Member Info for jange

Good rise today about 50-50 on buys and sell's,be intresting to see when profittakers have gone.......

Trades Vol. Sold Vol. Bought 23 225,000 1,284,487 ............ Cant remember this much intrest for ages.....something may be cooking here.....

Big cash burn here in the past......but now believe our investments in personel and resourses,and our resent contract's will start to see major improvment here but as always dyor and goodluck.....

Lo-Q is seeing continued momentum in the new business pipeline and has invested further in patent portfolio. H1 trading is in line with market expectations, although revenues are seasonally weighted to H2 and management is confident it can meet market expectations for the full year. Lo-Q is expanding coverage of its virtual queuing products, and broadening revenues geographically. We believe the accesso deal provides significant opportunities to develop additional revenue streams. Hence, while the stock trades on c 37x our maintained FY13 EPS, there continues to be excellent progress and plenty of avenues for upgrades. Lo-Q provides technology solutions to the leisure and attractions industry. Its solutions include payment, ticketing, queue line management and digital content.

marching on togetherrrrrrrr

Secure Trust Bank (STB) is growing both organically and by acquisition, bringing diversification of credit risk, distribution and improved operational capabilities. Organic loan growth remained strong at 44% and there were three significant acquisitions to build future growth. STB continues to be strongly funded and capitalised, and well positioned to exploit opportunities as major banks continue to re-structure. The valuation reflects current opportunities and not potential upside from further acquisitions. Secure Trust Bank is a well funded, strongly capitalised bank. Its lending is focused on several niches in the UK personal market. It is also building non-interest income from budget accounts and current accounts.

The biggest risk facing investors in both these companies is that facing all bond holders: that a rise in interest rates or inflation expectations reduces the relative value of its dividends and causes the shares to trade at a discount to book value. Yet the unwinding of the great bond boom still looks a long way off and - more concretely - Starwood European has also pledged investors the chance to vote to wind up the portfolio in 2018. That leaves its shares looking like an unusually low-risk source of income

This gap explains why Starwood can realistically target high returns with limited risks. The fund's managers expect an average loan-to-value ratio of less than 75 per cent, meaning that property values would have to fall by more than a quarter for its book value to come under big pressure. With UK values already at least a quarter down on their 2007 peak, that's unlikely. Judging by the one deal it has signed, the trust's return estimates look conservative. In December it lent £19m as part of a mezzanine package for the £547m refinancing of the Maybourne Hotel Group. The loan will earn a double-digit yield, management says, even though it is secured against three luxury London hotels - Claridge's, the Connaught and the Berkeley - at a loan-to-value ratio in the low 50s. Potential investors in this European fund can also be reassured by the track record of the Starwood Property Trust, a $3.8bn (£2.5bn) US real-estate investment trust that was launched by the same asset manager, Starwood Capital, with a near-identical plan in August 2009. Its stock is up 42 per cent since launch and now trades at 35 per cent premium above book value, while still offering a dividend yield of 6.3 per cent (6.7 per cent if last year's special dividends are included)............

Maybe it's odd that a mortgage fund, such as Starwood European, has not been done before. The answer is that until recently banks accounted for some 95 per cent of European property debt, according to investment bank Morgan Stanley. But as banks have come under pressure to hold more capital they have retreated - opening a gap for 'shadow' lenders such as Starwood. But these new lenders have nothing like the scale of their ailing predecessors. Morgan Stanley estimates that banks will reduce their property exposure by €350bn-€600bn (£230bn-£400bn) over the next half decade, on top of which €85bn of mortgage-backed securities are due to mature. The broker reckons that new lenders will provide €200bn, leaving a vast funding gap.................

