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Apologies for off topic, but as the bb is quiet tonight, I want to reply to rob229 and Libero. Rob229, I have looked at ARTA, read RNS'S and have been on their website, at first glance it seems to have everything going for it, good partnerships/customers etc. but then I sarted to read other investors comments going back several years, and the price then was £3.00 +. I will finish reading their comments tomorrow, as I now want to know why and what has caused price to now be a penny stock. Might be a good recovery stock, but need to read up more about this company. Will probably posty on their bb, incase there are still some investors there,who aren't posting. Hi Libero, Did you check out WEBIS HOLDINGS, it seems to have had a nice rise today? Wishing you all good luck and good health, will check on bb in a few days time, and will post thoughts/questions about ARTA on their board. GLA
Busy day here, but I think I see that tangible equity at OMIP rose in the space of one year (Oct. '12 to Oct. '13) from 190,000 GBP to >700,000 GBP. You seem to have covered everything else. I wish the market had, in the short term (i.e. 19.02.2014), agreed with us; but I am a patient person. My crystal ball is showing me > 27p within the next ten months. We are in accord with CRV. I do feel bad if you are over-invested there, but if you think you have found something special, the holding of a larger-than-usual position is very tempting. In my message tonight at approximately 23:26 on TLDH, I typed my thoughts on ARTA. If I were to try here to re-type my thoughts about ARTA here, I would probably do so in a less useful way. I also mentioned ABDP and AVN. I do not know whether you are looking for additional investments. ABDP does not seem too risky. I thought that the 19.02.2014 press release is favorable. I am in the red there, but the story feels promising. My short-term error may be nothing worse than a short-term timing error. That is what I presently think. AVN is a different type of story, perhaps well-known to you. My thinking is that AVN may be a rather widely followed AIM-listed company. Libero thinks it is expensive on the basis of price to sales, but I am not in agreement on that point. Thank you very much for sharing your thoughts on Wednesday. Wishing a restful night to a shrewd stock-picking lady. Regards, Rob229
rise in annual revenue anBookmark this page ShareCast News One Media iP Group posts rise in annual revenue and profit Wed, 19th Feb 2014 07:35 Digital media content provider One Media iP Group has achieved an increase in revenue and profits in its first annual results since listing on AIM in April 2013. The company - which exploits intellectual digital property rights of music, video and spoken word - posted a 26.8% increase in revenue to £2.64m in the year ended October 31st 2013. Pre-tax profit from continuing operations grew 22.4% to £523,648. "Well the board is very pleased with the results when you consider the fact we floated the business in 2013," Chief Executive Michael Infante told Sharecast/Digitallook. "It was a very rapid transaction but we still managed to deliver sterling results." Infante said revenues were driven by music licences as the number of online platforms grew, and sites such as Spotify and YouTube picked up more content. The company now owns about 140,000 tracks of music. The group has been expanding the video side of its business with the acquisition of more content, which is expected to boost results in the coming year. OneMedia has bought the rights to TV programmes Sooty, The Adventures of Skippy and Alien Autopsy. "All of this is building our wardrobe of content," Infante said. "It's about buying content at a time where the value of its digital net worth is not yet fully realised." In an effort to protect content, Infante said the company has been working closely alongside regulators and copy protection groups to combat piracy. While Infante feels they have made strong progress in closing down piracy sites, he said they still had a long way to go to stop online theft all together. He encouraged search engines like Google to take greater action against copyright infringement. Google has taken a softer approach to piracy in the past but is now more conflicted as it derives some of its revenues through the sale of music, TV and movies on Google Play, Infante pointed out. Despite the hurdle, the One Media executive expects to see continued growth this year as the number of channels streaming their content increases. Amazon, for instance, is reportedly in talks to launch a new music download and streaming site that could bolster OneMedia's revenues. In the new financial year, Infante said the company would only consider acquisitions that were certain to add to growth. He said the group has always been debt free and cash generative and "what we don't really want to be doing is breaking that model". The firm had cash balances of 31.6m at the end of the financial year, compared to £368,655 in 2012. The group cut its dividend slightly to £70,145 from £70,974 the prior year, which Finance Director Nigel Smethers stressed would benefit investors in the long-run. "We were consciou
I don't post too often on here, as do not want to be classed a ramper, but this stock has not failed to deliver yet. you are right, nothing flashy, but a good solid company that values its shareholders I hope we all do well here, and may I enquire about your username, no probs if you prefer not to answer, I'm just curious as to whether you are from Roubaix, or is it linked to bicycles?
