Member Info for KNIGELK

Dire - and usually profit warnings come in threes... not sure if Tara is posting on Advfn today - will check later. I suppose the outlook is a bit more positive but rather look in than be in!

That's the trouble with AIM - some shares are way overvalued (VMP imo until news) while some of way undervalued on very low PE ratios. There are few AIM shares actually valued correctly imo

Not sure if MEN is doomed but there's over 10 threads on Advfn - Treacle still at it. HCP is still one to watch and results due this month but very high risk gl

Thanks - I'm not claiming to know too much about HCP and the hotel situ either - except I do see potential upside - just not sure of the timeline gla

Not sure whether to invest but some over on Advfn look a bit foolish today. There's about 10 threads on MEN (for and against) with some thinking it's the best thing since slice bread and would soar on relisting. There's still time I suppose but perhaps a strong buy on this weakness but always DYOR in my opinion!

Thanks - agree. Probably will reinvest within the next week as held for a while last year. (it was being highlighted/pumped on another website and I liked the potential). Agree about looking at the history and that news is due this month gl

Well I think AIM in general appears on the turn with a number of my holdings starting to recover so best to sit and wait on the ones still to move and not to chase the ones re-rating imo. Not invested here but interested gl

What do you think is fair value here? Similar in many ways to Totally although company has access to loan funding - seems like the sell off happen after the interims were out? (at least GRQ isn't here) gl

Results have to be out by the end of June as any company who do not report within six months usually have their shares suspended. I really do not know why some companies leave it to the last minute... gl

I don't disagree and at some point the hotels will be valued at fair price. I just highlighting the risks - at the moment. The NAV is 1.41p for HCP so upside depends on the hotels having value. Value depends on profits and debt refinancing. HCP needs income and income will only come from the hotels paying across a dividend or paying preference share interest. Best to buy - sit and wait - but no one should presume the shares will be back over double figures in the short term - although I do not discount a surprise in the results later this month gl

..31st December 2013 - the NAV s/b better this year!

Nasty -76% drop in NAV to 31st December 2014. £ 50,000 received since...

Show NAV of 1.41p for HCP and outlook stated "The continued monitoring of the Company's investment in Puma, together with the containment of our operating costs, remains the focus of our attention. The announcement by Puma of the extension of its current bank debt facility until the end of May 2014 allows Puma the space to continue to address the trading performance of the hotels and also to investigate opportunities to improve its financial position. We continue to hold our investment in the hope of strengthening value for our shareholders". So the issue (for me) is whether the company will start to receive income directly from Puma via dividends etc. If this is not going to happen for a while - then HCP may need to raise funds as admin expenses will continue to eat into their remaining cash balances. The last RNS was from September 2013 so a lot might have change but there has been no news since this date (until the results due later this month). Definitely a share to watch now gl

Don't get me wrong - I see upside here (perhaps significant) but the reason the share price is at this level is due to the high debt - which is still there even if it is now refinanced. What will change the share price will be a change in the NAV being reported in the accounts - currently nil. So know if the time to buywhile acknowledging it is still a high risk share until all the latest facts are known gl

Please do not over egg the pudding (yet) as we do not know if the news will be positive and to suggest a 6000% increase seems unlikely - how often to you see it happen? Going back to 5p will be a good start imo

Might get back in - especially if interesting is building but will not get too exposed until news

Probably the share price is stuck at this level because "the Hotel Collection declined to comment regarding any new debt deal". So perhaps news on what has happen with a refinancing is needed before any re-rating..

As a previoius shareholder - I continue to watch with interest. I recall the Puma investment is showing no NAV in the last accounts so any acknowledgement of value will result in a re-rating here. Not sure if this is immediate or still medium term but HCP appears to have little downside and significant upside IF debt can be refinanced etc gl

The competition and markets authority is proposing to impose a cap on replacement vehicle costs following car accidents as part of a clampdown to help bring down premiums for all drivers... (relevant?)

Yes but I have reduced down - will add back on any weakness.