Member Info for rob229

@132.30p is shown as a sell. I know it is a buy. (I was the buyer.) A strong Board, IMO. Numerous other attractive aspects too. GLTA. Rob

Just wondering, Mr Toft, JIL communicated the date of 22.09.2014 for the release of half-year results? Thank you. Rob

To me, a fine RNS today. I am always interested in the views of others. My story and my impressions follow. I recently had an unforeseen need to raise some cash; I decided that reducing the number of my investments on AIM was a suitable way to meet the need. I exited positions in (a) a few underperforming companies and in (b) a few companies that have risen nicely. I do not like to bid adieu to investments in companies that have been performing well, but circumstances suggested to me that I ought to do so. I see much value in the B.P. Marsh share, and I strongly felt last week that an exit in the 140p range would not be wise. I do not know how other BPM holders reached their decisions to invest here. I for one am drawn to quoted companies like BPM because they invest in unquoted companies which are in the same sector. In other words, I infer that the BPM directorate have the expertise and the sector familiarity which positions the directorate to screen for excellent opportunities in the insurance market, including opportunities in which the expertise of BPM is likely to contribute to profitable results for the investees of BPM. I have confidence that the BPM directorate will continue to make advantageous investments in the insurance business. I wish good luck to all who may read this message. Rob

For people who practice diversification, the past couple of weeks have not been very kind. I remember the point made in late July by Mr Slimjim: that he has chosen not to be diversified and that KMK is the share which suits him. I may not be able to know exactly why, but I got the feeling that he is a knowledgeable investor and that he did not arrive in hasty fashion at his opinion of KMK. So I was intrigued. I remain invested here, and it is nice to see an uptick today. I wish I had something significant to add about the company. I do not see many blue screens today. I suppose geopolitical concerns in the larger world are being seen in the investor community as inauspicious. In addition to KMK, one share that is showing blue quite nicely today is PYC. I wonder why. Maybe someone here follows that company. Lastly for the moment, two higher-priced shares that are on my radar screen are Hanger8 (symbol: HGR8) Caretech (symbol: CTH). I wonder whether anyone here has familiarity with either company. I am not involved in either, but I am debating with myself as to these companies. Good luck to quietly wise Mr Slimjim and to all. Rob

Hello Mr Slimjim, I appreciate that no one has a perfect view of the future, but I am much intrigued by the thoughts of a poster who is retired and who has decided to retain no shares except for Kromek shares. Thank you very much for writing on 26.07.2014. Rob

Good afternoon sir, Thank you very much for attaching the finncap report re HGR8 and other interesting companies. Re HGR8, the market is in agreement with you today. Much to consider. BTW, you are (in my opinion) a brainy investor, and I am pleased to make your electronic acquaintance. Maybe I have made a similar statement in the past. I try to figure out those who, among the thousands of posters on this website, really do understand the business of shares. Again, I thank you sincerely for writing today and for attaching the report. Rob

Good day sir, I find the shares of this company interesting, i.e. a potentially attractive investment for me. I think you would concur with me that, if [as suggested by the analyst whose report you kindly attached last week] the company were to find itself earning 30p in an imminent financial year, the share price will be significantly above the current level. One small point which, in the most respectful way possible, I wish to like to raise with you is as follows: I see that, in the half year to 31.12.2013, the year-over-year revenue gain is approximately 13% and the year-over-year gain in "trade and other receivables" is approximately 28.5%. I am not saying that this observation by itself is a big thing. It is possible that a disproportionate share of the revenue gain took place close to the end of the half-year reporting period, so the disproportionate rise in accounts receivable may have reversed itself in the second half. Do you have any concern about this one metric in the half-year figures? I thought that I would bring the foregoing to your attention. I really do like the company. I wish I had been aware of it at an earlier time, but I am thinking nevertheless that HGR8 may very well be presenting me with a good opportunity. The metaphor will sound incongruous for a company that furnishes private-plane travel, but I will suggest nevertheless that the train may be about to leave the station! By the way, I write from across the pond. I like to mention that fact because I would not wish for any reader to regard me as a poor speller if any such reader were to observe the spelling by me in the American style of a word such as "favor" without the "u." Good luck to all. Rob

HGR8 is a lessor OF business jets. It is not a lessor OR business jets! There was a typo in the message posted by me at 13:59.

