Member Info for MickTKipper

<b>Luxury homes sales to stay low until after general election, says Foxtons as mansion tax weighs heavily on rich buyers minds Mail online updated 11/March 2015 Estate agent's annual sales fall 3.7 per cent after significant slowdown in central London property market Political uncertainty of election and Labour Party's proposed mansion tax has spooked wealthy buyers By MARK SHAPLAND FOR THIS IS MONEY</b> Political uncertainty caused by the upcoming election and talk of a mansion tax has scared rich property buyers into delaying buying houses in central London, estate agent Foxtons said today. Until the May general election is over and a new government's policies become clearer, sales in London's luxury housing market will continue to suffer, the group added. The warning came as the company posted a 8.2 per cent rise in profits to £42.1million for the year to December 31 2014 and a 3.4 per cent increase in revenues to £143.9million. But sales fell 3.7 per cent in the second half of the year after a significant slowdown in central London as the'general election' effect kicked in. Estate agents normally make most of their money in the second half of the year as people buy houses in the Spring, Summer and Autumn, so investors will be particularly concerned if this trend persists for Foxtons. Howard Seymour, analyst at Numis Securities, said: 'On average there is approximately a 2 month lag between mortgage approval and housing transaction in the UK, so with activity starting in earnest in March –April (which it always does), then this can push the completion into Q2/Q3. These do tend to be the busiest months for the agents.' Foxtons' chief executive, Nic Budden, said: '2014 was a year of contrasting halves. The first half was characterised by a very strong property sales market with transactions reaching their highest levels since 2008. In the second half we saw a sharp downturn in property sales volumes, particularly in central London. 'Whilst we expect property sales activity to remain subdued at levels comparable to those seen in late 2012 and early 2013 until greater political and economic certainty returns, the long term fundamentals of the London market remain sound and attractive.' <b>Foxtons first warned about a slowdown in London's luxury property market back in October and as a result its shares fell 20 per cent at the time. Meanwhile in January it said fourth quarter sales had dropped by 26 per cent. The property market is also facing the prospect of an oversupply of luxury homes, with 54,000 planned or under construction, while just 3,900 were sold last year</b> Robin Savage, at Canaccord Genuity, said: 'We are encouraged to see the less cyclical lettings business being a significant contributor to overall revenues. It is still very early in the year to be making fine tuning changes to our forecasts or even setting out new forecasts for future years. 'The Ea

PROFIT WARNING........ We expect property sales activity to remain subdued at levels comparable to those seen in late 2012 and early 2013 until greater political and economic certainty returns Group Adjusted EBITDA Margin reduced by 360 bps to 32.1% (2013: 35.7%) Sales volumes reduced 3.7% for the year due to a market decline in the second half of the year "In the second half we saw a sharp downturn in property sales volumes, particularly in Central London." "Whilst we expect property sales activity to remain subdued at levels comparable to those seen in late 2012 and early 2013 until greater political and economic certainty returns"

CINE Cineworld PLC Broker Forecasts..... Prospective P/E for 2015 is only 17.5 while historically its 26 or more, far too cheap imo. PEG 0.88 plenty of room for Growth. Cineworld Group PLC FORECASTS 2014 2015 Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Peel Hunt LLP 05-03-15 BUY 69.79 21.78 10.50 86.51 26.06 13.03 N+1 Singer 05-03-15 BUY 69.05 21.40 10.60 90.89 26.90 11.10 Numis Securities Ltd 04-03-15 HOLD 68.80 21.90 10.60 88.50 26.40 11.40 Panmure Gordon 26-02-15 SELL 68.70 22.10 10.30 84.40 26.10 12.10 Canaccord Genuity Ltd 16-02-15 BUY 65.00 21.80 12.10 85.60 25.80 14.30 Investec Securities 06-02-15 BUY 70.60 21.95 11.48 88.30 26.11 13.76 Westhouse Securities 18-12-14 BUY 2014 2015 Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p) Consensus 69.16 21.86 10.78 87.76 26.18 13.20 1 Month Change -0.02 0.00 -0.00 0.01 0.00 -0.04 3 Month Change 0.79 0.29 -0.01 1.40 0.25 0.01 GROWTH 2013 (A) 2014 (E) 2015 (E) Norm. EPS -9.73% 23.71% 19.80% DPS 8.04% -0.75% 22.42% INVESTMENT RATIOS 2013 (A) 2014 (E) 2015 (E) EBITDA £70.20m £120.71m £149.04m EBIT £46.20m £75.70m £100.50m Dividend Yield 2.37% 2.35% 2.88% Dividend Cover 1.63x 2.03x 1.98x <b>PER 25.98x 21.00x 17.53x PEG -2.67f 0.89f 0.88f</b> Net Asset Value PS -33.61p 188.90p 205.00p

