Member Info for Collette

Thanks to the guys on advfn for this cut & paste Oriel - 9/9/10: The next material newsflow should come from the Viola North well which is currently drilling in the Central North Sea with results due at the end October. Targeting P50 resources of 110mmb, it is potentially worth 750-800p/sh net to Valiant with follow-on upside on the Viola South prospect. Apache are carrying half of Valiant's 50% share in two exploration wells, contingent on success with the first well. ===== RBC - 9/9/10: Viola North well looking increasingly material: The ongoing Viola North exploration well is the first on the highly compartmentalised 108-326mmboe Viola prospect, in the UK Central North Sea. The well is targeting ~60mmboe, which we have previously indicated could add ~265p/share fully unrisked to our 875p/share NAV. However, management has now indicated that, if successful, the well could be sidetracked to prove-up additional volumes. Revising our numbers to reflect the P50 case for Viola North, of ~110mmboe, has increased the total upside potential of this well to ~480p/share (~40%). A dry hole would reduce our NAV by ~70p/share; initial drilling results are expected during October.

Another go at the link By Zak Mir: http://**************/shop/page-article/action-article.show/id-130006471

http://**************/shop/page-advice/action-advertorial.show/id-130006471 Reckitt Benckiser (RB.) I suppose that the big question associated with the perfect fit deal between SSL (SSL) and Reckitt is why the latter waited until this year to pay 1,200p a share when it could have snapped up the Durex maker for half the price early last year? But of course when you have the money such fine details do not really matter. As far as the daily chart position of Reckitt is concerned there has just been an initial failure at a combination of the black 200 day moving average / April price channel top of 3,300p. Nevertheless, with the RSI now at a very buyable 56 it may be worth waiting for a weekly close above 3,300p to target an upside break and a return to April resistance above 3,600p.

Not sure this was a good idea? Support is being tested big time on the indices . David Linton http://www.updata.co.uk/c/CTW110510yt.asp?DBID=603240

Long on a June contract on this one, this morning.

Well worth digging around and seeking out Shroders posts on ADVFN re this one. The Mongolian coal project, if floated in HK, is bigger than the market cap.

Hope of EU approval http://www.agrimoney.com/news/purecircle-jumps-on-hopes-for-sweetener-in-europe--1591.html

It was pointed out on another BB ..... ALN are recruiting ..... 21 current positions & results tomorrow. http://www.alterian.com/ourcompany/careers/current-opportunities/

Bought these today, having recently read some brilliant analysis ..... which concludes. YULC represents an attractively priced and low risk medium term growth play. At current Market levels many stocks look fully valued,YULC may be an exception to this.

The Q1 Management Trading Statement due on Monday 12th April which should hopefully give a further boost to the share price. Designs and manufactures power adapters for the technology, industrial and healthcare markets, promise growth, and value? between 2002 and 2005 XP Power was transforming itself from a distributor of third-party power adapters into a designer and manufacturer. Since then it’s done all the right things: grown profits relatively steadily, and paid off debt. It’s quite possible that the lower profits it earned in those years are unlikely to recur, especially as profits have grown through this recession: But will it continue growing? There are many reasons to believe it will. XP Power has moved to Singapore, closer to its Chinese factories. Its market share in Asia, its new home market, is very low compared to Europe and America. By moving into manufacturing at a time when rivals were increasingly outsourcing production, it has more control over quality and costs, and can focus on making smaller, more efficient, adapters. And it sells to over 6,000 customers around the world, in three sectors, so it’s unlikely to suffer too badly if one customer, or even one industry falters.

"Outlook & Summary According to reports prepared by IMS Health in 2009 on the state of the global pharmaceutical market (the ¡ IMS Reports¡±), whilst the global pharmaceutical market is expecting single digit growth as it navigates through the current challenging economic climate, China¡¯s pharmaceutical sector grew by 26% in 2008 and is expected to drive $40 billion in growth through 2013. According to the IMS Reports, China was the sixth largest pharmaceutical market in 2009 and will become the third biggest by 2011. The strategic importance of China for many Western pharmaceutical companies has become increasingly apparent, but regulatory and cultural differences have made it difficult for overseas pharmaceutical companies to directly penetrate the China market. As the leading marketing and promotional service provider in China for prescription pharmaceutical products according to the Frost Report, we are confident that we can assist such companies in entering into the Chinese market. We have rich experience in cooperating with overseas pharmaceutical companies and have a proven track record and devoted management team. We intend to continue to grow our existing products¡¯ market share, as well as expand our product portfolio to add at least two additional products each year to increase our revenue. We aim at continuously delivering satisfactory results to our in-licensing partners, and as our market and therapeutic reach expands, we believe we can continue to attract new suppliers of quality products. We look forward to 2010 with confidence, we believe we have the team and strategy in place to deliver on our above goals. As supported by our strong cashflow and balance sheet, we are well positioned to capitalize on potential acquisition opportunities when they become available. "

