Member Info for larryh

Playtech tanked 10% after its full-year results fell short, with growth rates slowing from 2016.

Isn't this due anytime as mentioned in recent RNSs?

Clean hydrogen could power Hebridean ferries within five years Mike Wade February 22 2018, 12:01am, The Times Energy The Point and Sandwick Trust will work with Caledonian MacBrayne Ferries to �green� the ferry fleet The backers of an ambitious green energy scheme say that ferries powered by hydrogen could be serving the Outer Hebrides within five years. Hydrogen technology, produced by a community wind farm on the Isle of Lewis, is seen as a necessary replacement for the oil-powered ferry fleet. The Point and Sandwick Trust has secured Scottish government funding for a feasibility study and will work with industry partners, including Siemens Gamesa, Engie and ITM Power as well as with CMAL, the owners of Caledonian MacBrayne Ferries. Calum MacDonald, the trust�s development director, said its �simple but bold vision� was to harness the potential of the community-owned wind farm to �power the lifeline ferry services�. Clean hydrogen is produced when an electrolyser is used to split water.

at �2,7bn looks very onerous with mkt cap of only �550m and modest free cash generation of �80m - �100m p.a. - Maybe a rights issue in sight to reduce debt?.Any opinions anyone?

Interesting to see the Inmarsat logo on this yacht that is using a drone to take videos of it, then relaying them back home via satellite: https://edition.cnn.com/2018/02/15/sport/volvo-ocean-race-sailing-drone-sam-greenfield/index.html

Seems to me that Melrose is determined to get GKN no matter what. Could this be a tussle and higher bid for the company, I wonder?

I have been a long-term watcher (very) of mcro. It was a steady performer with a useful service. Now the amalgamation with HP's software is complete it looks an even more interesting company. I bought in yesterday as I feel that the recent drop was a result of the general market situation with the usual ex-divi drop. Stockbroker Numis highlighted a buying opportunity (02 2 2018) at Micro Focus after the shares fell 18% since its results on 8 January: Analyst David Toms at Numis said he understands why the market was disappointed with a slightly weak operating performance at the "heritage" business, "but we think the quantum of move is overdone" even allowing for roughly 4% share price impact from US dollar weakness. "Our decade-long view has been that a key attraction of MCRO is the long-term stickiness and cash generative nature of its products. This is sometimes belied by short-term licence volatility which can drive even greater volatility in the shares and thus an opportunity, such as now, for longer-term investors to make supernormal returns," he said. Unlike some in the market, the analysts said he was confident in management's guidance of revenue falling 2-4% in the twelve months to October 2018. Perceiving that achievability of guidance is a key factor in investor confidence after revenues fell 8% in the six months to last October, he believes that "as the market gains confidence in this, and thus that the model remains effective, the shares will regain their former rating". Hope this helps you but present market turmoil could affect the sp further, I suppose - dyor! atb

Just spent a bit of time online researching Viasat. Notwithstanding their complaint about EAN, their own record of complaints against them in the US for their own satellite internet service makes pretty grim reading.

Thanks Bumbling for the info. I'm not in the UK so I don't get the column gossip. atb larryh

Do you have any particular company/ies in miind?

open yer eyes boy - open yer eyes!

I think you are right in your LT judgement. Sooner or later this issue will get resolved.. One might question if they would even have got paid by CLLN?

I received the vote notification but there wasn't a voting sheet in it, only the red example form. To me, Ellis had a lot of valid points and personally would have voted for him, simply because he saw his business going downhill, like the sp since I bought in when it came to market. To me, a committed owner is better than mouth slavering directors lining their pockets! I now wonder if the sp will ever get back to where it was?

A belated thank you everyone for the explanations. gla

with persistent sp fall - anyone know?

Looking good now with the new combo systems, Just topped up a few more. atb larryh

dumped - and I fell for it - grrrr - I hate myself!

Many thanks to everyone for the knowledge and links. I too have shares here and PHE. It looks like both have a great future. GLA

Hi everyone, can you clarify for me whether the hydrogen is used as an actual fuel like propane gas, or is it used for feeding into fuel cells? Thanks, larryh

My God just look at the shape of them - it looks to me like a bit of hard work will do them good!