PAG Present Broker Views..... Date Broker Recommendation Price Old target price New target price Notes 09 Feb Liberum Capital Buy 425.80 442.00 510.00 Reiterates 26 Jan Barclays Capital Overweight 425.80 445.00 445.00 Reiterates 22 Jan Numis Sell 425.80 289.00 289.00 Reiterates 22 Jan JP Morgan Cazenove Overweight 425.80 465.00 465.00 Retains 22 Jan Panmure Gordon Buy 425.80 500.00 500.00 Reiterates

ARM Present Broker Views....... Date Broker Rec. Price Old target price New target price Notes 04 Mar 15 Goldman Sachs Conviction Buy 1,195.50 - - Reiterates 04 Mar 15 Barclays Capital Overweight 1,195.50 1,250.00 1,250.00 Reiterates 04 Mar 15 Exane BNP Paribas Outperform 1,195.50 - - Reiterates 25 Feb 15 Citigroup Buy 1,195.50 1,200.00 1,200.00 Reiterates 19 Feb 15 Credit Suisse Outperform 1,195.50 1,260.00 1,260.00 Reiterates 19 Feb 15 Citigroup Buy 1,195.50 1,200.00 1,200.00 Reiterates 12 Feb 15 Numis Buy 1,195.50 1,150.00 1,350.00 Reiterates 12 Feb 15 Credit Suisse Outperform 1,195.50 1,100.00 1,260.00 Reiterates 12 Feb 15 Barclays Capital Overweight 1,195.50 - 1,250.00 Reiterates 12 Feb 15 Kepler Cheuvreux Buy 1,195.50 - 1,200.00 Reiterates 12 Feb 15 Liberum Capital Sell 1,195.50 700.00 700.00 Reiterates 12 Feb 15 Beaufort Securities Buy 1,195.50 - - Retains 12 Feb 15 Citigroup Buy 1,195.50 1,200.00 1,200.00 Reiterates 12 Feb 15 Goldman Sachs Conviction Buy 1,195.50 1,500.00 1,500.00 Reiterates

GKN present Broker Views..... GKN broker views Date Broker Recommendation Price Old target price New target price Notes 27 Feb Berenberg Buy 361.30 410.00 400.00 Reiterates 25 Feb Societe Generale Hold 361.30 400.00 400.00 Downgrades 25 Feb Credit Suisse Outperform 361.30 410.00 410.00 Reiterates 25 Feb Exane BNP Paribas Outperform 361.30 380.00 380.00 Reiterates 25 Feb JP Morgan Cazenove Overweight 361.30 394.00 426.00 Reiterates

CLIN present Broker Views........ Date Broker Rec. Price Old target price New target price Notes 06 Mar 15 N+1 Singer Buy 544.00 - - Retains 03 Mar 15 Investec Hold 544.00 546.00 - Under Review 03 Mar 15 Numis Buy 544.00 650.00 770.00 Reiterates 27 Feb 15 N+1 Singer Buy 544.00 549.00 549.00 Retains 18 Feb 15 Oriel Securities Buy 544.00 650.00 650.00 Reiterates

SN. Broker views..... 04 Mar Exane BNP Paribas Outperform 1,148.50 1,325.00 1,325.00 Reiterates 04 Mar Deutsche Bank Buy 1,148.50 1,250.00 1,250.00 Reiterates 02 Mar Numis Hold 1,148.50 - 1,105.00 Reiterates

