Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Very exciting market update here today. The Company today issues a market update for the six months ended 30 September 2015. On 15 May 2015 the Company completed an oversubscribed placing and appointed a new Board of Directors to pursue investment opportunities. In the four months since progress has been pleasing and the Company has identified platform acquisition targets and bolt-on opportunities in line with its stated investment strategy. The targets identified occupy large fragmented markets and possess annuity-type recurring revenues based on long term contracts. They are in sectors that have growing barriers to entry, exhibit a degree of operational complexity and are underpinned by the customer's obligation to meet strong regulatory and legislative requirements. The Company continues to focus on target markets that offer significant scope for further growth through acquisition. - The Company's Half Year results will be released on 30 October 2015.
I'm in here too. Very low cost model - £10 cost per room. £5 fixed. £5 variable. Direct, so no booking.com fee. 90%+ high occupancy. Very selective in terms of new locations. Moving to owner model. Focussed on return on capital. New experienced CEO. What's not to like!? They key will be to increase rate of expansion to leverage the model. Starting to move up nicely.
Stock has been massively oversold. Value hunters in. Remember ... BIG director buys v recently at 262p
Utilitywise are very present in the market constantly calling and touting for new business. Their consultants also create a huge number of leads which are executed either in house or via key partners for lead fees. I have had 2 seperate contacts randomly mentioning Utilitywise to me and how active they are. Even if the accounting needs tempering this is a buiness which is proactive/disruptive and great value at this level. Woodford is no fool.
Panic sellers today based on a dodgy note from the boys at Panmure. You can only ever make real money from extremes. These levels represent excellent medium term value.
Panmure are jokers. Woodford good enough for me. Huge buying opportunity, I'm in for more.
Good question. Yes I believe there is substance. See below what I wrote and also this is a chance to get in on the ground floor of a new venture, v exciting and very few shares in free float. GL whatever you decide.
This is a shell driven by Lord Ashcroft who has a great history of building companies and has assembled a terrific team with a proven track record. Once the first deal gets announced I expect this will really fly.
As per my post here from 31st May, sale always on the cards. Great lady and great business. Watch out where Vin pops up next.
Financial Times: Coca-Cola aims to battle falling fizzy drinks sales in mature markets with a naturally sweetened soda that will have its European launch in the UK, the September rollout comes amid intensifying efforts by the British government and public health officials to tackle the increasing problem of obesity.
As the volume of share purchases increases again ahead the pre close statement early July, it is very possible that the launch of Coca Cola Life in the Europe and the US is not far away....
Funds buying in...great series of value generating acquisitions in a growth market with high levels of recurring revenue and great ceo in Vin Murria. 150p + in next 12 months then probably get sold.
Godfrey Chua, directing analyst for M2M and the Internet of Things at Infonetics, said the market is expected to go on picking up speed from 2015 in particular, reaching $2.9bn (£1.7bn) in four years' time, as a range of industries adopts device-to-device internet connectivity. Telit is perfectly positioned to benefit from this market shift, extremely well run and thinking 5-10 years ahead in terms of R&D. At these levels Telit is extremely good value for a tech growth company which already generates good profits and cash. 400-500p in 2-3 years max.