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FLG TX2 24 Nov 2014

Re: High dividend replacement LOL aimforthesky lets not be too churlish!At least the capital value of our shares are up on this takeover approach and even if it does not suceed FLGs merits are likely to be better seen,like you I am a value investor and like companies that pay a good sustainable divi, if we pick as we hope the right shares then takeovers or at least approaches are an inevitability from time to time as others are going to see value eventually.

ELA danboris 24 Nov 2014

Re: Why the drop? totally agree Buffetts. I believe Eland is significantly undervalued given the potential of their assets. Below IPO price this is cheap and it should re-rate back to above 100p. Hopefully quickly...

SPH 5o waw 24 Nov 2014

Re: Trades Ambiorix1, Many thanks for your in depth reply and knowledge of SPH.

INTQ IOMINVESTCOM 24 Nov 2014

2.80 is key Hi All,looking like this 2.80 area is really important to break above to signal the break of this downtrend since early April.Top of the bollinger bands kicks in at 2.80 as well as the 200 ema on 1yr daily chart.SAR given a buy signal over the last couple of days.GLTA

WRN TX2 24 Nov 2014

Re: So !WHOT! is happening now? All going to expectation;at least my expectation!

MTV fish lips 24 Nov 2014

Re: 500,000,000 Mmm, I hope it's not a false dawn.

ELA Buffettsluvchild 24 Nov 2014

Re: Why the drop? My point entirely.....but I know we don't have to worry as the market is regulated and operated by gentlemen.....Anyway, enough of our bitingly sharp Monday wit, I would like to think our proper research will pay dividends with this one, just getting the ducks lined up slowly but surely and that production and sales stir this one into life properly and trigger a meaningful rerating for good. At these prices for any new investor there is a big upside

RWS once a week 24 Nov 2014

Nice rise but why? Bought into RWS last week at £7.35 on the back of research into Biotech firms and their patent stuff. Was also tipped by a very tip source on the basis of growing income, profits and dividend stream. Trading statement indicates that shares trading on a PE of about 15. Brokers are positive. I think they will actually outperform the 14 October trading statement. Perhaps the Chinese interest rate fall has had a positive impact today.

HTIG SalopTractor 24 Nov 2014

this week Barney?

CFU billselsey 24 Nov 2014

Re: Flowgroup They do a different job,its a bit hard to compare the two.

CCE coldascheese 24 Nov 2014

Re: Moving up Apparently Zak Mirs first target is 10p THEN ON AND UP.He could be right about this as profit takers seem to have gone now

GBG Muzzletoff 24 Nov 2014

Wheat from chaffe I am slightly cynical about acquisitive companies. What starts as a strategy becomes a habit which can be abused by CEO's to get them out of holes when revenues or profits aren't growing except when they are making acquisitions.My guiding star is cash generation, but this in turn gets confused when companies place shares, and you lose track of the fact, and assume a great lump of cash sitting on the balance all the natural cash generation of the business, not the reinvestment by shareholdersIt also becomes increasingly hard to benchmark what true performance there is when every year or several times a year an acquisition is made.Once CEO's get in the habit of adjusting the p&l because of various amortisation issues, and exceptional costs right down (funny how exceptional costs are exceptional every year!) they find it hard to stop. I am not saying this is true of GB Group, but beware of acquisition as a habit.You would never know that the business that the business GB Group recently acquired was significantly loss making from its announcement on acquisition. Those losses may have arisen from sunk development costs, which may not be recurring. GB group may be significantly trimming down to an appropriate size a badly managed business. It may be taking the core development it likes and dispensing with other cost overhead. Let's hope it won't be earnings enhancing purely because GB has capitalised the development costs, an habit of some financial engineers.Many a time cash generative businesses have got out the torpor of boring daily business by an acquisition strategy that uses its cash to acquire, and gradually leverages the balance sheet with borrowings, and deferred acquisition costs. That's all well and good when the cycle is ever upward, but not so much fun when the cycle turns. Just saying....

FLG bajb 24 Nov 2014

Re: High dividend replacement LEGAL AND GENERAL ... OR ... CARILLION?

FLG Barney the cat 24 Nov 2014

Re: High dividend replacement Do you have a source for this information?

CCC II Editor 24 Nov 2014

NEW ARTICLE: 14 tech stocks under the microscope "UK technology plays have experienced a wild ride this year, and a 12% slump in the FTSE 350 Technology index since early September has given back all the previous month's gains. A series of profits warnings have spooked tech investors, and the ..."[link]