Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hope you're feeling better Queenie, I've just popped in to see a friendly face as I seem to be upsetting the clique over on BLVN, and though I'm tempted to get involved and defend myself I've decided I would be banging my head against a brickwall, some people just can't accept that the boards are for all members to express their views and not just for the peeps who agree with every word. Ah well It's not usually in my nature but they can have the last word this time, have a nice weekend x
to make. The main reason I have been taking an interest here is to see what they would do with their stake in fweb which is a takeover target but the proceedings would seem to be going a lot more smoothly than the enrc/kaz thing lol. Nice interim divi coming up here though and will go ex divi soon.
Still undecided with what to do with my PFD cash I’m thinking of either in here medium term or averaging down on my dog of a share BLVN and leaving it long term or until it’s back over a £1. Bit of a mystery with all of Tuscans posts being wiped as you say he’s not been even slightly offensive or controversial so I can’t imagine anybody complaining like The Manx Man did about me. So sorry to hear you are coming down with the flu and hope you get well soon you're gonna be missed across the boards for sure, here’s a little track from a Floridian to keep you going. https://www.youtube.com/watch?v=k_sf_R5WPX4
from GS reiterated today and target price lifted from £2.17 to £2.30 does nothing for the share price here - yet lol. denis didn't see those guys on x factor though not a huge jazz fan and losing interest in the x factor with cowell gone from the early programmes. No idea why Tucson was removed. Not the most tactful poster but certainly not abusive either. Maybe asked to be removed as s/he was hinting that the bbs were a bit of a waste of time. Another possibility is that s/he had a spouse or the grown up son was also registered at the same ip address which lse don't allow although iii have no problems with that as they ask for id these days before you can register. Certainly it only takes a couple of folk to bear a spiteful grudge to get somebody removed. Bit of a flu coming on and the autumn is here so wish I was jetting off with you to a sunnier place this autumn http://www.youtube.com/watch?v=hVWfK38JRlo
https://www.youtube.com/watch?v=fTVodS3aqdU An ironic Hey Jude comment on YouTube made me chuckle ! "Beatles r nt as good as 1D!!! they havn't even been on x-factor n their hair just copies justin beeber wish they wud split up! they suck!!!!!!" x
I reckon lse should be delighted that we have put more posts on here in the last week than has been on here in the last five years. lol I had a look at that report again and both bob and rob are in the top twenty and just about every single male present and past in my family is in the top 7. Happy to sit here with a nice calm share with a divi for once and none of these roller coasters I usually go for. Oh well as you know PM wrote this for Julian Lennon but lets hear it for the esteemed Liverpudlian CE here Mr. Julian Roberts http://www.youtube.com/watch?v=eDdI7GhZSQA
No Julians or even Roberts on this but half the names past from the cup bb are on this list. Saw you had sold your pfd for the time being denis. As for aims and some posters on the bbs well I think you already know my viewpoint http://www.dailymail.co.uk/news/article-2390940/Men-called-John-David-Steve-likely-business-Tony-Matthew-Jimmy.html#ixzz2eg5Vevfx Follow us: @MailOnline on Twitter | DailyMail on Facebook
I'll be trading as normal and definitely still stalking you across the boards while I'm in the US it's much more entertaining than American TV, then again so is having your ar$e rubbed with a brick. I've never had a problem trading through my HL Fund & Share account or HL Stocks & Share ISA accounts during my winter trips but as you say the timing can be a problem especially if I'm expecting or hoping for an RNS and then like a kid at Christmas who can't wait I'm logging on at 3am thankfully very rarely. I'm not nearly as well researched as you and trade very much on gut feel and hearsay but I feel quite relaxed about Kaz eventually hitting £4 which is a little below my exit price, It's not to big a holding or a problem for me unlike BLVN which is nearly half my portfolio and 33% down a good example of not doing my own research and falling for a very good Pump&Dump scheme. Speak Soon
Do you see what can happen though when you start mixing with the middle classes, never mind getting your French pluperfect subjunctives as wrong as the girl from Gordonstoun, you start to type sight for site and vice versa lol. The other typo in my post was Jan 2011 - meant Jan 2012. My mother thought my aunt was a bit aspirational when she called her daughter Denise. For a minute there, I thought you were going to play me Hey Jude. Nice divi due here soon - I'll hopefully catch you before you head off for the States. I read a former kaz holder saying she had bother trading other than through trading plans from abroad using a British based broker. Do you ever have that problem or is the only problem that you are not awake on time for the release of important rnses when you are over there? Think you should have sold your kaz in May when the enrc takeover announcement was made and it got to £4 or just shy of that. Still news there today at 1.00 pm. ATB
