Member Info for JohnLewis79

I see M.Bell and M.O'Connell received under the LTIP a nice Chrissy bonus of 150,000 & 100,000 shares. Coming as it did while the Co share price fortuitously surged c.148p (46%) in December most investors will be more than happy to nod through the award.

I'm still bemused that a 46% rise in the sp passes by without anyone being much bothered. I'm pretty damn sure had it been a 46% decline questions would be asked in the 'House'.

I seem to be banging on about this like a long playing record. I hope this substantial increase is backed up by some decent orders for after all a £25m gain in MSi mrkt value wasn't for nothing.
Evening all.

Good to see G keeping up their success rate!!

Delivery of the MSI-DS30mm Naval weapon system to the US Navy and could be a highly prized sole source 'Follow-On' Production Contract.

Maybe I'm jumping the gun....but has to be considered a very prestigious prize for the Company if we are successful.

There's a trend there Josh. All WA gold stocks have been hammered this year and Gold is only just in credit ytd. So not sure why you expect Panthera to be any different?

DJ +528 (34,005)
SP +56 (3991)
NS +143 (11,706)
R2 +12 (1199)
WTI $74
10ytb 3•607%

MSCI(W) +21(2684)
Gold Bugs -1 (227)

US stocks rose sharply yesterday after a NY Fed consumer expectations survey showed inflation expectations decreased at the short, med and long'term in Nov. However the Fed are sure to raise rates by 50 basis on Wednesday its last round of rate hikes this year. Analysts don't expect inflation to hit the Fed's target of 2% until Q2 2024.

Oil prices rose c.$2 on news that Russia threatened a production cut and the USD was flat ahead of November's CPI data. Gold ($1783) was sold off aided by USD strength & dropped below its 200DMA. A year ago gold traded at $1765.

Latest:- Vix 25. Brent $79.
Gold $1785. Copper $3•812
Palm $965. Silver $23•565.
$1•226. €1•163. US t/bill 3•61%.
FF+20. DF+30.
Morning all.

Is a "follow-on" production contract about to be signed?

On the leaderboard again...no surprise there given the tight mrkt. Inevitably profit taking will skim but I added a few earlier well above my previous buys...and I'm more than happy looking a year out...

Onwards for sure. Upwards couldn't possibly comment. I have factored my risk/reward expectations for Panthera which used to be 2:1 but now I'd be wanting at least 4:1 (4 return for 1 of risk).

Not being a trader I'd likely miss the optimum but feel safer in not having to make instant decisions as I know my win rate would be less than 50% over time causing me to lose money.

Gut feeling (4:1) looks high given the performance of WA gold stocks this year and the precariouness of global mrkts. I'm still a believer in Gold and will buy some of the physical if the stock price remains in the refuse bins.

Morning LH. Yea, it makes sense to UK investors and there must be many companies dealing with India who have cordial business relations. Shame we're not one of them. The backlog of cases waiting to be heard is in the millions. Delaying justice to ordinary people has become a national scandal.

It's estimated there is a backlog of 47m cases pending in courts in India, 70,000 are stacked up in the Supreme Court and 5,000,000 waiting to be heard in the 25 High Courts throughout the country.

TK -51 (27,847) closed
HK -438
SH -28
ASX -31 (7181) closed

Some important nos are due to be reported this wk that might complicate the Fed's task to slow the pace of int rate rises. Rate decisions from the Fed are expected tomorrow. Current UK int rate is 3% and is expected to go up 50 basis on Thursday peaking at 4%-4•5% next year. UK y-o-y inflation came in at 7•8%

Also the US inflation report for Nov is due tomorrow and is expected to ease slightly to 10•0%. T/Bill yields held steady at 3•584% and Gold traded below $1800 while Brent extended declines in Asia after falling c.11% last week on fuel demand worries.

Latest:- Vix 23. Brent $77.
Gold $1798. Copper $3•820
Palm $1025. Silver $23•510.
$1•223. €1•163.
FF -19. DF -12
Morning all.

A surprisingly excellent week for MSi holders gaining 93p (29%). I say surprisingly as it came out of the blue given that the H/Y nos, good as they were hardly warranted such a rise. Once again the mrkt wrongfooting investors and profit taking was easily absorbed.

