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Shares magazine clear up some misunderstanding in todays issue. Article below. aFTER AN INITIAL rise on full-year results (17 Mar), sellers weighed down share in Gem Diamonds (GEMD) after the market misunderstood data on goods sold from its newly-opened Ghaghoo mine in Botswana. As we flagged in 12 March Play of the Week article, the sale of 10,000-odd carats announced in the full- year results doesn’t give an accurate picture of the true selling price potential for Ghaghoo material. These stones were only recovered from development work in setting up the mine infrastructure, not from the core orebody. We’ll get a more accurate picture from the 30,000 to 40,000 carats to be sold at the next auction in June. The $210 per carat from February’s auction is 20% below the previous year’s mine valuation, but Gem says the reduction is in line with the broader market sell-off during the same period. We remain bullish about Gem’s prospects given the high quality stones recovered from its Letseng mine in Lesotho. The miner reckons diamond prices will start to improve in the second half of 2015. Despite the Ghaghoo disappointment, full-year results exceeded expectation at the earnings level and size of maiden dividend declared. The board has approved a new mine plan which will increase the value of Letseng; it also says lower oil prices are starting to benefit its cost base. ShareS SaYS:q We share the bullish consensus view. (

interactive investor tip nahl http://www.iii.co.uk/articles/229430/three-attractive-aim-shares-your-isa

Shares mag say to buy before results on 17th march. BELOW Shares in diamond miners have been volatile this year as many producers resort to selling goods at a discount to shift material. Retailers have been left with higherthan-expected inventory levels of diamonds as their own demand has been patchy, as reflected by poor Christmas holiday sales from jewellery giant Tiffany’s (TIF:NYSE), published on 12 January. While this negativity has cast a shadow on diamond miners, it does present a great buying opportunity and Gem Diamonds (GEMD) has to be top of the list. The long-term story for diamonds remains the same, regardless of the present market weakness. There’s been very few new discoveries of large deposits for many years, so supplies are likely to lag demand in the future. Gem Diamonds insists it hasn’t had to cut prices to shift its goods in recent months and says demand for its highquality stones remains strong. A trading update from Petra Diamonds (PDL) on 26 January flagged a ‘softer than usual’ market for rough diamonds, sending both its share price and peer group into freefall. But Petra’s share price has since recovered all the lost territory after reporting an improvement in selling prices in February. Interestingly, Gem Diamonds hasn’t staged a similar recovery, implying now is a great time to snap up the stock before the market cottons on. Get in before 17 March which is when Gem Diamonds reports full-year results and updates investors on sales activity so far in 2015; there’s expectations of a maiden dividend too.

Earnings per share 16% ahead of broker forecasts and dividend 8% more then expected. Looking good.

Im new to trying to read into these results, can someone explain how the profit before tax is -£13.2 million (13.2) ?? Brokers forecasted +13m correct? Operating profit is up 27% though? EPS 10% below broker forecast? Is this below market expectations? Enlightenment please.

My prediction, profit and EPS will slightly underperform broker forecasts. SP will fall to £2 at which point I will close my short and buy as I expect next year to be slightly ahead of forecasts.

Looks like Simon Thompson has wrote about TSTL today, can any subscribers copy and paste article?

BUY RECOMMENDATION IN TODAYS SHARE MAGAZINE. Article below Niche drugmaker and supplier Quantum Pharma (QP.:AIM) is set to double its pre-tax profits this year on the back of new product launches and contract wins. The £139.3 million cap specialises in making and supplying unlicensed drugs, which are not licensed in the country they are being prescribed or are used to treat an illness different to that stated in its licence. These products, which are typically difficult to source from mainstream wholesalers, are usually supplied to hospitals and pharmacies. They are typically used in areas such as in paediatrics, psychiatry and palliative care. Quantum’s shares rallied after a pre-close update (9 Feb) confirmed that pre-tax profits in the year to 31 January 2015 will ‘comfortably’ beat expectations. Analysts at broker Zeus Capital forecast a £6.5 million pre-tax profit, reversing the £2.6 million loss it made in the previous financial year. Zeus Capital forecasts the company will post a £12.7 million pre-tax profit in the financial period ending 31 January 2016. Quantum has sent six treatments to the regulator for approval and Zeus expects the company, through its niche pharmaceutical products developer Colonis Pharma, to launch at least 10 new treatments this year. Quantum is also looking to sign new supply agreements to pharmacies and care home operators. Many of the company’s patients are elderly, a growing demographic in the UK. It supplies some 22,000 products and alongside Colonis its other subsidiaries are UL Medicines, Biodose and Quantum Aseptics. raPId PrOGreSS Quantum, which joined AIM in December 2014, is targeting supply agreements similar to the one it signed before Christmas when it agreed a three-year deal to exclusively supply unlicensed medicines to Bestway’s 774 outlets, which trade under the Co-operative Pharmacy name. Colonis launched its first licenced product, Vitamin D deficiency treatment Aviticol, also in December 2014. Current annual UK sales of the unlicensed versions of this product are estimated to be more than £8 million. Colonis expects to steal market share as doctors have to prescribe the licensed version of a drug, killing sales of nonlicenced treatments. Given the level of growth Quantum isn’t too expensive at 111.5p. A 7.4p prospective basic earnings per share (EPS) puts the stock on 15 times earnings this year, falling to 13.9 times next year on an 8p EPS. Management do not rule out acquisitions to bring new products or expertise into the business. ShareS SayS: Momentum is building and with new products and contracts expected Quantum is set to report strong profit growth in the coming years.