Present broker views on CINE........ Date Broker Rec. Price Old target price New target price Notes 17 Feb 15 Canaccord Genuity Buy 459.75 500.00 500.00 Retains 16 Jan 15 JP Morgan Cazenove Overweight 459.75 - - Reiterates 14 Jan 15 Canaccord Genuity Buy 459.75 450.00 500.00 Retains 14 Jan 15 Investec Buy 459.75 450.00 450.00 Retains 14 Jan 15 Numis Hold 459.75 420.00 440.00 Reiterates 14 Jan 15 N+1 Singer Buy 459.75 470.00 470.00 Reiterates 13 Jan 15 Investec Buy 459.75 450.00 450.00 Retains

breakup at CWC Cable@Wireless, now for the 2007 high and 2001 high of 200p. http://content.screencast.com/users/thomaser/folders/Default/media/e471f3e1-394c-4a5e-953a-f7a30712e3df/cwc%201.jpg

CINE Cineworld Group, SP about to breakout vertically and horizontally a very powerful combination. Still further to go on RSI from past historical action. Results end of next week. http://content.screencast.com/users/thomaser/folders/Default/media/11c7ba09-4529-4af3-9636-df297afb7180/cine%201.jpg

<b>Interesting to see Matt Earl (The Dark Destroyer)as gone long on the stock here. hes the chap who alerted everyone to his TUNG short and as a fantastic record.</b> Taken from his Blog. Heres what he says........ <b>.Wednesday, 4 March 2015 Smith & Nephew (SN/) ... coldwater morning</b> I've bought a wodge of Smith & Nephew (SN/ LN) at 1140p/shr and an 1100 put. Yesterday's move by Stryker (SYK US), in announcing a $2 billion extension to its authorised buy back scheme, seems to me to be a mere attempt to pour cold water over S&N's potential purchase price. And so I reckon that suggests a bid could be imminent. North of 1350p/shr would be satisfactory. http://content.screencast.com/users/thomaser/folders/Default/media/e4dd9e85-97da-405c-aa9c-787bc314a07f/matt%20earl%202.jpg http://content.screencast.com/users/thomaser/folders/Default/media/cdea8ccc-dcb9-4ee0-b380-0bcffb8c3f8b/matt%20earl%201.jpg No doubt we will hear more from Matt.

<b>Smith & Nephew plc Stock Rating Reaffirmed by Sanford C. Bernstein (SN)</b> March 3rd, 2015 Updated 5th March 2015 Smith & Nephew plc (LON:SN)‘s stock had its “outperform” rating restated by investment analysts at Sanford C. Bernstein in a note issued to investors on Tuesday. They currently have a GBX 1,350 ($20.80) target price on the stock. Sanford C. Bernstein’s target price would suggest a potential upside of 12.68% from the company’s current price. Shares of Smith & Nephew plc (LON:SN) traded down 5.34% during mid-day trading on Tuesday, hitting GBX 1135.00. The stock had a trading volume of 11,677,271 shares. Smith & Nephew plc has a one year low of GBX 858.50 and a one year high of GBX 1211.00. The stock’s 50-day moving average is GBX 1180. and its 200-day moving average is GBX 1093.. The company’s market cap is £10.136 billion. Several other analysts have also recently commented on the stock. Analysts at Numis Securities Ltd reiterated a “hold” rating and set a GBX 1,105 ($17.03) price target on shares of Smith & Nephew plc in a research note on Monday. Analysts at AlphaValue reiterated a “buy” rating and set a GBX 1,399 ($21.56) price target on shares of Smith & Nephew plc in a research note on Friday. Analysts at Cenkos Securities Ltd reiterated a “buy” rating and set a GBX 1,200 ($18.49) price target on shares of Smith & Nephew plc in a research note on Thursday, February 12th. Finally, analysts at Berenberg Bank raised their price target on shares of Smith & Nephew plc from GBX 990 ($15.26) to GBX 1,080 ($16.64) and gave the company a “hold” rating in a research note on Monday, February 9th. Three research analysts have rated the stock with a sell rating, ten have issued a hold rating and eight have given a buy rating to the company’s stock. The stock presently has an average rating of “Hold” and an average target price of GBX 1,107.59 ($17.07). Smith & Nephew plc is a global medical devices business operating in the markets for orthopaedic reconstruction and trauma, endoscopy (LON:SN) and advanced wound management. It operates in three segments: Orthopaedics, Endoscopy and Advanced Wound Management.

