Member Info for taudelta

Very disconcerted by front running of Dart SP down under ahead of AIM listing next Monday. DYOR folks... look at what Dart has to offer and do some maths to compare with Egdon, IGAS and Union Jack.

new annual report published today... not much new news, except that mgt/board's optimism for the Cleaver chain (currently 4 outlets) is growing..

Agreed CM about Labour's chances ... and there is a further possible wrinkle for Labour seats in Westminster if Scots' referendum is "yes". But I think the market is maybe pricing in some kind of "bookie's odds" possibility of a Labour administration. Think we could do with strengthening the back four in the summer xfer market... but go Villa, go Hammers!!

More stuff coming from Labour Party circles widely reported in the press over the weekend... certain people in the party are pushing for renationalisation of operating cos ("outright" or "back-door")... in response Milliband has said he will rule out the "outright" variety... but is considering whether a labour government would go for the "back-door" variety ... taking each franchise into the state sector as an when its existing term expires. Would seriously diminish UK demand for TRCS consultancy in the UK which is being driven by need for advice in preparation for franchise bids. But... I think some of this may be in the price now if it has been what has driven the recent drop in SP.

Buy in to Ketch & Schooner production looks like a good deal, in terms of the multiple of profits and reserves paid.

Go Toffees, do us a big favour!!

Canary game a bit squeaky but bring on Chelski! ... LOL re disrespect shown to Sunderland before (re team selection) and after the game. The number of franchises up for decision in 2014 and 2015 is stunning, great for consultancy side, so revs are going to be high (if modest sales of track monitoring boxes to Network Rail) or very high (if more boxes). Continue to think Labour victory in 2015 a risk but SP has not reacted to this so far.

Sunderland result last night suggests we knocked MC for more than six points! Let's hope Sunday is the "canary in the mine" for Chelsea .. best for Pesach, Easter to all..

cm, shan, re Sunday, wow! still breathless.... Times carries a story today that E Milliband is actively considering for the 2015 Labour manifesto a proposal that a state-backed operating co will be set up for the purpose of competing with the private cos for franchises... Times calls it gradual re-nationalisation by stealth... not sure what to make of it... Ok if it competed on equal terms and so the private cos still bid (having paid for TRCS consultancy) ... but risk is it doesn't compete fairly and drives away the private sector from bidding.

Fingers crossed for Sunday, cm, shan! Yet another reference to hub caps in the public domain today... you can track down this rascal by inserting Andes Energia into Google News search, I don't like to say his name on this gentlefolks' BB!

See enthusiastic comment today from Malcy's blog on Proactive Investors site (following Chevron/YPF move to step up investment in Vaca Muerta)

very interesting, thanks, Shale ..... wonder if publication will be delayed until after the Euro & local elections on 22 May? I imagine that Cons and LDem members of the government may have differing views and may not want to argue in public (thereby helping Lab and UKIP) until after the poll.

My calculations not complete, sorry. But a couple of comments.. Dart has a good field in Scotland (PEDL 133 "Airth") with actual 2P reserves and this forms a good part of the asset base... but there are local objections and a public hearing is happening right now... the outcome of this will be significant + or - . Secondly, the board was ousted a few months back and the new guys have brought admin expenses down, but they are still high, need monitoring..... DYOR, there is plenty of stuff a chew on on the co's website and particularly in the admission document. For EDR I highly recommend the freely available Edison research, and for IGAS it's a question of the recent shale farmouts and the total acreage, plus their production revenues which you can see in their annual report. UJO see acreage & farmouts and cross reference valuations to EDR Edison research.

Don't like the sudden 15% rise in OZ over the past couple of sessions (post the publication of the admission doc). SP is being front run ahead of the AIM intro. By the admission date (12 May) there may be little to go for... still not to worry, several other UK shale fish to fry: IGAS, EDR, UOJ. As usual, DYOR folks and work out what DART is worth, with reference to the valuations the market places on these three other stocks.

Not sure the market has yet fully got its head round the double news today. Solberg neither here nor there, but Pil is big.

My very rough calculation (assumes store openings were at a constant monthly rate, which of course isn't exactly correct) gives sales per store of £745.15k vs 733.62k, an increase of 1.6% which is very good for a poor economic environment.

Solid results today. I had thought the third leg of the co (the BBQ chicken concept) wasn't going anywhere, but now it has 4 outlets and they are tinkering with it, so looks like another concept to follow Chimichanga might actually lift off successfully.

yep, bit squeaky bum in 2H, but good reality check ahead of Sunday, also provided BR with up-to-date info as to choice of 4-diamond-2 or 433 vs MCFC. The Lucas knee is a1-ok, had a good 45m (actually 49!), and Stevie now amnestied out of the 10 yellow peril!

The admission document has gone onto Dart's website today. THE ADMISSION DATE IS MAY 12

I recommend checking regularly the "AIM New and Recent Issues" page on the London Stock Exchange website. Once the paperwork reaches a certain point, the new share goes onto this page with an estimated date of admission. The drill down sequence for the page is as follows Home > For Companies and Advisers > AIM > AIM New and Recent Issues