Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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...another solid update today, FuD now topping £58bn... CURO software steadily gaining momentum and client and FA user numbers still on the up, what's not to like here?
Another set of solid results from IntegraFin, core business should outperform markets if the shift in interest rates continues into 2024 and their new time4advice business should continue to add plenty of icing on the cake as it becomes more established across the UK IFA network. Think IHP surprises in 2024 and starts to outpace AJB and HL…
Rest in peace Ian. What a man and what a business he built. Thoughts with his family who have been robbed of the years they hoped to enjoy together.
Thanks, that was a very thorough analysis. Forward yield now over 4% I think, not what you'd expect for a high growth co.
An interesting article and analysis
https://knowledge.sharescope.co.uk/2022/06/15/screening-for-my-next-long-term-winner-integrafin-lse-ihd/
The best financial advisers I know recommend Transact, and one of the things that makes them the best financial advisers, is they attract/coach (its a virtuous circle) clients who understand and have enough to wealth to require their assets to increase, rather than be spent down. That sustaining an income in retirement, or more importantly a lifestyle, requires a growing pot.
Completely agree, way overdone here, brokers like Shore Capital have seized on Alex Scott's comments about negative headwinds to bang the bearish drum, however these are the same challenges facing all businesses and not exclusively IntegraFin. Net inflows at record high, progressive dividend policy (fully intact) and investing for the future. This is a very high quality business with a decent moat around it. I see this stock as a diversified market proxy with a revenue kicker in turbulent times due to higher volumes. Added to my long-term position yesterday and buying more today.
This looks way overdone to me. I can understand HL falls because they face a lot of price competition from AJBell for an open platform and Vanguard for a single provider, but in adviser world there are different decisions going on.
fall looks very technical
"On 30 September 2020 FUD totalled £41,093 million, representing an increase of 3.5% over the quarter and an increase of 8.7% over the year."
Alex Scott, CEO, said:
"Our 2020 financial year ended on 30th September. During the second half, the operating environment was difficult and unpredictable for us, for our clients, and for their advisers - and this seems likely to remain the case in the coming months.
Nevertheless, and in no small part due to the resilience and dedication of all involved, I am pleased to report robust flows.
Compared to our 2019 financial year, gross and net inflows held their own and we ended the year with our highest ever level of funds under direction."
It makes sense this share should have come down in line with the market sell-off, at least initially, but then you remember the revenues are comprised of both transaction and custody fees, their platform is of course called Transact. Just think of the spike in transactions since mid to late February, I wouldn't be surprised to hear of a significant jump in revenues in their Q2 trading statement due April 21st and their Interim results due May 21st. IMHO this company should continue to outperform wider markets.
Gosh this is a tough one to call, not! funds under management are relatively low and second Elliot wave is indicating 320p soon before uptrend again but wider markets set for a correction will disproportionately affect sp. Trek, margin call short. Sell guys before it happens. All imo of course but sometime even the directors get it wrong!
Posting good interim results. Share price has gone up around 17% this year. Worth a look.
A lot circulating has anybody heard anything r.e. Takeover....?
Name of the Company now changes to Digital Learning Marketplace plc ("DLM"). Existing share certificates continue to be valid. Shares of Digital Learning Marketplace plc will trade under the following codes. Effective on Monday 10 January 2012, when the Company's website address, including the information required to be included by AIM Rule 26, will change to DLMplc.com. Andy Hasoon said "As we are developing a new vision and strategy for the business, as well as setting the goals and objectives needed to bring that vision to fruition, we need to present the market with a name which projects an image of the future of our business. That future is the Digital Learning Marketplace, which is why; we have chosen to become Digital Learning Marketplace plc. "The Intellego name remains one of our trading brands, providing bespoke digital learning services to the corporate marketplace. The strong positive association with our blue-chip corporate customer base is a very positive asset for the organisation and provides a solid foundation from which to grow. To its corporate customers Intellego represents high quality learning products."
