Member Info for TheGekko

Classic, slow exit by founder as shares have been pumped by market makers to allow for higher priced exit. Firm not strong enough to fund aquistions via free cash flow and management not good enough to realise any synergies from past aquistions hence the static gross margins. Firm had one lucky idea of ifa consolidation forced by rdr review. This is now well behind us and statergy stale. Top management lacking in experience and skills to run firm of this size, and trying to be too many things and badly.

http://soq-cap.com/notes

http://soq-cap.com/notes

http://www.soq-cap.com/the-diverging-fortunes-of-uk-pharma

makes a good point http://www.soq-cap.com/the-diverging-fortunes-of-uk-pharma

makes a good point http://www.soq-cap.com/the-diverging-fortunes-of-uk-pharma

might these be the type of assets bhp go for? http://www.soq-cap.com/freeport-mcmoran-inc-light-at-the-end-of-the-tunnel

now for the rest, wonder what sssets we are looking at? prob along side bhp http://www.soq-cap.com/rio-tinto-merger http://www.soq-cap.com/freeport-mcmoran-inc-light-at-the-end-of-the-tunnel

http://www.soq-cap.com/oil-religion-defence-spending

Also is it not madness to raise div 50% whilst paying and raising debt at 7.5% aka junk bond levels look at who benefits most from div rise!

That's a nice pay day that the directors seem to have given themselves for very average results i.e. margins below peers. CEO seems to be a ftse 250 esq package, annual report will show the pay rises and bonus the have give themselves at the top

anyone reckon RIo may follow suit and cut div and either shore up balance sheet or use proceeds to buy distressed assets http://www.soq-cap.com/rio-tinto-merger

are we likely to see any counter bids? maybe from the likes of Amazon? http://www.soq-cap.com/All-roads-lead-to-Amazon

Ah the old facebook trick (a la whatsapp purchase) - use over inflated paper (shares) to buy firms on the cheap - only problem is finding firms gullible enough to not realise they are being bought with overvalued shares.   this firm has a mkt cap of 29 mill - how? it has no assets - doesn't own its buildings or client base so 29mill of intellectual property for a firm I bet you haven’t heard of!

why this firm is valued at 28mill when it has 750mill of fum and firms like European Wealth Group which do the same manage 820mill and have a market cap of under half this?

does anyone know why the P/B ratio on this is so comparatively high? Is it because of the pension payment,share buyback and high brand name value?

The potential here and at these prices is huge - if one just googles bazhenov shale it comes up with lots of recent news article about the big boys spending hundreds of millions this year on bazhenov drilling. IF these are successful then our acreage should automatically revalue and if you look at our neighbours a takeover bid wouldn't out of the question. Horizontals first takeover after?

They seemed to get it spot on, it has power since i saw the below link - just bought GE's business making it as big if not bigger than AGK and GE as a partner is quite a coup

dont want to jinx anything but things seem to be going well, there were no issues with First Oil - roll on production ramp up

In todays FT - may get a few people lookign at it