Member Info for TalygarnTom

The offer is awful for private investors. It's not a cash offer. Shareholders will receive 1.91 Pallinghurst shares for each share. The only bright side is that they may look for a London listing. http://www.proactiveinvestors.co.uk/companies/news/178042/gemfields-receives-nil-premium-bid-from-main-shareholder-pallinghurst-178042.html

Regarding the RNS: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/KOOV/13227853.html I think it's about time they stopped all this "Gross sales order value placed through the KOOVS.COM website including taxes. This does not represent the revenue of the Group" nonsense and start reporting the figures as they should be reported. Just report the revenue as it is and report the order intake separately. It makes it sound like they are fudging the numbers and undermines confidence. They should just report the figures and remind people that they are on track with plan documented at the IPO which stated that the business would not be profitable until 2018. I don't doubt that the people that run this business know what they are doing it's just a question of how the business model works in the Indian economy. It would also be useful for them to indicate to investors how the plan to bridge the gap in gross margins.

Final dividend 5.0p (FY16: 10.58p), total FY17 dividend 10.29p (FY16: 15.87p) FY 17 yield 5.4% Ex-div last year was 07.07.16

Try this link instead. https://www.youtube.com/watch?v=SJPa0TyFadc

If you watch the video below and and fast forward to 14m:30s Chris Gilbert gives an oversight of the cost/profit calculations he considers are applicable to Fox Marble. Hope it helps. http://www.*************.com/views/28259/video-chris-gilbert-ceo-of-fox-marble-speaks-at-uk-investor-show-2017

It looks like Souq.com are in the process of being acquired by Amazon, a deal that was announced just a few days before Koovs announced their collaboration. https://en.wikipedia.org/wiki/Souq.com Also, my understanding is that the intention from the outset was that Koovs would not be profitable until 2019. Dilution will no doubt be a potential issue moving forwards so my main concern is that revenue continues to grow rapidly and that management can demonstrate that they can maintain that growth in sales with adequate gross margin.

The video is also shown on the Fox Marble website. https://www.foxmarble.net/photos-and-videos/ Nice to see things finally coming together . Prospects look very good providing that they can get the production up to speed and can continue to feed it with further orders. Only slight concern is the prospect of an additional placing.

https://www.cml.org.uk/news/press-releases/gross-mortgage-lending-increases-19-in-march/

Given that BTL mortgages represent just 18% of the total mortgage lending we will know via the next trading statement in early May if they have been able to maintain the growth in overall mortgage lending. If so, I think these shares look good value given that most broker estimates are in the 340-375p range. Also, VM tightened the criteria for BTL lending at the end of last year which would seem an unusual move if they are struggling to sell the BTL mortgages.

Can any experienced investors explain to me what factor you think is causing weakness in the share price? Dividend not sufficient? ROE to low? Forward EPS growth too low compared to Lloyds? I've been on this roller coaster all the way down to 205p before and I still cant see it. It looks like a value investors dream to me.

In 2011 Boohoo had revenue of £25.5m (Koovs just reported revenue of £18.6m) and an operating profit of just £0.18m. By 2016 they had revenue of £231.9m and an operating profit of £23.1m. Their share price has only gone from 36p to 176p in the last 18 mths so I think investors here need to be patient.

Hey everyone, how do you see a weakening euro affecting the IAG share price? I am reading about the Le Pen polls weakening the euro today. My understanding is that the falling pound hit the share price in June as a lot of the revenue/profit is generated in pounds and then has to be converted to euros. These euro's are then used to purchase fuel (probably in USD). So, I'm assuming that a weaker euro is a double edged sword in that it helps the sterling revenue/profits when converted but makes the fuel purchases more expensive. So "if" Le Pen wins the French election how will that affect IAG? Any thoughts?

Reasonable momentum in the business (given how much they have spent) but cash burn and further dilution are the main concern. Long way to go on this one.

1.Losses per share are completely in line with forecasts. https://www.share.com/find-investments/advanced-finder/company-overview/koovs/summary/21585/ 2.Growth prospects looking very good. 3.Waheed Alli is in for £18,575,625 https://halifaxiweb.digitallook.com/security.cgi?csi=26256921&action=deals&username=&ac= 4.17/18 will be a more important year in terms of sales/losses. 18/19 look like a possible break even year. At these prices I'm more buyer than seller. Like all good investments it's going to take a little time but in my mind the business model is sound, the management are experienced and they have some very sound investors on board for an early stage business. Added to these facts, India looks to me to be the growth story for the next decade. Take this from a man that sold Boohoo at 27p per share. I'm not doing that again!

RM2 International doesn't look great. The concept looks good on paper but reading between the lines it looks like they they are scrambling to get the production costs down to a competitive level and the cash burn is horrible. Some big names (salaries and options) involved and Woodford is in for £23m. At the last cash call I think "WIM" (Woodford Investment Management!) agreed a 9% dividend through Convertible Preferred Shares (see below). http://rm2.com/wp-content/uploads/2016/07/RM2-EGM-convening-notice-18.07.2016.pdf

Great work. Really appreciate the report on the visit. Look forward to seeing the photographs.

Exactly what is required. You absolute star. Look forward to hearing about your visit (pictures would be great). Good luck.

http://www.proactiveinvestors.co.uk/companies/stocktube/6013/fox-marble-holdings-plc-chief-talks-board-re-jig-with-factory-approaching-completion-6013.html

Questor agrees with yiptipdip http://www.telegraph.co.uk/business/2016/06/20/questor-share-tip-gemfields-ruby-auction-beats-estimates/