Member Info for APAcquisitions

something? Why the drop?

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Interesting as a value play? "The share price at 31 March 2017 of £1.36 (H1 2016: £0.95), which equates to an equity value of £653 million (H1 2016: £478 million), compares to a net asset value per share of £3.01 (H1 2016: £2.79). We believe that the successful execution of our strategic plan, which will optimise the use and value of our asset portfolio, should lead to a significant reduction of this value differential."

Agree - on basic sums cash would mean 120p-ish alone, with zero value on business.

Agreed. Ahead of expectations...and down she goes. ST will give it a boost next week though. 60p looks fair to me.

Hi Jolly. Another one - Jolly thoughts on CTO? Best wishes, AP

http://www.bbc.co.uk/news/world-asia-india-40144613 For what it's worth I think the sp should be much higher here, but there is a persistent seller and any news like this can push the sp around. Want to buy back in but something is holding me back... If anyone has any opinions I'd be grateful. Have a feeling that this will shoot up quickly. AP

So much for that idea..!

Online article should be in print edition tomorrow, hopefully giving a boost Friday and Monday...and beyond..!

values Maritime division at £40m.

Expect (hope for !) a rise on Friday and Monday.

Seems cheap but refuses to budge!

Arden Partners raise pre-tax profit estimate by £300,000 to £9.7m for the 12 months to 31 March 2018 to produce EPS of 6.3p, up from 5.6p forecast for the financial year just ending. Maybe higher due to conservative exchange rate calculations. Results out 8th June.

Any Jolly thoughts on LRM?

fair value at around 340p. IC mag still thinks this is prime for takeover target.

Tipped by ST / IC mag.

May explain dip? Long-term reduction in demand for coal... http://www.reuters.com/article/us-india-nuclear-idUSKCN18D21X

AGM Thursday, unfortunately no trading update due. One for (very) patient I suppose!

Getting 'negative' news out of the way so we can concentrate on underlying growth when results announced. It's a one-off payment much higher than anticipated but should mean that growth in profits (if not the share price) will continue.

Retailer Pets at Home Group was was hit by a Morgan Stanley note where analysts said they believed the pet products specialist, along with Dunelm and Halfords, "all rely on gross margins that are unsustainable in the age of online retailing and discounters". "All three have been underperforming for some time, but we see considerable further downside," a note said, with Pets at Home forecasts being the most at risk in the near term.