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Share Views Episode 4: Mid & Large Caps with Chris Bailey


Member Info for kidwin


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Member Since: Fri, 31st Oct 2008

Number of Share Chat Posts (all time): 308
Number of Share Chat Posts (last 30 days): 1

Last Posted: 5 Aug '16


Post Distribution over the last 30 days




5 Aug '16

Why is the redeemable share discount getting wider?

"Redeemable shares are shares which can be �redeemed� (in other words, the ownership of the shares can be retrieved from the shareholder at the option of either the company or the shareholder on pre-determined terms and conditions and payment of a specified sum). A company may wish to issue redeemable shares so that it has an alternative way to return surplus capital to shareholders without having to carry out a buyback of its shares. One of the key reasons why a company may prefer to carry out a redemption rather than a buyback is that, in contrast to a buyback, stamp duty is not payable on redemption." That didn't help :-)
22 Jun '16

Kanban aligns inventory levels with actual consumption. A Kanban signal tells a supplier to produce and deliver material just in time and is an excellent way to promote agile systems. Toyota developed kanban to improve manufacturing efficiency in the 70's.

"Today, all of our teams from Marketing, PR, Product, Partners, Programme and Sales – all are using digital and agile processes such as Kanban. Maybe an industry first?"
9 Jun '16

The ETI partners includes; BP, Caterpillar, EDF, Rolls-Royce, Shell and the UK Government.

This contract is the first step towards fulfilling the goal, stated by Adam Robson, in the last trading update “…we have decided to focus our resources on the two areas (off-highway KERS and V-Charge). I am optimistic about the market and the opportunities and believe we can deliver the necessary licences over the coming 12 months in these two key areas.” Now that news would boost this share, IMO. GLA
3 Jun '16

with Caterpillar, IMO See http://www.eti.co.uk/ "https://www.youtube.com/watch?v=TdASWo7w7Iw&list=UUsKnXpygNb_hi699bvhvB_A" @ 1:20 ETI invests £3m to achieve 30% fuel consumption reduction in Heavy Duty Vehicles, partnered by Caterpillar...

"The agreement has been entered into with one of the largest global manufacturers of off-highway construction and mining equipment within the Energy Technologies Institute's Heavy Duty Vehicles Efficiency programme. This fully funded programme will work to design, develop and demonstrate a high-power KERS for integration in the main drivetrain of both a large mining truck and an on-highway articulated truck."
27 May '16

RIT Capital Partners is an investment trust, which seeks to achieve long-term capital growth by investing primarily in quoted securities. Established in 1988 to manage some of the wealth of the Rothschild family, this is a “wealth preservation” fund.

It achieves this through a “multi-asset” approach, spreading investments across assets ranging from property and gold to shares listed in emerging markets. Currency exposure is also actively managed.

Investors may miss the strongest gains when stock markets are rising, but can expect to make up ground in less certain times. The trust may move to a premium during market turmoil, so investors should time when to buy if they can. http://www.telegraph.co.uk/investor/ideas/telegraph-25-the-definitive-list-of-our-favourite-investment-fun/
DYOR
25 May '16

Note: these results are produced on a Ford focus, using the class leading 1.0L Ford Ecoboost engine, which already produces the power of a 1,6L engine. with V-Charge the output could equal a 2.0L engine when required, with the economy and efficiency of a 1.0L to pass strict emission tests, wots not to like!

This means one engine can power all models from Fiesta to a Mondeo, with only changes to the EMS, the economies of scale could be enormous. Most other major car makers would follow suit, or be left behind, unless Ford have an exclusivity deal with Torotrak?
25 May '16

a commercial deal is the only thing missing from the results. However, the price of oil doesn't negate the cost advantages of V-Charge or the market need due to pending emission regs. GLA

from last RNS: The successful results from the Bath study confirm the capability of V-Charge to enable more radical engine downsizing and downspeeding whilst maintaining vehicle driveability and performance. This will enable OEMs to put smaller engines in vehicles to meet the challenging post 2020/21 emissions targets and still sell vehicles that deliver the performance that customers want to buy. V-Charge enables demanding engine downsizing and downspeeding without sacrificing performance or incurring significant additional cost. V-Charge offers OEM customers the following key benefits when compared to other boosting solutions:

