Member Info for GEML

I noticed Google is going head to head with Microsoft over laptop operating systems. Do you think Google and Microsoft could both be interested in Morse MOR? They are always wanting to add more fuctionality to their systems. If Google and Microsoft are the bidders they both have lots of money to spend IMHO.

http://online.wsj.com/article/SB124699914055907569.html REAL ESTATEJULY 8, 2009.London Office Deals Pick Up Union Investment Buys Building; Foreigners Are Active By WILLIAM BOSTON | SPECIAL TO THE WSJ In another sign that the London commercial-property market may have turned the corner, Germany's Union Investment Real Estate AG agreed to purchase a prime office building in the City financial district for £141.5 million ($230.5 million). The eight-story office building -- 10 Gresham St., located near St. Paul's Cathedral and the Bank of England -- was developed by Standard Life Investments, the investment arm of British insurer Standard Life PLC. With 260,000 square feet of leasable space, it was completed in 2003. Its tenants include Lloyds Banking Group, private-equity investor J.C. Flowers & Co. and property consultant Jones Lang LaSalle. The glass office building is located near St. Paul's Cathedral and the Bank of England. ."After the sharp correction in prices, London offers good opportunities for investors with equity who target core property assets," said Karl-Joseph Hermanns-Engel, a board member of Union Investment. Standard Life declined to comment. The acquisition, one of several deals in the past few weeks, is bolstering the view that London's commercial-property markets have stabilized and prices have likely hit bottom. The volume of investment in commercial property in the West End,.. See Link

http://online.wsj.com/article/SB124699914055907569.html REAL ESTATEJULY 8, 2009.London Office Deals Pick Up Union Investment Buys Building; Foreigners Are Active By WILLIAM BOSTON | SPECIAL TO THE WSJ In another sign that the London commercial-property market may have turned the corner, Germany's Union Investment Real Estate AG agreed to purchase a prime office building in the City financial district for £141.5 million ($230.5 million). The eight-story office building -- 10 Gresham St., located near St. Paul's Cathedral and the Bank of England -- was developed by Standard Life Investments, the investment arm of British insurer Standard Life PLC. With 260,000 square feet of leasable space, it was completed in 2003. Its tenants include Lloyds Banking Group, private-equity investor J.C. Flowers & Co. and property consultant Jones Lang LaSalle. The glass office building is located near St. Paul's Cathedral and the Bank of England. ."After the sharp correction in prices, London offers good opportunities for investors with equity who target core property assets," said Karl-Joseph Hermanns-Engel, a board member of Union Investment. Standard Life declined to comment. The acquisition, one of several deals in the past few weeks, is bolstering the view that London's commercial-property markets have stabilized and prices have likely hit bottom. The volume of investment in commercial property in the West End,.. See link for full article.

Software maker Morse rose 2.5 per cent to 19¾p amid talk of bid interest from two parties http://www.ft.com/cms/s/0/597069d0-6b56-11de-861d-00144feabdc0.html?nclick_check=1

http://w3.cantos.com/cantos/dyn/org.php?o=6501&s=57921976

I thought I would share the Long View with you: http://w3.cantos.com/cantos/dyn/org.php?o=6501&s=57921976

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With the positive buzz about Thursday's 9th July trading update, I think we may see the current positive sentiment and forward moment continuing up to Thursday and if the news is as good as expected, perhaps even being revalue to a new higher trading range IMHO. After all Morse MOR used to trade for may year around 150p per share before last years market correction? I think we may see a steady climb back to this trading area. DYOR Here is the last RNS again to remind people: RNS Number : 0702V Morse PLC 03 July 2009 3 July 2009 Morse plc Year end cash position Morse plc ("the Group" or "the Company"), the IT services and technology company, provides an update on its year end cash position ahead of a pre-close trading update on 9 July 2009. The Group's cash position at 30 June 2009 was approximately £12.7m and after taking account of Customer Specific Financing the net cash position of the Group was approximately £12m. The updated chart showing the Working Capital Cycle of the Group is available at www.morse.com . The Company currently anticipates that Revenue and Adjusted EBIT* from Continuing Operations for the year ended 30 June 2009 will be towards the upper end of Analyst expectations. Further detail on trading for the year ended 30 June 2009 will be provided on 9 July 2009 and in the preliminary results for the year which will be issued on 9 September 2009

Invesco property Trust (IPI) is again leading the FTSE Fledgling Index. It has appeared now in the list for the last three sessions and apears to be in breakout mode. IMHO Top Risers Price Change IPI 4.90p +8.9% RAY 13.50p +5.9% CRE 66.00p +2.3% WHY 22.50p +2.3% MNR 13.50p +1.9% NRI 163.00p +1.9% PURI 16.50p +1.5% MOR 20.25p +1.3% ATD 21.75p +1.2% GBG 23.75p +1.1% Lots of positive news both in the House building sector and the Commercial Property Sector. DYOR

