Member Info for mulledwine

Outlook As for rare earths, China is the predominant factor in the price of fluorspar. Over the last 20 years, China has moved from exporting 80% of their fluorspar production to exporting 10%. China now consumes over 50% of the world's production of fluorspar; and it continues to build plants for the production of hydrofluoric acid, the major use of acid grade fluorspar. As a result, exports of the raw material have diminished over time and are expected to continue to diminish into the future. Accordingly, the Company's outlook is positive. Our new management team is well suited to take advantage of the Company's anticipated cash flows to build Fluormin into a significant business, and we are confident that your Company has never been better positioned for success. Nicholas Davidoff

LONDON, UK -- Fluormin Plc (AIM: FLOR) is pleased to announce its results for the twelve months ended 30 June 2011, and completion of its transformation into a fluorspar producer. Operational and Financial Highlights · Agreement to acquire controlling interest in Sallies Limited ("Sallies"), a South African producer of fluorspar; · Agreement to acquire 20 per cent interest in Kenya Fluorspar Company Limited ("KFC") - a producer of fluorspar in Kenya; · Successful financings totalling approx. £7,500,000; · Formation of trading company, FluorOne Trading Limited, in conjunction with Jeff Kofsky, marketing director and leading trader of fluorspar. Recent Activity · Admission of Company to AIM as Fluormin plc; · Completion of Sallies and KFC acquisitions; · Disposal of non-core Tunisian base metal assets for US$10.2 million to subsidiaries of Glencore International AG and securing of off-take agreements on these assets; · Repayment of US$500,000 shareholder loan by KFC; · Successful financing of approx. £4.5 million at £1.05 per share; · Current cash position of approx. US$20 million

http://www.investegate.co.uk/Article.aspx?id=201110100701238554P

Commenting on the results, Stephan Shakespeare, Chief Executive, said: "YouGov has achieved a high level of growth and significantly increased profits. This performance reflects organic growth in the business as we develop new products and serve new clients as well as our successful acquisitions in the US, which are delivering ahead of expectations. The core model is working well across both the existing and acquired businesses as we explore new opportunities for continued growth. We have recently strengthened our management team to support our aim of driving the company more ambitiously. We expect good revenue growth to continue this year, despite the anticipated end of the historic contract in Iraq by the end of 2011. YouGov remains committed to making additional investments in new products and geographical expansion which will support further growth. The current year will see further benefits from our US acquisitions and continued gains in other markets. We are also more confident of improving profitability in Germany with new management now in place. We are developing new online panels to meet client demand. Our French panel has now grown to 50,000 and our Paris office is opening in November. We are also continuing to invest in our SixthSense reports business as well as launching a new reports business aimed at the investment community following successful trials this year. Our new interactive website goes live in November and will support innovative tools for social media analysis and marketing. Current trading is in line with the Board's expectations and with our strong balance sheet we remain confident of our ability to meet our clients' changing research needs despite increasing uncertainty in the macro-economic environment."

Operational Highlights · YouGov continues to increase market share · US now the largest market - revenue up 230% and acquisitions performing well · BrandIndex global revenue increased by 35% · UK revenue up 13% with Omnibus and SixthSense performing well · In the Middle East, regionally generated business continues to grow, partly offsetting the expected scaling down of historic contract · Good growth in Scandinavia with full year profitability re-established · In Germany, online products delivered an excellent performance but custom research performance remains challenging · Success of core model leading to new opportunities for growth · Current trading in line with the Board's expectations

Key Financials · Turnover of £56.1m (2010: £44.2m) 27% higher · Adjusted operating profit1 increased 40% to £5.3m. (2010: £3.8m) · Organic revenue growth of 9% - outperforming the research market · Good operating cash generation of £5.6m (2010: £4.9m) · Adjusted profit before tax2 improved 43% to £5.8m (2010: £4.0m) · Adjusted earnings per share3 increased by 88% to 4.7p (2010: 2.5p) · Reported operating profit of £0.4m (2010: loss of £10.6m4) after: · Amortisation of intangibles of £3.8m (2010: £3.7m) · Exceptional costs of £1.1m (2010: £2.8m) · Reported profit before tax of £0.4m (2010: loss of £10.6m4) · Balance sheet remains strong - net cash balances of £9.4m (2010: £15.6m) after making total acquisition payments of £8.1m