I've been watching this board a while... I know you are a fan ;)) I agree it is a good solid stock with a great management team. Nothing flash but good steady progress.
* does not need to be on radar as this co. will continue to do well. Imho
Slow burner, was meant by share price, slowly and gradually increasing without massive spikes or ramps. Still of radar to folk, but does not need to be. May be slow burner was not an accurate description but I think folk got my gist and opinion of OMIP
Growth of 315% is not a slow burner in my book.. Take the costs of AiM switch out and look at Fy 14 projections and this is still a buy. ...
Libero, my reasons for believing this is one of the best growth stocks on AIM, is based on all their RNS's, the quality of their management, debt free, profitable, pays divis twice a year and has consistently performed well with more and more acquisitions and after reading today's RNS. I truly believe. although a slow burner. will not disaapoint shareholders. If and when you and rob229 get time, I would like your thoughts/opinions on the latest RNS please. My last reason, which I know is not a good reason, but I watched this stock on the old Plus Mkt, from 3p onwards, but could not buy as then as I did not have a nominee account, still don't, I still deal in certificated form, and Ifell in love with this stock many years ago and finally bought in when it came to Aim last April. I love the simplicity of it's business model and it seems to be working well for them at present. Did sell few to preserve some profit, but this is another one I will hold unless anything drastic happens to my current financial situation.
is a total enigma to me Rob229. I like the way it invests and the type of investments it makes, placings are always above current share price, but........... the stock seems not highly regarded. I think I have been in about a year now, got caught on a spike at 00.040, then averaged down several times while it hovered around 00.027-00.35p. Eventually ended up having 4 million and was wary about being over-exposed in one stock, so sold 1 mill at a lost then within the next few days it rose to about 0.0070p, so sold another mill at approx 0.0060p, so now have left in 2 million whic I am going to leave in. I try not check daily as one can become very despondent as well as impatient, but Jackal5 is very pro-CRV and imparts good info. One possibly to took a few away, as when Pressfit Holdings finally makes it debut on Aim, it will be worth a bob or two to CRV.
Have looked, but not sure, will read more about business model etc. later
Have read RNS a few times and I can not see anything that is negative. I have never known this company put a bad RNS out yet. Still debt free Still profitable Still going to pay divis Keeping up with the forever moving technology More acquisitions to made in future etc............. In my honest opinion, still one of the very best companies on AIM, as well as excellent management who do regard their shareholders.