· Uses less fuel at full load than an equivalent non-variable mechanical roots supercharger, by delivering only the air that is required

· Achieves faster torque response than two-stage turbocharging, or clutched mechanical superchargers

· Is much quieter in operation than mechanical superchargers, or eBoosters which use switched reluctance motors

· Can produce higher peak power than equivalent eBoost systems, as the V-Charge supercharger operates continuously at low engine speeds, which means that the turbocharger can be sized for higher engine speeds only and hence optimized for peak power

· Offers significant performance advantages on alternative engine cycles such as Miller / Atkinson which are being investigated by OEMs for next generation engine platforms.
15 Dec '15

Interesting article. I like these comments: PitchSteer is a low-cost, low weight method of control that reduces actuation power required (to 10W) for Torotrak’s variable drive, which is designed for devices such as superchargers. DriveDisconnect provides a zero output speed capability within the variator – providing the functionality of a clutch without the cost or weight penalty.

“DriveDisconnect provides an extra function for free,” enthuses Gaskell. “Our development work for both technologies has proven that we can offer unique CVT functionality that addresses the needs of our customers, for example in the variable supercharging space.” - See more at: http://www.transportengineer.org.uk/transport-engineer-news/variator-development-boosts-supercharging-and-aux-drives/111464/#sthash.s9UUOFDM.dpuf

IMHO this is great news for the uptake of superchargers in mainstream production vehicles. Superchargers place a direct mechanical load on the engine, so this development will disconnect that load from the engine when boost is not required, increasing fuel efficiency and eliminating turbo lag. A Rolls-Royce Merlin engine supercharger draws about 150 horsepower (110 kilowatts), so the potential savings are worthwhile.
4 Sep '15

Plant Impact, the agricultural crop improvement specialist, said it now expects to break even after trading profitably through the last full year.
After a transformational year to the end of July, the AIM-listed company predicted growth for the 2016 financial year on the back of substantial sales in Brazil of its soybean crop efficiency product, Veritas.

Sales of Veritas, which is sold in Brazil by German multinational Bayer, were encouraging and helped group revenue expand 80% to £4.5m, of which £1.4m came in the fourth quarter, itself a 75% increase.

Although sales in Northern Europe were hit by Russia's boycott of European produce, Plant Impact said overall for the year its net profit after tax was expected to be £0.1m, reversing the previous year's £0.7m loss.

Chief executive John Brubaker said it had been a transformational year for the group and said 2016 was "an important year for multiple growth programmes".

"The directors have a positive sales outlook for the 2016 financial year."

This is predicated on forecasts of "substantial growth" in Brazil for Veritas as sales are expanded across the whole country after a successful test-marketing season, with firm orders already received for most of its expected sales in the 2015/16 Brazilian soybean season.

Northern Europe, the smaller region from a current sales perspective, is expected to see "modest" growth, Middle-Eastern sales are expected to continue to expand, and a first commercial year of Banzai, a new product to improve cocoa yield that will be marketed in West Africa by Arysta LifeScience, beginning with Cameroon and the Ivory Coast.

Management also plan to significantly expand commercial and research and development programmes, using some of the £7.6m cash balances.
18 Aug '15

good news, as the more expensive miners leave the field, for JLP to pick up more contracts?

"Miner and commodity trader Glencore is reviewing its Eland platinum mine and has informed the government and trade unions of a possible closure due to falling metal prices, it said on Tuesday. Depressed commodity prices, rising labour costs and increasing electricity tariffs have also forced other platinum producers like Lonmin and Anglo American Platinum to consider shedding jobs."

"Glencore has informed the Department of Mineral Resources and relevant unions of the potential closures," the company said in a statement. Glencore said it had also begun discussions with trade unions about job losses. "The closure would affect just under 1 000 jobs at the mine," Gideon du Plessis, Solidarity's General Secretary told Reuters.
It is our preference that if you wish to share this article with others you should please use the following link:

http://www.miningweekly.com/article/glencore-says-reviewing-eland-platinum-mine-possible-closure-2015-08-18


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