Member Info for EJL7

Earls et al.-looking at trades over last few days(altho I could be on treacherous ground here, as very tough to read)-seems like MMs have had enough sales & probably should have stock from placing. However, looking at sp, looks more like a short forming or maybe MMs collecting stock for a larger order? Any thoughts? Thanks-

Thanks everyone for comments-appreciate the feedback. First OliG-thanks agree with your figure of circa 190 million shares to share $ 5.2 mm dividend payout. So we're saying that the minority shareholding of 83 mm shares doesn't enter into this & is not computed as part of float? Next FG-your question to Jolly about whether he owns XLM or not-I think is irrelevant. I see this on most other boards(particularly QPP) & it is highly unprofessional-this is a market not a cheerleading contest. We want all opinions and if you have checked Jolly's other comments elsewhere, you would wish to hear his opinions, at least in my view, I respect his views & think that he has a lot to offer-so thanks Jolly. But FG-no disrespect to you-we all have different agendas but let's hear them-we should be experienced & mature enough to accept them-sorry about rant just have been really put off by what I've seen on other boards(Jolly I suspect that you agree with me). But back to XLM-I still am having trouble excluding minority interests while looking at the topline figures for the company. Jolly-any ideas as to how/what metrics you would use? GLA

Jolly et al.-have been trying to get more details about the minority or as XLM calls them-non-controlling interests. And from what I can see from the AIM flotation document & now the maiden accounts-familyguy et al. Jolly is SPOT on-we should be taking his comments very seriously. I for one didn't realise the situation clearly-so let's try to put it down in writing. BTW(I own stock)-Jolly please correct- So XLM says that it will pay 50% of divs post net income. Problem is-about 83.10 million shares owned by minority interests(or about 44% of total)are FIRST paid out BEFORE the 50% of the net income is taken into account. For the maiden a/c-USD 11.1 net income/USD 2.3 million divs paid to minorities and USD 5.2 million divs paid to shareholders. What's worse is-if you look at the basic EPS of $0.087, this is based on the total net income of $ 11.1 million LESS the $ 2.3 million paid to minorities. The div of $ 0.02768 per share based upon 189.56 million float equals $ 5.2 million. Jolly-in the maiden nos. company uses 101,820,000 shares for computing diluted eps-But with 83.1 million owned by minorities, this number should be closer to106 million-any thoughts? So what I think Jolly is trying to say is-44% of the shares will profit from the company before we do-that's an important consideration to think about. Comments?

Hello to all watching the sp- Emailed Rene Gawron, CFO of SQS-company dividend policy is to distribute 30% of adj. profit after tax- Euro 0.09 dividend will be paid 30 May. Employees hold about 1.5% of shares and about 9% of shares have been allocated to option programs(but not issued yet). Thinksoft acquistion has been completed, they're very excited about the expanded opportunities, but will take at least 9 months(so 2015) until the sales cycle shows any material business. Not sure why the weakness today-volume a bit heavier than usual-maybe just a weak market.

Reff- and BlackRock- a nice concert party like the old days. On Fri. the 717p hit the 200 day moving average-that should hold.

Just received email from John Gahan-Finance Director-reiterated 6p declared dividend to be paid in June(4p paid June, 2013) but no further info about future dividend policy. As to cash position, year end cash(2013) was £ 5.2mm and add a net £ 7.2mm from the recent placement to AIM. So dividend cover is comfortably above 4 times.

Suffice it to say that if the wells produce some good results, I know investors will be quite a bit more excited than Martin in the video(no disrespect to Canadians!).

Reff- Saw this site-thought worth taking a look- http://www.4-traders.com/ST-JAMESS-PLACE-PLC-9590172/

Dividend of 6p declared in final accounts for 2013-record date of 20 June. I've emailed the company to ask for further info about proposed dividend policy and an estimate of their present net cash position(to work out dividend coverage). Also the company is debt free.

Hi everyone-good to see a few people on the board. I've been invested in the company since about 2001 & have been pleased with the management & their progress since then. So here's a start-please chime in & let's get this board exchanging some ideas. I see that Westfield has reiterated their price target of 300p which is good although I can't find any more details of their research-if anyone can get a copy-please post. So-Shares Magazine-repeats Westhouse's pre-tax profit targets of £ 7.6mm for 2014 and £ 10.2mm for 2015-given this(I'd like to corroborate these targets elsewhere) with 45,270,000 shares in issue that makes eps for 2014(16.8p) and for 2015(23.4p) which gives us 2014 p/e of 13.6 and for 2015 p/e of 9.76. Not sure what sector to compare SPRP with-but Household Goods on main board average p/e of 18.5-so figure a discount from there-not sure how much. But think that SPRP figs compare favourably. Article- http://www.sharesmagazine.co.uk/articles/sprue-triggers-aim-game#.U3eBX8ZYauc Also want to mention that extension of BRK deal looks good for both sides(remember BRK bid of 90p last May(that was cheap!)-they both seem quite satisfied with the situation, as BRK still holds about 27% of the company. See this- http://bestinvest.uk-wire.com/Index.aspx?searchtype=3&words=SPRP Add to this the new distribution agreements in Germany and France, expansion in North America and rollout of new miniature CO sensors-we have a lot to look forward to. BTW-I have their CO sensors, smoke alarms, & travelling CO sensors-happy customer GLA