Unlike Sir Terry there's no way Julian was born in a South Liverpool Prefab they might as well have called him Sue, no self respecting scouser would lumber a kid around there with a name like that in the fifties even if was good enough for Lennons lad in another place in later years. https://www.youtube.com/watch?v=WOHPuY88Ry4
This is the most tenuous link ever but I only have around 7 weeks to organise that trip to Annfield, the home of Liverpool FC much loved by the CE here. Julian is a sort of posh name for a lad though is it not & was he not in the Famous 5. It's like Lindsey - as in Buckingham. I am glad the music shops have survived too in one form or another. I bought at 82 point something pence in late Apr 2010 with some of my proceeds from rbs at .5875p pre-consolidation. The share had been tipped heavily by a renowned or notorious - depending on your viewpoint - former rbs poster rblackie who was asked for his tip for 2010 on the rbs bb and he had one or two sheep lol. I chased it all the way down selling some along the way when it had 50% plus rises in 24 hours and other double digit percentage rises on several days. One Friday in Jan 2011 with an average standing at around 4.5 ish pence, I came home from a cookery class to find it up over 200% in the space of two & a half hours & my sister and hubby had apparently been trying to phone me incessantly about that for a couple of hours. I sold most in the 7s I think but forgot about a few in certificated form which I sold on the Monday. Bought back in at some point later that month & it did have its moments after that for trading but, in Dec 2012, I was intent on selling before the interims as they were usually bad (covering the summer months' trading) & buying back in only if the Christmas trading had gone well. I noticed a group of folk arriving on the lse and advfn bbs just before the interims trying to pump up the share & it spiked just at the time when I had been planning to sell anyway. The interims were dire and the covenant breaching likelihood really meant they only had a 50/50 chance or even less as you say. The previous months' rnses had been rather economical with the truth & the only hope was a strong Christmas. Some iis had sold on the quiet so regulations mean nothing. I quickly redeemed my pure points but the vouchers for 20 singles downloads failed to arrive but I did get my Annfield stadium tour & lunch for two voucher & an Arsenal stadium tour voucher by mistake so I'll need to see if both can be validated though it would be a lot of hassle for me to get to London but will go to Liverpool at some point during the school holidays in Oct & see John Lennon's boyhood home if the NTS property is still open at that time of the year. I did a spot of shopping today too. The hmv in Silverburn - probably on the exact sight of my old school - is still vacant but Spots Direct next door is stocked to the gunnels in the way that jjb there never was & despite competition from jd sports is busy. White and milk choc now flowing for the fountains in tht. Hey but we put up a good fight http://www.youtube.com/watch?v=-hqdZ4AWSaI
You clever girl finding for finding such a nice quiet spot for a chat I hope there are no peeping toms hanging around. I’ve got mixed opinions regarding HMV, I know the shareholders got duped and there are a lot of decent ordinary people out there who have lost money they couldn’t afford but as such a late comer my £500 was an out & out gamble and I knew it was a 50/50 risk so I'm not complaining. On the other hand it’s good to see the HMV brand thriving, just a couple of weeks ago on a lovely sunny day I was having lunch with Mrs C outside a very nice little Italian bistro in Leamington Spa, the HMV store opposite was heaving with young people and belting out some of that modern noise which even though you tap your feet you can’t put the name of the track or artist to it. I checked online at the table which is not very romantic but most people seem to spend as much time on the I Phone nowadays as they do holding hands or conversing and we were running out of things to say about the folk passing by, anyhow I discovered that the store opposite was destined for closure and had the notice posted in the window announcing the date and informing the public that the nearest store to stay open would be Stratford upon Avon, however after negotiating with the landlords over the lease and meeting with the staff it was able to stay open, a story I have no doubt that was repeated in many towns and Cities throughout the UK which has helped to maintain some vibrancy in the high street but more importantly created hundreds of jobs which are more secure now than they were before I lost my £500. I know you have a photographic memory for your sparring partners on these boards and I can’t find any of our old posts from HMV but what was the name of that old boy friend of yours who told us the high street was finished? I’m going down to the gym for a couple of hours and then to do a bit of shopping in the high street so I’ll catch you later if your about x
Not the biggest of fans of the Motley fool but even so http://www.fool.co.uk/news/investing/2013/08/27/should-i-buy-old-mutual-plc.aspx LOL because that was the short version of Thriller you played, the Vincent Price/ Hallow'een guess the share price competition reference from the kaz bb didn't connect with me at first. LOL very clever. Oh Rag Doll why not eh as there's nobody else on here anyhow might as well indulge ourselves http://www.youtube.com/watch?v=kYBZqfOZiS4
