Member Info for rob229

Good afternoon CP22, Just me again. I have not digested fully the OMIP preliminary results; they look good to me. Apparently, some investors were looking for a bit more. Did you see anything that caused concern? Any interest in quiet ARTA? Rob229

Maybe I located SYQ independently, but it was your interpretation of the El1te trader column (as kindly attached by you) that caused me to study SYQ more carefully. So a thank you from me to you is plainly warranted. Today, MOS and BMN are looking bright too. And oddly, MONI is weaker even though the RNS reads quite well to me. I realize that market expectations there were necessarily high. (Here, I would classify one like MONI as a hyped share. Not sure whether English people use this same expression. There is good news at AVN today. This is a satellite communications company which have entered into an agreement with Vodafone. Maybe you are familiar with AVN. I still think that ARTA feels promising, but it is a quiet company. Am mindful of the likely arrival of criticism for mentioning here shares other than SYQ. To those who disapprove, my apologies in advance. Rob229

and the same to you. I have looked for your wise contributions on the board in which our communications originated. Hope the week is treating you well. I am just beginning my day (18 minutes after 8 here). If I can think of anything useful to share, I wonder where I should post it. Here, posts are less easily seen because the posts are so numerous. On our other board, things are routinely quiet, so I think it remains a good spot. Regards, Rob229

In the most respectful way, I would echo the sentiments of others here. I hope that all of your investments are successful, but I have a concern about your approach. If you lack the inclination to make careful, independent judgments about shares that are recommended by a broker, you may be wiser to participate in investment trusts or similar types of managed investments. You seem to acknowledge that your expertise in copiers and printers may not equip you for making sound judgments regarding the buying and selling of shares. Remember that the broker has an interest in earning commissions. He or she probably derives no advantage from recommending that you hold shares of a given company for an open-ended period of time. I think that, in light of the usual commission structure, a broker may have a considerable incentive to recommend that you make some sales and (with the sale proceeds) subsequent purchases, even if a disinterested expert might recommend a long-term hold of the shares originally purchased. Because your financial interests and those of the broker are likely to diverge, I encourage you to anticipate the potential conflict so that you will know best how to respond when and if a conflict arises. Becoming knowledgeable about the companies in which you have invested your (presumably) hard-earned capital is likely to enable you to make better responses. One well-known investor who has done exceedingly well in shares over a period of many years has a saying which, I think, may be helpful to you at this juncture. That saying is "It ain't easy getting rich." If you think that delegating decisions regarding the purchase and sale of securities to a broker is a way to get rich, I wonder whether you may, in due time, begin to think differently. I sense that I am expressing in a more prolix manner the same idea which was posted by Mr Hamila01 at 08:45 on 18 Feb. Rob229

You are doing something right, sir. How many in their mid 20's have saved 50 thousand GBP? I commend you for your thrift and your good judgment. You have probably foregone some material pleasures in order to be a saver, and you should be proud of yourself. I wish you much luck with shares. As for evaluating shares of companies that are losing money, sometimes one can find a company that is reporting losses but which has positive cash flow from operations. That is, in my opinion, one good sign that profits on the income statement may follow before long. Operating cash flow adds back depreciation and some other non-cash expenses like (a) the accounting value of awarded options and (b) non-operating losses that may arise from, inter alia, selling off an unprofitable division. Comparing the price-to-sales ratio for one company to price-to-sales for another company in the same sector can sometimes suggest that the company trading at the lower price-to-sales ratio may be a better buy. But there are countervailing factors. A company with a higher return on equity is likely to trade at a higher price-to-sales ratio. Other important metrics are out there. Different people espouse the validity of different metrics. I like to see significant purchases and long-term holdings by the directorate. I also like to see well-respected institutions that are invested for the long term in a given share. It is surely nice too to be invested in a sector that is in an uptrend. Yet I concede that it is very hard to see the future. Plainly, biotech plays (specifically, companies that have no products approved for sale) are high risk and high reward. Although it would be a pleasure to make some confident suggestions to a young investor, I am very reluctant to mention any company names. Especially when communicating with a new investor, I would worry about seeming to be engaging in ramping. For myself, the matrix is complicated. I think I have a good eye for spotting winners, but there is no truthful investor who makes money with every investment. I like to be diversified, and I sometimes add to a position when a given share begins performing as I had been hoping (i.e. rising). I usually trade out of losing positions. I try not to hang on if a share goes more than ten per cent. against me, but this too can be a tricky rule. The truest truth for me is that no one rule is applicable to every situation. Feel free to ask any question. I may or may not know the answer, but I would cheerfully try. I might suggest some quieter bb, because you or I might be criticized for posting on this rather busy board either about market generalities or about companies other than TLDH. If you have an eye on a share that is away from the crowd, that might be a better board for follow-up if you are so inclined. Regards, Rob229