With such a spread of global businesses MSi is well placed in the first instance to expand its forecourt operations which realised revenues of £14•9m & profits of £1m. For such a small dividend paying Co MSi covers a lot of ground and in terms of take per head averages £144,200 way above the small cap sector average. It also scores well on workplace satisfaction.

This bodes well as other metrics ROCE, EV etc, back up a buy recommendation if your considering an investment here. You should note our EV is lower than the equity value, not uncommon for debt free cash rich profitable companies.

A strong hold if you can see past turning a short term profit and holding for the F/Y nos next year. If your strictly a trader you will have factored in your risk reward ratios already. My preference is for the long'term as it smooths out the ups'n downs over a longer period, an e/w bet if you will.

Wish I could indicate a sensible profit no but as for revs I'd be surprised if £100m wasn't exceeded if we win any land based or Navy gun systems both attracting considerable interest in the international market.

Currently a P/e of c.12+ x earnings should be achievable in the normal run of business activity going into next year. Absolute worst way MSi is a strong hold.
Morning all.

No official news from Panthera which I suspect is due to the sensitive nature of the on'going negotiations.

Too much time has been wasted with these endless court appearances which leads me to think the GOR have been the main stumbling block to agreeing a settlement I have no doubt its seriously impacted the worth of the Co.

Nevertheless i still hold as the current share price in no way represents 'fair' value. Let's hope next year will see a deal agreed and the shares re-rated to reflect the value of Bhukia a Tier 1 gold Miner. An agreed deal would see Panthera rated among the Top 10 valued gold miners.

DJ -305 (33,476)
SP -29 (3934)
NS -74 (11,563)
R2 -13 (1187)
WTI $72
10ytb 3•584%

MSCI(W) -7 (2663)
Gold Bugs -3 (228)

Close:- Vix 23. Brent $77.
Gold $1809. Copper $3•856.
Palm $1025. Silver $23•680.
$1•226.
€1•164.
Yen 136.
Yuan 6•95.
Morning all.

Agreed kitlow, and the mrkt is pricing an expected rise if not now certainly next year. Lots to look forward to though I expected more sells from loose holders coming to the end of the trading account. Anyways, always good to get them out of the way .... and onwards and upwards.....

DJ +184 (33,781)
SP +30 (3964)
NS +140 (11,637)
R2 +6 (1199)
WTI $72
10ytb 3•457%

MSCI(W) +16 (2670)
Gold Bugs u/c (231)

Latest:- Vix 22. Brent $76.
Gold $1808. Copper $3•915.
Palm $1010. Silver $23•435.
$1•226. €1•159.
FF+11. DF +42
Morning all.

The recent near 100p rise in the sp cannot imo be explained away by the excellent H/Y nos. Jdk14 you make a good point about the family intentions as to their shareholdings and this will no doubt have a baring if they are looking to sell out.

With only 16•5m in issue (70% tightly held) sp moves will be exaggerated but hardly by 100p. So what's been driving the shares higher this week?
Could be a US Navy or UK MOD contract win or both. Perhaps takeover rumours which have surrounded the Co for years is about to be realised? Or is it simply well above average volumes boosted by bottom fishers that accounts for 2 consec days on the share risers leaderboard?

Back in the day a Co would be obliged to issue a "we know of no reason for the sudden rise in the shares", type quote to the Stock Exchange. Surely a
30% rise in the stock price warrants an explanation even if its of the "we know of no reason"......

Anyways, what hasn't changed is the old adage "let the trend be your friend" Its not to late to climb aboard. I'm holding tight.
Evening all.

No...jdk. I'll settle for 10+. Predicting anything is a zero sum game in my experience. Perhaps you can tell us what you think? As I'm in the stock my main interest is to see increased revenues for without those you have nothing and the way the nos are playing out, profits will surely increase. Thereafter who knows?

Maybe that's why we're going nowhere? More interest in the other Panthera? Who could blame them?

Ambitious i grant you (i always look on the bright side) but likely nearer 5-7%. Essentially the total annual dividend per share ÷ by the sp will give you the %.

Some back of *** paper MSi nos of note from yesterday.

Shares 16•54m
Direc + iis (70%)
Vol 66,000.
57 trades
Sell c.30%
2p div
Eps H/Y (17•4p)
Eps F/Y c.(40p)
Yield c.10%
Cash £23m
Cash 139p
Cash 37%
Morning all.