Optimum & all-I emailed Keith Bush asking about any progress with the remuneration committee(& PWC) & his answer was: they're aware of the need for resolution, but dealing with a few other things with more urgency at this time, expects a policy resolution "a bit later in the year." TW's critique about bonuses, remember is probably a legacy from the previous executive board. But agree that a coherent policy must be devised that represents shareholders' interests also. Keith also mentioned that TW is good friends with Derek Musgrove & did pr for him in the past-but Keith couldn't understand his present angle(I had sent him a copy of TW's article). Another thing-if someone has a copy of today's Times, check the business section under the heading- M&S tailor undone in quite spectacular fashion one month after raising £20m-talks about NOP. It discusses Damille's agitation of NOP board in 2012-which then led to complete reshuffle of board. If someone can get it-please post-thanks. Optimum-you probably know Keith well-but I must say he is very approachable, as Mikeygit has said before.

WatchMaverick-your ears must have been burning about LTIP! Looks like NOP is going to have to hustle the remuneration committee a bit faster.

I assume that everyone has seen this- http://www.shareprophets.advfn.com/views/5500/northern-petroleum-boardroom-bonuses-for-what-ffs-shareholders-can-fight-back-today

Reff-point taken about LLoyds sales-thanks. A bit more about Numis reiteration of rating-maybe there are too many buy ratings for STJ(no one left to buy)? http://tickerreport.com/banking-finance/217008/st-jamess-place-plc-rating-reiterated-by-numis-securities-ltd-stj/

Question- Northern Petroleum- I am a private investor invested in your company and have a question concerning your Canadian operations. Listening to Keith Bush's Canadian Operations Update video on London SouthEast dated 12 May, Mr. Bush mentioned that the company is producing oil in 3 wells: 13-33, 14-22, and 16-19. The oil from these wells is presently being trucked, however the intention is to tie-in the oil production to either existing infrastructure or with Apache Corp.'s operations. My question: is the tie-in procedure difficult/time consuming/weather prohibitive or is it only a decision easily implemented once made? My apologies for lack of industry expertise. Thank you. Answer from Keith Bush- "Your question regarding the tie-in of the Canadian wells is a good one. We are currently working up an evaluation of 3 different options regarding the production. The first is to keep trucking the well fluids, which gets very expensive over time. The second is to tie into the Apache infrastructure in the area, something that for most wells will most likely need to be done during the winter period when the ground is frozen, as this will allow the pipelines to be buried properly. The third is to put in a small facility of our own, separate the fluids there and then put the oil product straight into the Plains pipeline system that runs down to Edmonton and the market. In reality it is likely that we will go with a combination of the 3 as production will be trucked until the wells can be tied in, and then when we have sufficient production, our own facility will potentially be the best economic solution as it may well be cheaper than paying the transportation and processing tariff through Apache. The tie in costs to Apache are not prohibitive and we are already identifying if the 3 wells available now can be tied in during the summer rather than having to wait for the winter period."

Clarification- "someone is dumping on the stock"-forcing the sp down.

BTW- chartwise-this sp can go down to about 715 before we get any kind of bounce or oversold situation. Just my opinion.

Reff- No disrespect- but this sell off has nothing to do with algorithmic platforms. The volume, as I said, has increased enormously and the trades are 'chunky' not just small pi. My guess-as I haven't seen any downgrades on sp or other news, & haven't heard of any probs, is that the supposed sale of 21% by Lloyds is maybe closer than we think. Someone is dumping stock, i.e., hitting bids-this is not just liquidation.

Schiff- Agree with you-Modi has pushed for greener policies-see below- so should have lots opf potential. But have to admit that while Indian market has rocketed past few months-sp of GKO has dropped almost 20%. Can only guess that maybe investors are waiting for projects to come on stream even though company has been reaching its targets on a regular basis. http://www.narendramodi.in/gujarat-opts-for-green-energy-today-greener-world-tomorrow/ Will try to add more-I hold shares BTW-good luck.

A bit off topic-apologies-Student967- Thought this quote from a small cap service was pretty spot on- "When it comes to making a decision as to whether or not you should be trading something or investing in it, an excellent rule of thumb is only invest in those companies for the long haul who have proven or are proving they know how to make money and grow. It's a very simple rule that tends to be overlooked by some many individuals because when one decides to buy a particular issue, they often get caught up in all of the hoopla and editorial propaganda supporting the theory that the stock in question is going to become the next big thing, when in fact, most companies are never going to become the next big thing. Stocks go up and stock go down but it's those companies who have proven their ability to grow and make money who can sustain the worst and inevitably end up higher and higher over the years, despite any sort of major market volatility or setback. Small caps are more often than not, dating material. However, one should never shy away from small caps because they do provide the best returns in the markets on a short-term basis. The problem is small caps are also the most volatile of the bunch. It's important to remember no matter how promising a small cap looks on the surface, there will be a day, week or a month, whereby it's going to take a beating. That's just what most small caps do."