Good day sir, No reason to be reluctant about the propounding of your question. I am the one who should be embarrassed. I have been invested in TLDH for a while, and I consider myself an experienced investor. Yet I am not entirely sure of the correct answer to your question. I made a purchase of TLDH shares because I was able to reach a conclusion that there is something potentially valuable about that which this company is attempting to be. One might say that I got involved because I was very much intrigued by the buzz. Thankfully, the buzz found its way to me at an early stage, so I am in profit. I wonder how many could answer your question in an authoritative manner. Like so many tech stories, TLDH has its internal language in which (ideally) one ought to have achieved fluency before making an investment, but I have a feeling that there are numerous TLDH shareholders other than you and me who are a little less fluent than is desirable. BTW, I write from across the pond. Maybe one wise contributor among the English people who predominate at www.lse.co.uk will have a good laugh at my expense for admitting that I lack the knowledge to answer your question. Bearing in mind that it is after midnight in England, an authoritative answer may require several hours of patience. In the interim, I thought that you are entitled to a candid word from me. When you say you are a newbie, I ask . . . are you new to TLDH or new to shares in general? Rob229

Good day Mr. Smith, Servelec (SERV) looks good to me. I like being on the same side as George Soros, whose business name is Quantum. As you posted at 16:59, SERV is wholly distinct from Servocell. Like you, I am trying to make sure that other potential investors are clear on this point. Rob229

A pleasure to hear from you, Dan. I was starting to worry about your penchant for correspondence. It has been explained to me that UT stands for "un-crossing trade." It means that sell orders and buy orders are matched up. I understand that UT's generally occur late in the day, if at all. I am merely restating that which I read elsewhere on www.lse.co.uk; but it sounds logical. BTW, on Sunday, I studied BMN, including both its own merits and its 54% investment in Lemur of Australia. As mentioned, I am wary of metals shares, but I do see limited downside risk. I also read the notes shared this day on the BMN bb by ML. I made a little purchase. I may not remain for long if support erodes, but I thank you sincerely for taking time to map out the attributes of the company. I was not kidding when I said that they would be lucky to have you as their investor relations representative. I hope you will look at ARTA. Not so active today, but it looks promising to me. The volume was better last Thursday and Friday. Maybe some Americans who are away from their offices today are following this one. SERV issued this morning a press release to the effect that NHS has awarded SERV a contract (not sure whether the size was in the press release). As for buys showing as sells, I see that such things happen quite regularly with some AIM shares. I have a feeling that, based upon the nearness of the execution price to the bid or the offer, a computer decides whether a trade was a buy or a sell. I believe that, because people have the capacity for approaching matters with greater subtlety, they are likely for a long time to remain smarter than computers. Rob229

Hi Dan, I guess my interest in the mining sector is just not strong enough; but I am in accord with you re SYQ and MOS. Your year-end target for SYQ makes much sense to me. I hope to have the patience not to change my views. A rather quiet telecom story that has piqued my interest is ARTA. I wonder whether this one is known either to you or to others on this board. I welcome opinions, even if posters may not express themselves favorably. I sense at ARTA a turnaround, which is being carried out under the auspices of management that appear to be competent. I wish a successful week to all who may read this message. Rob229