I am watching a company called Hanger 8, symbol HGR8. This company is a lessor or business jets and a couple of helicopters too. At ~ 255p, it has risen significantly in the past year; but I only became aware of it about a week ago. The Hanger 8 boss, whose name as I recall is Dustin Dryden, owns 29% of the shares. I think there are fewer than 10 million outstanding shares, so the equity market cap is less than 30 million pounds. The company reports show that Mr Dryden is a licensed pilot. That to me is a good beginning. The shares look expensive on the basis of PE and other metrics too, but the company seems to be on a good trajectory. My thinking is that (a) the increasing number of rich people and (b) corporate types enjoy the ease and efficiency of traveling without the unpleasantness and delays that are routinely present in travel via the major airlines. A company which offers the service that Hanger 8 offers may find itself in an increasingly good position. I have not bought, and I make mention of the company with great reluctance. I certainly do not wish for you to invest in reliance on that which I have written. You may determine that the future for the company is less bright than it seems to me. Maybe there is too much competition in the sector. I do not know. But I would be pleased to read your thoughts on the subject. A company priced in the 3-4p range that interests me is AVO. The story feels promising, but it is probably a higher-risk story as it is an emerging medical technology. Impossible to say whether the technology will emerge. For me, AVO is a fascinating maybe. Perhaps you know the company. One thing is almost certain: the Camellia forum is, for now, as safe a harbor in a public space as may be found for communication between investors. I wish you the best. Rob

I think it is terrific that you saw my message and that you surfed over here today. I extend a welcome. It is a funny thing ... I was a tad apprehensive about making the suggestion. I had a sense that I may have posted something in the spring that you interpreted against me, i.e. that you interpreted some opinion of mine in a way that caused you to conclude that my investing skills might not be strong enough. I admire the discipline of your number-crunching and your skills in that context; and I admire your tendency to make share-purchase decisions a numbers game. I also think it is terrific that you have posted questions of others when there is some calculation which you are not sure how to make. At your early stage of participation, your knowledge is remarkable. That is true regardless whether it has or has not borne fruit yet. I daresay that millions of investors at twice your age know much less that you know. For example, millions neither know nor care about the Benjamin Graham way of looking at the market. Back to you, and your remarkable knowledge. You have an agile mind for numbers, and you are putting your mind to excellent use in the market. For sure, it is going to reward you in a major way before too long. I am certainly into the numbers, but I credit myself (sometimes wrongly) with the ability to see that an uptrend will develop because a fundamental story is improving. I am sure you try to do the latter too. My decision to invest in Camellia plc did not have much to do with my effort to see the future. I got involved in the low 80's last year because the chart looked as though the share price would not move lower, and I had been familiar with this company for years. If memory serves, it had been recommended at 30 pounds sterling in the 1990's by a roundtable contributor in Barron's, a major weekly investment magazine here. Shortly after it had been mentione in Barron's (in the era before the internet and before I could make cross-border investments), I wrote to Camellia plc to request an Annual Report, and I enjoyed reading it. I have an idea that tea is a form of health food. Even though I like coffee too, I believe that tea really does contribute to good health. Camellia plc (a diversified company) owns inter alia tea estates, both in Sri Lanka and in Africa. In the annual accounts reported on 30.04.2014, I see tangible book value at 131.90 pounds sterling per share. I see a PE of 10.5. I wish now that I had had last year more confidence in my decision to buy near its low a larger quantity of Camellia plc shares. I forget whether I told you that I hold only 35 shares. So it is a modest position. Anyway, the market challenges me every day. Down markets are no fun for me. I worry "Should I sell?" I ask myself whether, if I hold on, will I be impoverished for having refused to appreciate that a downtrend may be with us for a while. continued ...

Hello to Mr slimjim, I see that you are a new participant on this forum. I am writing from across the pond. Presumably, you are in England. I say this because almost everyone who posts on this site is in England. I may not be qualified to extend greetings, but I extend greetings to you nonetheless. I think KMK has a very good story too. It might be nice if this board were to attract some attention. But I like to be involved in advance of the multitudes. Maybe you too sometimes are minded to seek out opportunities which are substantially below the radar. I wish good luck to you and to me and to all who may see this message. I wonder whether you would like to mention any other companies that you are following. On a nice quiet board like the Kromek board, one can, in my opinion, mention without much concern other quoted companies. Regards, Rob229

