Member Info for testpack3

http://www.shareprophets.com/views/13901/zak-mir-s-great-request-show-coral-products-deltex-medical-totally I am not a fan of tech indicators with cos. on such slim trading volumes, but interesting he arrives at a 26p sp in 2 months, when I indicated, based on fundamentals, a 12 month timescale. Hope Zak is right.

deferred share a/cs. Todays rns is great news for all holders. There is an amount of $82M, or c 8p a share available to the co to distribute as divis. This will not be done in one hit ( in my opinion), but left until the company is producing Au on a n EBITDA positive basis. Recent guidance of 36K oz pa suggest it is already near to this. Am somewhat surprised market has not been more strong on this today, since Fratelli, with 53% of the issued shares would want to see this very promising return as cash, as soon as possible. All in MHO of course.

On a negative slant, JPM AM increased it's short by 60% on Monday from o.7% to 1,14 %. It will be attempting to get sp below 40p, and probably succeed.

Sold on Mayday at about 105p. I have a distrust of majority of CEO's, and BOD's. There aim is to ensure the maximum security for themselves and their families, and this does not mean that the co has to be profitable and give shareholder value. There are many £M'aires who have run their co into the ground! I have no personal opinion of PUR's PDMR. I can understand the BOD's decision to close Swansea albeit with 56% of revenue coming from the site, since it would be unlikely to recover all lost customers. A post earlier suggested that PUR could sub-let. A non-starter since it probably breaches it's AoA, and may be in breach of it's lease agreement with owner. I have no idea of the extent of the fire damage to building, but owner will want a re-build, and if only partial, you will be well aware of quotes for insurance losses, a figure which, I understand, as already been agreed by PUR with insurers. I understand your thoughts on warrants, but for me, the water it too muddy to come to a conclusive decision, and I was happy with my profit when selling. As for residual sp, again, I have no idea ( even after browsing thru A/C's) what the fundamentals are of the Arizona plant. For all I know, it may have been the jewel in the crown. But, when you have no idea, don.t invest. btw. I bought in at c70p end of '13. I'll continue to look with outside interest to see how it unfolds, and wish you and fellow investors a good positive outcome.

and comments from RR employees (or ex), or persons with knowledge, on TC. It can only be a matter of time, as part of the TC package, to have continuous streaming of engine telemetry via satellite ( immarsat?) which would include position, thus avoiding 'losing' aircraft, or is it a lack of satellites problem?

The increased selling pressure, especially this month, suggests the prelims will not make good reading with results across the divisions all at the lower end of previous guidance. Since I'm not holding at present, a decent fall in sp will give me the opportunity to buy. Of course, for LTH, this fall is of little consequence, since most of us expects FY2016 to return to pre-profit warning guidance. If there is a 'surprise' in rns, and sp heads north, this would represent a 'better' buying opportunity. Win win situation. Or not. lol. GL to all investors in this fab Brit company.

I did sell out after the rise in May. My main concern re: possible 125p payout is the lease which still has 84 years to run. PUR is probably liable to pay the remainder of the lease, at 'upward only' rent reviews. It will either have to rebuild factory to initial spec., or pay cost of rebuild to owners. I havn't a clue the size of the factory. Of course, the insurance claim will cover the build cost, but probably not the lease agreement. I would imagine the owners have the 'whip hand' here, and the ongoing negotiations are centred on the number of years PUR have to pay. PUR, with changes in results reporting on AIM, are not obliged to issue interim trading statements, only FY aand 1/2 Y. The FY result was Oct last year. It is not possible for me, even with the knowledge that Arizona contributes 44% of revenue, to give a residual valuation of PUR. We know payout will be above 60p, and below 125p. Had CEO stated payout unlikely to be above 100p, the sp would now be hovering around that mark. CEO's will always give the most optimistic soundbite, even when a little prudence is called for. I shall be watching the buys carefully to see if there is significant buying pressure, which in my book, means insider 'Chinese whispers' on good news, and vice versa.. My personal opinion is a payout of c£1, with a residual sp of 15p. Let's see where the whispers take us.

Excellent rns, and final divi maintained at 0.5p, making 0.7p FY, and a little over 4% yield based on todays' price, but much better when we consider our av buying in price. I am now extremely confident, with both organic growth, and acquisitions that this time 2016, sp will be mid 20s. Rather surprised when JG stated ' increase in raw material costs', when under assumption, with 50% decline in oil price ( the starting point for majority of long chain polymers?), that RM price would decline. But WTFDIK. It's a long way away, but hope I'm still around in 5 years to see how JG's 5 year plan materialises. Good luck with that Joe.

My money is a holding rns stating that FCA is still deliberating, and deadline extended 1 month.

It's also good to see that the mfg facility is being moved to haydock, with obvious benefits to the 'plant' profit centre. Also v encouraging when Joe states this acquisition will add 'significantly' to 2016 profits. I may have been a little pessimistic with my forecast of 20p + next year, it may be the higher end of 20's. No prelims as yet ( last year 12 Juy). The new acquisition has cost an initial payment of £300k in cash, and BOD may be at loggerheads over divi.? A non final divi will probably see sp slip 10-15% ( a good buying opportunity), and if divi maintained at 0.5p then equally likely to see a 10% move north. The cash flow at CRU is not good as attested by the loan from JG. I have no idea on contractual terms for initial £2M crate order, but highly unlikely that even a small deposit is payable, and may even be on 60 day terms, ( all depends on profit margin I would guess, the higher the margin, extend the credit terms, and vice versa). It hasn't as yet, come to the market to raise cash, and JG's loan suggests that has not been on the agenda. I would always prefer the co to raise cash by bank(or other) borrowings in that it does not dilute shareholder value. Whilst writing this, I am trying to convince myself to add more shares to an already decent holding. Technical indicators can be very misleading on thinly traded shares such as this, however, the MA are v encouraging, with both the 20d and 50d above the 200d MA, and the 20d diverging from the 50d. This suggests to me there has been no 'insider Chinese whisper' sell off's prior to prelims. I will predict sp of 26p in 12 months, and divi of 1.2p. B**** nailed to mast sir. lol All inMHO of course.