Hi Dan, I suppose it is my preference not to draw attention to this post. I will say that the news of additional shares is (or might be) a little ambiguous. The tranche that is being issued upon conversion of convertible debt is probably regarded as a good thing. Debt must (as you surely know) be paid back, but newly issued shares do not have to be paid back. The second tranche may very well be a capital raise. The news release was unclear to me; but one thing about which you and I are in accord is that a token discount from the EBQ closing price shows that investors are getting involved because they believe in the company rather than because they think they can reap quick profits from flipping the new shares. I think I mentioned ABDP to you a few days ago on one bb, maybe this one. On 13.02.2014, there was news of an Approval by the local government (at Wiltshire, I think) so as to allow ABDP to construct a new plant. I think that the shares rose from 150p to 158p. An underfollowed company in a good sector (IMO). Also, some people like the 12.02.2014 news at ODX. Rob229

Good day Sir, Thank you for letting SIM holders know that you received a prompt reply from the investor relations office of Simigon. I agree with you that timely communications are nice to receive. I try to extend a little leeway, but yes, in my opinion, it really does show respect for the shareholders. I see that you have posted regarding MOS. Probably you are invested there. I decided to buy some shares in MOS yesterday. I have the impression that the Argentine peso is stabilizing. I hope I am right. I wonder which other companies are your favorites. I was looking at two rather exotic ones yesterday, ZAM and AGTA. These companies are food companies in Africa. I need to study them further. I think I understand why ZAM is loss-making at the moment; I have not figured out why AGTA is loss-making at the moment. I hope to figure it out. Maybe you have some knowledge. Good luck to all SIM investors, god luck to all MOS investors too. Regards, Rob229

so I posted the message without having a chance to sign off. Re MOS, I have an execution @ 29.5p. So I will not just be a spectator any longer. In every life, a little rain must fall. I have a position in SUMM. I feel as though it may be better to be patient than to sell at the 8p level. Would be happy to accept advice in this regard. I saw your post. You are cheerfully uninvolved. Still, it is an impressive company. I was reading about one of the SUMM medical advisors (and directors), Dr. Kay _____. I feel foolish, but her surname escapes me at present. She is, plainly, a brilliant, accomplished researcher. I very much like to be on a team with a person such as she. Wishing you much luck on this 12 Feb. in the remaining 90 minutes of London trading. [A detail: Not much celebrated any more, but 12 Feb. 1809 is the date of birth of Abraham Lincoln, who is regarded by millions as the greatest U.S. president. Rob229

Hi Dan, thank you for writing. I think BMN should retain you as its investor relations agent. It is entirely clear to me that you understand the company very well. I would not have expected to receive such a detailed message about the virtues of BMN shares. I enjoyed especially reading that those two brothers have a track record of success. I forget their surname, but it looks to me somewhat like a Dutch name. I wonder whether I am correct. I realize it is not strictly logical to wish to be invested alongside people who are of this or that nationality, but I have respect for Dutch people. I became impressed a long time ago with the way of life in the little country of the Netherlands. I suppose that those brothers, who (to my eye) could be of Dutch ancestry, may really be from South Africa. I hardly need to explain why I make this supposition. As for MOS, I entered a modest order a few minutes ago between the bid and the offer. I will let you know whether I get an execution. I am sensing that the Argentine peso is stabilizing. Time will tell. I knew about Simon Buckingham's sales. I was not against MOS on account of those sales because the reason for the sales made sense to me; and I had read that he promised to curtail sales for a while. I think AMED is having a good day. I have not digested the news other than the exercise of some warrants. I think there is other news. For your benefit, I have attached from the 06 Dec. 2013 filings the fragment of the RNS which did not print in the wee hours. I am not proselytizing on behalf of SERV; but I wished for you to see that Quantum LP is the enterprise of Soros Fund Management. BTW, Soros Fund Management is now a large family office. They returned money to outside investors a few years ago. My understanding is that they did so in order to streamline their obligations vis-à-vis the regulators. The previously un-pasted fragment from 06 December 2013 follows: This statement relates to common shares held for the account of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"). SFM UK Management LLP, a sub-advisor to Soros Fund Management LLC, serves as investment manager to Quantum Partners and has been granted investment discretion over portfolio investments, including the common shares, held for the account of Quantum Partners.