Best just to footprint Regulatory News Announcement. http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=11072082
What's most exciting about today's RNS is not the $200000 on my opinion, but the opening of the base in Singapore. Whilst the grant is over 10% of IHPs Market cap, and should not be overlooked, it's the ambition for growth that struck me today. Well done IHP. Keep the good news coming.
This AIM listed digital learning business, is delighted to announce that its subsidiary, PIXELearning Limited has won a US$200,000 public sector funding grant to develop new training modules, which will be owned by Intellego. The modules will incorporate serious games methodology and will be aligned to general management "soft" skills, such as Managing Conflict, Feedback and Meeting People's Needs, Team Building, Diversity, Coaching, Talent Management and Engagement. The grant is typically based on the completion of a small number of milestones, the first of which has been achieved. New Singapore Office Coventry University's Serious Games Institute (SGI) has recently opened an office in Singapore and Pixel's strong professional relationship with the SGI has allowed the Company to establish a representative office within SGI's premises. A presence in Singapore creates an excellent opportunity for Pixel to better identify and service opportunities in the fast growing economies of South East Asia. Tim Luft, Operations Director of SGI, commented, "We are very pleased to launch this exciting initiative which establishes a key hub in Asia as a way to progress research, widen partnerships and support the growth of serious games across South East Asia. Singapore was chosen because we believe the country has the necessary resources and potential in this area. We are delighted to assist Pixel to set up in Singapore and develop in this market." Andy Hasoon, CEO of Intellego, commented, "Our presence in Singapore is a great opportunity as the country is quickly becoming the new business bridge between East and West, while also being the logical hub for Intellego to expand into South East Asia. Singapore is a fast growing nation with an English speaking workforce of highly motivated and skilled people. Our first project will be to develop the management training modules which we believe will be in demand in both traditional European and North American markets as well as in fast growing South East Asia."
Has signed a contract for £167,000 to provide products to the Gloucester Language Immersion Centre ("GLIC") and moves into the rapidly growing online language market. GLIC is a unique purpose built centre created specifically to teach languages through a "full immersion" technique, whereby pupils behave as though they are in a foreign country. The main target audiences for the centre are the local community, SME businesses and students between the ages of 14 - 19. Pixel, a serious game specialist, will build a flagship immersive "serious game" for GLIC to teach new languages to its students. The initial roll-out will be for four languages; French, Spanish, Chinese and Russia, but it plans to expand its offering to 11 languages, including rarely taught languages, such as Pashtu and Urdu. Pixel will be working in partnership with the Serious Games Institute ("SGI"), a world leading pioneer and innovator in the field of serious games and language training, which operates out of Coventry University's Technology Park. Andy Hasoon, CEO of Intellego said, "With hundreds of millions of people across the globe learning new languages at any one time this is a very exciting and a whole new market for Intellego to focus on. Importantly, serious games are the ideal tool to help people quickly grasp and retain a new language. The work being undertaken by GLIC cannot be underestimated and we are very pleased to be working closely alongside them." Tim Luft, Operations Director, of the Serious Games Institute, commented, "These new and highly effective training techniques provide a fundamental change to traditional teaching methods and are very well suited to learning a new language. All our courses are fully engaging and deeply interactive, allowing the student to remember more facts for a longer period of time. Working alongside an expert developer like Intellego adds a greater level of confidence in the success of the GLIC."
