Member Info for jonnyswan

its mind http://www.propertyindustryeye.com/city-analyst-jefferies-changes-its-mind-about-zoopla-and-countrywide/

http://awoko.org/2015/04/11/sierra-leone-news-african-minerals-to-resume-operations/

Thank you

Can someone inform me what i need to do to join the action group.

Zoopla claims OTM defectors are returning

It will not be long until OTM members will be begging Zoopla to take them back. Today in the Gatwick Area Rightmove has 330 sales/190 lettings, Zoopla 250 Sales/175 lettings and OTM 52 Sales/11 Lettings. OTM area rep informed us the majority of agents in the area had signed up, well its seems not, only a small few and if any are sitting on the fence with the current stats that's where they will stay.

one of London’s largest estate agencies, has announced that it will be advertising on the Zoopla and PrimeLocation websites from JanuaryChestertons – whose announcement came via Wriglesworth, Zoopla’s PR agency – said that one of the main reasons for choosing Zoopla is that in London, Zoopla and PrimeLocation have “substantial market share”. Robert Bartlett, CEO of Chestertons and a founding director of Agents’ Mutual, said: “We have looked carefully at data collated over the past 12 months and the numbers clearly show that our properties get more views and our clients get more leads from the Zoopla and PrimeLocation websites when compared to other property portals. “Based on our analysis of the data, this was an easy choice for us. “On top of this, we have all been impressed with the speed at which Zoopla Property Group has been able to grow over the past few years and, from working closely with them over recent months, know them to be an exciting and dynamic partner that is always looking for new ways to improve its website and service offering. “The strength of the Zoopla and PrimeLocation brands in London and the south-east is clear and our clients expect to see their properties advertised on these websites. “We look forward to continuing to work closely with the Zoopla team in 2015 and beyond.”

Knight Frank, Savills and Strutt and Parker are all founding members of Agents Mutual (On the market) so they will be pulling off one of the major portals, however they peddle this site as the saviour of the independant agent bla, bla, bla though the founding members are certainly not in it to help us out. The KF,Savills and S&P are exceptions in that they are all capable of of suceeding with their own Company websites and forget the portals so they have absoultely nothing to lose and major upside when On the market is Sold. I think it will become apparently very quickly to On the Market customers that the level of enquires are not matching the financial outlay, then what, bye bye On the market, hello Zoopla.

Christmas, I think we will get some positive news in the next fews days.

putting the breaks on, this share is quite thinly treaded and still under the radar though I can see a steady rise here and stand by my prediction of 15p by the mid 2015 maybe sooner.

On the way

Just received an RNS alert re CCE, though the link has no news, maybe something is in the way ?

7p

isn’t wholly owned. The shares are a Buy up to 5p with a two year target of 15p

projects and a long-established energy consulting business in Africa which has five regional offices. The African arm suddenly looks more interesting following the recent winning of a fund management contract backed by UK overseas development money. This five year mandate is worth €2.5m in fees with the scope to earn further incentive payments. Although relatively small, the value of these two businesses shouldn’t be dismissed in the context of Camco’s market cap of only £9m. The battery business itself is based in Dublin and trades as REDT. Camco owns 49.8% of REDT but has voting control with Camco CEO Scott McGregor chairing the company. Growth projections for REDT are impressive. Management expects twenty systems to be deployed early next year, with another 5,000 being sold over the coming three years. Broker N+1 is more optimistic, projecting 252 in 2015; then 2,100 the year after; followed by 4,600 units in 2017. This produces 2017 revenue of €89.7m and profits of €8m - giving Camco a profit share of about €4m. If we take N+1’s forecast post-tax profit for 2017 of €3.5m this gives us earnings per share of 1.14p. At a share price of 4p that’s a p/e of just 3.5. What are the risks? Camco is on the verge of commercial sales and the Jabil tie-up lends confidence to the company’s projections. But we aren’t quite there yet, so things could move more slowly than planned for various reasons. I’m encouraged by last week’s announcement that Jabil’s design work is progressing well and the anticipated cost savings are being achieved. But we have yet to ramp up into the volume production stage. Camco’s distributors might not deliver sales as expected. Renewables in particular are vulnerable to changes in subsidy and energy policy which could affect sales prospects. Another risk is limited financial resources. Camco raised £1.5m in June at 4p which was a 41.8% discount to the prevailing share price. This wasn’t a smart example of corporate finance to say the least, reflecting the company’s need to get some financial headroom and limited institutional interest. But at least it gives us the opportunity to pick the shares up while they’re depressed. The debt on the balance sheet of just over €10m relates to the US biogas business and is supported by cash flows from that asset. N+1 sees a cash outflow next year but inflows from 2016. Verdict: Camco stands on the verge of a phoenix-like rise from the ashes. Following the collapse of its carbon business it has the opportunity to build its stake in battery company REDT into a very valuable asset if volumes grow as expected. If we put that 2017 forecast of €8m net profit on a growth stock p/e of 20 we get a valuation of €160m, with Camco’s share being €80m. I’m going to discount that to reflect risks and the fact that REDT isn’