Whats people opinion after this evenings news of AER LINGUS deal not going through as of the moment.? Would it really make people want to sell even though we are just 2 days away from what looks to be some positive results? Would you hold and wait till results?

Nice article here, http://www.proactiveinvestors.co.uk/companies/news/77459/entu-a-good-start-but-much-more-to-come-says-boss--77459.html

Postive article just released at Interactive Investor, WH Ireland broker re iterates 80p target. Results end of March be patient! http://www.iii.co.uk/articles/224802/inland-homes-worth-40-more

INTQ buy recommendation in todays SHARES MAGAZINE Mobile marketing specialist InternetQ (INTQ:AIM) offers material earnings expansion which is increasingly backed by cash flow. Despite a partial re-rating in response to a positive year-end trading statement (21 Jan) it remains on a discounted valuation. Based on consensus forecast earnings per share (EPS) of 39.4p for 2015 (an increase of nearly 30% on the forecast EPS for 2014) the shares are on an undemanding price-to-earnings (PE) ratio of 7.7. We see scope for material upside as free cash flow (FCF) generation comes through, contract wins are announced and product launches are completed. Full-year results on 31 March should crystalise some of these themes and offer a catalyst for the stock. EnGinE of Growth The brainchild of Athens-based financier turned entrepreneur and the company’s chief executive officer Panagiotis Dimitropoulos, InternetQ has expanded from its Greek origins (now just 4% of revenues) but retains a low-cost base of operations in the country. A key engine of the £120 million cap’s growth is its Minimob platform. This offers developers a means of advertising on smartphone apps or mobile internet pages. Minimob is installed for free and only generates revenues once external parties start to advertise. It now has more than 400 million unique installations. Once installed app creators can either advertise their own services or those of third parties. InternetQ gets valuable data back from its software which should help to make sure ads are targeted appropriately. Minimob also means it is far less reliant on mobile telecoms operators and should get better payment terms thereby improving cash generation. An increase in FCF is significant as the company has attracted criticism in some quarters for capitalising such a significant proportion of its costs as intangible assets on its balance sheet that EBITDA (earnings before interest, tax, depreciation and amortisation) figures are rendered meaningless. In 2013 the group was barely break-even in FCF terms but for 2014 house broker Canaccord Genuity forecasts €5.3 million rising to €11.8 million in 2015 and €18.3 million in 2016. Significantly the projected improvement in FCF comes despite heavy investment in Minimob and the group’s other key product: Akazoo. The latter is similar to Spotify and allows consumers to stream music from the internet without owning it. Akazoo has seen good takeup rates, particularly in Asia and Latin America, and the business expects to launch in a major western European market by the end of the first quarter. According to the January update mobile advertising (Minimob) accounts for 79% of revenues and digital entertainment (Akazoo) 21%. Joint house RBC Capital Markets has a read-through valuation for Akazoo (based on a recent fundraise by Spotify) of some £80 million or two thirds of the curren

Just speculation on other forums from users, mainly advfn. Why would a takeover make buyers sp drop?

Hey, Few speculations of gvc putting a bid in for maybe 32red . Can any one explain why a takeover would affect buyers share price. New to trading & learning

after a good update its disappointing to see the SP still around here, anyone got any views as to why?

