Member Info for Jofish

http://blogs.marketwatch.com/thetell/2012/03/02/standard-chartered-wins-mandate-from-india%E2%80%99s-tata/

to all. I had this on my watchlist looking to buy into weakness prior to tech season in September. HP down 23% welcome to the post pc world. Anyway hope this has addressed some losses for you guys. By the way HP didn't do a good job with EDS and Palm acquisitions and they seem to have great difficulty executing.

http://www.variety.com/article/VR1118038562?refCatId=1009

http://www.investegate.co.uk/Article.aspx?id=201104111151416764E Thanks to Netley for highlighting this for me

you may be right but happy to hold now for next tax year. I had a culling of losers last week to offset some of my gains and hovered over this for a few hours. Another lesson I've learned is to research as hard before you sell as you do when buying. Share price here never looked right but lack of news meant it was overlooked. It's getting on the radar now, happier to ride the ups and downs but thought it was a buy at this price in the past. I have enough though. Do you have a buy in target or holding any.

I have 250,000 of these and I've just broken even. Patience is the key, wish I'd averaged down though. Good luck all in here

I'm in at 182.80 and a little surprised by the level of fall. Maybe shorters due to delayed order, I know enough about the sales process to know that when revenue pipeline gets extended there is more risk, but and it's a huge but, Pace are slap bang in the middle of a market that is growing globally and across a variety of devices and applications. IMHO they will play a significant part in this convergence.

This is a total finger in the air post since no one really knows what will happen on relisting. If I had to make a call I would say this will open around 50-60 pence and that would either be a top up opportunity or a hold. I think the fall will be pre-market so we may not get out quickly enough. As ever the reaction will be a little overdone and as the credentials of the new non-execs and plans going forward emerge the share price will recover, to what level and over what time frame is hard to say. I would say £1 by year end unless there is a takeover. New appointments have not been made to oversee the demise of this business. All in my view, but the non execs are in to turn the value business around or ultimately sell it at a higher value than when it relists. Gut feelings, nothing else.

http://online.wsj.com/ad/article/cloudcomputing-changelives

http://blogs.news.sky.com/kleinman/Post:77255639-1dda-42ab-8a2b-661c0e338015

http://uk.ibtimes.com/articles/20101119/pv-crystalox-to-expand-capacity-as-demand-strengthens_1.htm

good point, thanks for that easy to confuse cheap with value sometimes

Article from Peter Temple in the FT suggests he's indecisive but mentions the fact that while the warm front initiative was just cut by the gov't by 65% (it represented 50% of the companies revenue) it only affects 20% of profits. profits will suffer, EAGA will make cost cuts, but the main point is can the dividend be supported and since it's covered 3 times he thinks the answer is yes even if profits were halved. The div costs £5.75 million and the company generated £26 million in operating cash flow last year. Along with the div they repurchased £4.8 million of shares last year. Also employees are large shareholders which also argues against a cut in the div. The group has no borrowings and a substantial cash balance. So is a near halfing of the share price over the last few weeks an overreaction.

Quick question: I've read all over the place that the dividend here is roughly 15% - 17.5% per annum. RNS below says 8 cents US which in my book is 5 pence and even at this deflated share price gives 10% yield. On top of that the conversion of the interim dividend of 2.67 cents takes place on the 16th December 2010 by which time we'll be lighting our Christmas fires with dollar bills. Have I got this all right, forget my view of the currency but next div is 2.67 cents (say 1.65 pence at todays rate) converted on 16th December and paid on 13th Jan 2011. We are declaring an interim dividend of 2.67 US cents per share, reflecting confidence in the long term strength of our business. This represents one third of our previously announced intention to pay a full year dividend of 8.00 US cents per share. The interim dividend of 2.67 US cents per share will be paid on 13 January 2011 to ordinary shareholders on the register at the close of business on 12 November 2010. Subject to trading performance in the second half of 2010/11, we expect to recommend a final dividend of 5.33 US cents per share, resulting in a full year dividend of 8.00 US cents per share. Beyond 2010/11, the board of Cable & Wireless Communications intends to pursue a policy of dividend growth that reflects the underlying earnings and cash flow of the business. The scrip dividend scheme will not be offered in respect of the interim dividend. A currency option will be offered in respect of the interim dividend. The default currency for payment is GBP sterling. Shareholders wishing to receive their dividend in US dollars should make an election using CREST Input Message or return a completed Currency Mandate Form to: Equiniti Ltd, Aspect House, Spencer Road, Lancing, West Sussex, BN99 6DA by 13 December 2010. Copies of the mandate form are available from Equiniti Ltd. UK callers: 0871 384 2104; overseas callers: +44 (0)121 415 7047 or from our website www.cwc.com. The sterling dividend payment amount per share will be announced on 16 December 2010, and will be based on the prevailing UK sterling to US dollar exchange rate at 2pm GMT on that date.

That's right. In your case you'll get 1668 shares at 128. As you say worth taking up.

I said the ask keeps jumping to 55.5/56 raising the ask to keep us out while an order is filled do you think

Hargreaves wrote to me and emailed pointing me to where I could elect to buy on their website. Who are you with and have you received any correspondence yet. Offer refers to shares held at close of business on 22nd September 2010.

yep it's already undervalued so 128p is a no brainer. good foundation and underpinning for current investors. good luck all

the ask keeps jumping to 35.5/36 raising the ask to keep us out while an order is filled do you think

35.5p