Member Info for DarrenMunch

Well my order got filled and I'm out of this share this morning at 1.1p. Left money on the table but I don't see why these shares are worth more than 1.25p. I bought in at 0.28p a couple of years ago so made a nice profit. AIUI SFS are allowed in ISAs, though I have no idea how easy it is to buy and sell for a retail investor.

Anyone know who this is? Seems he's increased his stake substantially recently

Looked OK to me, profitability in the second half isn't where I would have hoped it would be, but think it was still affected by the problems from the first half. Looks like all the backlog should be cleared by H1 which means the next year should show us a more stable profitability for the company going forward

I think it's poor form that they haven't bothered up until now to tell us that they have severed ties with Rand Refinery which has turned operations loss making...That's a pretty big deal and they should have kept the market informed.

Im surprised the share price has gradually dropped so much, considering the levels of past profitability. I think all we need is a positive update that shows its profitability. At a market cap of £4.4m its very cheap considering recently it was making £1m operating profit in just half a year.

This stock continues to be punished, it is now trading at an almost 10% dividend yield, and the payout ratio is only 25%. Obviously the market is very worried about the Ukraine/Russia situation and the company has already suffered because of it. Still, I would expect the company's earnings to be 40% last years based on the 9 month results, which is earnings of $1.85 per GDR, putting them at a P/E of 3.3

JD Sports seems to be going from strength to strength. Just a pity the fashion and outdoor segments are dragging it down.

Shareholders starting to mobilise http://wexboy.wordpress.com/2014/09/08/argo-group-time-for-a-sale-andor-a-wind-down/

Don't think the share price will move until they update us on whats happening re. the shutdown of one of their Ghana operations and moving the location of part of it. We'll obviously see a big rise if they release news that operations are back up and running and the Environmental Protection Agency has given them the green light on their biggest spiral and incinerator section.

A good article here showing the discount between the GDRs and Dhaka shares http://alphavulture.com/2014/08/15/beximco-pharma-london-gdr-trading-at-50-discount/ Seems a steal at this price.

Oh dear, things are turning ugly http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=12056187 AVGR comments on the public statement of the Minister of Agriculture of the Crimea Nikolay Polyushkin to purchase by compulsory order the poultry farm "Yuzhnaya Holding", a part of "AVANGARDCO IPL". In this regard, Oleg Bakhmatyuk, the beneficial shareholder of "AVANGARDCO IPL" urged the representatives of the Russian authorities in the Crimea to reconsider their intention to "illegally seize private assets and start an open dialogue with the management regarding future business plans of Avangardco' poultry farm on the Crimea peninsula." The management of "AVANGARDCO IPL" supports Mr. Bakhmatyuk statement and welcomes an open discussion regarding the future of the Crimea's largest poultry farm. The Company reserves its right to defend any illegal claim on its assets in national and international courts. "AVANGARDCO IPL" continues to monitor the situation and will update the market with any further developments as appropriate. Note: "AVANGARDCO IPL" owns two poultry farms for shell egg production in the Crimea - "Yuzhnaya Holding" and "Ptytsecomplex", one poultry farm for rearing young laying hens "Yuzhnaya Holding", and one breeder farm, "Ptytsecomplex".

This company has a pretty controversial history. They have been fined at least 3 times by regulators for scamming people by sending unsolicited reverse charge premium SMS messages. Ireland seems to have cracked down on this recently requiring double opt in by law, and you can see the destruction of revenues. If the UK follows suit then the company will take another massive hit. On the plus side the Irish segment is still generating good gross profits as the business segment seems to command higher margins.

Good management statement today. Growth in gross written premium of 5.1% was achieved and, following the changes made in outwards reinsurance at the beginning of the year, net written premium increased by 11.9%. Catastrophe and large loss activity was limited and a solid investment return of 0.6% was achieved. Strong business and good long term hold imo

Good results there, are on track to turn a profit for the full year. Currently running at £1.8m operating profit annualised and still at £7m market cap. Once they get rid of the mine running costs via JV it will add another ~£700k to operating profit too.

Price just keeps on falling, wonder what's afoot. I probably wont top up until the 3.5 range

GoldPlat rated a buy http://investingsidekick.com/diamond-gold-rough/

With acq, better to just invest in WILC http://investingsidekick.com/aim-project-argo-imic-blz/

IMIC not worth much http://investingsidekick.com/aim-project-argo-imic-blz/

Argo is a buy http://investingsidekick.com/aim-project-argo-imic-blz/

I like this company because it has the upside of Gold but can remain profitable even with a low gold price.