http://www.investegate.co.uk/Article.aspx?id=201110100702108401P

CGNPC-URC Possible Offer Discussions THIS ANNOUNCEMENT DOES NOT CONSTITUTE AN ANNOUNCEMENT OF A FIRM INTENTION TO MAKE AN OFFER UNDER RULE 2.7 OF THE CITY CODE ON TAKEOVERS AND MERGERS. THERE CAN BE NO CERTAINTY THAT ANY OFFER WILL BE MADE NOR AS TO THE TERMS OF ANY OFFER On 10 May 2011 CGNPC Uranium Resources Co., Ltd. ("CGNPC-URC") announced the withdrawal of its possible offer for Kalahari (that was announced on 7 March 2011). As a consequence of the announcement of 10 May 2011 CGNPC-URC was bound by both the restrictions of Rule 2.8, save for certain reservations detailed in that announcement, and of Note 2 on Rule 2.5 of the City Code on Takeovers and Mergers (the "Code"). As a result of CGNPC-URC's announcement on 10 May 2011, under Rule 2.8 of the Code CGNPC-URC is only permitted to announce an offer for the Company before 11 November 2011 with the agreement or recommendation of the Board of Kalahari, unless any of the other reservations contained in that announcement release CGNPC-URC from the restrictions of Rule 2.8 before 11 November 2011. Following recent press speculation, Kalahari confirms it re-commenced discussions with CGNPC-URC and agreed to release CGNPC-URC from the restrictions of Rule 2.8 while these discussions are ongoing, with the intention of reaching agreement on a recommended offer for the entire issued share capital of the Company. However, these discussions may or may not lead to an offer being made.

http://www.investegate.co.uk/Article.aspx?id=20111010070000P886F

A little bit of the article - “In less developed countries all customers pay for their mobile phone use through top-up cards and eServGlobal is one of the pioneers of the technology that allows them to do this,” says the Financial Mail on Sunday´s Midas column. The group provides many services but the area with greatest potential is the use of mobile phones for money transfer. As well, the company works with many mobile phone operators but talks are underway with other groups, including ‘heavy-weights’ Vodafone and Telefónica. Additionally, the group is expected to move from losses to core profits of £2.4m in the year to June 2012, so it is moving in the right direction and operates in fast-growing markets. Midas says Buy.

yes steve - another one worth some close examination at current SP

Things are going well at plastic packaging company RPC Group, a firm which was first recommended on July 26 2009 by the Questor team at the Sunday Telegraph. Adjusting for last year's rights issue, the entry price was 240p. The shares are now 38% higher. In fact, RPC recently said that profits in the first half of this year would be "significantly" higher than last year. Several factors explain the improvement seen, such as the consolidation of recently acquired (and strategic) Superfos, an improvement in like for like sales, a successful cost cutting programme, the easing in polymer prices and the company´s “pricing power” (ability to pass on higher raw material costs). As if all of the above were not enough, shares are trading at a March 2011 earnings multiple of 9.3, falling to 8.2 next year. In Questor´s own words, “this looks cheap considering that the company is expected to post a growth in earnings of 16% this year and 14% next year. Also, many of its end markets are defensive.” Lastly, the prospective yield is 3.9%, rising to 4.3% next year. For all of the above reasons Questor says Buy.

A little over a month after going to a ‘buy’ stance on engineering group IMI the Questor team at The Sunday Telegraph finds it surprising that the company´s shares have continued to slide. That when the shares are now trading on a single-digit earnings multiple which it considers too low for a growth stock. In particular, Questor points out the company´s possession of various core fluids technologies which it applies in niche, high margin business lines. Furthermore, the long-term drivers of these look solid; they are: climate change, resource scarcity, urbanisation and an ageing population. For Questor the shares of IMI, trading at a December 2011 earnings multiple of 9.6, and yielding 4%, remain a buy.

