Member Info for DEBS1

Just read the article written by Henry Stewart - rubbish - the bloke is making up rubbish from the comfort of his arm chair. No real research and no real facts - just innuendo. Hackney schools may dump RM, always easy to be critical of systems that you don't understand, the main problem was always the disconnect between teachers and IT. IT moved a lot faster than teachers and teachers wouldn't give the time to catch up. Many teachers thought accessing social communication sites was the cutting edge of IT! RM were banging their heads against the proverbial from about 1998 which they did their best to overcome. They had a very clever business liaison strategy which supported their bottom line for many years. Schools wanted to cherry pick aspects of the RM stable without taking on board the main student link aspects from the company. This was money that schools thought could be saved by expecting teachers to produce acceptable lesson delivery using IT. Whoops - that was the weak link, middle aged heads without an acceptable understanding of what was being used in their school and teachers therefore not being kept up to speed with acceptable lesson delivery. RM had many options for this - at a price, but the purse string holders would not go that extra yard, saying their staff could / should do that! Whoops back to the weak link again. Employ RM and improve lesson delivery it was possible. I have often been critical of RM but not their enthusiasm for subject support. I am not a shareholder but have observed RM first hand very closely and seen the work they have put into trying to support the education of young people, they really wanted the best for the pupils but couldn't force their model to be imposed - of course, it was up to the customer. So Mr Stewart lets have better and proper research next time or at least acceptable recording of the research and not just an unacceptable spin. DEBS 1

Yes I agree the video is a good find. I think that Teg is a good investment but not in the short term. Buy cheap - put them away and it will come good in 3 years and after that should reward on a regular basis with good income and one would hope capital growth should follow. The city wants 'instant' so they are not interested yet - when they do react it will of course fly. I think P/I's like myself have to be in early as I can't react as quick as the institutions. That is why I think having to get in early means it is possible to pick some of the duds - ie companies that don't always have the clout / capital/ access to funds to take a good project to profit or conclusion.

Whoops - I mean Thanks

Thanks 'dealerdan' for the info you posted - great help. 28p would be great. What were the positives from techinvest re C21 - was there anything new to you re the company analysis?? Out of interest what were the other 5 naps from Techinvest, have you had chance to research any of them? Good Luck (I assume you are a holder as well?) DEBS 1

Well that was an interesting day for share trades in C21. Where are we going from now on. Does anyone have some information to satisfy my curiosity. Does Mr Lillihamer still have an interest? When are the next company updates due?

4% up on Friday - good to see the large purchases as well. Must be trusts rather than P/I's, so good marker for the rest of us and this on no company updates or presentations that I can find., Still good value for the year end rise and the 2013 bull run!!! (is this the first time you have heard of this!!) DYOR and continued good luck. DEBs1

Kcom appears to have found its new trading level and must be fair value at these levels and an opportunity to top up?. 1. Good return from dividends and 2. the chance of more upside with little risk now of massive downside movements as divi underpins the price at this level. 3. Always the chance of a strategic split and takeover for the parts by other telco's - longer term view only?? Good luck with KCOM.

Well done riddler, can you ask the amount of electricity the plants are producing from present ops., ask what new processes are being developed and any snags with present processes (ask if Pennon are going to make an offer for the company!!!!there is no need to ask about the financial stuff as I doubt / know they will not give you new info they will just say that will be in the annual report. Good luck - we all need it!

Hi Rags, sounds like the wedding was this w/e, seems like you are still celebrating - good for you!! Hope it went well and all the efforts were appreciated, as well as the lace - I hope it was best Nottingham lace. (I was brought up there years ago - so I know good lace when I see it!). Normally the threat of having the family jewels in a jar on the mantle piece is enough to keep them in line and behaving well!! Lets hope KCOM can do us all a good turn with their next statement in a few days time. Good dividend in the future as well to replenish the wedding coffers.Good luck. - DEBS1

Hi is there any news of how the EU meeting went last week. It seems very quiet for another one of those 'very important meetings which are going to change the EU forever' . With BNC down a little today I assume there is no major positive news or any sensible decisions. I can't believe so many bureaucrats can take so much time to come with so few decisions. I have never been a believer in too much centralisation but this is just crazy. Perhaps just a time to watch and wait before we are all hung out to dry!! - again. The basics of BNC are fine - the meddling of left wing politicians who are jealous of wealth, but want the trappings of it, is beyond belief. I guess J53 is about right re. timing ie now is the time to watch and wait. GLA

I like your style! What did you base your investment decision on, to go in that big? I have purchased a couple of relatively small tranches of these but hold 20% of your total. I like the company and of course the recent price increase. Not sure where it is going now and more importantly why! Any news / hunches would help.

sounds exciting and expensive! Cheaper to send your daughter to collect her own dress. I hope KCOM can pay for it with the next divi. Good luck

KCOM had a down grade (from strong buy to hold!) from one of the brokers, so the result is the sheep follow and hey ho the price drops! Then next week another broker will say a 'strong buy' and guess what? I suppose that is what they call a market but it was also a tree shake, to have the chance of buying more share more cheaply. Good luck is not needed here as this is a top share with a great divi. However I did say to myself I would sell at 85p but I just didn't get round to it! DYOR but accept it is a great share to hold!

Not always easy to identify who owns what these days, and I feel the same as you are implying in your post re. France / the French. However I think Mrs Merkel is the one who has really shown her true colours here, I don't trust the woman in any way. She is very manipulative and 'germanic' in her attitude. You can't fault her energy levels regarding public service, I should think she just wares her adversaries down until they just give in. No one will benefit more than Germany in any negotiation, it always appears the EU is there for Germany, not for Germany to be part of a wider community - IMO. I think the BAE share price will drop over the next few days - then stabilise (then?? another joint venture or possible T/O) I will get back in at £2-80. Good luck dalesflyer and all in BAE.

Any reason why this has hit the 80p mark. No complaints - but I am curious as to the reason - if there is one! Investor confidence of course!

Hi Spindok what are tank shines and which police expected bribes? An interesting insight for us sitting on the roadside.

Good news is expected from Germany today - judging from the reaction of banking shares this am. Fickle little things shares, aren't they! BNC well positioned for the future and should reward well. My average still not reached but have been able to reinvest at lower -so no panic (yet!) IMO not too high to buy but the cream may have gone. GL all with BNC. I am expecting positive news from Germany BUT with that inevitable negative caveat - just to keep the markets guessing / a little nervous? - we shall see. Anyone applying for the governors job??

Yes to more interest - as long as it is genuine info. to help us with our investment strategy. Long term holder of Kcom therefore pleased to see the resulting share price rise from peoples hard work at the company. Mobile tie up is a good move. Why sell at 90p when the co. strategy and dividend strategy are both good and delivering above average returns for us - unless something changes. If it does let us know - on the board!!

Sorry - I meant MPS!!

Thanks for the information - Good point about the relatively small customer base, although Arriva has the German links. I didn't realise Peter Gillenhamer had sold out (or reduced his holding?). I think I have always looked at the growth potential for C21 and assumed this was large. On the new products side is there an R and D department within C21, or are new products to be purchased? Company bolt ons can be costly and can be an expensive minefield. Thanks for the thought provoking comments - I now need to review what I had previously thought.