I'm glad to see you bought into MOS and well done for buying in at half the price I originally paid haha! I know I was very negative the other day but, since then, I realised that the sheer size of the placing shows what a high level of confidence institutional investors have for SUMM and that bodes very well. Also, because of the sector it is in, they won't be there for a quick gain. They'll be there long term in the hope it multibags and, judging by the confidence there, it probably will. Having said that I really dislike how private investors like yourself have been the victim of this placing. It's very unfair and so I do feel for you. But, as said above, you'll probably end up in profit. For future reference though - check out Shard Capital because they're stock brokers whose niche is allowing private investors to participate in placings and, in fact, I spoke to someone who worked there recently and he said some PIs were involved in the Summit one. They paid 6.5p + 5% commission (= 6.85p). Just a thought. Did you celebrate Abraham Lincoln's birthday? And how was your weekend mate? :) Kind regards, Dan
so I posted the message without having a chance to sign off. Re MOS, I have an execution @ 29.5p. So I will not just be a spectator any longer. In every life, a little rain must fall. I have a position in SUMM. I feel as though it may be better to be patient than to sell at the 8p level. Would be happy to accept advice in this regard. I saw your post. You are cheerfully uninvolved. Still, it is an impressive company. I was reading about one of the SUMM medical advisors (and directors), Dr. Kay _____. I feel foolish, but her surname escapes me at present. She is, plainly, a brilliant, accomplished researcher. I very much like to be on a team with a person such as she. Wishing you much luck on this 12 Feb. in the remaining 90 minutes of London trading. [A detail: Not much celebrated any more, but 12 Feb. 1809 is the date of birth of Abraham Lincoln, who is regarded by millions as the greatest U.S. president. Rob229
Hi Dan, thank you for writing. I think BMN should retain you as its investor relations agent. It is entirely clear to me that you understand the company very well. I would not have expected to receive such a detailed message about the virtues of BMN shares. I enjoyed especially reading that those two brothers have a track record of success. I forget their surname, but it looks to me somewhat like a Dutch name. I wonder whether I am correct. I realize it is not strictly logical to wish to be invested alongside people who are of this or that nationality, but I have respect for Dutch people. I became impressed a long time ago with the way of life in the little country of the Netherlands. I suppose that those brothers, who (to my eye) could be of Dutch ancestry, may really be from South Africa. I hardly need to explain why I make this supposition. As for MOS, I entered a modest order a few minutes ago between the bid and the offer. I will let you know whether I get an execution. I am sensing that the Argentine peso is stabilizing. Time will tell. I knew about Simon Buckingham's sales. I was not against MOS on account of those sales because the reason for the sales made sense to me; and I had read that he promised to curtail sales for a while. I think AMED is having a good day. I have not digested the news other than the exercise of some warrants. I think there is other news. For your benefit, I have attached from the 06 Dec. 2013 filings the fragment of the RNS which did not print in the wee hours. I am not proselytizing on behalf of SERV; but I wished for you to see that Quantum LP is the enterprise of Soros Fund Management. BTW, Soros Fund Management is now a large family office. They returned money to outside investors a few years ago. My understanding is that they did so in order to streamline their obligations vis-à-vis the regulators. The previously un-pasted fragment from 06 December 2013 follows: This statement relates to common shares held for the account of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"). SFM UK Management LLP, a sub-advisor to Soros Fund Management LLC, serves as investment manager to Quantum Partners and has been granted investment discretion over portfolio investments, including the common shares, held for the account of Quantum Partners.
Re: Bushveld (BMN) continued Read El1te's well-researched articles on Bushveld. Here are the links: Original El1te Trader article (October). El1te makes a 114% return on his investment after selling at the peak http://www.theel1tetrader.com/2013/10/bushveld-minerals-take-advantage-of.html Not long after he selling he releases this article (December) to say that he has now bought back in at 5.7p http://www.theel1tetrader.com/2013/12/bushveld-minerals-further-positive.html Shareprophets originally said ‘Sell Bushveld’ but recently they dramatically said they were plain wrong and have reversed their ‘Sell’ recommendation to ‘Strong Buy.’ http://www.shareprophets.advfn.com/views/3813/buy-bushveld-minerals-i-was-plain-wrong Re: MOS Mobile Streams was undervalued even before the fall and there was a reason for that you ought to be aware of: the CEO sold three times in a row the day after announcing incredible results. Consequently lots of investors (private and institutions) went off the company because they ended up thinking ‘What’s the point in investing here if the CEO is going to sell as soon as news is out?’ The CEO, Simon Buckingham, sold millions of shares over 2013 and often just dumped it into the market. In October, just as the company was set to reach new highs, it was announced he sold 6m shares, and started the downtrend for 80p to 60-70p as opposed to the 100p+ the company would have reached otherwise. Obviously it looked really bad as well because many people took it at face value and interpreted as a negative when, in actuality, it seems as though the guy was just in love and he sold shares to fund a wedding, a new house, and a new life with his wife. So that’s part the reason why MOS is where it is because, if it was trading above 100p before the recent fall, I doubt it’d be sub 30p now. The other reason is poor investor communications. Instead of boasting about successes and hugely positive developments they stuck them all in the last paragraph of a negative RNS. Again it could have meant the share price was much higher before the fall OR those announcements could have been held back a little further to then help the SP recover / for sentiment to now improve of course. Hahaaha that ‘Covant Garden isn’t a garden at all’ cracked me up! Very good point lol! Although I don’t actually live in London, I just work there. I live in Essex but don’t worry I don’t expect you to know anything about Essex haha! Regards, Dan
Good day Rob, Thanks for providing that information about Servelec. It’s promising to see that George Soros has a stake there and, whilst I’m unfamiliar with the other funds who have a position there (Quantum Funds, Schroders, Henderson) but I also find it encouraging to see such institutional investor support. Re: Bushveld. The company have four mining projects: Iron, Vanadium, Tin, and Coal. Bushveld has a proven resource of 1 billion tons of Iron. A comparison between BMN and its iron peers (like Ironveld or Bao) shows it is undervalued based on that alone, before you even take into account the other projects. The Vanadium is the most exciting project I’d say because Bushveld have the 3rd largest Vanadium resource in the world and the Chinese love it. Due to the fact vanadium makes steel a far better conductor the Chinese government have made it a requirement that all Steel Factories in China must use it so there’s good demand for this rare resource which Bushveld has loads of! The Tin project also adds value in my opinion. Bushveld are the only tin miner on AIM and tin is worth a lot per ton so, even though it’s a much smaller project that the Iron one, it is a highly valued one. Lastly there is the coal project. This one is run through Lemur, a company that Bushveld have recently acquired now that they own 54% of Lemur’s stock. However this is the least exciting play I’d say. The real reason for the acquisition was for Lemur’s $16,000,000 Australian Dollars (about £10m). Mining is usually very risky because there’s huge operating costs. Yet with Bushveld they have found a way to operate much more cheaply and efficiently than other miners so it’s a nice low cost business. However this brings me onto Bushveld’s biggest and only negative: They do not have enough money to truly take advantage of the world class resources they possess. It is the reason they acquired Lemur and it is the reason they’re seeking Joint Partners for their projects. So far they have entered into a MoU with a Fortune 500 Chinese company who are looking to help them develop their Iron project. The other option of course would be to sell one or more of the projects. Again this looks like very promising due to the presence of the Viljeon brothers. Who are the Viljeon brothers? They’re two chaps who set up their own mining company a few years ago, spent $10m proving the resource they had under the ground, and then sold it on for $440m. What a return! If they could get anything close for Bushveld’s four projects us shareholders will become very rich. (see next post)
Good day Dan, In light of your having expressed interest in Servelec on account of the holding by the Soros entities in 5-plus per cent. of SERV shares, I took a moment at 02:36 to paste the filing for you to see conveniently. The date of the filing is 06 Dec. 2013, which is a few days after the flotation. So I infer that they purchased at the initial offering price, which I believe to be in the 210 range. I think that, for reasons that I do not understand, a few words from the filing did not paste; you probably know that Quantum Funds are the Soros group. I suppose an 8 million GBP purchase by that group is not so large, but there it is. I believe I noted that Schroders are the holder of 19 per cent. of SERV shares; and that Henderson advisors are the holder of 16 per cent. Re BMN, I confess my shortcoming: BMN remains opaque to me. If I were in London today, I would extend