<b>ARM Holdings plc’s Conviction-Buy Rating Reaffirmed at Goldman Sachs (ARMH)</b> March 4th, 2015 ARM Holdings plc (NASDAQ:ARMH)‘s stock had its “conviction-buy” rating reaffirmed by equities research analysts at Goldman Sachs in a research note issued to investors on Wednesday. Several other analysts have also recently commented on the stock. Analysts at BNP Paribas reiterated an “outperform” rating on shares of ARM Holdings plc in a research note on Wednesday. Analysts at Barclays reiterated an “overweight” rating on shares of ARM Holdings plc in a research note on Wednesday. Analysts at Canaccord Genuity raised their price target on shares of ARM Holdings plc from $57.00 to $60.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Finally, analysts at Credit Suisse reiterated an “outperform” rating on shares of ARM Holdings plc in a research note on Thursday, February 19th. Two investment analysts have rated the stock with a sell rating, six have assigned a hold rating, twenty have given a buy rating and one has given a strong buy rating to the company’s stock. ARM Holdings plc has an average rating of “Buy” and a consensus target price of $51.39. Shares of ARM Holdings plc (NASDAQ:ARMH) traded up 0.84% on Wednesday, hitting $53.92. 973,186 shares of the company’s stock traded hands. ARM Holdings plc has a 52-week low of $37.75 and a 52-week high of $54.64. The stock’s 50-day moving average is $49.25 and its 200-day moving average is $45.35. The company has a market cap of $25.239 billion and a P/E ratio of 64.34. ARM Holdings plc (NASDAQ:ARMH) last announced its earnings results on Wednesday, February 11th. The company reported $0.07 EPS for the quarter, meeting the Thomson Reuters consensus estimate of $0.07. The company had revenue of $225.90 million for the quarter. During the same quarter in the prior year, the company posted $0.05 earnings per share. The company’s quarterly revenue was up 19.5% on a year-over-year basis. On average, analysts predict that ARM Holdings plc will post $1.42 earnings per share for the current fiscal year. ARM Holdings plc (NASDAQ:ARMH) designs microprocessors, physical intellectual property (IP) and related technology and software, and sells development tools. As of December 31, 2012, the Company operated in three business segments: the Processor Division (PD), the Physical IP Division (PIPD) and the System Design Division (SDD).

<b>Senior plc’s Buy Rating Reiterated at Liberum Capital (SNR)</b> March 2nd, 2015 Updated March 5th 2015 Senior plc (LON:SNR)‘s stock had its “buy” rating reissued by analysts at Liberum Capital in a research report issued to clients and investors on Monday. Analysts at Numis Securities Ltd reiterated a “buy” rating and set a GBX 340 ($5.24) price target on shares of Senior plc in a research note on Friday, February 20th. Analysts at N+1 Singer downgraded shares of Senior plc to a “hold” rating and set a GBX 312 ($4.81) price target on the stock in a research note on Tuesday, February 10th. Finally, analysts at Panmure Gordon initiated coverage on shares of Senior plc in a research note on Tuesday, February 3rd. They set a “buy” rating and a GBX 417 ($6.43) price target on the stock. One analyst has rated the stock with a sell rating, two have issued a hold rating and ten have issued a buy rating to the company’s stock. Senior plc currently has an average rating of “Buy” and an average price target of GBX 337.64 ($5.20). Senior plc (LON:SNR) opened at 337.10 on Monday. Senior plc has a 52-week low of GBX 248.90 and a 52-week high of GBX 343.30. The stock’s 50-day moving average is GBX 319.7 and its 200-day moving average is GBX 289.2. The company’s market cap is £1.401 billion. Senior Plc is a United-Kingdom based manufacturing company proves engineered products for demanding operating environments. The Company operates in two divisions: Aerospace and Flextronics. Aerospace serves both the commercial aerospace and defense markets with a range of products for structures, fluid conveyance, and gas turbine engines.