Financial Highlights: l Sales up 32.9% to $96.5M (2008: $72.6M) l Gross Profit up 35.9% to $60.9M (2008: $44.8M) l Net Profit up 38.4% to $20.8 million (2008: $15 .0 million) l Basic EPS and Diluted EPS up 38.3% and 37.7% to $0.437 and $0.435 respectively (2008: $0.316 for both) l Total dividend per share for the year up 33.3%, to $0.20 per share (2008: $0.15 per share) http://www.advfn.com/p.php?pid=nmona&article=42260087&epic=L^CMSH

Nifty bit of research there Farenheit ... thanks.

Part of a post on ADVFN as it's to long to cut & paste here Johnroger - 31 Mar'10 - 13:42 - 677 of 677 Interactive Investor site XP has the Power Posted on March 31, 2010 by Richard Beddard Filed Under Companies | Growth at a reasonable price Even if we use the most conservative measure, return on total assets, XPP consistently achieves a return of about 13% (the dip in 2007 was due to the costs of its move to Singapore and the cost of terminating some of its third party lines). That supports a prediction of steady, if unspectacular growth, and I think means XPP shares could be cheap at a price of 13 times average earnings. The shares have been much cheaper though. It seems remarkable that investors could have valued them at less than 150p a share a year ago. The directors of the company, who between them have a controlling interest of 34%, have taken the opportunity to lift their stakes since then. They’re still buying. In February, ceo Duncan Penny bought 20,000 shares at 435p a share, and I’m going to join him by adding XP Power to the Thrifty 30 portfolio at 432.67p, the actual price quoted by my broker. [correction: the 6 year average PE of XP Power is 13, and not 12 as I initially reported]

I have been posting on this site for over a year and a quick check of my history will confirm I have never ramped or de-ramped a share in all that time ... it is not to my style. I have been in and out of HLO since Nov, My point was the management may have a credibility issue going forward in the City, nothing more & nothing less.. Also I still cannot understand the reasons for KB's shares transfer last December, maybe you can help me on that score? Perhaps there will be more to be revealed here overtime and for that reason I am staying away.

Kate Bleasdale .... The lady has previous form: http://business.timesonline.co.uk/tol/business/article426177.ece would you trust this woman? It is nearly nine years since Bleasdale brought her first business, Sinclair Montrose, to the Alternative Investment Market. As well as owning a recruitment business, Sinclair Montrose opened the first walk-in doctor surgeries at a number of London stations. Shares in Sinclair Montrose soared when it floated but fell sharply after allegations that it had misled investors. The London Stock Exchange investigated and accounts were later restated, turning an £840,000 profit into a £1.9m loss. http://business.timesonline.co.uk/tol/business/article426177.ece

Did you buy in here .... 520p starting to look like it was a bargain ... Happy Days :)

http://www.advfn.com/p.php?pid=nmona&cb=1270025595&article=42197364&symbol=L%5EKSK http://www.advfn.com/p.php?pid=nmona&cb=1270025499&article=42199280&symbol=L%5EKSK

http://www.advfn.com/p.php?pid=nmona&cb=1269932514&article=42176096&symbol=L%5EHYC

Collins Stewart - 17/3/10: Enviable leverage to high-growth emerging markets Emerging markets now represent 44% of Yule's sales or, perhaps more importantly, 50% of Polymers (84% of Group sales). Yule is therefore right at the top of the chemical charts. These have clearly the highest growth potential for Yule's end markets, notably paints/varnishes, adhesives and carpets. Most of Polymer s products cannot be imported economically - this both protects markets and means Yule's presence is key. Target - 285p http://uk.finance.yahoo.com/news/yule-catto-profit-rises-27-to-resume-divi-digilook-79c210544e1d.html?x=0 http://www.investegate.co.uk/InvArticle.aspx?id=63447