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When a Co makes an announcement that is material to shareholders and worries that a disorderly market may be created via a leak it requests the LSE to suspend trading in the stock. Most common reason is when a Co makes a bid. Generally the LSE frowns on long voluntary suspensions, I believe in the US its 10 days. Further to the above Spo has invited all interested parties to submit final and full bids by mid January 2016.
apparently NPT is consulting whether or not to buy the pools company.... But why suspend the shares dealing?
Not a holder here but looked in the past. Am holding Spo & have long urged the Co to sell the Pools so at long last something might happen? No doubt transformational to NP if T.S wants the deal? He was a 10% holder in Spo and was on the board so he knows the Pools business well and the great GP of 40% which pretty much falls straight to the bottom line. I guess it's how much you guys want to pay for a pretty stable £15m annual profit? Maybe NP's only chance to add huge value for shareholders in the medium term? I know if I was holding NP I might even over- pay for the Pools which is ripe for a switched on management to boost players, turnover & profits.
recommended ...eyeing up c6p
Their cash levels seem to be the only thing that is proppping up the share price at present Jolly... At least they appear cheap compared to the competitors. The post POCT management strategy needs more clarity, how are they planning to build the market penetration and increase growth? Im happy that Hendersons are back buying again after selling a massive chunk of their stake late last year. Maybe a good sign of things to come?
wonder whether they pay adequate attention to high cash levels...without adj that might explain plenty of their commentary
Interesting comparative analysis here: http://www.capitalcube.com/blog/index.php/netplay-tv-plc-value-analysis-londonnpt-november-30-2015/ Considering peers, relative underperformance over the last year and the last month suggest a lagging position. NetPlay TV plc trades at a lower Price/Book multiple (1.42) than its peer median (3.75). NPT-GB‘s EBITDA-based price multiple implies around peer median growth. The market does not seem to expect much improvement in the company’s below peer median EBITDA-based returns. NPT-GB has relatively low profit margins and median asset efficiency. Compared with its chosen peers, the company’s annual revenues and earnings change at a slower rate, implying a lack of strategic focus and/or lack of execution success. NPT-GB‘s return on assets currently and over the past five years has trailed the peer median and suggests the company might be operationally challenged relative to its peers. The company’s relatively low gross and pre-tax margins suggest a non-differentiated product portfolio and not much control on operating costs relative to peers. While NPT-GB‘s revenues in recent years have grown faster than the peer median, the market gives the stock a Price/EBITDA ratio that is around peer median suggesting that the market has some questions about the company’s long-term strategy. The company’s level of capital investment seems appropriate to support the company’s growth. NPT-GB currently does not have any debt.
Looks interesting.........
nicely
quite impressed by 1h resilience and acquisition ...undemanding EV/EBIT...nice yield ...not sure about management or market ...somewhere 5-7p looks tempting imv
Should we not have had these results by now?
With all the cash and lots of director buying I'm confident they can turn this around
Following the industry trend... netplay must be in sights of a take over bid at these prices.
SP going down the toilet now - Let the Trend be your Friend...
Please expand on what basis your 'spideysense' bases its views. Unless something its terribly wrong within NPT, that would pretty much value it at its cash position...am I wrong?
is a strong support area and it may well go well from there but my spideysense tells me this could be lining up a move to c4.5p in January so careful peeps ...
yes abit more confident buying from the directors would help
Maybe it is time to show some buying action directors?
I wouldnt use vernons again, they make it that difficult to withdraw money compared to ladbrokes williamhill etc. that I wouldnt touch them again. I immediately sold all my shares and I think the best bet here is a takeover
32red is a smiliar company with strong share price, yet netplay stuck in the doldrums... Is the latest drop just due to sell off after dividend? Netplays dividend looks about 5 times as strong but we are lagging on low multiples... is there more to the story?
Since the start of Sept this share has stubbornly refused to budge against the declining market sell off. In fact every so slowly its crept higher and higher. Is there some good news coming that we don't know about ?
Looks like NPT is holding in a very stable range at around 10p. This is good though we are looking for some good news guys or some indication that the recent acquisition or some tactical activity is underway and working. Anyone wanna add anything?
http://tinyurl.com/qf9nskg The chief executive of live TV gaming firm Netplay TV (LON:NPT), Bjarke Larsen, explains how a new approach to marketing and an opportunistic acquisition strategy is set to boost the group's performance. The company runs SuperCasino.com, Jackpot247.com and Vernons.com and its TV services can be viewed 24 hours a day live on Sky Channel 862, and every evening on ITV and Channel 5. Like other players in the gambling sector, Netplay has had to deal with the new point of consumption tax that has been levied on all online gaming. To mitigate the impact, the group cut its marketing expenses by 24% to £5.9mln, and purchased Otherside Inc, a digital marketing firm that has been bought to help increase its customer base, for £3.2mln.
A couple of points - cash balance healthy but £3.2m has been spent on Otherside so closer to £10m and I agree dividend strong But where is the growth? The post-POCT issues this business faces is that it has to cut marketing spend to save costs - marketing spend down a massive 36% H1 against H1 and revenues come down as a result - down 12% like for like but that impact is likely to be more so in H2 due to marketing spend in H1 (unless Otherside helps in this regard). Accordingly, one can get caught in a downward spiral of reducing marketing spend and reducing revenues - it is noticeable that there is no encouraging noises in the H2 trading outlook. As I mentioned before, it is very difficult for a sub-scale business in this regard to compete with the gaming giants -even more so once all the current consolidation completes Cash generation looks good because of the £1.9m increase in working capital balances but that is a one-time only impact
Never understood NPT sp. It has half its value as cash in the bank, it pays dividends, doesn't borrow, yet the SP seems to lag many companies on the stock market which have no cash, tons of borrowings/recaps and has never turned over a penny. Surely this is a 15 - 20p share. Mind you I guess if they used some of their savings to buy up firms, then the sp might rise? Am I missing something here?