The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
It's probably not my role to give out any info as I am no longer invested. I'm not trying to be evasive but it's been given to me in confidence so cannot go against this. When I posted to skooby it was what I said, the complete opposite to the usual Arden reports. There is probably a reason only institutions get these reports, as we are often at the bottom of the food chain as PIs. It's not a buoyant report at all this time however.
If thats what they are saying then i would get onto RG and demand it. I cant post his email, but has an rsg at the front!
Hi mate, I suggest you read the Arden report before parting with anymore cash. Also read the last 3 years Arden report and see the distinct change in tone. Good luck whatever you decide. Hi guys. Chin up. Still lurking in these waters!
Ther is a lot of 'ifs' in that last post mate.
I can probably post 30 changes in an rns on GDL that were increases without any actual increase. Mistakes aren't uncommon in these groups RNSs. GEL could have a massive future but not they way it's going. No chance of a massive spike again anytime soon. Don't expect update to be sparkling either. Nothing much has happened in h1!
Why did you remove my post!
I think you are missing the point with gel. It has been 'undervalued' for 2 years and remains 'undervalued' and will continue to remain 'undervalued'. It's a stock that has so much potential but will deliver nothing likes its potential. Whatever you may think, I know these companies. Hope you made money on gel though and haven't been locked in. It ain't going up in a hurry that's for sure! Doesn't matter what you or Quindell think of the value. You'll see who is right. GDG however, different prospect as ftse 250 company and potential bonanza with rogue wells.
No I don't think we have. GEL is a dead duck and GDG is a likely winner. I know gese companies inside out and I was always buying in at £3. Broker target is some ridiculous £30+. Unlikely in my opinion, but the rogue wells when they come on line will see a massive boost to profits. Not til 2016 mind you.
Hope you well mate. GDG is the company to be in imp. Bought back in yesterday after rns! Should be cash positive year end.
So what did he say to you? I'd be interested.
You are correct, sales for these bits was 1.9m. At least you read it, still 20% down on the previous year though lol.
That ain't his number dude. Ring it and find out! I have his numebr
I have no intention of investing. Why not answer questions rather than evade.yhe fact you both seem to not have any facts other than wrong ones tells me you know f all. For that reason I will stay and now correct your lies to other investors. So Quindell, where is the$2 m from. EOY from the company says 0! Where have you got the made up 2m from. Bet you both don't answer!
So where do you get your figures from. They are not in the eoy, which is the companies official report. I could be wrong so please point it out.
Aggressive, show me where. I am asking questions and so far you aint answered buddy
Kiwi, lets debate then. Where is the revenue from GEL coming from. Easy. It aint sales of well compressor heads.
Where was that figure from? EOY 2014 states 0 well head compressors sold and 3 in 2013. Revenue was $5.22m. There is nothing attributed to well compressor heads etc. Please clarify.
So please state the value of equipment sales to gel? And i will tell you other revenue streams and lets see how much equipment sales is. If i am wrong, i will bow out and apologise, but no answer means you aint gotta a clue, so please answer.
Out of order mate. Ive asked a question. Any answer? You wanted an answer on the mcap, which was irrelvant. Ive asked a question on how GE, generate revenue, very relevant.....answer?
Answer on my question. Stick to facts. You seem to know all. Its is a simpke question about how gel make the vast majority of its money, which any investor should know.