Moyo appointed non-executive director of Old Mutual Plc http://www.thezimbabwemail.com/business/17905-standard-bank-aims-to-keep-dominance-in-africa.html Old Mutual PLC Update on acquisition in Ghana http://online.wsj.com/article/BT-CO-20130903-700469.html Old Mutual to Expand Products in Kenya as Industry Grows http://www.bloomberg.com/news/2013-08-27/old-mutual-to-expand-products-in-kenya-as-industry-grows-1-.html Hello denis. I know the music shop used to do the London Lovebox festival. Not only has the Ayr branch survived but when I passed a couple of branches under threat they were vey much Alive and Kicking as Simple Minds would have sung. The East Kilbride branch for one and despite the flagship Scottish branch in Buchanan Street remaining, there was no doubt that the under threat Argyle Street branch in Glasgow was a music shop when I passed it a couple of weeks ago with the tunes sounding out loudly enough to put off any enterprising buskers setting up store in the vicinity and all Fopp shops surviving too so it looks like debt was jettisoned at your expense and others like you and it's very much business as usual. Not sure what went on there but assets like the bookshops and live venues were bought and then sold off - some back to the original owners - for a fraction of the price paid and there was an oligarch involved there too lol. Texas have grown on me. Sharleen supported Paul McCartney at Hampden a couple of years ago but feel their stuff is imitative of so many others Martika Love thy will be done and there was a son of late politicians in the group lol. I went to school with the younger sister of the Simple Minds's Keybaord player and they lived two streets away from me but you could still hear them practising on the drums etc. My late mum said they were all simple minded at my school. Four Seasons had a second wind when I was young with Oh What a Night and Silverstar. Hyman on iii is fond of their older stuff. Jersey lol. One of the most disturbed posters I ever came across on these bbs lived there and has that in his different user names. Scottish entrepreneurs and inventors from humble backgrounds so many but Ann Gloag, Michelle Mone Brian Soutar, Tom Farmer and Tom Hunter all spring immediately to mind. I've fought against injustice, prejudice and snobbery all my life denis and I should really play Rag Doll but my eldest brother was about 16 years older than me and was a lovely guy who would sing The Boxer and other songs with a message so how about this one from Paul Simon about Africa http://www.youtube.com/watch?v=tDg6YHjN72A Talking of iii, I should go onto the kaz bb tonight over there if I can be bothered. Speak soon.
........ Queenie this is a nice quiet little place to meet but not quite as intimate as a booth in the Ho Wong , I’m still holding a small amount of KAZ and not far from break even so I’m going to hang on in for at least 25% , not sure about my likeness to our old mutual friend but I wouldn’t mind being a couple of shillings behind him and fair play like Terry Leahy who progressed from a prefab in south Liverpool to head up the most successful period of Tesco’s history, it just goes to show that not all scousers grow up to be comedians or criminals (Fernie excepted). Had a cracking but tiring weekend just got back, Frankie Valli is definitely my era and any Four Seasons stuff takes me back to good place if you get the chance to see the Jersey Boys I can highly recommend it even if it’s a bit before your time, we got a second helping of the four seasons in Hyde Park on Sunday fortunately as festival veteran’s we were well prepared and managed to use up the full complement of our backpacks as the weather fluctuated from heavy rain and cold wind to glorious sunshine and mid-seventies, jumpers were on and off, umbrella’s up and down and even the emergency waterproof ponchos and the factor thirty sun block got used, but with the beer at a very reasonable £4.40 a pint for a festival and your fellow Scott’s Simple Minds and the incomparable Sharleen Spiteri performing it was well worth getting knackered for. Your weekend with the Zombies sounds a little weird but interesting and good fun which is exactly what I’d expect from your good self, BTW is this going to be our new secret meeting place or had I better buy a few so as not to upset the regulars x https://www.youtube.com/watch?v=4V90AmXnguw
http://www.standard.co.uk/business/markets/from-out-of-africa-old-mutual-is-a-money-manager-with-a-plan-to-go-back-to-its-roots-8801637.html Now which lse poster does he look and sound like except he's a Liverpool not Everton supporter lol. denis you sound to have had a more interesting weekend than me at the Four Seasons thing and Hyde Park concert. I've been going round churches, cells in the bowels of sheriff courts, cemeteries and mausoleums (more links there than you would imagine) as part of Open Doors thingy. Did hear a part of the bbc 2 concert on the car radio and they played my song from my heyday at the Queen Margaret Union. Dancing Queen http://www.youtube.com/watch?v=xFrGuyw1V8s
I bought kaz shares at £7 something earlier this year and had only one opportunity to take a profit and ignored advice I got off the bbs to sell when the losses hit between the 5 and 10% mark. The rest as we say is history. Not that I am suggesting for one moment the oml is a kaz ATB
I see no problem here longer term. I note that JP Morgan Cazenove and Goldman Sachs have Targets of around 127p. Wouldn't worry about today's price drop it's just the iffy market. Take care.
