Member Info for Chan

http://www.investegate.co.uk/bank-of-georgia-hldg/rns/bog-receives-us-65-million-loan-from-ifc/201402060815104423Z/

Hi Sallog, as you may guess I'm a fan of TALK but I've been concerned about the Broker ratings of late and I've just read, _____Quote____ "TalkTalk delivered a solid set of third-quarter results but the current valuation of the shares and the odd analyst's reservations suggest there isn't a great deal to go for right now, says The Times' Tempus. The company managed to grow its revenues during the period by 5.1% in year-on-year terms, well ahead of the first half´s 1.8% gain, albeit with a little help form inflation. Hence management´s confidence in its ability to hit its targets for 3%-plus growth for the financial year. As well, its longer- term targets, including earnings margins of 25% by 2017, are achievable." _____ Unquote. Just worried that this press release may have some affect. There is no doubt TALK has a great future.

I note JP Morgan Cazenove reiterates an Overweight rating for ETO today. Suggests ETO will outperform the Market and it's likely that we'll get a Trading Update this month. Fingers crossed.

"While we will have invested substantially in growing our business during FY14, we are reiterating our commitment to grow the FY dividend by a minimum of 15%, and at a similar rate in subsequent years."

Very nice!

I note M&G withdrew some lunch money yesterday.

We've hit a 52 week high today. Nice !

Should be 3rd Quarter Results due in February, going on last years'

Was checking Prezzo's site and I note the Italian restaurant group Prezzo won the ‘best marketing campaign’ for its Healthy New Year campaign at the Pizza, Pasta and Italian Good Industry Awards (PAPA) 2013. The campaign centred on Prezzo restaurants offering a range of meals, which were 600 calories or less, throughout January. These included two super food salads, two light pizzas and roasted tomato soup. The marketing campaign was activated by point of sale in the restaurants, web, email and social media. Prezzo marketing director, Christian Poole, said: “It is very rewarding to be recognised by our industry peers for our work. “The Healthy New Year campaign was a great success and resulted in great sales for the restaurants and very positive customer feedback.” Prezzo was competing against Domino’s, Ask, Pizza Hut and Divino Enoteca for the award. Christian Poole is pictured receiving the award at the Lancaster London Hotel. Announced late 2013. ___Some nice new additions to the Menu too!

The Share Price has done OK for one year I'd say. Quant you've made a good point regarding Cable tidies, the demand surely has to grow.

Espirito Santo reveals its investment thesis on Sage / 21st January 2014____ In an interesting note on accounting and business management software, Sage [LON:SGE], analysts at Espirito Santo Investment Bank have set out their view on where future growth and value for shareholders could emerge. In general terms, the broker focused on the current business mix, to which it noted that only 25 per cent of existing customers have ongoing support contacts but, at the same time, it estimates that this represents 80 to 85 per cent of its revenue stream. Meanwhile, 75 per cent of customers remain inactive, i.e. they haven't signed up to support, and could therefore be a “game-changer” if the company was able to convince a sufficient number of users to switch to a subscription based pricing model. The broker said: “With support penetration of only 25%, a relative minority of Sage’s customer base accounts for a majority of its revenues (we estimate 80-85%). “With new drivers such as cross-selling, pricing initiatives and new products, we believe Sage has the potential to deliver on its sustainable growth strategy.” Unsurprisingly, Espirito Santo has reaffirmed its ‘buy’ stock rating and 480 pence per share fair value.

Some large Buys showing from 16th and 17th Jan' . Interesting.

Plenty of Shareholders in here. I don't mind if we look a bit lonely on this page. The performance of STVG 's shareprice has been exceptional over the last year and I hope it continues to be a steady climber. You can see some of the Top Holders on ___ http://markets.ft.com/research/Markets/Tearsheets/Business-profile?s=STVG:LSE ___ I'm not a pro' as you call it, and have a modest budget compared to many on here. Really it's just an attempt to improve on savings towards the pension. The bank interests are an absolute joke and Fund Managers bill you up even if they've lost money for you. It's good to keep up up with Director Deals. Of course they are often in no rush to aquire profit and can afford to look longer term. I'd say 2K is a good amount to use on each stock. I know day traders that target a stock with at least 15K a go, but there in it for a living, they might use that amount to make a few hundred quid on a quick return and I guess that's less strenuous than digging up roads. As said, Director Deals, Positive Interim Results and Broker Targets are all worth noting and does one feel that a Company which is doing ok now can continue to maintain or improve future performance. I obviously don't know what Broker you use but Hargreaves Lansdown are good and the site is very informative once you get used to it. On some Stocks the deals are only on a slight delay and you can note what I would assume are PI trades. BW

Friday 17 January 2014 / For Immediate Release / TalkTalk Telecom Group PLC........ Change in Director's Particulars........ Joanna Shields, a non executive director the Company, has today been appointed as a non executive director of London Stock Exchange Group PLC.

If you're into Movies___http://player.stv.tv/programmes/moviejuice/

Two Upgrades here today with a Buy 240p and 260p. Nice to see.

Aberdeen Asset Management : JP Morgan cuts target price from 544p to 529p, while its overweight rating remains unchanged. Canaccord Genuity reduces target price from 586p to 540p and reiterates a buy recommendation. UBS lowers target price from 540p to 520p and keeps a buy recommendation.

Thanks for the link, Magna' . Really like stamps and these are great fun.

GKN’s Marcus Bryson to become President of UK trade organisation ADS Group / Aerospace Marcus Bryson, CEO GKN Aerospace, will take over as President of the UK’s premier Aerospace, defence, security and space trade organisation, ADS Group for the next two years. Mr Bryson will take up the role alongside his position as CEO of GKN Aerospace and Land Systems and that of co-chair of the successful and strategically important UK Aerospace Growth Partnership. Marcus Bryson, the incoming President of ADS Group commented: “This is an exciting time for our sectors: there has been great progress during the last two years and the prospects are good but we cannot afford to be complacent. The UK economy is starting to recover and essential key wealth producing sectors, such as ours, help to deliver the right growth for the UK economy’s long term sustainability. I’m thrilled and honoured to take up the position of President of ADS Group at such an important time.” Nigel Stein, GKN Chief Executive, said: “I would like to congratulate Marcus on this prestigious appointment. It is a huge honour for Marcus to be leading this important UK organisation and GKN is extremely proud to be strengthening our relationship with ADS.” Mr Bryson takes over the ADS Presidency from Robin Southwell, CEO of Airbus Group UK who held the position for two years. 15/01/2014 @ 10:00am

Auto engineering group GKN advanced on plans for its Driveline division to strengthen its global footprint with a new manufacturing plant in Russia - an "increasingly important" market, it said.