Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
http://www.bcbholdings.com/assets/pdf/press-releases/2009/27102011_bcb_completion_of_demerger.pdf
It was interesting that the management team was primarily CSG after the merger, but only for 6 months or so. Not sure what the state of CSG was before - I know they had debts and Carlisle was debt free. Who will he sell off to - a Hays or similar?
I bought at a while ago at 37p (woohoo!) to get started in the share-game - I guessed there was some value, but didn't realise how much. I see your sell theory and agree that seems more likely, especially with the 80% donation to charity. There have been massive changes in the businesses - the merger of CSG and Carlisle was a huge operation. Since then the activities have all been around streamlining the back-office especially finance and IT and that is still progressing - getting leaner and leaner!
I have no insider knowledge as to the direction it will take, but I have noticed that Hays are focusing on foreign markets for revenue, and that might be a possibility - there are arms of the business in SA and Aus. Also, there are always UK acquisitions, or expansion by brand into areas of weakness. Lord A has been with Carlisle/Impellam for some time - do you not think he would retain/grow his interest and pass it on to his heirs to continue with rather than sell on?
IPEL is a collection of Stafffing based companies, either traditional temp/perm supply or staff as a service - contract cleaning, security etc, there are a couple of odd-balls (merchandising and reverse logistics), but the vast majority of the activity is staffing (I work for them at the HO), and the pay/bill structure is based around supplying and paying staff. Restore seems to be document storage and office relocation business, not quite sure how they would meld together and where the economies of scale would be won as they are so diverse? Again, I might not be 'big-picture' enough!
I cannot see the tie in with RST - completely different companies - can't see where the big back office savings would be for a merger? Or am I not thinking 'big-picture' enough?
http://www.thebusinessdesk.com/northwest/news/219805-vphase-up-on-tesco-energy-deal.html
I concur - I see the Housing Association market as a big opportunity for VPhase - if they can get Associations to insist on these being put into new developments (their purchase power should allow this), or install them into their current stock as part of a green initiative/cost benefit for their tenants - everyone is a winner, including we stock-holders...
DOH...
Going green - at last a little movement in the right direction...
Not really - it might be in anticipation of the AGM on the 22nd June
http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=10868846 I am new to this game, so not sure whether these are selling or buying - but ORA (Guernsey) Limited have triggered this notification.
Not budging is it.... You'd think all the press would have generated some interest and buys.
The unit was featured on DIY Rescue (or whatever it is called) with Nick Knowles on BBC1 last night, although not named, they did talk about it for a minute or two and mentioned the cost savings a fair bit.
That's a good call - I think there's still more in it, but I bought very low, so I can afford to risk a bit.
Stick with it - you predicted closer to £4 last year, what did you base that on?
Cutting my losses now
Is there any hope for these suckers?