Member Info for syntaxity

u're in profit already? perhaps u're a good luck charm. =)

that was meant for another board.

or has researched AU(autonomy)? i do and i noticed the drop. wondering if it is a temporary buying opportunity or it's a real dive(with merits).

http://www.commodityonline.com/news/Platinum-may-continue-rally-33465-3-1.html

according to the recent johnson matthey report, platinum is apparently expected to sell at an average of USD$1750 per oz for the next 6 months. if we go with that, it would be 53758 * ($1750 - $500) = £41m thereabouts. "After what it called a “miserable” 2009, Johnson Matthey said that the automotive sector was expected to recover strongly in 2010, with global light-duty vehicles expected to be close to 70 million units for the full year. The report said that Europe would see the largest increase in automotive platinum demand with an expected rise of 46% to 1.42 million ounces, due to an increase in diesel vehicles’ share of the market after a decline in 2009 and an uptick in consumer demand." http://www.resourceintelligence.net/johnson-matthey-platinum-in-surplus-in-2010-demand-set-to-rise/13073

well if u think about it, last bottom was 43p to 44p. the difference between now and then is that SLV has announced about 10% increase in quarterly production so buying in at these levels appear justified.

this is going to help platinum demand, for sure. news just out today :- http://www.dailymail.co.uk/money/article-1330869/Motor-industry-boosted-car-production-jumps-October.html?ito=feeds-newsxml

not entirely sure, of course....but possible. 43p or 44p is more of recent support but SLV was last 40p back in january. if u take a long term perspective, SLV is still good to go. but if u watch the share price everyday, it bugs the cr@p out of you. lol...

perhaps around 43p or 40p.

that's me, mate. somehow, LSE appears to have banned my previous account as sundancer. so i'm stuck with syntaxity for now, unless for no reason or notice, they decide to ban this too account too. =) u know i sold out of QED on the decline at 165p, right? i have been waiting for a stream of better property news before diving into Quintain, but i think that it will take some time. perhaps not until a year before the olympics in 2012, which means sometime next year. i've been making IQE my "central" area of posting because the folks there seem like a nice bunch. so when i spot any good shares i've researched that i think is worth taking note or buying into, i tend to post it there. perhaps pop by there then we could be "in touch"...haha... i don't come by here as often these days.

the finances of FIF are acceptable risk if u're willing to invest(not daytrade). if they were great, the shares wouldn't be so cheap. and looking back at finances the last 2 years, it does look like FIF are making progress/turning around despite what the magazines say - i wouldn't listen to them, tbh. just take note of how many recommendations they make and how many of them are wrong/miss targets, you would understand what i mean. all of them have hidden intentions(just like me, for that matter)...i wouldn't recommend shares i have not been willing to put my own money in(after my own research, of course). but others can just either follow or do the whole research on their own! =) doing your own research is the best way to invest, of course, because once u are convinced, confident and convicted of a share, you would have an idea of how far/how long the shares will climb or if they will climb at all! lol... if FIF are going downhill, London Finance & Investment Group(LFI) wouldn't be a substantial shareholder here. then again, FIF's non-executive deputy chairman also sits on the board at LFI :- http://www.finsburyfoods.co.uk/people.php?psn=marshall

no, that was my gardener's purchase.... =)

there always comes a time when the market starts selling...could be now. nevertheless, SLV still has a very, very bright future and no threatening reason to sell so best to hold. can't comment about PGD...don't know that share well....

http://www.investegate.co.uk/Article.aspx?id=201009081420423672S "due to the improved share price performance during the course of 2010, the interest in Titan Europe shares held by Steel Wheels Executive Pension Fund on behalf of Mike Akers, Chief Executive, was disproportionate to the pension fund's total equity holdings and therefore the Steel Wheels Executive Pension Fund sold 250,000 Titan Europe shares at 64p and 50,000 Titan Europe shares at 65p, both on 7 September 2010, and a further 100,000 Titan Europe shares at 64p on 8 September 2010." i feel that is disgusting behaviour and a terrible excuse. why couldn't the executive pension fund have made this decision before buying those shares on aker's behalf in june? now, in just a couple of months, akers has made more than 100% profit with a company that is still unprofitable on a loss-per-share basis. if anybody can enlighten me, please let me know.

u gotta keep it real mate - u posted a strong buy on this when u were in then a sell when u got out. come on! we're all private investors and we work & research together to help each other make money. =)

the only risks i see are :- 1. first decline in sales of cakes, mitigated by growing Genius gluten-free bread and management statement saying revenue will rise again in 2011. 2. market capitalisation more than debt, mitigated by support of banks due to higher/improved earnings and banks like to see this, cash rich customers who owe FIF £21.4m out of £36.546m debt, retained earnings of £10m, owned freehold sites. 3. warburton entering the fray for gluten-free bread, mitigated by Genius being the "face" of gluten-free products and current monopoly. 4. albert einstein suing for defamation well, if no.4 happens, i'll blame it on the booze. =) anyway, that appears an acceptable amount of risk to me due to the mitigating factors. with improving financials and at current P/E of 3.5, FIF is just too cheap.

one analyst has encouraged a return to FIF due to the better figures - have spotted that but failed to bookmark. it could be the first of a few to come? as for gluten-free, it is the act of a forward thinking management when they previously spotted cake sales were going to fall...so they invested in growth areas. gluten-free bread + cost cuts filtering through should keep up the numbers(and they already have, based on recent RNS digits). i believe these were the pre-emptive moves of the management to keep in profit throughout the downturn(successful). that's what i meant by a management that is acutely aware of financial position, market trends/moves. it's the same forward thinking management that predicts revenue to grow again in 2011, in the same RNS too. between PFD and FIF, i'd say FIF has a better chance of recovery. and a better history. but up to u, of course. =) also, take note FIF have had third party interested in buying them out too(but it didn't work out previously). with the Genius gluten-free brand now valued at £10m, current market cap is definitely too little.

some information on gluten-free food :- http://www.foodmanufacturing.com/scripts/Products-Q-A-Gluten-Free-Products-Fad.asp

from datamonitor :- "The gluten-free movement credit as it continues to strengthen each year. With the incidence of food-related allergies on the rise, things look good for suffers of celiac disease seeking products they can enjoy. Datamonitor’s Product Launch Analytics reports a doubling of new gluten-free products since 2005 with major consumer packaged goods companies now jumping on the bandwagon." Source: http://about.datamonitor.com/media/archives/3556

year end july 2009 :- cash balance £1.273m net debt £41.042m(including £14.6m due within a year) operating expenses(including one-off) £42.460m net debt to ebitda 3.9 interest cover 4.0 net cash inflow from operating activities £8.2m debtors £21.9m year end july 2010 :- cash balance £2.803m net debt £36.546m(including £13.5m due within a year) operating expenses(including one-off) £39.402m net debt to ebitda 3.3 interest cover 4.2 net cash inflow from operating activities £8.8m debtors £21.4m