The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Highest gainer of the day 38%, and still rising..............Is it time to say........ BOOM
Price going through the roof, 100% up in last month..........I topped up again today . I had a target of 5p by 31/3/15, now view as likely to hit this in 2 months time. As ever DYOR and GLA
Has the panic subsided......Lets look the statement that seems to have created a lemmings like culture"FMCG Division UK Commercial sales declined by 8.0%. A strong Easter performance, where sales of our seasonal specialities grew in excess of 20%, was offset by the impact of the early spring sales reported in the second quarter combined with slower sales in February and March and a performance at Valentine's Day and Mother's Day that fell below expectations." Deep breath.....THT has (and is )undergoing the implimentation of a new business model.....It appears to me (imho) they over produced in what is down period, this was compunded by their having less own shops...Franchises and independents do not have buy stock, unless they know they can sell it. This is confirmed imho when one compares the slack period with Easter when franchises and independents know stock will sell, and it did. IMHO THT did not adjust their production and relevent targets.... LESSON LEARNT and I hope that THT read these bbs
DL just tweeted Well done to my mate Alastair Clayton on his new copper discovery in Finland. Hopefully FinnAust gets noticed for this achievement.
Cable & Wireless Communications Plc ("CWC" or the "Company") today announced that it has agreed the sale of Compagnie Monégasque de Communication S.A.M., the holding company for CWC's 55% stake in Monaco Telecom S.A.M., to a private investment vehicle controlled by Xavier Niel, the French entrepreneur and industrialist, for a total consideration of EUR321,788,000 (US$445 million) (the "Disposal").
Morning SloppyJoe LOGP up again....re conversations.....Am I the only one who thinks there is considerable potential re the Google link and also gaming ....My 20 yo son perked his head up when I showed him the RNS and he spent time checking out gaming possibilities!
..Big things are happening.Not yet St James Place or Hargreaves Lansdowne, but will be ....Read todays RNSs. My target price 5p in 12 months
Digested todays RNS http://tinyurl.com/pp5w2hz SEA primarily focussing on the R2S division . When one:- A Puts this in context of last weeks RNS which stated "The fact that R2S exceeded its earnings target demonstrates the considerable value that the business brings to the SeaEnergy Group. R2S is continuing on its growth trajectory, driven by the oil & gas industry where we have built a stable of world class clients. Whilst the energy sector remains our primary focus, the R2S technology can be applied to many other business sectors. The Board and management team are confident of R2S' ongoing growth potential." B.In todays RNS the following statement appeared" The digital media and forensic experts in R2S's Max and Co business will join SeaEnergy's Consulting Division. This will harness their proven skills in making sense of complex information, thereby helping the combined team target high value opportunities through the Group's unique service offering " Again IMHO one needs to puts this in the context of last weeks RNS which was headed ""Aberdeen based Max and Co pioneering the use of technology ahead of Facebook's acquisition", albeit referring to their partner. It is IMHO looking fo SEA.... EXCELLENT. I have a target of 65p and this is prior to including SEAs 20% share in LOGP BUT IS ANYBODY ELSE HERE....