Placing of 67,562,500 new ordinary shares (the "Placing Shares") at 0.20p per share ("the Placing"). Following the announcement of the acquisition of the Digital Learning Marketplace on 15 November existing institutional investors have continued to support Intellego with this placing, to help fund this initiative. Following Admission the number of shares in issue will be 649,019,182 Ordinary shares of 0.05 pence per share
Announces it has entered into a non-binding memorandum of understanding ("MOU") to acquire an investment in the Digital Learning Marketplace ("DLM") project from Milamber Limited. There are two phases; development and commercial exploitation. Development - the DLM is being built as a revolutionary new learning platform intended to allow Corporations, SME businesses, and professionals to access their day-to-day and future learning requirements with the goal of helping them improve their business performance. The Directors of Intellego believe that the DLM will be the first source of truly personalised learning giving users the ability to create their own focused courses in affordable blocks, built from materials supplied by a diverse range of providers. It will enable the owners of learning content to trade and monetise their learning assets. Participants in the project include Pearson Education (19%) and Ashridge Business School (6%). The DLM is designed to have global appeal, with engaging content available in small "bite-sized" units that are easily accessible, and affordable. The Consortium partners will (pro rata to their respective interests in the project) receive a £740,272 grant from the UK Government's Technology Strategy Board (TSB) ("Grant"), such is the importance of digital learning to the future education needs within the UK, to provide funds to help the Company finance the development of the DLM platform. The Consortium partners have agreed to match-fund the Grant giving the project a total investment of £1,498,224. Commercial exploitation - the DLM is expected to be fully operational in 2013, in the interim there will be limited scale commercial trials and testing. The proposed arrangements comprise an initial investment of up to £160,000 to secure a majority interest in the project during the two year development stage followed by Intellego's option to maintain this interest into the exploitation stage. If for any reason Intellego decides not to exercise the option then Milamber has undertaken to buy-back the Interest from Intellego for an amount equal to Intellego's investment save for the first payment of £40,000. Milamber, in which Andy Hasoon is a 21% shareholder, (Intellego's CEO and Director) owns a 6.86% interest in Intellego (40,000,000 ordinary shares of 0.05p). Accordingly, the transaction is a Related Party Transaction as defined by the AIM Rules. The independent Directors of Intellego (being all the Directors with the exception of Andy Hasoon) having consulted with the Company's Nominated Adviser, consider that the terms of the MOU are fair and reasonable insofar as the Company's shareholders are concerned. Angus Forrest, Chairman of Intellego said: "The investment in the DLM is our first major transitory move into being a pure digital learning provider. We are excited by the opportunity, that Andy Hasoon has brought to us, wh
This share is never quite sure where it belongs! up a digit on day down the next. Does it belong in the dustbin or the bottom drawer? We will not know until Angus and his corporate crew and Nomad start telling us what's going on inside the headquarters, from my shareholder position not a lot of shareholder value is in the offing by all accounts judging by the lack of corporate regulatory news, but that could change on a sixpence, sorry a miniscule part of a Euro. But a juicy secondary offering always gets the market excited. Maybe some news regarding third party sales of anti corruption software that was so publicy bugled as the panacea of a ripe future that will get the "city" buzzing perhaps, we still await news on this fron. IDOX has been in the market with its cheque book IHP is tightus at the moment!
Competition is in the air for this tiddler and morribund outfit offering its third party anti bribery software. IDOX has not shown any interest in IHP thus so far but swallowed up unlisted Co's for a song, IDOX could have had IHP for next to nowt if it wanted to! Would it want this outfit? IDOX has acquired Interactive Dialogues Limited and Interactive Dialogues NV ("ID") for a total consideration of €2.2m (£1.9m) in cash. ID is a leading supplier of e-learning and information solutions in Europe enabling organisations to conduct 'dialogues' with employees, customers and suppliers to achieve legislative compliance in areas such as Competition Law and the UK Bribery Act. The company is based in the UK and Belgium and its global client base includes Associated British Foods, Hays, E.ON AG, Alstom, PricewaterhouseCoopers, AB InBev and Xstrata.
the probably is the sad sack who has been obsessively posting on here and other stocks claiming to be an "expert"... as Mike F succinctly puts "My thoughts on IHP are quite simply. I think it is a great little growth company now, not a recovery stock. This temporary weakness due to the recent placing does not concern me in the slightest and I will be taking full advantage as and when I can." the company made a profit from a loss last year and are predicting a better year this year after 4 months have elapsed than last... at 0.2p it;s a p.e of 4. fair value for last year is 0.5p and that does not look forward to the growth identified for this year by the company itself.
Hi Rofert. If you want most of the pervasive story here visit: http://www.lse.co.uk/general-chat-discussion.asp?page=2&TopCode=UO8QW1IS#39461