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The recent fall from a 3 month high of 57p has been on smaller daily trading volumes than those which saw the high.? This suggest to me that there has not been a 'big' sell off, and investors who were buying at 50p+, a substantial number of them are still holding. The lack of news is a concern, however, apart from 2 rns's re: the relationship with Sports Direct, there has only been rns's of full and half year results, plus 'holding in co. rn's. The 1/2 yearly report was gloomy reading with start up ops. in USA and Korea both closed after a few months. This report also stated the group hoped to be EBITDA break even in the 2nd half of year. The ANZ operation T/O for 6 months was c£50m, and ROW was c£1M. The average spend per customer was c£50. I had a look at the UK website, easy to navigate and pay, and with lots of 'bling'. However, there appeared to be little in the way of goods that can be purchased competing with that v good business model which is Sports Direct? However SD now has access to selling it's goods on the ANZ and Asia sites.?? Since I do not live in any of countries serviced by MYS, I have no idea when searching for 'cheap' or 'branded' goods, where it appears on any search engine. Any feedback from posters welcome. Is it a good price to buy now? - probably not, since 'Chinese Whispers' would have seen significant buying volumes if UK market had 'outperformed'. There has to be significant sales volume to justify it's present market cap, but with the present business model, once profitability is reached, additional organic revenue is very much profit enhancing. With international brands, and the Eu market to be investigated, IF the UK market produced £10M revenue in the last half year, then 41p sp will be a multi-bagger in 2 years time. All in MHO of course.

Last year prelims rns on 12th July. I expect a slight delay because of sorting out 'Video' receivership, and likely 'final' impairment. The cost of this at £200K as reported, is 0.33p ps. I will be pleasantly surprised if divi at 0.5p is maintained, although buying pressure over past month (SDV) suggests it may be. FYR16 ( avoiding calamities, espec, bad debts), should easily see the sp at 20p ( +20%), but with such a weak market in this share, it will only gain some interest if/when divi is 10% yield. All in MHO of course.

one note of caution is the FYR, which, with the impairments, may plunge the sp. I'm confident FY16 will return to the profits as expected, and I'm not so sure though, the present sp has the impairments 'written in'. All in MHO of course

More crate news from JG. With new mngmnt in place at manufacturing facility, and the objective of making it a 'profit centre', coupled with the expected reduction in raw material costs bode well for YE16. The results for YE15 might tarnish the present gloss, but any fall in sp will definitely be another buying signal signal for me. The question now is, do I take the profit to date in expectation of a fall when FY15 announced., or will the results give added traction. HELP. All in MHO of course

A CFD to buy long 100K shares will cost £97,5K ( £3.90sp), ( margin call 25%), £20 dealing cost, and approx £9pd interest charges. Sell at £4 in 75 days (?) gives £10K profit, less about £700 interest and £40 dealing costs) gives a near 10% profit on cash in less than 3 months. Most punters would take that. If the figures released in today's rns are true (?), then £4 is a bargain for playtech, and there is a possibility of a rival bid, which would only enhance the sp and the CFD might appear to be the bargain of the year? All in MHO of course.

Exactly wbird, and in addition it also bought 155K CFD's. Unfortunately, it never states whether these are long or short. Since it is a v small %age of their holdings, it may well be a 'client' purchase.

I feel re-assured that you give stick when deserved. However, when I give a little stick, I'm de-ramping, and advised by you to 'sell up'. Not sure how that works, but, whatever. Let's hope for some more sales soon, and get rid of this air of despondency.

I'm afraid to inform you bakky that you posted this on 10 March. The good news is that it was 10 March this year. The bad news is, as a ramper, you appear to be clutching at straws, or did you forget your 10 March post?. Well, let us all hope that EE do make a bid, since certainly, in MHO, a new direction is required at the top of this company, which has excellent products, but an inability to convert potential sales to cash in the bank.

Naturally, CEO answered important questions at Q&A with a straight bat. The answer as to why no divi paid when £40m ( alleged) in bank, was, 'conserving cash' in difficult times. With Zhang's holdings of 52m shares, a 2p divi would have grossed him £1m+. One would naturally assume the co. hasn't got the reported cash. However, on aim, it can be very wrong to assume anything. I walked away with a modest profit, after averaging down when sp tanked last Feb to 14p and sold at 36pish. I bought it again at 15pish before Q&A session in the belief sp would spike to 20p+. Not so. unfortunately. However, I take comfort in that there has been no big 'sell off'' following Q&A. The Chinese market ( along with other Asian markets), has had significant upward movement in recent weeks, hopefully spurred by consumer spending, and I am hopeful that when Zhang next reports, he will deliver encouraging news. It's not a boring share. As for Jolly, DD on this share is a minefield. The fundamentals say 'screaming' buy, the rns's of late say it's a dog. All in MHO of course PS. for Jolly. I did note yr response on the SRT bb. I did not respond to bakky since it might encourage him to give further advise. I try to give opinions, not advise. I'm sure he means well as a ramper. Only rns's will tell us if CAMK or SRT hit 50p first, or 10p. Whichever, Zhang and Simon will both be rich men, but far richer if it's 50p sp. GL