Member Info for Jofish

and the Qataris lurking in the shadows.

I guess down to low volume and no additional news which suits me fine for now. This will get back on the radar in good time and continue a steady rise I think.

Don't know much about this stock but while checking out SNRP and AAL I found a recent article that gives IPSA a very brief mention. Money Week thinks the sale of the giant turbines ordered for Coega will happen soon, and if so it could be a trigger point for IPSA shares and those of SNRP.

Again solid buying. Great call Rollo on price movement. I'm wondering with the pressure on defence spending whether a BAE or similar might want to scoop this up for growth and further consolidation / diversity.

Picked some up a bit early at 105 but quite happy to see this as a solid investment.

I also own BEG but like this....Tenon Group (TNO, 50.75p, £97.1m) announced the proposed Acquisition of RSM Bentley Jennison, a UK-based professional services, accountancy, business advisory and risk management services firm. A fully underwritten at 45 pence has raised £40m to part fund the proposed acquisition. The Proposed Acquisition will create the 7th largest accountancy and business in the UK by income. Consideration will be capped at £76.3m broken down into; initial cash of £40m; shares of up to £17.5m; deferred consideration up to £18.8m over 3 years (subject to performance); an additional £9.0m may become payable (£5.0m cash/£4.0 shares) if contingent assets in RSM Bentley Jennison are realised at par value. The deal looks a good synergistic move for Tenon, which will benefit form scale and significant cost synergies estimated at least of £6.3m.The price looks reasonable if a little above the valuation of Tenon (EV/EBIT historic of 5.6x compared to EV/EBIT historic of 7.5x though that includes the deferred element dependent on performance). Thus while on the surface it does not look materially enhancing synergies may help rectify this and the board believes after integration costs, the acquisition will be EPS positive in its first FY (2011). In all a good looking deal which, if approved, should see Tenon consolidate a strong UK position. While this years rating can be expected to increase as a result of this deal, at

The recession has been painful for UK plc, but Begbies Traynor, the professional services firm, has been making hay during the downturn by mopping up plenty of insolvency and restructuring work. The shares currently look fair value at a 2010 price to earnings ratio of 10.2, and the valuation looks better over time – with the figure at 9.4 times 2011's forecast earnings. Based on a cautious outlook for UK growth over the next two years, buy says the Independent.

Spot on - that's it in a nutshell Keep the faith

Sorry NGSP just popped 9%. I swear this happened while writing the last post. But you get the drift.

I'm heavily invested in natural gas both sides of the Atlantic. It's 20 times cheaper then oil, plentiful (too plentiful right now) and clean. No new technology, no significant investment needed to utilise. Right now UNG (NYSE) is up 7.5% today (cold snap in the midwest) NGSP on the LSE is down 4%. Guess what NGSP is going to do next !!!!! (price now 30.24 pence) Sorry this is off topic . ETFs' don't have boards on here, but if clean energy is what investors in pvcs want to be a part of then it may interest a few. Millions of vehicles are converting to NG, I'm not dissing solar and wind and others but gee guys NG is under our noses and pretty easy to trade allowing for contango. By the way I own PVCS also at these prices. When the sun shines PVCS, when the freeze comes NG.

Begbies Traynor (BEG, 101p, £90.32m) Trading statement for the half year to October 2009 is encouraging with the group significantly ahead of the comparable period, driven by the insolvency practice. Some areas are suffering, for example the tax division. Net debt of £16m at October was “comfortably” within it £25m facilities. We maintain our BUY recommendation with a 133p price target. Hoodless know more than me but I think 133p is conservative. BEG are in a really sweet spot for the next few years.

I don't own these but it looks to me that the sell off is overdone and this could be a price to pick up some shares. There seems to be no malice in the £1.85 million over-statement plus the other 2 businesses are up. Any thoughts out there.

I know this is the right SP (156 pence) but everywhere I look SBD is not recognised as the ticker (still SBDB) and the share price is stuck at 135.00. What's up. Enjoy the ride folks.