four-year payback for the telecom company in this situation. 7 ...continued on next page... The third main opportunity is in balancing the grid. Most electricity grids have little storage capacity, so demand fluctuations have to be met by stand-by plants which can be switched on quickly. Needless to say this is an inefficient way of operating. Ideally you want to run plants at a steady rate, storing energy generated off-peak and releasing it during the peak period. This is known as “peakshaving”. It’s similar to the renewables “constraint” issue, only managing the fluctuations in supply and demand at the grid level. Indeed, continued growth in renewables will just add to this problem. To take these opportunities, Camco needs scale The flow battery technology has been around for a long time. The all vanadium system was invented at the University of New South Wales in the mid-80s but Camco holds patents over its unique “stack” design. Camco’s main competitor in flow batteries is an Austrian company called Cellstrom which has done about fifty installations. Talking to Camco CEO Scott McGregor he believes Cellstrom are too expensive for many commercial applications. So clearly if Camco itself is going to successfully exploit the huge market opportunity it needs to get its own prices as low as possible. This is why an announcement made this summer is of major importance. In June Camco signed a five year global manufacturing agreement with New York listed Jabil. In 2013 Jabil generated sales of $18bn from over sixty facilities in thirty three countries. It’s a serious player and one of the world’s leading contract manufacturers. By outsourcing to a specialist, Camco will avoid having to commit capital to manufacturing that it doesn’t have and will benefit from the lower costs that Jabil’s expertise will bring. Low costs will help drive volumes which in turn should lower costs further. Jabil is a big player and is only interested in projects with potential for significant volumes. So its commitment to Camco looks like a big endorsement of the technology and the market opportunity. A near-death experience Just as Ilika has other divisions alongside its lead opportunity in solid-state batteries, so Camco has a broader corporate background. In fact Camco is becoming a battery company after a near-death experience which saw its shares collapse to 1p in the middle of last year. The “Clean Energy” part of Camco’s full name betrays its former expertise as a developer and financer of carbon projects. This led it to have a permanently “long position” in carbon credits which became worthless when the carbon market collapsed. The company has been restructured and its old liabilities cleared. But two other divisions remain alongside batteries and both contribute positive cash flow. There are a couple of US biogas projects and a lon

- The shares touched 8p last Autumn following the recovery from near-failure. They ran up again to the 8p level as battery prospects started to be recognised; but the fund raising at 4p in June really hit the shares. I think this gives us a good buying opportunity. Please note the revenue decline is misleading. It reflects the restructuring of the business and the associate status of the battery interests. last November and is backed with £3.6m funding from the Department for Energy and Climate Change. Gigha has limited connection to the grid via an old subsea cable, though it does have three wind turbines with a fourth being added. However because of the “constrained power” problem I described above, this new turbine alone will lose around £300,000 worth of electricity that it could have generated over its 25 year life. The constraint also stops other renewable capacity from being added on the island. Camco’s flow battery should mean at least a 20% increase in wind power generation as the constraint is removed. It will also allow the smoothing of supply to match consumption patterns and sales of surplus power into the grid. It’s a similar timing story with solar power. Here Camco already has a small system in operation at a university site in Evora, Portugal as part of an EU backed scheme. The market potential is large. According to the government there are over 5,300 small wind farms in the UK. Camco’s battery might be relevant for over 2,000 of these. In solar there are over 10,000 suitable installations in this country. Given the project on Gigha it’s worth noting that there are almost 5,000 islands around the world with a population under 1,000. Looking at Germany, a big renewables market, there have been over a million solar installations made since 2000 which are the right size for flow battery technology. The market is plenty big enough in renewables. Two important markets for Camco But Camco’s batteries don’t just work with renewables. The second problem Camco solves is power generation at other locations that are off-grid like remote communities, mines and telecom towers. These sites tend to rely on diesel generators, but there is a big opportunity to combine these with a flow battery. Just running a diesel generator on its own results in high fuel and maintenance costs. But if a flow battery is charged up by the generator at the same time it’s powering a telecom mast for example, the battery can take over for a period and allow the generator to be shut down and rested. Running the generator for fewer hours makes it last longer, saving on maintenance and replacement costs. Fuel efficiency is also improved because the generator can run at a constant load, rather than having to modulate its output. As the mast’s power demands vary the flow battery can kick in to top-up supply. Camco expects a battery investment to have a four-year payback f

I have the Sept 14 buy from RHPS is this what you after or is there an update on this ?

More deals in pipeline to come, tipped on red hot penny share (Sept 14) for 15p in the next 24 months

A City analyst has said that the power of both Rightmove and Zoopla is increasing, with 70% of consumers wanting their properties on both sites