Banks make money by lending against property - a principle with which those who have taken out a mortgage will be wearily familiar. The notion that investors can sit on the other side of the trade is less familiar. Yet that's precisely the opportunity offered by shares in Starwood European Real Estate Finance (SWEF), a newly launched investment trust. The first of its kind in London, Starwood will use the £229m it raised in December to issue mortgages against commercial property in the UK and continental Europe. Roughly half of its assets will be so-called 'whole loans' - it will be the sole lender against a property. The other half will be riskier, yet higher-yielding, mezzanine loans, where another lender has a prior claim on the collateral. Overall, Starwood expects the portfolio to yield 8-9 per cent when it is fully invested at the end of this year. After costs, that should allow the trust to distribute 7 per cent of its capital each year in dividends. With its shares trading a little above book value, that should mean a 6.6 per cent yield on 2014's payout

Still, on forecasts from broker FinnCap, Salamander's shares trade at 30 per cent below total NAV of 295p a share. Yet they've been stuck in a narrow range this past year, repeatedly hitting a ceiling around 215p. Another oil discovery would be just the thing to break through it.................Goodluck all happy to hold here..........

Finally, Salamander is looking for additional gas reserves at its Greater Kerendan project in Indonesia. The company plans to put the field into small-scale production in mid-2014, but if it can find 1 trillion cubic feet (TCF) of gas, it will be economically viable to build a pipeline to an energy hub at East Kalimantan. Having recently brought an infrastructure partner on board to help cover exploration and development costs, Salamander is about to start drilling the Sungai Lahei prospect, a huge prospect with a 50 per cent chance of success that could yield 0.58 TCF. All this drilling means Salamander's share price could come under pressure should exploration prove unsuccessful. Broker Canaccord Genuity cautions that future drilling success is already in the share price. In a scenario of exploration failure, the broker sees the shares dropping by 35 per cent to their core net asset value (NAV) estimate of 135p.......................

Salamander is focusing on three areas. The first is Greater Bualuang, in offshore Thailand. This is the company's flagship asset - and a real cash cow. Production from the high-margin field of between 11,000 to 14,000 barrels of oil per day is forecast for 2013, up nearly 50 per cent on 2012. That should drive impressive increases in revenues and profit, although they are hard to quantify hence the absence of forecasts in our table. Combined with proceeds from a new debt facility, cash flow should fund Salamander's exploration and development programme. Salamander's second area of focus is the underexplored North Kutei basin, in offshore Indonesia. The company's South Kecapi-1 well, which flowed at a rate of 6,000 barrels of oil and 8m cubic feet of gas per day, verified its potential for both oil and gas. Salamander is currently drilling another large structure within the basin, the North Kendang prospect. Then it will move the rig to drill the Bedug prospect, a follow-up well that will test the potential of South Kecapi. Over 300m barrels of oil-equivalent resources are being targeted in these two wells alone.........

There is an adage in the oil business: "The best place to find oil is an oilfield." So, if a company has already discovered a commercial oil well, chances are there could be more oil nearby. Mid-cap explorer-producer Salamander Energy (SMDR) has proved that its acreage in the Gulf of Thailand and Indonesia contains large oil and gasfields. Now, it's trying to discover oil and gas in surrounding prospects. It plans to drill up to 16 development wells and 11 exploration wells this year, many of which have the potential to be company-makers in themselves. Moreover, most have a high chance of success, given the vast amount of information already gathered by drilling in the area. All told, Salamander is hunting for new resources potentially worth 800p a share, according to broker FinnCap.............

B&Q DIY chain owner Kingfisher Group (KGF) has had something of an up and down year (perfectly illustrated by the chart), with the last real clues as to the group fortunes at an investor and analyst event at the end of November last year. Previously the group reported a 3.3% fall in half-year sales and a 15.5% fall in adjusted pre-tax profits to £371m, although this had largely been factored into the price by the time of the announcement. Shares are roughly midway between the year high and low, so provided there is no evidence of any deterioration in trading, Kingfisher could even see its shares bid higher in anticipation of a growing domestic recovery.

Good to have you on board here mate.....

New investing strategy here,and major buying of share's could get intresting here............

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BBE&ArticleCode=8lxs4lkg&ArticleHeadline=Holdings_in_Company

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BBE&ArticleCode=64bcle5k&ArticleHeadline=Holdings_in_Company

still here what about you .....?