Member Info for doze

Investec Capital target 290 Finn Cap 290

There has been a recent tip which caused me to buy in and it is my biggest holding on my trading account. I bought in at 282 and realize that seemed at the top of the chart but I wasn't the only one. I am expecting it to get up there with some more news especially with the big buys. I am 9.59% down.

It was alright to buyback shares in a rising market but not in a falling one. The investment is starting to turn negative. I might have made better use of the money if they had paid a dividend. Another 10% drop and the company's shares will be the same as when the buyback started but with 33.9% less of them i.e. the company value has gone down by that amount! http://screencast.com/t/mDHc5EZmo http://vof-fund.com/reports-news/ discount to nav is a lot less than it was too. Having said that, when the premium listing comes and ASEAN and TPP get going the SP could go on a tear http://www.asean.org/asean/asean-member-states/ http://www.bbc.co.uk/news/business-32498715

12 x the average today

I see from his blog today the info he must have wanted to communicate! A very good paper, he is a kind man.

I don't tweet, like Moosh, I am not much of a social animal but hopefully that doesn't mean anti-social. Try Quadgazania at Yahoo.co.uk for a rarely used address. Big buys on Monday may have been Evil Knievil who says this: Beximco Pharma (BXP) is up again this morning in Dhaka at 71p. And in London the bid is 29p. This is looking good. Where else does one find a growth company with huge prospects on a PE of 7 and dropping accompanied by a yield of c. 4%? In the Master Investor bulletin.

Equal buys to sells on this site, marked down to do a bit of business then.

It is me who apologises. Misled by the 4/12 and looking for the rise

http://www.lse.co.uk/ShareNews.asp?shareprice=TYR&ArticleCode=wi1759gkab764iy&ArticleHeadline=BRIEFAmerican_Vanguard_announces_JV_with_TyraTech_to_develop_and_commercialize_pesticide_products

Average volume was lower but it looks like the Henderson overhang has finished. With their holding down 7 % to 17% maybe the selling into good news of Screwfix has finished and the rise will continue with no shares available.

http://www.proactiveinvestors.co.uk/companies/news/119941/trakm8-s-flat-out-to-capitalise-on-growth-potential-119941.html?utm_source=Sign-Up.to&utm_medium=email&utm_campaign=7163-344469-proactivity+-+02%2F12%2F2015 finnCap reckons the stock is worth 318p a share, which means the shares would have to advance a further 18% to hit that target. (!)

from Deutsch Bank now over 5% with cfd, quite a spree 4.336 million

http://www.feetplc.co.uk/fund-factsheet

Thanks for the reply. Although I don't make investment decisions on billboard posts alone they do often tip me over the edge in favour of a share if it chimes with my current strategies. The chartists are not really my cup of tea but it is wise to time a buy and I like Moosh's new indicator but he also checks out fundamentals so all good.

I'm a fan of his too. 1,418 posts from you but only 2 displayed. World events spooking the market, I personally feel my money is more at risk invested than any time in the past.

The issue has been fungibility, that is the gdrs carry no vote and you cannot buy Bangla voting shares as they cannot be bought. However if bxp can work for the world and increase its size then the gdrs should increase in capital value aswell. The holders of gdrs will therefore get the 1 taka cash div and 5% stock if that policy continues but if the stock doubles in value then of course that retained dividend is like 10%. I see no reason to be sniffy over this because to protect from bots/hedgefunds etc can be no bad thing and all this stock dividend is a classic compounding strategy and also helps the company to have research/expansion funds.

Yes your interesting post was a bit over the top, BXP should respond to fundamentals at some stage. See this on the subject from Moosh BXP recently announced 3rd Quarter results (27 October 2015) which saw the company generate earnings per share of 3.7 Taka (or 3p) for the 9 months to 30 September 2015. Assuming fair value begins at a PE ratio of 10, if we take the earnings for the year so far at 3p then fair value begins quite reasonably at 30p for this long term profitable and dividend paying (cash AND stock) company. With the price at 22.25p (mid-price market close on 20 November 2015), this suggests the current market capitalization to be undervaluing the company on earnings. The top end price for ‘fair value’ at a PE ratio of 17, gives a ceiling to price movement (based on 3p earnings to end Q3 2015) of 51p. The fundamentals of BXP suggests strongly that the price has to play catch-up, and this argument may be strengthened with a recent piece of news that BXP has received US FDA approval to make the heart drug – carvedilol – for export to the US. This is a milestone for the company since it is the first Bangladeshi company to receive such a thing from the US FDA. The company states that it expects to begin exports of carvedilol to the US in the first half of 2016. This was the first drug to be approved for BXP for US exports - with every further drug application that is approved, each will help to further BXP’s export business to the major market of the US and theoretically boost an already healthy earnings per share. http://www.lse.co.uk/blogs/member/moosh-blog/74gh4p/

http://www.investegate.co.uk/symphony-environment/sym/trading-statement/201511251006009064G/?fe=1&utm_source=FE%20Investegate%20Alerts&utm_medium=Email&utm_content=Announcement%20Alert%20Mail&utm_campaign=Symphony%20Environment%20Alert

That is the hopeful outlook. After the div payout and US sale most shareholders should be in a profit. They have got us on a string over these pay outs now though if the sp stays low.

uncertainty is the problem. They are a good management and should find a good use for funds remaining but the market can't wait.