Madusa Mining MML was the share Bought on Trading Places Webcast show this morning. To watch the show click the ink below: http://sharecrazy.com/beta/trading_places/2181/trading-places-featuring-kevin-baker-of-cinpart

The section of an article shows that the Techmark has been one of the best performers over the last 6 months: ...It is generally accepted that if we are in a bull market, the run started on 9 March. This is reflected by the fact that all of the major stock market indices advanced in the second quarter, though some were still down on the year as at the end of June. Among these are indices representing four of the half dozen or so top markets in the world: the Dow Jones 30-share industrial average (-3.8%) in the US, the FTSE 100 (-4.2%) in the UK, the CAC 40 index (-2.4%) in France and Germany’s DAX index (-0.0%). I suspect most visitors to this web site are predominantly invested in the UK market, so it is depressing to see the UK market as the worst performer there, though it is worth noting that the broader based FTSE All-Share performed a little better, losing just 1.7% in the first half of the year. It is also worth observing in passing that the UK’s techMark 100 index rose 10.2% in the first half of 2009 (and 11.7% in the second quarter) while the FTSE Small Cap rose 20.7% in the six months to June (+27.3% in Q2), demonstrating that the story of the second quarter has been investors regaining their appetite for high risk/high reward plays at the expense of defensive stalwarts... http://www.digitallook.com/cgi-bin/digital/strategy_article_archive.cgi?story_id=2873553

I think this article may explain the reason for the boost of Confidence in IPI and FPO and the commercial Property Market in General. IMHO http://ftalphaville.ft.com/blog/2009/07/06/60466/saudi-fund-eyes-700m-uk-real-estate-deal/ Saudi fund eyes £700m UK real estate deal Posted by Stacy-Marie Ishmael on Jul 06 04:52. An investment manager part-owned by the Saudi royal family is planning to invest a chunk of its assets in UK and US commercial property, according to Prince Faisal bin Salman bin Abdulaziz, its chairman.For Jadwa Investment, commercial real estate was, with natural resources, the most appealing investment opportunity, Prince Faisal told the FT in an interview. The fund is targeting a £700m ($1.1bn) commercial property transaction in the UK in collaboration with European property investor CIT. Property specialists said only one transaction of that scale was under way: a portfolio being sold by insurance group Aviva, for which CIT is bidding.

I think this article may explain the reason for the boost of Confidence in IPI and FPO and the commercial Property Market in General. IMHO http://ftalphaville.ft.com/blog/2009/07/06/60466/saudi-fund-eyes-700m-uk-real-estate-deal/ Saudi fund eyes £700m UK real estate deal Posted by Stacy-Marie Ishmael on Jul 06 04:52. An investment manager part-owned by the Saudi royal family is planning to invest a chunk of its assets in UK and US commercial property, according to Prince Faisal bin Salman bin Abdulaziz, its chairman.For Jadwa Investment, commercial real estate was, with natural resources, the most appealing investment opportunity, Prince Faisal told the FT in an interview. The fund is targeting a £700m ($1.1bn) commercial property transaction in the UK in collaboration with European property investor CIT. Property specialists said only one transaction of that scale was under way: a portfolio being sold by insurance group Aviva, for which CIT is bidding.

http://uk.biz.yahoo.com/090703/214/infsz.html Market Movers Friday July 3, 02:53 PM TechMARK movers: Morse jumps on outlook LONDON (ShareCast) - IT consultancy group Morse (LSE: MOR.L - news) said revenue and adjusted earnings before interest and tax (EBIT) ADVERTISEMENT will be towards the upper end of analyst expectations for the year. "The Company currently anticipates that Revenue and Adjusted EBIT* from Continuing Operations for the year ended 30 June 2009 will be towards the upper end of Analyst expectations," it said. The group added that its cash position at 30 June 2009 was approximately £12.7m and after taking account of Customer Specific Financing the net cash position of the group was approximately £12m

