Member Info for ecovest

Not happy with the placing-based drop either (shame - PIM has always been a rather unvolatile share in my portfolio until this!) but like you happy to sit here for Brazil story to unfold - I reckon it will be 6 months to a year before we see what should be some transformational income coming through. Worth the wait.

I bought in yesterday at 115.8 (though showed as less then that on trades) in anticipation of decent results this week and not disappointed. Sentiment on India and emerging markets which have dipped since the spring have pushed these down. Rupee is not a significant factor here according to their reports, unlike some Indian companies. Still time for others to buy in at a very low level. Great growth prospects and can see it being a good divi payer in time.

Offer of 6p cash + a quantity of renovo shares - not great really and so I've sold at roughly what this would amount to. Too much uncertainty to hold on and happy to take money now. GL to all still here - if Renovo get it right, this should still be a good'n.

Drop today I guess due to usual few selling out rather than wait for formal offer price and usual t/over ups and downs. Dropped on very low volumes though so am assuming nothing to worry about and should come back up when more info announced.

Q3 IMS due on 25 July - one would think that all this hot weather will be good for Britvic profits ...

That's better - market slow to react this morning but going places now ...

Might Bayer launch a t/o at some point?

Bit surprised the market hasn't responded more to this great news - couldn't hope for a better distribution outlet that a giant like Bayer. Maybe two reasons - 1) news already built in to the s/p,which has risen recently after announcing Brazil venture; 2) further detail awaited on commercial terms of the deal with Bayer (which I guess will only come when we see financial results published).

Well Renovo obviously beg to differ!

Thanks Shan - I was wondering why it was heading up so much. Let's hope the offer's a good one - I was enjoying holding this share for the dividends and growth.

Well undervalued - great yield, decent recent RNS. Nice large buy this morning has now taken this up 5.6%.

Anyone have any thoughts on this? Lots of these renewable energy funds coming onto the market to appeal to income seekers. Which is the best?

Good news regarding hydro power plant acquisition. Shame the initial price surge didn't last out the day!

Well written RNS today which seeks to distance Kentz from the rest of the sector which has been flagging because of e.g. woes in Algeria (Petrofac). Kentz still making good money and good order book for the future.

Decent set of results today and up nearly 5% at the moment.

Press release on speculated JV announced. Not much detail but report here seems positive to me: http://www.bloomberg.com/news/2013-06-24/segro-in-talks-to-form-european-warehouse-joint-venture-with-psp.html Basically, wanting to grow warehousing to cope with internet shopping demand and JV will offer suitable funding to enable them to do this. Good buying opportunity IMO - market simply doesn't like lack of detail at present?

If the list on here http://markets.ft.com/research/Markets/Tearsheets/Business-profile?s=DES:LSE is accurate then quite a few of the shares are still being held onto by IIs (40%+). No sign of a sell off by them - the patient money is waiting?

Any idea how long the wait might be? And where do you think price might get to? Are we talking 20s or 50s?

Good start today. Not sure what the reason for it is - perhaps something brewing here at last.

Not sure it's that boom-like, but moving in the right direction and still great value anywhere sub-400. I got in yesterday (a day late sadly, but I wanted to avoid a falling knife).