Hey fairly new to trading, would be very grateful if someone can translate what the latest interest in shares news means?

Shares magazine BUY recommendation in todays issue, article below with oil prices continuing to tank, the travel and leisure sector looks set to benefit from steep drops to one of its most vital inputs. This is likely to fuel the ebullience of airlines like British Airways-owner International Consolidated Airlines (IAG), currently mulling the possibility of a third offer for its Irish counterpart Aer Lingus (AERL). Rami Myerson at Investec believe airlines will use most of the gains from the lower fuel price to discount tickets which, in turn, should help stimulate air traffic growth. The International Air Transport Association (IATA) is predicting an acceleration in global air traffic growth to 7% in 2015, driven by improving global GDP growth and that the sharp decline in fuel price (which typically accounts for around 25-30% of airline costs) could add as much as 20% to airline industry profitability in 2015. Irish stockbroker Davy sees the IAG/ Aer Lingus tie-up as being in the interests of both parties. 'For the former, it provides a growth angle: "a Heathrow third runway" so to speak, with its main base increasingly capacity constrained. For the latter, it provides investment, growth and synergies.' As analyst Stephen Furlong rightly surmises, 'it’s a question of price.' IAG is expected to make a third offer for Aer Lingus after a second attempt to get its takeover bid off the ground was rebuffed. IAG submitted a revised proposal to make an offer for Aer Lingus on 29 December, which was duly rejected by the Aer Lingus board. The revised proposal consisted of a cash offer of €2.40 per Aer Lingus share, subject to certain pre-conditions, representing an improvement to the €2.30 per Aer Lingus share that IAG had originally submitted earlier that month. Given that Aer Lingus shares are already trading around the €2.40 mark, it is perhaps not all that surprising that the Irish carrier rejected the overtures of its own former chief executive. Furlong thinks that an offer in the €2.50 range could have strategic merit but it may have to be a little more. The share price at the Irish flag carrier has risen more than 40% since the first offer from IAG went public in mid December. Any rejection of a third putative bid could see shares at the Irish airline return to pre-bid levels as happened when Aer Lingus rejected Ryanair's €2.80 bid in 2006. ShareS SayS: At 478.2p IAG's expansion move is warranted given falling oil prices and rising GDP

thanks for clearing that up MW! Interesting right up on CHOC here http://www.investorschampion.com/blog/entry/plenty-of-new-arrivals-on-aim-in-december-including-a-fascinating-latin-ame Perhaps the most unusual ipo in the month was that of United Cacao Ltd SEZC (AIM:CHOC) United Cacao Limited SEZC is the first publicly listed pure-play cacao producer globally and the first publicly listed tropical plantation company in Latin America. CHOC is an exempted company incorporated in the Cayman Islands, registered as a special economic zone company and licensed by the Special Economic Zone Authority of the Cayman Island and is the holding company for Cacao del Peru Norte SAC (“CDPN”), the Company’s wholly owned Peruvian operating subsidiary. The Group seeks to be the world’s largest and lowest cost corporate grower of cacao by the end of 2016 when it plans to complete the planting of its existing 3,250 hectare estate, of which the proceeds of the Placing and Subscription will finance the planting of an initial total of 2,000 hectares. The Company, via CDPN, owns approximately 3,523 hectares of freehold agriculture land near the city of Iquitos, the capital of Loreto, Peru’s northern region. Iquitos, a city of over 450,000 inhabitants, is at the headwaters of the Amazon River and is serviced by scheduled ocean-going freighters to the Atlantic, via Manaus (Brazil) and onwards to the United States. Iquitos also has regular domestic and international flight connectivity by several regional airlines and is less than two hours flight time from Lima They are on-track to achieve a total planted estate of 500 hectares by the end of 2014, which the Directors believe would make it one of the two largest cacao estates in Peru. By end of Q1 2015, the Group expects to have planted 1,000 hectares in total and by the end of Q4 2015, a total of 2,000 hectares. CHOC raised £6.4m at 128p per share and has a current market capitalisation of £28m. With the share price standing at 157p the shares have got off to a great start. It’s a fascinating offering and we wish them well. With predictions of a global chocolate shortage by 2020, chocolate loving Brits could do well to get behind this one!

Very strange, this morning when getting quotes from my broker the buy and sell quotes were both £4.80.

Broker Canaccord Genuity has reiterated its buy this afternoon with a target of 180.