Member Info for GedW

DGM. All the GEMS are out there, either on their way or in the process, it is a question of reading and digesting the footprints. IQE is a positive GOLDMINE ready to be tapped.

DGM. Interim profits would have been £1M+ had it not been for the monies spent on expansion, as well as an interim tax charge. Profits a year ago were based on things all being equal, but as you know things move on. But without the expansion monies, cash could have been £3M and profits 2,200% up instead of 242%.

DGM. Hi nicksig. The buying and selling of these shares is as a mystery to me as it is to you. My only guess is that there is some uncertaintly at the moment regarding the intentions of the Funds holding this stock, there is a long standing 20% holder and some recent holdings announced. You would have thought that with pre tax interim profits topping 2005 increase that would spur Buyers. I suspect also the low market cap and lack of press coverage is keeping this of the Analysts radar screens. But it will happen !!! So far no negatives on this. It has £2.4M in CASH, so there is plenty of cushion there, with no skeletons that I know of, the performance of these shares is a quandry.

CS. I have seen one estimate for full year, provided by Credit Suisse First Boston, Annual pre tax of £475M. But with China putting pressure on supplies and price of raw steel, coupled with falling raw material costs these pre tax profits could prove conservative and could rise significantly. A price of around £1 is achievable in the run up to Annual figures next march, divi is likely to be increased as well.

DGM. 3,450% pre tax profits increase expected by 2006 from current levels. Panmure Gordon DGM's House broker expects pre tax profits to rise from current levels from £200k in 2004 to £3.1M in 2005 a rise of 1,450% and to £7.1M in 2006 a staggering 3,450% from 2004 levels. If there are no further shares issued then the share price in 2006 should rise to £5.94. But that is a major assumption. I would be more modest in my share price rise at around £1+ but one thing is for sure, the share price cannot and will not stay sub 20p for much longer.

IDOX. It has been announced that this Company's software has received government accreditation and has supplied a site of software to a local Government in its Benefits department. Should now be able to go on and win more contracts. A strong performer today on the back of good news buy in on weakness.

CYH. 2.5p rise is outside normal trading range. Some good news afoot. Recall that any rise in CYH's share price improves the paper profit position of Billiam ("BLLM"). As I write no mark up or improvement in BLLm's share price. Situation to keep an eye on.

BA. Hi debbie, I promissed I would get back to you if I came across anything significant.If you have not heard already Analysts have upgraded their forecasts. It is believed first half profits will improve on the back of 35% profit improvement year ended 30th June. BAE has a 205 stake in Airbus which has been awarded an increase of orders from USA's Department of Defence. On the negative side The Saudi's support contracts contracted a little. If you are a number cruncher Earnings Per Share ("EPS") is upgraded to between 23p to 24p.

BVC. Hi chan. Yes no more future goodwill write downs. All Income/Expenditure all down to bottom line P&L. Now is a good time to lay down footings for the future. Seems a lot of deadwood has gone too. I would not expect any immediate fantastic share price gains just market gradual recognition gains. What do you think?

DGM. What a farce. Fidelity International Ltd probably either lost bundles on selling stock or they do not know whether they are coming or going. They have notified the Company pursuant to Part V1 of Companies Act 1985 that their Holding is now 3.89% changed from 4.94%. All aboard the Sky Lark. Watch this space for more Announcements. Some Investment Managers Do Not Have A Clue!

CWV. With a market Cap of only £1 1/2m and cash in the bank of £1.46M the sums add up for themselves. Trades out there account for 4% of total ISC. Something is about to happen with buyers topping 2.42P

BVC. for "wrong" read right. The shares seem to have escaped the clutches of a fall below 20p

BVC. Hoorah. Since 2000 Bvc has made several Amortisation and Depreciation Goodwill (A&D) charges to its P&l account. These A&D charges have now been elliminated. Profits will now reflect "proper" trading performance. BVC is now emerging from tough times its shares should now outperform previous years. I was wrong when I said the price would not go through 20p. Just shows you. For a similar situation go to PXC. See you there

PTC. In my last footprint for 3.155 read 3.15%

PTC. 3.155 Holdings Announcement. I have read the latest neswire regarding Schweco reducing its stake of the ISC to 3.15%. The price has held steady on the news, suggesting to me it was already in the price. I am still seeing who picked up the following purcheses recently. 1st at 12.19 the other day 2M at a price of 1.65p 2nd 12.20 2m at a price of 1.65p. They must have been bought for investment purposes. Have you guys got anything else?

EXC. I am inclined to accept the two day rise so far of 26% as a step forward to new highs. With the prospect of a Divi later this year and new openings in Athens wher Bella Media are scheduled to open an IMAX cinema, it seems to me that Athens is going to be the "in place". milao ligo illineka, ala katalaveno".

PXC. I have just returned from a business lunch at the prince of wales's place with the Analyst. I have mentioned in my previous footprints that exceptional items like Amortisation and Depreciation ("A&D") normally as a result of a GODWILL charge incurred when add on businesses are bought these cause profits/losses to be distorted. It will be several years before all the writedowns for this charge in the Balance Sheet to be extinguished, this is nothing to be worried about only in as much as, the underlying strengh is disquised. The reason I bring this up is that, I have thrashed this out today concerning BATM isdn code (BVC), Since 2000 (A&D) charges have having taken a fair sclice of profits are soon extinguished. I believe that BATM (BVC) is soon to improve from some five years worth of difficult trading and the share price is now poised for some upside. I will not dwell on BVC here because this is not the proper place, suffice to say, if anyone has any views, post them on BVC and not here, I have brought it up here to highlite the significance of PXC's (A&D) write downs against profits. thanks.

IPX. Hi debbie. This latest notification ties in with my footprints of 25th Aug and 5th Sept. There will be more Company news heading this way. The two large buys relative to ISC have not been followed up. Perhaps cashing in on yesterday's weekness. With only a moderate number of shares in issue I am inclined to Buy in on weakness and sell some but not all on strengh locking in some profits.

CWW. After a series of cost cutting and American office closures. This Company has tightened its belt. With a relative small ISC any buying pressure is having a positive play on the bombed out share price.

CWV. Strong bottom fishing buying in this media company pushes shares up by 80%. Possible stakebuilding.