Definitely worth some thought at and around this SP

Bango (BGO) Bango’s proposition straddles two markets: the mobile content market and the mobile money market, both of which are underpinned by some impressive growth metrics. For example, Juniper forecasts that the mobile entertainment market will grow 15% year-on-year to $38.4 billion in 2011, while the inclusion of mobile apps in the latest CPI figures for the UK signals the app’s arrival as a new frontier for the consumer market. Furthermore, Gartner forecasts that $5.2 billion of mobile apps will have been downloaded in the last year, with this expected to leap to $15.5 billion with total downloads of 18 billion in 2011. Bango’s attractions lie in its ability to add value to the payment chain, both through increasing the conversion rates for vendors (Mobile Payments), and through improving the quality of information available to vendors about their customers (Mobile Analytics). These markets are at a relatively early stage of their development in comparison with their counterparts in the mainstream internet world, presenting Bango with an opportunity to capitalise on its early lead. Bango’s financial performance is primed for a step-change in FY2012 as its contracts with BlackBerry App World and Opera Mobile Store take effect, with revenues forecast to increase by 250% to £68 million, generating a pre-tax profit of £2 million and earnings per share of 4.5p. For FY2013, broker First Columbus has pencilled in respective figures of £109.5 million, £3.8 million and 8.5p. To get more top tips like this from James join WatsHot.com now . Bango recently updated investors on the progress of its BlackBerry App World contract, where carrier billing is now live in 10 countries. Bango started enabling Carrier Billing for Blackberry App World in August 2010, going live initially with AT&T Wireless in the US. Since then Bango has signed several other operators and recent progress has been rapid. However, considering that BlackBerry App World is now live in 131 countries, there is a huge market opportunity developing for Bango here. What’s more, this contract should act as a showpiece for Bango to win new business with other app stores. Trading on a current rating of 15.1 falling to 8, the shares are a buy.

Coral Products - One to Watch at 12.875p A report from the IPO experts at AllNewIssues.co Assessment We certainly share the view with management that the media packaging sector will continue to see a decline in demand. The move towards other lines of business looks to be the way forward, and with the acquisition of Interpack, a profitable company, this is already taking shape. It is good to see that the board is confident of utilising production capacity, and crucially, we can expect to see improved margins should this develop. Going on the historic financials, assuming Interpack remains profitable, we believe the group should see a return to profitability in the near term. It wouldn't take much of a move into the black for the firm to look good value given its current market cap of less than £5 million. In fact, house broker XCAP is looking for pre-tax profits of £1.8 million for the year to April 2013, which if achieved would make the shares look very cheap indeed. But given the loss making history of the Coral business and the challenges associated with integrating the enlarged group the firm, for now, we believe the company is only one to watch.

On Friday of next week online clothing firm ASOS updates the market. As fashion chain Supergroup has recently demonstrated, when the market begins to lose faith in a growth company’s ability to maintain its frenetic growth rate, the damage to the share price can be swift and painful. As recently as the start of August, the shares were trading comfortably above 2200p, but they are now down to about 1440p. Singer said the update, which covers the group’s second quarter, should show a slow-down in sales growth, partly reflecting tougher trading conditions but also partly due to “self-induced” problems. “However, disruptive factors should be behind them now, and with strong growth expected in overseas markets, and self‐help around margin, short term forecasts look achievable and long term sensitivities are unchanged,” Singer says.

Update this week - Michael Page saw its share price tank in August when it warned of a slow-down in profit growth in the banking sector, and things are unlikely to have improved in the intervening months. High investment in consultants, management and infrastructure in Asia Pacific and the Americas dampened profit growth, but the company is expected to reiterate its determination to expand in these markets, because that is where it sees the most opportunity for growth.

It may sound a little easy to say it, but the price action of Sportingbet really has been something of a one way bet in the recent past, a point witnessed by the near vertical decline for the shares over the past few weeks. The likelihood now is that while there is no end of day close back above former August intraday support at 45p the downside here could be as low as a falling December price channel floor of 35p on a 4-6 week timeframe . So reckons Zak Mir

Domino Printing Sciences (DNO) kept its "buy" rating from Seymour Pierce, with a 640p target price. The broker approves of the printing company's acquisition of Kameleon Source Codes' shares for 1.4 million pounds. The target develops software for the monitoring and control of factory printing equipment and Seymour claims that this will provide the group's customers with a more complete package. Shares in Domino Printing lost 6.5p to 438.2p.