Member Info for Orangetree

This company was touted to become a leader in the science of digital marketing 10 years ago. Now it has fallen down the wayside. Here my assessment of their results: http://bit.ly/2ukr1U4

A great company for shareholders with one misleading highlight, read more http://bit.ly/2ukr1U4

Accounting firms are being investigated on a regular basis (KMPG on Carillion) by authorities for not being switched on! The way accounting firms are being paid by the companies themselves for doing the audit represents a big conflict of interest when it comes to representing a "true and fair view" to the shareholders and investors.

So, I wouldn't be surprised if some things were overlooked by the auditors. If you don't believe me, look at Conviviality, Tesco, Carillion, Steinhoff, Enron and many more.

Sorry about the typos had to rush it. Plus, I'm testing the new daily format.

I had a glance at Trakm8 and thinks its a mediocre company with lots of costs deferred to intangibles in order to bolster their profit performance.

Although I'm generally surprised people are invested in this company. I wouldn't mind researching this business more in-depth to see if growth translates into sustainable free cash flow.

My analysis of Trakm8 Holding and other companies reporting today: http://bit.ly/2NhhZjq

Why is OPTI falling? Didn't they sign an agreement with a company with $100bn in turnover? Yes, I do it's for six-months but if the initial contract is super successful, THEN I'm sure it will a LARGER deal the next time around, which would see OPTI receiving 7 to 8 figures license fee per annum.

Confused the market is marking this down, unless...

If things go well with OPTI we should see their customers invest into OPTI because they would have first-hand experience of the company and that is the ultimate validation that OPTI is a real and cutting edge company.

Example of customers investing in their suppliers is Apple and Intel investing in Imagination Technologies, their supplier.

Then do some digging for me. man too busy at the moment!

Procter & Gamble: - $65bn;
Unilever: - $62bn;
Coca-Cola:- $35bn;
Johnson & Johnson: - $76bn;
Danone: - $29bn;
Kraft Foods; - $18bn;
Arla Foods: - $12bn;

Also, Cargill fits the bill because it has a Pharma division, plus sales have fallen from $137bn in 2013, so I guess the company is going through a restructuring phase and therefore trying out of sorts of options. It is the 15th largest company in the U.S.

https://www.cbsnews.com/news/fortune-500-revealed-2017-list-revenue-largest-corporations/

Monsanto: $17bn;
DuPont: - $25bn;
Archer Daniels Midland; - $62bn;
Nestle: - $90bn;
Syngenta: - $12.6bn;
Bunge Limited: - $42bn;
General Mills: - $16bn;
Mondelez International; - $25bn;
PepsiCo; - $63bn.

Therefore, it must be Cargill with $110bn in revenue.

Not saying this isn't a good deal, BUT if this company wants their I.D. to not be revealed, why on Earth would OPTI state the annual turnover of $100BN?
Not many businesses have sales of over $100B!

P.S. Yes, Cargill is the only one I can find with $100BN, which is a supplier of nutrient and agri products.

ID REVEALED!

I know its late, but here are my views and opinions on what’s going on at AO World: http://bit.ly/2JA0dJL If you want a background knowledge of AO World business strategy and their aspirations, click: http://bit.ly/2JAaSV8

Thin margin = deteriorating sales and business model = disaster. Today, the disaster has arrived! Read http://bit.ly/2JK9GK7

Here is my analysis on Caffyns: http://bit.ly/2J2Thk8

Read the analysis on Fishing Republic: http://bit.ly/2JcPWT7

This is my fullest analysis of what to expect and the path of success and failure Mothercare would take during their restructuring process. http://bit.ly/2IZMFD7

Not surprising IMO. I think OPTI should have raised more money and Paul Scott is proven right in his piece. On the bright side, OPTI is getting a lot of deals done and more is coming. I'm giving the company 5 months and 3 weeks to prove their worth. At least they won't run out of cash soon. It would be helpful if SOH discusses the past deals made and give us more insight into these deals in financial details. For example, the deal with TATA made last year.

Read why future profit growth rate forecast won�t sustain First Derivative valuation for long: http://bit.ly/2L6kBPf

I think we know the operational problems of Dixons, so I'm going to point out the financial implications of this restructuring. People shouldn't forget that �1.8bn of value was created out of thin air during their merger with Carphone Warehouse. Having said that, profit plays an important role and investors can put aside the fear of a write-down if profits are stabilising or growing. Now that profits are weakening and a restructuring plan to close stores, one can't help to think that Dixons will take this opportunity to impair their enormous amount of goodwill which totals �3.1bn.

thedean5 RM2 International is a business relying on retailers to invest in pallets for the long-term to save money. The problem today is retailers are cutting costs left, right and centre to survive. Plus, there are the costs of monitoring your smart pallets. Unless governments around the world start implementing PALLET regulations based on environmental safety it will soon go bust.