Member Info for steddyeddy

According to the RNS the directors didn't sell shares they bought them. LSE figures look wrong in comparison to those in the RNS. Tom Hickey for instance now holds approx 350,000 . I would go by the RNS figures rather than those reported on LSE.

worldview now hold over 15% and they were not very happy with the decision to go with our new Malaysian friend. I suspect that the board must be getting a little nervous.....

This is superb news. Wondered what all the trading activity was about. I tip my hat to the ANP team once again. Now in three huge markets, China, USA and Brazil and doing it properly using local contacts. This has made my morning.

just under 3% of the company changed hands in one trade today at 271.5. RNS due?

hmm.. what is going on here? My short term target was 250p and we have just smashed through that. Volume not huge but higher than normal. Could just be shortage of stock pushing this higher or something more interesting?, can't see anything else, not complaining though! Decent co with exposure to China might be the reason.

Good figures. Over £5 million in cash, no debt, opening new markets in Asia. I really like this company. They have made some good decisions in the past - eg buying the freehold of their HQ at the bottom of the property market a couple of years ago, very shrewd. Wish more companies were run like this. As with all small companies there are risks but well done staff and management at ANP.

Interim results due 19th Sept. - Thursday. I assume this tick up is in anticipation of a good set of figures. Mind you, someone sold 60,000 shares on Friday which is a big chunk for ANP so not everyone is convinced.

This is quite difficult to swallow only 2 months after an RNS (19th July) clearly stating the company was on target to meet earnings expectations. The bottom must have really dropped out of the solid waste market which is worrying. I sold my entire holding here. I really like this company, I like the ethos of recycling but I cannot afford to risk money. Medium term I can see this recovering - the organic business seems to be very profitable but it doesn't seem big enough to counterbalance the hit from solid waste. (No one likes being hit with solid waste!). Anyway, no matter what happens there's still endless opportunities for old fashioned British toilet humour here.

been in and out of these for a couple of years. Bought back in last week in the low eighties. They won't double but decent yield and regulatory framework will underpin the price at these levels I think. Always a chance of a takeover in this sector which is ripe for consolidation but not banking on that. Slow and steady wins the race..

well, hydrogen is an interesting fuel, no doubt about it. But of course you have to make it, which takes a lot of energy, and then storage is a major issue. No solid state material has yet been identified as an ideal hydrogen storage material. Storing liquid hydrogen also means freezing it, which takes a lot of energy to do and then maintain. Liquid hydrogen also has less energy by volume than petrol for instance, so a tank of 60 gallons of liquid hydrogen would be needed to hold the equivalent energy of a 15 gallon tank of petrol. Its also twenty times more explosive than petrol which makes it tricky to work with. Not saying these problems aren't impossible to overcome but we are a long way off providing a viable alternative to conventional fossil fuels. In the meantime we should try and find ways of using conventional fuels more efficiently - like CWR are attempting to do.

how do you make / transport the hydrogen fuel efficiently, economically and safely?

anyone got any views on Threadneedles exit?

This does seem undervalued. Somewhere nearer 1.40 would be a fairer reflection of the value of the current business in my view, that doesn't take into account any upside from growth in China and Brazil, just where we stand today. Trouble is, market cap is low and share is illiquid. We need an acquisition to grow the market cap to something that would bring us onto the radar of bigger fish who then might gobble us up. This will bring a nice payday at some point I am sure, I really like this company, but patience required here and trust in the management. All in my own rose tinted view of course.

couple of 5 million share deals gone through this morning. That's about 3.33% of the company, a fair old chunk which may perhaps trigger an RNS if it results in thresholds being crossed. What is afoot. They show as sells here - are we sure that's right as the subsequent rise suggest otherwise.

forget it. An uncrossing trade. I've been staring at this screen too long. Time for tea and a biscuit.

Shows as a sell on here but as a buy on ADVFN. I know which I would prefer it to be!

someone likes sks, a single purchase of just under 3.2 million shares just went hrough at 97p. In fact just under 3.4 million bought in the last few mins of trading. Makes me feel a little bit more comfortable.

You've probably seen in the FT the rumour is that Hansteen are going after Workspace.

I think the Glebe voluntary liquidation was expected. Already allowed for in the last set of accounts and as far as I can see the exposure for Workspace is minimal. I think Workspace sold 18 (of their 100) estates into this JV in 2006 so would have got a good price then and they may even now get the opportunity to buy them back at a much lower price if they want them. WKP well placed for a rise, I'm holding for the long term and increasing my holding when the opportunity arises.

Something going on today - just spiked up to nearly 24p. Good to see some signs of life. I wasn't expecting anything to happen until the interim results. Maybe someone's decided to move now while the shares are still cheap.