Good evening Mr Oill, When a good investor makes quality suggestions, i try to notice. I think you increased your position in PLUS today. I had become aware of the PLUS share when it was (in the short run, only!) topping out around 700p a few months ago. It was calling to me as follows: a company that is going places but with lots of good news priced in. So it was nice to have my memory jogged a couple of days ago. Bought a little on thursday. Today, i noticed that ODX had weakened even though the story seems largely intact. Do you follow it? BTW, i know that it is not a great idea to post off-topic messages. Wishing all here a fine weekend. Rob229

Hi Mr Khameeleon, Thank you for responding so helpfully and so promptly. Now that you have kindly explained the acronym, it makes perfect sense. Maybe some market participants here use it too. I always like to find a helpful way to say thank you. I am not a ramper, but ODX shares, having traded down from the 30p range to the 20p range, feel promising to me. Some ODX board members report having added to their positions earlier in 2014 in the 27-28p range. I did not click on your name to see the kinds of companies that you favor. ODX are in medical diagnostics; to my eye, they occupy a couple of good niches. Regards, Rob

Good day to Mr Rivaldo, Thank you for the Hardman update. I write from across the pond and would not have found the update on my own. I just see an attractively priced share and a company that is run by an individual who has very ample reasons to operate the company in a manner which will enable the share price to rise. Fundamentally, I like very much the niche which LRM occupies. Regards, Robbie

I hope no one will think i am entirely out of the loop. Am writing from across the pond, and I am perplexed _as to the meaning of the term KPI. Maybe it is in use here too, not sure. I hope someone will tell me the meaning. Thank you. Rob229

Good evening Mr OliG, The trading in JQW was a little perplexing today. When I wrote to you at 12:55, my thoughts were just starting to form. I did wind up taking a loss on CAP, which seems to be going nowhere. They are doing a placing, and you know how that goes. So I used the GBP proceeds from that sale and I combined those proceeds with a few other GBP that were already in my account, and I bought JQW. I almost paid the full ask, and then, my broker placed a call to London for me, and we did a little better. I think it is odd that some seller let shares go @78p, but it spears that that is what happened. I do not know so much about the customs of the share-trading game in England, but here, I would say it was a hasty "sell-at-the-market" person. I cannot at the moment remember whether it was an order for a material number of shares. I feel that some in the financial press will soon write up JQW in a favorable light, and all will be well even for the higher-priced shares that I bought today. Do you follow WSG? It seems to be a good story, but the market cap is about 25 million GBP. I can make the case why the shares will do well, but I suppose I see the bear case too. One terribly funny thing to say is that, in he 12:55 message, there is a silly mistake in that I inadvertently typed a "k" in place of the correct letter "L" at the beginning of "lucky," and I noticed it when it was too late, and I felt bad. Then, I see that you typed "then" when you meant "they" in the last sentence of your 15:41 message while disclosing your continuing interest in CRV. So I felt less bad. I do take pride in being a careful writer, so it bothers me to have erred. Your error is tiny. I hope you are not irritated by my mentioning it. I do understand that share traders have many things on their minds most of the time, and little errors are almost inevitable. Kind regards, Rob

If i were a shrewder fellow, i would probably sell on this day one or two underperformers and add to my JQW position. Who knows, maybe i will do just that! I forget exactly on what board i made your acquaintance, but that was a kucky day for me. If i were in England today, i would invite you for drinks. BTW, a little action in Craven today. I wish us luck there. I need to keep up my end of the deal. Have a fine evening, sir. Rob229

An apothegm for you to remember : Rome wasn't built in a day. A second apothegm for you to remember: Patience is a virtue. (As for next week, good luck to all.) Rob229

In the short run, i ask myself why the shares are down today. I like the news release. I would have expected buying pressure. This is a promising share, IMO. Maybe some expected even faster revenue growth. I would welcome your thoughts, Mr EarlyBird. Good luck to all. Rob229

Good day Mr Space Ranger Sarossa Capital under the old symbol, SRC, became Sarossa plc under a new symbol, SARS. The old shares were exchanges 1:1 about 2-3 weeks ago. My impression is that your broker should have deposited the new shares in your account when the shares under the former name and former symbol went away. I believe that everything is the same except the word Capital has been deleted. In other words, I think that the company still holds its positions in Plant Healthcare, Silence Therapeutics and (according to a kind poster who wrote on the SRC bb) Caretech. I do not have independent knowledge about Caretech. One more small thing: the website name has also changed. Good luck to all. Rob229