PFL Premier Farnell break/out from downtrend channel. Resistance 190p and then approx 200p. Trades on a forward P/E of 11.8 to 2016. Latest broker view......Date Broker Recommendation Price Old target price New target price Notes 02 Mar Numis Buy 177.90 200.00 215.00 Reiterates https://pbs.twimg.com/media/B_M2gb_WwAA0W-e.jpg

Numis Securities Ltd Raises Premier Farnell plc Price Target to GBX 215 (PFL) Posted by paymon on Mar 4th, Updated 5th march 2015 Premier Farnell plc (LON:PFL) had its target price boosted by Numis Securities Ltd from GBX 200 ($3.08) to GBX 215 ($3.31) in a report issued on Monday. They currently have a buy rating on the stock. Numis Securities Ltd has also updated their ratings on a number of other stocks in the last week. The firm reiterated its buy rating on shares of Barclays. Also, Numis Securities Ltd reiterated its hold rating on shares of Pearson PLC. Finally, Numis Securities Ltd reiterated its buy rating on shares of Lloyds Banking Group PLC. Premier Farnell plc (LON:PFL) opened at 178.50 on Monday. Premier Farnell plc has a one year low of GBX 147.00 and a one year high of GBX 242.40. The stock has a 50-day moving average of GBX 166.7 and a 200-day moving average of GBX 175.6. The company’s market cap is £655.7 million. Several other analysts have also recently commented on the stock. Analysts at Credit Suisse reiterated a neutral rating on shares of Premier Farnell plc in a research note on Tuesday, February 17th. Analysts at N+1 Singer upgraded shares of Premier Farnell plc to a buy rating and set a GBX 180 ($2.77) price target on the stock in a research note on Friday, February 6th. Analysts at Jefferies Group reiterated a buy rating and set a GBX 230 ($3.54) price target on shares of Premier Farnell plc in a research note on Thursday, February 5th. Finally, analysts at Shore Capital reiterated a hold rating on shares of Premier Farnell plc in a research note on Thursday, February 5th. One research analyst has rated the stock with a sell rating, five have assigned a hold rating and eight have assigned a buy rating to the company’s stock. The stock currently has an average rating of Buy and an average price target of GBX 207.31 ($3.19). Premier Farnell plc is a key partner for many electronic design engineering customers as they develop the next generation of technology and for Maintenance, Repair and Operations (LON:PFL) engineers, in its targeted industry segments such as robotics, oil and gas and 24/7 utilities.

<b>Laird PLC insider Purchases £125,989.30 in Stock (LRD)</b> March 3rd, 2015 updated March 5th, 2015 Laird PLC (LON:LRD) insider David Lockwood purchased 35,540 shares of the company’s stock on the open market in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average price of GBX 354.50 ($5.46) per share, with a total value of £125,989.30 ($194,158.27). Shares of Laird PLC (LON:LRD) traded up 3.51% during mid-day trading on Tuesday, hitting GBX 353.50. 1,186,597 shares of the company’s stock traded hands. Laird PLC has a 1-year low of GBX 259.454 and a 1-year high of GBX 351.50. The stock has a 50-day moving average of GBX 324. and a 200-day moving average of GBX 308.7. The company’s market cap is £942.8 million. A number of analysts have recently weighed in on LRD shares. Analysts at Investec reiterated a “hold” rating on shares of Laird PLC in a research note on Tuesday. Analysts at Liberum Capital reiterated a “buy” rating and set a GBX 350 ($5.39) price target on shares of Laird PLC in a research note on Tuesday. Analysts at JPMorgan Chase & Co. reiterated an “overweight” rating and set a GBX 363 ($5.59) price target on shares of Laird PLC in a research note on Tuesday. Finally, analysts at Numis Securities Ltd raised their price target on shares of Laird PLC from GBX 395 ($6.09) to GBX 440 ($6.78) and gave the company a “buy” rating in a research note on Monday. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and four have issued a buy rating to the stock. The stock has a consensus rating of “Hold” and an average target price of GBX 342.57 ($5.28). Laird is a United Kingdom-based global technology company engaged in the design, development and supply of innovative technologies by providing components and solutions that protect electronic devices from electromagnetic interference and heat, and that enable connectivity through wireless applications and antennae systems.