SEA worth watching today as LOGP up 10% this morning and SEA own 21.48%. Why rise..Talk of investment from US & PVR and Irish Sea liscence
Results....are due...price just marked up 4% , on no deals
Oh dear history possible repeating..it is also similar to CRND rises and falls in the past 12 months as well
Published about 2hours ago...http://tinyurl.com/qh5vjxq Interesting that IC also running a SEA article as well...Shows excellent PR, with the 3 RNS's in a week
Simon Thompson of Investors Chronicle has tipped it again today. Primed for profitability Shares in Aberdeen-based small-cap energy services company SeaEnergy (SEA: 35.5p) have proved volatile since I initiated coverage a couple of months ago ('Making waves', 20 February 2014), but are still up around 25 per cent on my recommended buy in price of 29p. You would expect this given the company is in the early stages of a profit recovery and it will take time for investors to get a grip on the likely projectory of earnings, and the implications on the valuation. Having appraised last week’s results, I still feel there is significant untapped value in the company and believe that my 60p a share target price is a realistic goal, assuming of course the earnings recovery takes hold. I was first attracted to the company after SeaEnergy acquired R2S, a profitable, cash generative and growing business, around 20 months ago. The purchase has gone to plan and in last week's full-year results SeaEnergy confirmed that R2S achieved cash profits "in excess of £2.5m" in the 12-month trading period to end-February 2014, ahead of target. That triggered the final earn-out payment of £4.6m to the vendors and means SeaEnergy has in effect purchased a fast growing and highly profitable business for a bargain basement total consideration of £10.1m. In my opinion, the robust growth is set to continue because R2S's core service - Visual Asset Management - is proving as popular as ever. The VAM technology involves taking 360 degree spherical photographs of locations and then building up three-dimensional (3D) models. Data can then be embedded, indexed and managed. R2S initially provided these services to Police Forces and Courts across the UK, to model crime scenes and to index and manage associated evidential data. But it is the oil and gas sector where the real profit potential lies. That’s because VAM enables oil rig operators to keep a visual record of all key parts of an oil rig, monitor its condition and any changes to the fabric, with a view to carrying out maintenance. It’s cost effective too because the technology can be operated remotely, so it cuts overheads and reduces the need for trips out to the oil rigs. As one would expect, R2S's core market is in the North Sea, where many oil & gas installations are reaching the ends of their design lives and the importance of maintaining asset integrity is increasing. Revenues are generated from both the "asset capture" project of initially setting up the 3D models and from ongoing software licensing fees charged to the operators of assets which have been captured. Since entering the oil & gas sector market, R2S has developed a strong market presence, and is now finding that clients, who have successfully utilised the company’s service on UK installations, are replicating the cost savings they have achieved in other geographies. In tur
Even http://www.ichimokutrader.com/ has SEA has a strong buy....OMG...but as ever DYOR
Love the part where it states ""The fact that R2S exceeded its earnings target demonstrates the considerable value that the business brings to the SeaEnergy Group. R2S is continuing on its growth trajectory, driven by the oil & gas industry where we have built a stable of world class clients. Whilst the energy sector remains our primary focus, the R2S technology can be applied to many other business sectors. The Board and management team are confident of R2S' ongoing growth potential." I do link this to this weeks earlier RNS which was headed ""Aberdeen based Max and Co pioneering the use of technology ahead of Facebook's acquisition", albeit referring to their partner. I am personally putting a 70p plus target on the SEA shares in a 6 to 12 month period
We have had similar rises last May and Jne.....Hoping we hold onto today and in the following weeks, with an RNS asap
Nice move upwards after the PIs digesting RTG results.
-- Record Group revenue achieved, increasing 28.0% to GBP111.7m (2012: GBP87.3m) from continuing operations -- Net Fee Income* ("NFI") from continuing operations increased 7.6% to GBP19.6m (2012: GBP18.2m) with Talent Management NFI increasing 28.1% to GBP5.3m (2012 restated: GBP4.1m) -- Group EBITDA before separately identifiable items increased to GBP2.2m (2012: GBP0.07m) -- Profit from operations increased to GBP1.4m** (2012: loss of GBP0.5m) -- Cash at the year-end was GBP1.6m (2012: GBP1.1m) -- Net borrowings increased to GBP11.7m*** (2012: GBP11.3m) due to working capital requirements -- Cash generated by operations GBP0.8m (2012: absorbed GBP3.1m) -- Adjusted basic earnings per share before separately identifiable items 0.742p (2012: loss of 0.678p)
This is not a ramp( and YES I hold shares, and I do like this share).....Max and Co digital media who are part of SEA, are the focus of the RNS......It is amazing technology they have developed that applies to the business world and the gaming world.See their website http://www.maxandco.co.uk/ Hence why it appears the RNS starts off by saying "Aberdeen based Max and Co pioneering the use of technology ahead of Facebook's acquisition" As ever please DYOR