Member Info for adv11

These are the dividends announced recently. They have only recently announced quarterly dividends. You should get your next one in your account in 10 days.

Ex.Dividend date Pay Date Amount
Q2 * 29/11/2018 19/12/2018 2.80¢
Q1 * 12/07/2018 24/09/2018 1.725¢
Final 10/05/2018 31/05/2018 3.45¢
Interim 16/11/2017 20/12/2017 1.99¢
Final 06/07/2017 31/07/2017 1.99¢

I think that while the tobacco companies still have so much cash generation, they really need to start investing in a totally new direction, and get some experts in to take them there. The share prices of Imperial and BATS are on a steady road to oblivion, and before we reach that destination we need to be diverted off into other industries - Infrastructure, green power generation, lithium batteries etc.

Remember this -
https://www.bloomberg.com/news/articles/2018-03-19/lithium-seen-as-lifeline-for-oil-majors-in-clean-energy-future

Lithium could be a lifeline for oil majors as the energy industry shifts toward lower-polluting alternatives to fossil fuels, said Jeff McDermott of Greentech Capital Advisors LLC.
“Their specialty is resource extraction,” McDermott, managing partner of the New York-based boutique investment bank advising energy companies and investors, said in an interview in London. “They should buy lithium miners, get involved in the upstream of core battery technology.”

The good news is that BlackRock are prepared to back the right projects. Look at yesterday's RNS from Foresight Solar (FSFL). BlackRock were an investor, backed the company with a subscription a couple of months ago, and will own 25% if they decide to take part in the latest money raise.
I can't see any reason they wouldn't take more of BCN at these prices, and if they do, let's hope they go large.

Every day is a Bank Holiday for loyal Cadence share holders.

Afraid I am not that clever. I sold out at 325, then bought half back at 320, so last weeks top up still leaves me way down.

This is presumably the 100,000 "sell" that went through at 9.18am.

SHARE PURCHASE BY NON-EXECUTIVE CHAIRMAN DESIGNATE
The Board of Empiric Student Property plc (ticker: ESP), the owner and operator of premium student accommodation across the UK, announces that Mark Pain, Non-Executive Chairman of the Group with effect from 1 September 2018, today acquired a total of 100,000 ordinary shares in the Company at a price of 95.5 pence per share.

Yes, all sounds good. Bought in for the first time last week, time to top up and hold.

part 2 -
He knew how to deliver a project in a country where other peers, like Hambledon, had stumbled. Also, he knew how to manage the harsh winters, how to manage the people, and, most importantly, he knew how to deliver a profit.
That's why the likes of JO Hambro, Fidelity, Black Rock, Majedie and AXA feature prominently on the share register.
With backing like this, and with the original backers effectively in for free, Clarke has been given a relatively free hand to strike opportune deals.
He took his time, but the Sasa project eventually took Central Asia Metals into the business of actual mining, and so far it's proving pretty adept at it.
Broker Mirabaud called Central Asia's most recent production numbers 'very solid', while VSA Capital talks of the 'successful transition' of Sasa into the enlarged group.
Additional support is provided by the $40.5million cash that was on the balance sheet when the last set of official figures were released at the end of June, while meaningful upside is provided by a substantial exploration portfolio at Shuak, also in Kazakhstan.
The only cloud on the horizon is the negative sentiment currently prevailing in the metals markets. But that's already taken a significant bite out of Central Asia's share price, which as dropped from highs of around 340p earlier in the year to the current price of around 215p.
VSA reckons that that looks like a very attractive 'entry point.' - End of article.

Personally I see this as a turning point in the share price. Ex-Dividend in 5/6 weeks, so announcement soon. Glad I topped up last week.

http://www.thisismoney.co.uk/money/investing/article-6078789/SMALL-CAP-SHARE-IDEAS-Central-Asia-Metals-offers-solid-track-record.html

