Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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A few thoughts that may be of interest to others holding or taking a look. http://www.privatepunter.co.uk/News/more-on-bvm-10-april-2016
Heading lower in the coming year. It is collapsing in on itself and the impairment is a clear signal. Cash and current assets are down, profits down, nothing on offer to turn this ship around. A placing would shore up the cash position and stave off an inevitable de-listing.
Agree.. Wording v. Poor.
These figures are far from the company view only eight months ago. I prefer facts , good or bad, than waffle and this Chairman is full of vague general comments and unnamed projects for the future. Read the report and it tells you nothing of the future projects. I have held shares for a number of years in Belgravium Technologies and will continue to hold, however, the suspension of the Dividend last year and the potential reorganisation has now changed into a real issue of where are we going.
Good buys coming in... Im anticipating some nice gains here imo... Gla
Hopeful this is going north, with good results to be posted tomorrow. I'll top up when the buyer come in todsy
Not notice them pre announce results before? Should I read something into this? Could they be good? Should I top up?
should be due very soon.
At least the sp is holding steady, unlike a lot of the market at the moment. Let's hope we stay under the radar until good news appears.
Could do with an update. The suspension of the dividend and the subsequent reorganisation was understandable but investors should now be informed on progress.
H, good luck with this one. I had to take advice from some of the academics that worked with my wife at the local Business School , she's taken early retirement now, . They thought highly of Belgravium Tech, Inspired Energy, Toumaz and Stilo International. I'm not recommending them! I think its far too dangerous to advise people on investments and my time was spent in engineering but I've never regretted investing in these firms alongside three banks and Taylor Wimpey. I always like management that will face the issues a plan a head. I'm also hopeful that working people don't lose their jobs if its possible to move people around..I think this company is in good hands its just a matter of waiting .
Hi Breton, good to hear your views and the confident tone ! I feel the new Chairman has very quickly grasped the nettle, where having taken a good look restructured the business in a way that will put it on a platform for a much improved performance. Chelverton, which was no doubt instrumental in Ian Martin's role has now upped its stake, which shows confidence, while the FD moving on as announced is, in my opinion, another positive. Cheers H
Thanks for the link. I might modestly say 'that's what I said'...only joking. It's a good balanced view of the company. Part of it operates here in Leamington with a good young workforce.. I have never recommended shares to anyone , its too dangerous, you never know what's round the corner but I've topped up four times in Belgravium Technologies and plan to top up again.
May be of interest. http://www.cambridge-news.co.uk/Resilient-firms-bounce/story-27867380-detail/story.html
Agree, they still have cash and the new guy certainly seems to be taking action and has a reasonable stake in the co. Hope fully in a year’s time the picture will look very different. I will wait
Having read the half yearly Report it may not be financially good news but for a restructure programme I've read worse reports than this. This company has a good order book that is at least stable compared to some AIMs Shares I hold. Some are willing to gamble on buying today but I'll wait, My general view is a good company that has made good buys like AFS but needs time to integrate the business.
It now makes sense of the changes at the top. I'm always impressed with a company that flags up its short comings and is prepared to correct the waste and duplication but, with any growing company I find this is a normal mile stone. I'm going to hold but will look elsewhere to top up.
so whats your target SP? 2p? i remember seeing these around the 2p mark couple of years ago?
I told you target price was a profit warning. Sell!
It gets worse the more you read it.
Possibly the WORST report I have ever read. Utterly pathetic. Awful investment.
Is pretty late compared to other years. Must be a good reason for that.
interim report is now (over)due!
Can't sell, 4.1 to buy. Confused.
Made4net appear to be a sizeable company with a global customer base for BVM to sell into: Http://www.made4net.us/about "Made4net is a global company with office locations in North America, Europe, Middle East and Asia, servicing a reputed list of customers, at various sizes, languages, cultures and business flavors" hTTp://www.belgravium-technologies.com/news.aspx?yr=2015 "TouchStar & Made4Net sign strategic agreement Made4Net and TouchStar Sign Strategic Agreement Bradford, UK, July 24th, 2015 – Made4Net, a global leader in the provision of supply chain execution software, today announced that it has established a marketing partnership with TouchStar Technologies Ltd, a manufacturer of rugged mobile communications devices. Made4Net will now offer its manufacturing and logistics customers a complete radio frequency (RF) communications solution - based on TouchStar’s high quality terminals - to streamline warehouse and distribution operations. Made4Net and TouchStar’s combined RF-enabled warehouse management solution is proven to significantly increase customer satisfaction and profitability through enhanced accuracy and efficiency in the warehouse. The Made4Net portfolio is broad and incorporates route planning, delivery management and container freight management software modules which, again, are perfectly complement the TouchStar hardware range. The TouchStar range includes a variety of form factors including handheld mobile computers, tablet devices, in-vehicle computers etc. As Simon Fishgang, Sales Director for Made4Net UK comments : “We have worked closely with many RF manufacturers over the past decade or so. Obviously, it’s important to us that the hardware component of a warehouse automation project matches the inherent performance and reliability of our software. The majority of our clients are running time-critical logistics operations and the hardware has to provide real-time capability and, more importantly, sustain that level of performance. TouchStar hardware has an excellent reputation amongst a large established logistics client base and we are delighted to formalise our relationship.” TouchStar’s rugged hand-held and truck-mounted RF terminals present warehouse operatives with real-time instructions, such as: goods-in procedures, pick assignments, put away instructions and replenishment duties, directly from Made4Net’s warehouse management system. When these activities are completed, the RF terminals immediately provide data back to Made4Net to facilitate real-time inventory. “RF-enabled warehouse management is a very exciting development for many of our customers as the improved accuracy and productivity in the warehouse is proven to yield huge savings and increase profitability,” said Fishgang. “We are committed to offering the very latest in functionality and technology to enable clients to gain real c