<b>Liberum Capital Reaffirms “Buy” Rating for Laird PLC (LRD)</b> March 3rd, 2015 Updated March 5th 2015 Laird PLC (LON:LRD)‘s stock had its “buy” ratingreissued by stock analysts at Liberum Capital in a report issued on Tuesday. They currently have a GBX 350 ($5.39) price objective on the stock. Liberum Capital’s price target indicates a potential upside of 1.48% from the stock’s previous close. A number of other firms have also recently commented on LRD. Analysts at JPMorgan Chase & Co. reiterated an “overweight” rating and set a GBX 363 ($5.59) price target on shares of Laird PLC in a research note on Tuesday. Analysts at Numis Securities Ltd raised their price target on shares of Laird PLC from GBX 395 ($6.09) to GBX 440 ($6.78) and gave the company a “buy” rating in a research note on Monday. Analysts at Investec upgraded shares of Laird PLC to a “hold” rating and raised their price target for the stock from GBX 250 ($3.85) to GBX 300 ($4.62) in a research note on Monday, January 12th. Finally, analysts at Credit Suisse reiterated an “underperform” rating and set a GBX 270 ($4.16) price target on shares of Laird PLC in a research note on Wednesday, December 17th. One equities research analyst has rated the stock with a sell rating, two have assigned a hold rating and four have assigned a buy rating to the stock. The company currently has an average rating of “Hold” and an average target price of GBX 342.57 ($5.28). Laird PLC (LON:LRD) opened at 353.41 on Tuesday. Laird PLC has a 1-year low of GBX 259.454 and a 1-year high of GBX 351.50. The stock has a 50-day moving average of GBX 324. and a 200-day moving average of GBX 308.7. The company’s market cap is £942.5 million. Laird is a United Kingdom-based global technology company engaged in the design, development and supply of innovative technologies by providing components and solutions that protect electronic devices from electromagnetic interference and heat, and that enable connectivity through wireless applications and antennae systems.

Credit Suisse Raises Kingfisher plc Price Target to GBX 400 (KGF) March 3rd, 2015 •Updated March 5th, 2015 Equities researchers at Credit Suisse upped their target price on shares of Kingfisher plc (LON:KGF) from GBX 360 ($5.55) to GBX 400 ($6.16) in a research report issued on Tuesday. The firm currently has an “outperform” rating on the stock. Credit Suisse’s price target points to a potential upside of 8.20% from the stock’s previous close. Shares of Kingfisher plc (LON:KGF) opened at 364.20 on Tuesday. Kingfisher plc has a 52 week low of GBX 283.00 and a 52 week high of GBX 512.00. The stock’s 50-day moving average is GBX 340.8 and its 200-day moving average is GBX 317.5. The company’s market cap is £8.610 billion. A number of other analysts have also recently weighed in on KGF. Analysts at AlphaValue reiterated a “buy” rating and set a GBX 397 ($6.12) price target on shares of Kingfisher plc in a research note on Friday. Analysts at Espirito Santo Investment Bank Research reiterated a “sell” rating and set a GBX 270 ($4.16) price target on shares of Kingfisher plc in a research note on Wednesday, February 25th. Analysts at Barclays downgraded shares of Kingfisher plc to an “underweight” rating and lowered their price target for the stock from GBX 285 ($4.39) to GBX 270 ($4.16) in a research note on Friday, February 20th. Finally, analysts at Bank of America raised their price target on shares of Kingfisher plc from GBX 290 ($4.47) to GBX 300 ($4.62) and gave the company an “underperform” rating in a research note on Friday, February 20th. Six equities research analysts have rated the stock with a sell rating, eleven have issued a hold rating and three have assigned a buy rating to the company’s stock. The stock currently has a consensus rating of “Hold” and an average price target of GBX 318.10 ($4.90). Kingfisher plc is a home improvement retailer. The Company, through its subsidiaries, joint ventures and associates supply home improvement products and services through a network of retail stores and other channels, located in the United Kingdom, continental Europe and China. The Company’s geographic segments are France, United Kingdom and Ireland and Other International.