Good day Dan, In light of your having expressed interest in Servelec on account of the holding by the Soros entities in 5-plus per cent. of SERV shares, I took a moment at 02:36 to paste the filing for you to see conveniently. The date of the filing is 06 Dec. 2013, which is a few days after the flotation. So I infer that they purchased at the initial offering price, which I believe to be in the 210 range. I think that, for reasons that I do not understand, a few words from the filing did not paste; you probably know that Quantum Funds are the Soros group. I suppose an 8 million GBP purchase by that group is not so large, but there it is. I believe I noted that Schroders are the holder of 19 per cent. of SERV shares; and that Henderson advisors are the holder of 16 per cent. Re BMN, I confess my shortcoming: BMN remains opaque to me. If I were in London today, I would extend to you a luncheon invitation at a suitable place, and if your schedule allowed, you would probably be a persuasive explainer of the merits of BMN. As things stand, I may wind up without making a purchase. MOS is a company I am able to understand. I am inclined to agree with you that it is going to make a comeback. I find myself with a moderate degree of enthusiasm for studying the Argentine peso. My impression is that recovery of the MOS share price is very likely to be strongly influenced by the recovery of the Argentine peso. If I am wrong, I hope you will tell me. After all, the business is sound, and the share price was damaged by the currency. Are there other factors that explain the fall in the MOS share price? Perhaps sentiment is a factor too, but my thinking is that sentiment will rise as soon as the currency begins to repair itself. I should try to figure out whether that repair is already happening. Tuesday was another good day for CTFA. I am a spectator for now. Thank you for keeping me in the loop. How to prove that I know a few things about your wonderful hometown? Answer: "Mind the gap." What else do I know tonight? That Covent Garden is perhaps a ten-minute walk in an easterly direction from Trafalgar Square and that Covent Garden is not a garden at all. Regards, Rob229

existing shares to which voting rights are attached: ii Servelec Group PLC 2 Reason for the notification (please tick the appropriate box or boxes): An acquisition or disposal of voting rights x An acquisition or disposal of qualifying financial instruments which may result in the acquisition of shares already issued to which voting rights are attached An acquisition or disposal of instruments with similar economic effect to qualifying financial instruments An event changing the breakdown of voting rights Other (please specify): 3. Full name of person(s) subject to the notification obligation: iii SFM UK Management LLP 4. Full name of shareholder(s) (if different from 3.):iv Quantum Partners LP 5. Date of the transaction and date on which the threshold is crossed or reached: v December 2nd, 2013 6. Date on which issuer notified: December 4th, 2013 7. Threshold(s) that is/are crossed or reached: vi, vii 5% 8. Notified details: A: Voting rights attached to shares viii, ix Class/type of shares if possible using the ISIN CODE Situation previous to the triggering transaction Resulting situation after the triggering transaction Number of Shares Number of Voting Rights Number of shares Number of voting rights % of voting rights x Direct Direct xi Indirect xii Direct Indirect GB00BFRBTP86 0 0 3,910,614 3,910,614 N/A 5.72% N/A B: Qualifying Financial Instruments Resulting situation after the triggering transaction Type of financial instrument Expiration date xiii Exercise/ Conversion Period xiv Number of voting rights that may be acquired if the instrument is exercised/ converted. % of voting rights N/A N/A N/A N/A N/A C: Financial Instruments with similar economic effect to Qualifying Financial Instruments xv, xvi Resulting situation after the triggering transaction Type of financial instrument Exercise price Expiration date xvii Exercise/ Conversion period xviii Number of voting rights instrument refers to % of voting rights xix, xx N/A N/A N/A N/A N/A Nominal Delta N/A N/A Total (A+B+C) Number of voting rights Percentage of voting rights 3,910,614 5.72% 9. Chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held, if applicable: xxi This statement relates to common shares held for the account of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"). SFM UK Management LLP, a sub-advis

