LSELondon South East
IIIInteractive Investor
DTMdiscussthemarket.comI just gave NEW a BUY rating: farm out agreed with major for Denmark.. Will I be right? [link]
AVG Lion Rock
27 Nov 2014
LTA - Airbus Hi Tejo[link] for your thoughts there, I can see where you are coming from understandably. In terms of your thoughts that it is being run for a sell off, I would have agreed with you but for the fact the Board is predominently engineers not accountants which in my mind makes a pleasant change in this day and ageOn re-reading the annual report much of the content of the Interim statement was mentioned there; albeit not in the same detail. Therefore to my mind a lot of the Interim statement was programmed before the Rolls Royce/Petrofac issues came to the surface, perhaps further actions seen to be advantageous as integration has progressed. This reaffirms my thoughts the Board is just being prudent in case issues get prolonged, this was exactly the issue at Crown and they managed that very well.I am waiting for the dust to settle, many companies are issuing profit warnings at the moment , but I do think the sp fall is overdone and ultimately hope to increase my stake at a good value price. Having met the Board on many occasions they to my mind are both committed and careful!
PLND onedb1
27 Nov 2014
Interims are out Nm
LTHM lew mannheim
27 Nov 2014
Interim figures Splendid results from Latham this morning; net cash up to £12m, a substantial result on curbing the pension deficit and current trading marching ahead. Could expect to see 50p+ of earnings this year, so even on an unambitious rating of x12, cheap to the market and similar businesses, can envisage £6+. Notoriously hard to deal in, but well worth it!
VP valuemanbuyer
27 Nov 2014
Interims V. Good results. All metrics up especially Roce which has been lower since the recession but is creeping back up now to 14.9% . The growth drivers of the uk economy and building sector should bode well. Since it is under - valued at 13x compared to over 16x for the industry we should get price growth from both the profits increase and a re- rating .Happy long term holder (135p entry point )
ESTL Ru 8746
27 Nov 2014
Re: Unable to take rights through Barcla... ...but can you buy ASX-listed stuff through Barclays? While AJBell (YouInvest) let me take up my rights (and subscribe for some additional shares), I think I'll struggle to sell (or buy any more) unless they re-list on AIM...Good luck all,
SHG Rogen83
27 Nov 2014
Positive update Saying FY production at upper end of range.Guiding for reduced cost per oz of $830m-$850m in 2015 and up to 85k of productionMore drilling on underground mine plan which will be completed in April.I like this bit: "The Company is committed to maintaining financial and growth flexibility, remain as a high grade, low cost producer, and deliver value to shareholders through balancing capital growth and potential for dividends. "
VOTES : Not good, received this back from best invest re my holding (5m) quote'According to our Corporate actions department SEI are not able to execute proxy votes due to the funds being held in nominee accounts, we can only process voluntary corporate actions for you' HELP anyone explain please
MTVW catsick
27 Nov 2014
350 mio gbp of hidden value ! So they finally came clean and revealed that 660 mio value of property is in the books at 316 mio , so they have the whole market cap of the company hidden away !
TPOG Rusty Jock
27 Nov 2014
Re: Chip_Scashtin or anyone else... Last year the dividend was announced mid Nov , a few days before the IMS.This year's IMS was released 10 days ago , but there was no mention of any dividend for 2014.Does anyone have more information on dividend payments ?
MWA Vincentinvestor1
27 Nov 2014
Re: defensive play by Market makers i disagree with the low profile you give to MMs in an illiquid stock such as mwa, question I have is i f you buy a spread with a MM, all they do is going into the market and buy the stock, thereby hedging my position so that the only thing they make is the spread or as soon as you put in a buy/ sell order MMS will drive the spread larger to make even more money as you can not trade inside the spread as there is not enough liquidity?
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