Central Asia Metals offers 'solid' track record despite copper price weakness.
Some of the shine has come of metals markets in recent months after President Trump's rhetoric on tariffs began to translate into reality, but that doesn't mean there isn't still real value to be found.
A good example is Central Asia Metals, a long-standing producer of copper from waste dumps at Kounrad in Kazakhstan, which, because it doesn't actually undertake any mining at the project, boasts some of the lowest mining costs around.
The company spends just $0.52 mining each pound of copper, which stacks up very nicely indeed against the current copper price of $2.66 per pound.
So even if margins do dip in times of copper price weakness, they don't dip by much, and any shortfall in cash flow can be made up by increases in production.
In each of the years from 2012 to 2017 Central Asia Metals has managed to boost output from Kounrad, and although this year's output looks like it will be broadly flat on 2017, the company has now added a second significant new project at Sasa in Macedonia, which is adding a completely new income stream.
Overall, Central Asia expects to produce between 13,000 and 14,000 tonnes of copper this year from Kounrad, as well as between 21,000 tonnes and 23,000 tonnes of zinc in concentrate and between 28,000 and 30,000 tonnes of lead in concentrate.
Like Kounrad, Sasa is low cost, and putting the two operations together broker VSA Capital expects Central Asia Metals to generate between $84million and $99million per year over the next three years.
And in contrast to the investor base of many small mining companies, shareholders in Central Asia actually stand a chance of seeing some of that cash.
The company's established policy is to return between 30 per cent and 50 per cent of free cash to shareholders in the form of dividends, and it has been consistent in this for some years. The acquisition of Sasa has obviously changed that dynamic somewhat, but the principal is still the same.
It means that Central Asia shares yield around 7.5 per cent on current share price levels, which is not only useful income for investors, but also puts something of a floor on the share price if sentiment towards mining turns any darker than it already is.
Not that chairman Nick Clarke will ever be short of key backers.
His dividend policy has won him a great many friends in the London investment community because having raised around $60million when the company listed back in 2010, it took just a couple of years before initial investors had already received all their money back in cash payouts and then some.
It's not blind luck though. When Clarke took on the Kounrad project he brought with him extensive experience of Kazakhstan and plenty of experience of the London capital markets too.

Lucky you addicknt. Mine were July 2014 at 83.7p. Should have left my money earning 0.25% in the bank.

On Firefox I have to switch to Unicode to make it readable. Unfortunately you can't set it, but I did find a way to add a button for Text Encoding which makes it easier. Took a lot of Googling though.

Something seems to have been leaked with these buys. ECHO is going to be my saviour hopefully, and definitely my last large AIM holding.

someone's not watching NEX. 2m dumped last few minutes yesterday.
https://www.nexexchange.com/company-all-latest-trades?isin=GB00B067JC96&listingtypeid=PLPR

Also covered by The Telegraph.
Included were bills for £65,000 and £67,500, from Dec 2015 and 2016 respectively, which referenced popstar Ronan Keating.
The helicopter trips were charged to a company called Apollo Air Services, an entity owned by Mr Tinkler, according to Companies House filings.
Alongside the two references to Mr Keating, sponsorship costs also included individual bills of more than £100,000 for a box at Ascot Racecourse and sponsorship relating to the Irish Jockeys Association. Mr Tinkler expensed £75,000 for each of the three years on the schedule for the annual sponsorship of racing’s Flat Jockey’s Championship.
In June, leaked emails from Mr Tinkler’s work account revealed a sexist rant to a major shareholder attacking former Stobart executive chairman Avril Palmer-Baunack. He complained that he was paid a “pittance” and “might have been better with a pair of t--s”.

It's ironic that APF have disappeared from my brokers (Halifax Share Dealing & Iweb) listings of companies this weekend. I presume it is an error. They still show in my account but clicking on research or searching for the company produces nothing. That usually means that the brokers have decided clients shouldn't invest in the company anymore - it's happened quite a few times over the past few months for a variety of reasons, and they will never discuss why. I can't think of any reasons relating to APF though.

@aandi - I believe you have to be a professional or a retail client. Quote - UK regulatory requirements require us to categorise all investors as either a Professional Client or a Retail Client.
So most people are classified as Retail Clients. I recently had a problem with my broker where I wasn't allowed to invest in a number of companies, even though I was already in some of them. The only answer I could get from my broker was "Because we are a retail broker and they are professional investments". Other brokers just seem to ignore the rulings.

On a hot summer night, would you offer your throat to the wolf with red roses ?
(Sorry, couldn't resist)

Quite a hefty slice of FSFL taken by Blackrock Uk. Just for the dividend, or are they accumulating for someone.?

It could be because I predicted the bottom last Friday and said it was time to dig deep and bring our averages down. More likely it is because obs has started posting his wisdom here.