to you a luncheon invitation at a suitable place, and if your schedule allowed, you would probably be a persuasive explainer of the merits of BMN. As things stand, I may wind up without making a purchase. MOS is a company I am able to understand. I am inclined to agree with you that it is going to make a comeback. I find myself with a moderate degree of enthusiasm for studying the Argentine peso. My impression is that recovery of the MOS share price is very likely to be strongly influenced by the recovery of the Argentine peso. If I am wrong, I hope you will tell me. After all, the business is sound, and the share price was damaged by the currency. Are there other factors that explain the fall in the MOS share price? Perhaps sentiment is a factor too, but my thinking is that sentiment will rise as soon as the currency begins to repair itself. I should try to figure out whether that repair is already happening. Tuesday was another good day for CTFA. I am a spectator for now. Thank you for keeping me in the loop. How to prove that I know a few things about your wonderful hometown? Answer: "Mind the gap." What else do I know tonight? That Covent Garden is perhaps a ten-minute walk in an easterly direction from Trafalgar Square and that Covent Garden is not a garden at all. Regards, Rob229
existing shares to which voting rights are attached: ii Servelec Group PLC 2 Reason for the notification (please tick the appropriate box or boxes): An acquisition or disposal of voting rights x An acquisition or disposal of qualifying financial instruments which may result in the acquisition of shares already issued to which voting rights are attached An acquisition or disposal of instruments with similar economic effect to qualifying financial instruments An event changing the breakdown of voting rights Other (please specify): 3. Full name of person(s) subject to the notification obligation: iii SFM UK Management LLP 4. Full name of shareholder(s) (if different from 3.):iv Quantum Partners LP 5. Date of the transaction and date on which the threshold is crossed or reached: v December 2nd, 2013 6. Date on which issuer notified: December 4th, 2013 7. Threshold(s) that is/are crossed or reached: vi, vii 5% 8. Notified details: A: Voting rights attached to shares viii, ix Class/type of shares if possible using the ISIN CODE Situation previous to the triggering transaction Resulting situation after the triggering transaction Number of Shares Number of Voting Rights Number of shares Number of voting rights % of voting rights x Direct Direct xi Indirect xii Direct Indirect GB00BFRBTP86 0 0 3,910,614 3,910,614 N/A 5.72% N/A B: Qualifying Financial Instruments Resulting situation after the triggering transaction Type of financial instrument Expiration date xiii Exercise/ Conversion Period xiv Number of voting rights that may be acquired if the instrument is exercised/ converted. % of voting rights N/A N/A N/A N/A N/A C: Financial Instruments with similar economic effect to Qualifying Financial Instruments xv, xvi Resulting situation after the triggering transaction Type of financial instrument Exercise price Expiration date xvii Exercise/ Conversion period xviii Number of voting rights instrument refers to % of voting rights xix, xx N/A N/A N/A N/A N/A Nominal Delta N/A N/A Total (A+B+C) Number of voting rights Percentage of voting rights 3,910,614 5.72% 9. Chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held, if applicable: xxi This statement relates to common shares held for the account of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"). SFM UK Management LLP, a sub-advis
Good day to you, Rob. COMS is not a favourite of mine. Nor is it one I hold. I just admire the CEO greatly because he knows how to play the AIM game to perfection - he's a genius when it comes to investor relations. Who else could announce a huge placing equivalent to 17% of the existing shares in issue and do it in a way that the share price doesn't suffer? It's amazing. BMN is my very favourite share. I'm no rainbow chaser, I don't like much risk (therefore avoid resource stocks on the whole), I constantly question investment decisions including my own or even if every man and his dog are invested somewhere because I'm cautious like that. Yet BMN, a tiny mining company, is the biggest stock in my portfolio. Why? Because I truly believe there is a huge margin of safety here and it will re-rate drastically I've the course of time, and that's based on tons of research. I'll give you a more comprehensive answer soon but this really isn't your usual mining company - this ones special and ridiculously undervalued. SERV is not on my radar at all but I'm v interested in it now you said that George Soros is invested there. Will get back to you on that later :) I'm over exposed on MOS as it is so I won't be buying in further but it genuinely is a superb share that is absurdly undervalued at present. Buying in now would be very wise but I know what it's like to not have the funds to do so. I know that feeling all too well haha! Mhmm I'm not surprised you're happy to find such a quiet board to chit chat on. I'm certainly enjoying this three way discussion for sure :) Good luck to all Dan