Thank you for writing, Dan. I think that two of your favorite companies at present are BMN and COMS. The past couple of years, I have been less interested in the metals sector, but I wish you much luck with BMN. I probably should heed your interest in it. Perhaps you will have a minute to say why it is a favorite for you. As for COMS, it certainly does seem to be the share du jour in the AIM market. One could say that COMS either is overtaking or has overtaken some other popular shares in this regard. I sense that people are very impressed with the new CEO. People expect him to have the capacity to bring about results. Last evening, I became interested in SERV, which was floated in early December. I wonder whether it has shown up on your radar screen. I am impressed with the large positions held by some institutional money managers, including a prominent investor named George Soros. I think that, for well or ill, his investment group is well-known in England. Will mention CRV one more time. I think the bid has moved up since yesterday, and the offer may be creeping higher too. As mentioned, this is a company in which our colleague, CP22, seems to have a position. I am not sure about that. Hoping to hear from you soon, CP22. I would love to place a bet in MOS, but caution and scarcity of liquid funds have precluded a purchase of it today. I feel that trades under 30p are about to end. Perhaps such trades have ended already. BTW, it is for me nice to find a nice quiet board like this one. I am hoping that others will not criticize me for making a few observations about other shares. The OMIP share price is firm today, and that suits me. Good luck to all. Rob229

I enjoyed your posts over the weekend. Ironic that neither you nor Libero has a good feeling about CTFA; so it is higher today. That is the way of the market. It likes to behave in unanticipated ways. I have had trouble deciding whether CTFA is a prudent speculation. My thanks to you are due not just because you said something nice about my writing style, which I suppose is a little more prolix and a little more formal than the writing style of some others on bulletin boards generally. [As for my disinclination towards arrogance, I do not understand why anyone would be arrogant when discussing shares. Humility in the presence of an inscrutable market makes sense to me. Apparently, others feel differently.] Anyway, I am thanking you this day for having mentioned CRV. Last night, I invested a good solid hour trying to understand this company. I entered an order before shutting out the lights. To this point perhaps two-thirds of the way through the day in London, I am apparently the sole buyer, but I predict more interest in the name before too long. My order was entered and was executed at the limit price at which the buys seem to have been executed on Friday, 0.525p. I have always been drawn to companies of this type. I sense that CRV have good management, a reasonable valuation and good potential. That CRV have been able to get some things done while giving a higher-than-the-market valuation to the shares is impressive. If I understood some of the fine print correctly, I noted than the management of CRV (Desmond group) are compensated in accordance with this methodology. Nice to see. Very unlikely that I would have found CRV if not for your post. Thank you again. I am wishing a good week to all who may visit this board and especially to CP22. Rob229

I notice that you follow CTFA. Before making an investment in CTFA, I am trying to decide whether graphene is a material that is likely to gain acceptance in the marketplace. I am posing a polite question. Perhaps you will tell me how you became interested in graphene and why you are optimistic about it. Maybe it is a substance with which you are acquainted by reason of either your education or business experience. I would be the last person to criticize anyone for getting interested in something new on the basis of mere impressions, but I am hoping that you may have some insights which you are willing to share re graphene. As has been pointed out by others, the word "graphene" is not even recognized yet by spell-checking software. For me, being ahead of the crowd has sometimes been a good investing plan, but on the other hand, one should probably mindful of the possibility that the arrival of the crowd may take a very long time. Thank you for your consideration of this message. Regards, Rob229

Good evening Mr Skyliner, Apart from the filing obligation with which holders of 3% or any greater notifiable interest must comply upon crossing to the next threshold, I am no authority on the rules. For what it may be worth, I will mention an AIM-quoted company known as Amedeo Resources (AMED). The controlling shareholder is a Qatari businessman who holds 72% of the shares. I have a feeling others here may be more knowledgeable than I. Good luck to all. Rob229

did not print. "invest" means "investors." Then I signed my named!