarily so.You have to remember that MRO are more like private equity than your typical plc.So this is not like Hanson or BTR from the 1980's where bigger and bigger deals were needed.Let's look at their record. Buy, improve and sell. Then pay back huge dollops to shareholders. Yes we are allowed to make a profit.This reduces the capitalisation of the company, so they just start again from whatever base they are on.The shareholders get to decide what they do with the cash. Simple.Just to add the affor mentioned companies did not do that. MRO have learnt and refined the model.M

IQE old brown owl 19 Feb 2018

Re: Sunday Times On Fordo’s behalf regarding who dealt and when dealt, all you have to do is follow the RNS newsflow . As some are so intent to copy and paste’ Old’ news in full(shabby) I have little option but to do the same. Since the cuffufle all covering Brokers have reiterated their price targets with BUY recommendations. I hold to that consensus and will be looking forward to results and outlook for 2018. Further to the announcements made on 5 February 2018 and 8 February 2018, IQE notes the following statement provided by its Cardiff joint venture ("CSC" partner:"Cardiff University has invested equity of £21.8M in the Compound Semiconductor Centre. IQE contributed their share in hardware, infrastructure and licensing intellectual property, all independently valued. The University entered into the Joint Venture as a strategic investment to ensure our world leading research has a well-founded route to commercialisation. Several project wins have been announced within the last year. Co-owned and controlled by Cardiff University and IQE, CSC applies r😀corporate standards of governance including an independent chair, regular joint board meetings, annual reports and published accounts. The University is represented on the CSC board by appropriately qualified directors."

RM2 deepsleeves 19 Feb 2018

Re: Lazarus? baffler,Obviously not!Deep

RM2 deepsleeves 19 Feb 2018

Re: Fairly large buy Someone else always knows what we do not.1.5M shares is circa £25,000 - not exactly a big bet but more than I would bet on RM2Deep

GCM Pappiklon 19 Feb 2018

Re: Bring solar State Minister of Power, Energy and Mineral Resources, Nasrul Hamid said the government is open to new plans, which are suitable for the country's demand and potential. He said government has to install the coal and nuclear based power stations to fulfill the high demand in short period whereas, the renewable sources have many short comings like high cost, land shortage and so on

GKN sound money 19 Feb 2018

Re: Can I still sell my GKN shares Richard,Here is the original reply:"Soundmoney – The options are to accept the offer as it is, or to be given a high portion in shares or a higher portion in cash. Unsure why they offer this, opting to take more as cash will require someone to opt to take a higher portion in shares."There was no default action mentioned.Even if there had been if the poster ignored as I suggested Barclays would have done nothing. They can't without instruction.I repeat you are only forced to give up shares when the offer becomes unconditional. M

GKN sound money 19 Feb 2018

Re: Here's a thought... No guys that is not necessarily so.You have to remember that MRO are more like private equity than your typical plc.So this is not like Hanson or BTR from the 1980's where bigger and bigger deals were needed.Let's look at their record. Buy, improve and sell. Then pay back huge dollops to shareholders. Yes we are allowed to make a profit.This reduces the capitalisation of the company, so they just start again from whatever base they are on.The shareholders get to decide what they do with the cash. Simple.M

MERL nk1999 19 Feb 2018

Rise today "Merlin Entertainments shares received a boost, gaining 4%, after a US activist investor became the third largest shareholder in the themepark operator. ValueAct, which pushed for management changes at Rolls-Royce and Microsoft , has revealed a 5.4% stake in the owner of Legoland and Alton Towers. Merlin downgraded its full year profit forecasts in October after terror attacks in the UK had an impact on the number of visitors to its attractions, which also include Madame Tussauds and the London Eye. However, ValueAct is understood to be supportive of Merlin’s strategy after the two companies met."(From a newsletter)

PFC Boyobach 19 Feb 2018

Re: The SFO or oil or what I guess where Food Hygiene is concerned and large numbers of people could become ill, maybe even die, you get a natural, quick and justifiable reaction from clients, protecting reputation as much as anything.PFC's investigation by SFO is more about a business hazard that many might think goes with the territory. No one has died, I believe, although corruption does grievously harm a country's economy and citizens. Rolls Royce survived their 'Unaoil Connection', entering into a DPA a year ago, after a four year SFO investigation. At it's worst the RR sp was down around 60% from its peak whilst PFC has been down a maximum of 70% at one point (from 950 to 350) though it's hard to imagine that the scale of wrongdoing can be anything like RR, even in relative terms.

ACTA lebehnon 19 Feb 2018

Re: IXI long term growth potential watching ... [link]

ITM Andy Reilly 19 Feb 2018

Re: I buy more ITM LoadsaD - Well ITM has had torrid time since launching, and has done well to survive - hopefully it will now make further substantial progress on the basis of recent contract wins. I last held 2757 ITM and sold in 2006 (I Bought 13.12.06 at 100.954. Sold 14/12/06 at 114.1p) - I sold very quickly as I felt sentiment wouldnt last long, and it was one of my better decisions as ITM really struggled to suvive at one point! Lets just hope it can now become THE market leader in its sector! I take nothing for granted!!! ATB to all holders (My sone now holds ITM, and it is purely on my advice, so I just hope I am reading the situation for ITM well!

AMC Blumagnet 19 Feb 2018

IG interview Paul Gazzard Not sure if everyone has seen this interview, but I will post it just incase anyone missed it.[link]

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