Thank you for writing, Dan. I think that two of your favorite companies at present are BMN and COMS. The past couple of years, I have been less interested in the metals sector, but I wish you much luck with BMN. I probably should heed your interest in it. Perhaps you will have a minute to say why it is a favorite for you. As for COMS, it certainly does seem to be the share du jour in the AIM market. One could say that COMS either is overtaking or has overtaken some other popular shares in this regard. I sense that people are very impressed with the new CEO. People expect him to have the capacity to bring about results. Last evening, I became interested in SERV, which was floated in early December. I wonder whether it has shown up on your radar screen. I am impressed with the large positions held by some institutional money managers, including a prominent investor named George Soros. I think that, for well or ill, his investment group is well-known in England. Will mention CRV one more time. I think the bid has moved up since yesterday, and the offer may be creeping higher too. As mentioned, this is a company in which our colleague, CP22, seems to have a position. I am not sure about that. Hoping to hear from you soon, CP22. I would love to place a bet in MOS, but caution and scarcity of liquid funds have precluded a purchase of it today. I feel that trades under 30p are about to end. Perhaps such trades have ended already. BTW, it is for me nice to find a nice quiet board like this one. I am hoping that others will not criticize me for making a few observations about other shares. The OMIP share price is firm today, and that suits me. Good luck to all. Rob229
Good evening you two, Just got time for a quick post before bed. I disliked how CTFA's partnership expires so soon. Trust te maket to think the opposite of me haha! I think the market is setting it up for a AEC-like drop tbh. I shall be watching. CP, what makes you think OMIP is one of the best stocks? I actually think it might be a bit overvalued now. Will check out WEB Goodnight and good luck, Dan :)
I enjoyed your posts over the weekend. Ironic that neither you nor Libero has a good feeling about CTFA; so it is higher today. That is the way of the market. It likes to behave in unanticipated ways. I have had trouble deciding whether CTFA is a prudent speculation. My thanks to you are due not just because you said something nice about my writing style, which I suppose is a little more prolix and a little more formal than the writing style of some others on bulletin boards generally. [As for my disinclination towards arrogance, I do not understand why anyone would be arrogant when discussing shares. Humility in the presence of an inscrutable market makes sense to me. Apparently, others feel differently.] Anyway, I am thanking you this day for having mentioned CRV. Last night, I invested a good solid hour trying to understand this company. I entered an order before shutting out the lights. To this point perhaps two-thirds of the way through the day in London, I am apparently the sole buyer, but I predict more interest in the name before too long. My order was entered and was executed at the limit price at which the buys seem to have been executed on Friday, 0.525p. I have always been drawn to companies of this type. I sense that CRV have good management, a reasonable valuation and good potential. That CRV have been able to get some things done while giving a higher-than-the-market valuation to the shares is impressive. If I understood some of the fine print correctly, I noted than the management of CRV (Desmond group) are compensated in accordance with this methodology. Nice to see. Very unlikely that I would have found CRV if not for your post. Thank you again. I am wishing a good week to all who may visit this board and especially to CP22. Rob229
Libero is spot on with his description of you, you write with such eloquence, politeness and finesse, which I believe is how you really are as a person in the real world, not just this lse cyber-world where so many different characteristics seem to portray sometimes not the nicer side of folk who post here, including myself who has had the occasional run in with posters. Very refreshing to read, non-arrogant, and informative postings, thank you.
Roulette is my favoured casino game, 22 my birthday, 29 a neigbour of 22 ont he roulette wheel. WEB, seems another unloved stock, but read the RNS'S, and they makefor a very good read. Also when COMS finds its trading range after a couple of days, I think David Breith will grow COMS in to a fantastic, profitable business and share holders will reap the benefits. All stocks metioned are of my own opinion, but I know you and Libero are both more well-researced on stock picking moreso than my self. I did try and talk Libero in to buying OMIP, but as he stated the price had risen quite a lot by then, even though I still believe OMIP is one of the very best companies on AIM. Take care and will catch up with you next week rob229 and Libero