Member Info for Theanalyzer

I suspect If allegations are true then its game over for Cats

Snapshot of results profits £265 to £266 m up from £219 million last year AUM almost £80 billion I continue to hold as HL as continue to build scale and profits where other groups struggle to get their platforms to scale e.g. TD Bank now part of Interactive

3DM or Environmental Recycling had the same CEO Kenny Brooks Eden will probably have the same ending i.e. insolvency Both have new technology but end up generating consistent losses year after year Eventually Eden will run out of others peoples cash

Profits and positive free cash flow are what drive a share price and Eden performs consistently poorly on both metrics

For a start why didn't Eden equity account for its share of terpenetech losses as now revealed by terpentech accounts?

I would buy this share at any price Too many red flags

July 2016 accounts now publish Nil royalty payments to Eden in almost since they bought licenses which must cast doubt on 600,000 they paid Eden for licence Even if you believe that Eden values this company at 900,000 Sell why you can

Bracknor will require EGM drop nominal value of shares and then carrying on converting and selling shares Share price will get hammered imo

Another successful exit for BPM at nice uplift to carrying value

L&G Netherlands deal approved by regulator Purchase price at 33% discount to economic value which will support dividend as profits emerge Capital releases over time when they merge L&G operations with Waard L&G Netherlands is open to new business so another source of future growth and profits Movestic performing strongly in terms of growth and profitability and first dividend from Sweden Plc dividend increased again Overall increase scale of group and presence in three countries make it easier to acquire more business operations although still tiny by life group standards Hold for me

All growth metrics look good but share price has a lot of expectation built in at almost ten times turnover You can see leverage model starting to come through but needs a lot more growth in stores and turnover per store before they hit break even Confident this will occur which is why I hold.

A period with some actual German and newly acquired Scandinavian business results will but so would better like for like sales in U.K The poor start to 2017 spooked market about main growth engine a with very high pe there isn't much room for mistakes Happy to hold my top up once price stabilizes a bit.

Davemk115 Agree with comment, if price drops back further I will probably add more Presently only have small holding circa £6,500. 2017 could be another exiting year

Small share buy to reduce discount - not often you see AIM company buying back shares Besso sale completed on 28 feb New investment into CBC New investment in Stewart Speciality

I like the constant drop in expense ratio as HL continue to grow 16bps is hard to compete with especially as HL rolls out new propositions Good to see such positive customer feedback and client and fund retention I continue to hold

Details on store rollout and its increased speed was good news Fact that there are now 8 sub franchisees means burden of rollout is spread which is why ramp in outlets is so quick I would have liked more data on sales volumes in pound terms Still priced at high multiple to system sales reflecting growth prospects Share price will really start to motor once sales increases translate to profits

39 stores in 13 cities and towns so far but still to Lodz and Katowice two remaining cities in polish top ten with no presence At average store per 100,000 customers that ten more stores in those two cities alone Looking forward to update due shortly

Silver grey head Placing isnt to long term holders imo It's to short term flippers and company's share base is almost 30% bigger for proceeds net of expenses of less than £1million It's desperate measures for desperate times

Map is now working again

Polsk Good spot and agree re you comment. davemk115 I think you will get your wish for faster rollout as more franchisees come on board in more citing it should be easier to drive the momentum.