Thanks for that. I've no choice but to hold now and divi on the way ATB
Did read the Shareprophets article last week and have been tempted by OML and with an even better buying in price at present. A sound company.
See more at http://www.shareprophets.com/views/1364/old-mutual-at-194p-the-shares-look-good-value-after-a-12-share-price-fall To be honest I think I've seen enough
Well some folk on the aims bbs swear by the share prophets:- Old Mutual: at 194p the shares look good value after a 12% share price fall - Old Mutual, (OML) the life assurance company with a name that sounds like one which might have been invented by a pipe tobacco company for a product in the nineteen thirties, has never attracted me. It was never top of my mental investor curiosity and priorities list. There are other life assurers on the London Stock Exchange which have been more investor friendly in terms of what they do and where they do it. Moreover Old Mutual had originally moved to London (a decidedly mature life assurance market) in what seemed to me a defensive move to diversify away from its home market in Southern Africa. I suppose that as an investment object of investment curiosity it came under the heading and category “Life is too short”; not a pun and nothing to do with actuarial mortality. As it happens, the shares have performed well. Over five years it has handsomely out performed Aviva with an Old Mutual share price increase of 87% against a rise in the FTSE100 index of only 21%. To date, over five years, not as good as Legal & General (up 108%) or the Prudential up 131% in five years but nevertheless a good competitive performance. Several things have now drawn my attention to the shares now standing 194p (last seen). First, there is a useful 3.2% dividend yield; second, a strong long term upward trend in the share price giving the equity what they call momentum appeal; third a strong asset backing of 210p (embedded value calculation) to which the share price now stands at a 7% discount; four, an exposure to emerging markets particularly to Africa and finally - the last interim results. Turning to the half time results to 30 June, I note that adjusted operating profits increased by 14% to £801 million of which, its emerging markets business (which includes Southern Africa) increased 13%. Interim earnings increased 22% to 9.3p and the half time dividend payout was raised 20% to 2.1p with earnings cover of 4.4 times – much higher than the last annual cover. This is a share to be looked at. I shall add it to my buy list on the grounds that its looks good value for a rare combination of reasons: an above average dividend payout; a strong attributable asset value and exposure to the historical rise of African living standards; the company states that it has increased its market footprint to Nigeria, Ghana and Kenya. It also has businesses in the UK and US. The market estimates a 12% increase in earnings this year to 19.6p and 11 next year to 21.7p; putting the shares on forward price to earnings ratios of 10 and 9 times, supported by a growing estimated dividends, giving estimated forecast dividends per share of 4.1% for this year rising to 4.5% next year, In my opinion good value at 194p. - See more at: http://www.shareprophets.com/views/1364/old-mutua
Sounds almost Joseph rowntreeesque Old Mutual sees growth in Africa OLD Mutual plc is consolidating its foothold in Africa as it seeks to leverage on growing opportunities emerging from the continent. Own Correspondent The group, which recorded a robust operational performance in the first half of 2013 that saw its adjusted operating profit before tax rise 14% to £801 million, is confident that this growth can be sustained through increased focus on emerging markets. Commenting on the results, Julian Roberts, Old Mutual plc group chief executive, said the company was focusing on markets where growth is driven by long-term structural factors. This strategy has already seen Old Mutual expand into Ghana and Nigeria and strengthen its presence in Kenya. “The rest of Africa has had an excellent first half of the year, with APE life sales up 23% to R368 million. Life sales benefited from a good performance and a large deal in Namibia, favourable foreign exchange and good corporate deals in Zimbabwe, and the inclusion of Old Mutual Nigeria for the first time,” said Roberts. Profit from emerging markets rose 12% to R4,115m, while total funds under management rose by 6% in the six months to R764,8 billion. Emerging markets cover Africa, Asia and Latin America. Roberts said Old Mutual would continue to be guided by its ethos of sustainable development as it expands operations in Africa. “An important part of the success in our strategy to build out across Africa will be our ability to demonstrate that we are a responsible corporate citizen in the eyes of governments, regulators and, most importantly our customers. We provide products that help address poverty, income inequality, social instability and health issues and we do this in a manner that is fair to our customers. We invest into education programmes, often in partnership with national governments, to highlight the risks of consumer debt and the benefits of savings. “We responsibly invest the premiums we collect and have a strong history of successfully investing these premiums in infrastructure projects including low-cost housing, public utilities, schools, agriculture and healthcare. As a result, we redeploy a portion of a nation’s savings into enhancing the quality of its collective future. For example, in Zimbabwe, we have agreed to build a 3 000 home residential development in Harare. We are one of the largest investors in infrastructure in South Africa, and manage more than R10 billion of infrastructure assets.” http://www.newsday.co.zw/2013/08/19/old-mutual-sees-growth-in-africa/
looks like a buy...
big trade..............