Member Info for Russky

conserved more cash on the Vocare buy out by not paying out 6.5m in cash. I notice its all been about retention of contracts (except Somerset loss), but no wins for the biggest division. An overvalued buy?

10 & 15k in. Mr MM's creating volatility?

Two days of 7% drops & today we finish at 13% down (low point 24%). If anyone thinks that a nearly 27% drop is down to colly wobbles you need to think again. Many peeps got truly fleeced today by the pros's & the well known shorting crew. This is a really hot share with huge promise & the latter lot will do anything to get in. The global market babble is just that. The City Boyo's need the odd panic ever year to they can spin the dice faster.

this am. MM's taking opportunities for stop losses. Most shares down 3 to 5 this 14?

having dropped off its highs is there more drift here? Recent news flow seems to have maintained this drift.

The biggest problems with the NHS are as follows: 1) The pension scheme (like all civil servants) ir's an absolute drain on the whole economy. You notice its never mentioned when they are chirping about pay - because its their right. All my neighbours are ex CS & living the life of reily. Who's paying for it me. Absolute joke. 2) A good proportiom of Dr's at some point become greedy in their careers and are arrogant end of. Locums demanding rates in certain cases. Also the paying the quack still exists - local GP's are independent business & gat paid via complicated contract system rather than you coughing up like in pre 1950's - they know how screw the system . 3) 111 nurses on �46k equivalent to read off scripts, which anyone with a semblence of intelligence can do. I could go but I have yo go to work to pay for my neighbours holiday to the Far east after 30 years of service on a �40k salary ........ Hard life you know for loyal subjects.

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As I said a few weeks back the net margins in this area super slim. Yes net margins.

Interesting reading - Lots of positivity from the house broker. Need to check out the numbers et al

Hi No I don't but worked within primary care for a short period & margins were squeezed within contracts and staff ran around do silly hours to keep things together. I look for opportunities whilst investing and came across this. Your link does not work. Always happy to re-calibrate my thoughts.

Having experience of this sector the net margins are very very slim, Reliance is on add on smaller services where you can "hopefully" generate margin at little incremental extra cost. Geographic spread seems great but rural based areas generally are a mare to facilitate logistically (within contract) and issues are exacerbated by availability of right resources namely GP's. NHS pensions are typically in play. Typically there is no payback on on a 5 year contract until year 3. There are then KPI's which are in reality penalties, so they will be some "dog contracts" here. Margins are slim and growth will have probably been executed on small support teams that are over stretched. So the inefficient aspect is not really in play. They are buying scale and patient "reach" but at what sustainable PBT return?

�200k on �77m Vanity with no sanity comes to mind here. Yes it gives geographic coverage but margins are non-existent.

Orchy I suspect you are correct & I'm sure I made the same point pre-xmas. The self forfilling target on OP is now based on the two banks who called $40 = means that have been at it & making shed loads.

So Malcy no idea. Obviously you have. You came on a short while back quoting value at sub 5p. Amazing for some PI. You obviously work for Goldman or Morgan or some other large hedgie. The over reaction as to OPEC is a concerted shorting campaign. Look at the drop on some small cap oiles this week. Many who can survive at sub $50 per barrel but no 30% wiped in most instances. The greedy City spivs can see value but are able in the corrupt game to create extra volatility by shorting.

Some more expert & insider knowledge every post since you cropped up. Everything around oil is negative at the moment with Saudi open attack on shale oil an open day for shorters. The SP price here has been controlled since low 20's & then driven down. The whole AIM has been a shorters paradise for some two years - feeding off PI's. The only good thing in oil stocks that will shortly end as the bottom will be $50 to $55 and its only going their because the speculators (incl Goldman & other investment banks are taking it there). Too many oil based economies can't operate on sub $80 to $80 let alone sub $70. So are they going to let Saudi do what they want - er no.

something but the tables show a net drop? Yes the most important producing is up but the uproven are down.

Looked back over to see what influence Yorkville have been having as muffling the SP putting aside the oil price. Looked back at the annual results RNS from March & looked at the following. It seems to mix £ & $ as to close at 31/12/14. Any ideas Under the terms of the Adjustment Agreement, if on December 31 2014 the common share market price (determined as 95% of the average daily volume weighted average price of common shares (VWAP) during the preceding 22 trading days) is greater than £0.13, then Yorkville will pay to the Company the difference multiplied by the number of New Common Shares, and if the market price is less than £0.13 then the Company will pay to Yorkville the difference multiplied by the number of New Common Shares. The fair value of this derivative was calculated using Monte-Carlo Simulation at the date of issuance using inputs as of that date and at December 31, 2013 using inputs as of December 31, 2013, including the share price of $0.13 per share, the strike price of $0.08 per share

Caxa sp has been muffled by the big hitters during the summer. Then a nice opportunity arose in sep to drop the price & again in the 24 hours. We should sitting at min 15 after all the open games.

is the operative word. Absolute joke.

Look sta the round trades. Says it all