RNS Number : 0702V Morse PLC 03 July 2009 3 July 2009 Morse plc Year end cash position Morse plc ("the Group" or "the Company"), the IT services and technology company, provides an update on its year end cash position ahead of a pre-close trading update on 9 July 2009. The Group's cash position at 30 June 2009 was approximately £12.7m and after taking account of Customer Specific Financing the net cash position of the Group was approximately £12m. The updated chart showing the Working Capital Cycle of the Group is available at www.morse.com . The Company currently anticipates that Revenue and Adjusted EBIT* from Continuing Operations for the year ended 30 June 2009 will be towards the upper end of Analyst expectations. Further detail on trading for the year ended 30 June 2009 will be provided on 9 July 2009 and in the preliminary results for the year which will be issued on 9 September 2009 **************** Morse (MOR) has been in 1st possion all day in the FTSE Fledgling Index: Top Risers Price Change MOR 18.00p +22.0% PURI 14.50p +9.4% NRI 159.00p +7.4% IPI 4.30p +7.2% AZM 3.00p +7.1% ASBE 87.50p +6.1% TRI 25.00p +4.2% RAY 13.50p +3.8% IPRT 30.00p +1.7% APT 41.75p +1.2% Lots of buying and looks to be breaking out. IMHO

Invesco Property Income (IPI) has been in forth possion all day in the FTSE Fledgling Index: Top Risers Price Change MOR 18.00p +22.0% PURI 14.50p +9.4% NRI 159.00p +7.4% IPI 4.30p +7.2% AZM 3.00p +7.1% ASBE 87.50p +6.1% TRI 25.00p +4.2% RAY 13.50p +3.8% IPRT 30.00p +1.7% APT 41.75p +1.2% Lots of buying I think due to the Commercial Property Recovery. IMHO

http://online.wsj.com/article/SB124639154114775349.html?mod=dist_smartbrief LONDON -- Industry experts say the United Kingdom's commercial-property market, which is key to its economic growth, is starting to recover. But that recovery is nuanced: While prime real-estate values are stabilizing, property companies are facing declining rents, difficulties obtaining financing and the prospect of growing unemployment, which means most companies will keep struggling next year. The global recession hit commercial real-estate companies hard, with capital values falling 43.6% from their peak in June 2007 to the end of May, according to research firm Investment Property Databank. But IPD said that decline has started to slow, with capital values falling ...

http://online.wsj.com/article/SB124639154114775349.html?mod=dist_smartbrief LONDON -- Industry experts say the United Kingdom's commercial-property market, which is key to its economic growth, is starting to recover. But that recovery is nuanced: While prime real-estate values are stabilizing, property companies are facing declining rents, difficulties obtaining financing and the prospect of growing unemployment, which means most companies will keep struggling next year. The global recession hit commercial real-estate companies hard, with capital values falling 43.6% from their peak in June 2007 to the end of May, according to research firm Investment Property Databank. But IPD said that decline has started to slow, with capital values falling ...

The Boss of another property company has called the bottom of the commercail property market, this must be positive news for First property Group (FPO) Property boss calls the bottom of the commercial slump By Alistair Dawber Tuesday, 23 June 2009 Share Close Diggdel.icio.usFacebookRedditGoogleStumble UponFarkNewsvineYahooBuzzBeboMixxIndependent MindsPrintEmailText Size NormalLargeExtra Large The slump in Britain's troubled commercial property sector may finally be bottoming out, the chief executive of the property group Hammerson claimed yesterday. However, John Richards warned that only good quality assets would see a rebound. "There are clearly signs that the fall in valuations is slowing in some sections of the market," said Mr Richards, right. "The lead indicators of that, which are the companies' share prices, show that for those groups with prime property, income is proving to be robust." Mr Richards added that it might take until the third quarter of the year for prices begin to rise again, but that those companies with what he described as "poor quality assets and poor tenants" might experience a "double dip". Commercial property values in Britain have fallen by 44 per cent since the market's peak in June 2007. Hammerson raised £584m through a rights issue in March to avoid breaching its loan covenants, while its shares have lost 48 per cent of their value in the past year alone. The comments by M

ABH could make a good defensive play if we see a general downturn in the market. Angel Biotech (ABH) is like the pharmaceuticals and should make a good defensive stock to hold. IMHO http://www.thisismoney.co.uk/investing/share-tips-and-fund-tips/article.html?in_article_id=487607&in_page_id=23 …The most interesting buying opportunities, I think, are to be found in pharmaceuticals. Rarely do these companies trade at a discount to the market. But this is just what is happening today. At the same time the dividend yield of the sector has rocketed. There are only three occasions where the yield relative to the wider market has been so anomalously high: May 1980, April 1994 and March last year. On each occasion, this peak preceded a very rapid rally in share prices as investors recognised the gaping valuation gap. Fingers crossed this is the case again. So what about the companies themselves? AstraZeneca,valued at 7.1 times prospective earnings, and GlaxoSmithKline, on 8.8 times, have rarely been cheaper. Shire, compared to the other two, looks very expensive at almost 21 times net profits. However, the smaller speciality pharma group differs from its two larger and more illustrious rivals in having a bulging pipeline of new products and a rapidly expanding stream of earnings. ..