Member Info for Leapfroggy

The 160,000 trade was my buy. I sold out my full holding of over 1,000, 000 shares in the Summer. The current valuation is far too low for what is a so,I’d business with take over potential, so I expect a re -rate. Providing there is momentum, I will be buying back in up to 10p.

Unfortunately a very poor RNS. An agreement to make an agreement! What is that worth?
The commercial partner can choose to do nothing for up to a year without penalty.
We were told that agreements were being made to prevent exclusivity; to ensure that a company did not block product launch and that they ordered minimum quantities.
Surely there should have been an RNS once an agreement was in place?
That said if it does happen and the contract is isn’t a lemon, Opti may yet bear fruit!

It is difficult to avoid the conclusion that the CEO has failed to turn the organisation around and the share price will languish until he goes or a takeover happens. Turnaround costs have been far more than planned. He has had time to rebid, exit from unprofitable contracts, bid for new contacts with a sustainable margin and ensure profitability from existing contracts. Lots of talk but little to show for it when we should have seen far lower turnover but with a focus on profitability from the remaining contracts. I can only presume they thought the they could rebid at an improved margin but then failed to deliver profitability. The sale of ESS smacks of desperation.

Ie expect to see a rise to 65-70p over the next three weeks. All the building blocks are in place for substantial sales with limited capital costs. I am expecting that deals signed in the past six months were on better commercial terms than previously, given the number of leading companies that have signed with us. Hopefully the minimum sales required will require our partners to invest in marketing knowing that if they do not reach the targets, there are plenty of companies that will replace them. Bought 73000 shares on Friday and another £40k today.

Worcester Bosch have launched their new natural gas/hydrogen boiler. "Millions of existing heating systems can be saved . . . The gas network is in place so homeowners won't experience any major infrastructure disruption . . . We are hopeful the future will be hydrogen. "

Having sold £70k worth over 7 days to buy into GGP, I am looking to buy back in. Still hold £60k worth and whilst my OPTI holdings obviously made a loss, I am up £22k overall. From a marketing perspective OPTI are first in with the scientifically proven label and even a small sample size showing weight loss is conclusive, otherwise Holland and Barrat wouldn't be giving tens of thousands of free advertising. Just bought another 10000 shares.

Must admit to a nagging doubt that the sale may not reflect PI's interests when the buy price was conveniently just above the second of the three targets set for the BOD. Is this still the case with the fall in SAND's share price? The golden handshake is to assist in the sake if some off our assets is even more worrying. If the sale is rejected then a sale of some assets would provide development revenue and focus the company on our best assets. Minded to reject the offer.

If the company is worth more than the current offer then a counter bid will happen. I will vote for this or the counter bid and bank the profit. There are plenty of examples of companies that turned down offers and wished they hadn't later as no one else made a bid. It's not a particularly strong bid as little is in cash and so a counter bid only has to offer a little more with an increased cash offer. The company is only worth what someone is willing to pay for it, not what people dream of what it's worth in the future.

This is a very poor offer. Sandstorm will recoup their investment in only two years. I will be voting against.

Sector prices are back to where we were 6 months ago after a climb and fall. Overall I am seeing some good gains though for a number of my oil shares incl FOG, HUR, AST and SQZ. This is the only share I now have which can multi bag with limited risk; FOG and JOG are my high risk plays, SOU I see as medium risk but high reward if taken over. Now sitting on 500,000 shares and will buy in on the rises.

Very happy with my buy of 27000 shares at an average of 221. I asked a Director in a larger on line booking company his views. He says the margins are wafer thin compared with his company that is twice the size but his lost money last year! The reduction in marketing spend means much of the spend had been front loaded and will improve margins. But he concurs with many commentators. HSF have a market leading brand which others will be interested in buying but an improvement in margins is needed to make the figures add up to make a takeover worthwhile

At a simple level it seems that the money we are likely to be due far exceeds the money that we will have to pay and that we may well be due over $100m. I'm sure we can than come to an amicable agreement for the Ukrainians to pay us back over a number of years.