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AVON oldjoe1 19 Nov 2014

Re: Results Easily Beat. Avon Rubber operating profits up19 November 2014 | 07:45amStockMarketWire.com - Avon Rubber's revenue for the year to the end of September was flat at £124.8m (2013: £124.9m) but increased 5% on a constant currency basis.Operating profit before depreciation and amortisation (EBITDA) rose 14% to £22.9m (2013: £20.0m) and operating profit rose 20% to £17.0m (2013: £14.2m) (an increase of 26% at constant currency). The progressive strengthening of sterling during the year gave the group a foreign exchange translation headwind. The US $/£ average rate was $1.65 (2013: $1.56) and this 9 cent headwind was equivalent to £5.7m at a revenue level and £0.8m at an operating profit level. Chief executive Peter Slabbert said: "2014 has been an excellent year reflecting the strategic decisions made over the last three years to invest in innovative new products and technologies while expanding our international markets. This strategy will continue to drive growth in the years ahead."- See more at: [link]

AML Greyinvestor 19 Nov 2014

Re: Steady progress It's always an irony that in this business that you need losses in order to make future profits. I believe that terrorism and political risk is pretty lucrative.I just wish that my recent acquisition, STAN, was as stable. No chance, sadly.....

AML Hydrogen Economy 19 Nov 2014

Re: Steady progress GreyAgree, looks reassuring and I am happy holding given the low PE and great yield.Only eyebrow raiser was "Smaller catastrophe and large risk losses in the quarter, the most significant of which resulted from the terrorist attacks at Tripoli Airport, amounted to £33.4 million"If AML are insuring risks like that I hope the premiums are eye-watering! What else, Iraqi refineries, East Ukrainian public buildings, George Michael's car insurance? I'm sure they have it well under control.H2

STG mrsp2g 19 Nov 2014

Re: RNS For sure it is leaky, but even small scale exploitation of this gold has potential to re-rate STG, the MC stood at only 2.3m, a decent assay could see significant movement here.Small punt held, interesting little outfit.P2G

UEN BuyBAO 19 Nov 2014

5.4 to buy

AVON oldjoe1 19 Nov 2014

AVON Broker Updates.... 19 Nov 2014 Avon Rubber PLC AVON Investec Buy 672.50 659.50 720.00 800.00 Retains

SPH dwiggy 19 Nov 2014

Re: Daily Mail Nice find, and 1 of many reasons I'm in here for the long dwiggy

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!