Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I looking for companies that have, I believe an "economic tailwind", due to their business models. ECK should thrive through this downturn, due to the cost saving characteristics of the primary services they provide to various companies, who are desperate to make their businesses more cost efficient, from an operational perspective. ECK and Netcall (which I also like) are two broadly similar businesses, but I can't justify, why NET is at a premium to ECK, that is not to say I'm negative toward NET, I just feel that ECK is not being fully respected or forgiven by the market at present (re: the phone-in scandel, that business is no longer a part of ECK), but therein lies the opportunity for the patient investor.
With a nearly 30% discount to nav... for a patient investor, the long term reward is compelling. Have a peek at Avesco's five year chart and see the upside from buying solid companies on a discount to tangible net assets.
I got in before ex div date. A well run company that will benefit from the economic upturn. Full year profits up 47% Total diviend for year 20 pence Sole bookrunner for Anthony Bolton's new Fidelity China Special Situations Fund (fees £££) No Debt £20 mil cash in bank, with a market cap of 84 mil Only 66 million shares in issue for trading I'm going to hold these long term, I'm going to buy at every opportunity. I hate the spread but the dividend is fantastic dyor
The market may not like the preliminary results, but this has given me an opportunity to get into Camco - I believe this type of company and what it does will be of increasing importance to governments and big businesses with regards to how they operate and how they offset their impact on the environment. - Market cap of £26.8 million, with cash in the bank at £24.8 million (draw your own conclusion!) - Positive operating cash flow for 2009 of £2.5 million - Global Business GL + DYOR
Good find volcano - I get the feeling that food/food producers companies will have a sustained period of growth over the next few years. I'm also keeping my eye on sugar prices.
lifted from the RNS - Trading Update... "As a result of this strong progress at all its business units, the Group expects to report profits before taxation and exceptional items for the year ended 31 December 2009, which are around 25% above current market expectations. Real Good Food expects to announce its preliminary results in mid-March".
I've done my checks, I'm waiting on the sidelines for a decent entry point. I like how this company is positioned Sales up, debt slashed and the chairman stating the Company expects profits for the period ending 31st December 2009 to be approximately 25% above current market expectations. I will be in before the results come out in March. DYOR
GREEDY ********S.........LOL......I don't mind them being greedy GED as long as they "don't drop the ball" and lose sight of the job in hand. GON will hopefully do the business for us all... DYOR
I had a look at UBC's accounts. This company has about 10 million in the bank and a market cap of 8.79 million. I've done my research and I'm in... 300,000 shares held via CFDs, with a stop-loss set at 2.5p DYOR
Great Write-ups Ged I found Gon on my Screener and your info filled in many gaps, in terms of my research. I see this as a contrarian bet, the market I suspect at present is not comfortable with a western company doing media in china, but the future growth and profits will give the market little choice but to correctly price this company. If GON keep up the good work a re-rating is a strong possibility
One of four companies found on my share screener... I'm tempted by OSG... I like what they do, this could be a good recovery share after the problems of last year ( has double since march 09) -Global leader in providing anti-counterfeiting and brand protection solutions (according to website) . -OSG have many government and high profile business contracts. -53million shares issued ( potentially up to 22.6 million new shares to be issued at future dates due to capital investment by InvestCorp) - have recently had a big capital injection But.... there is some downside - missed certain targets last year, was that a one-off or a sign that other companies are stealing market share? - I'm not to sure who OSG are competing with for contracts, many security companies are privately run ( any help appreciated) - Director pay...hmmmm I'll have a good read up on OSG over the weekend and hopefully come to a decision early next week. Any help will be appreciated .
I found this company through a share screener I run.... looks very interesting. I'm going to have a good look over the numbers this weekend and do a bit more reading, If alls well... I'll buy and hold with a long term view. This is one of four shares that I have found through my screener, that If all is well I will buy and hold, until the market prices them correctly, which I suspect will be mid-to-long term, giving me an opportunity to get in at some "cracking" prices. As always DYOR
Popular mass media + china ..... £......? I can see why the market is not rating this company properly, as western companies tend to struggle to get a foothold in china, due to many different issues some obvious and others not so... But in GON we have a company that is doing the opposite to what most western companies that try to "break into China" do. GON develop their most of their media assets principally in China and then if the media asset is a success, they look to license the format out internationally. GON as a foreign company in China have a huge and underrated advantage for a foreign company in china, many of their staff including their chairman are Chinese so they are well versed on the quirks and whims of domesticated China, with regards to their viewing habits. I also like the fact that GON are compliant with the Chinese government, which is apparently vital for the success of any company operating within the chinese market. There are many more good things I could state about GON, cash generative, low debt, small share base (164 million), superb business model within china... blah...blah..blah, I'm just glad I got in before the market wakes up to this sleeping beast. At these prices I'm being as greedy as I can with buying GON, I'm happy to hold these with a long term view. *As always DYOR
*Continued * Upward effect on the SP
The "cash cow" of ALM is Turf Tv, its JV with Racecourse Media Services. The Racecourses have been super-slick in thrashing out a deal with ALM, as part of the JV deal a clause is inserted that allows the Racecourses to buy the 50% of Turf TV that ALM owns, in the event that ALM gets takenover. As the bookies, who HATE the idea that they have to pay to get live access to major horse racing broadcasts in their shops, would simply buy out ALM to get a 50% share of Turf Tv for obvious reasons. Now to Joe Lewis, he has a 29.9% stake which tells me he sees long term value in ALM ( unlike Teddy Sagi who dived in and then dived out), with Turf Tv included. There is nothing from stopping him going for the whole company, but I'm sure he is aware, If he took the company over he would lose the "crown jewels" Turf Tv, which is in effect a monopoly for Live horse racing in betting shops. JL has his stake in Alm, Ladbrokes and Mitchells & Butlers, I see some interesting synergies amongst the three companies, so over the next couple of months rightly or wrongly, look for JL's men to be deeply nestled in the control rooms of these companies. I'm in because I like the "moat", that ALM has (ALM won its court case, so the bookies will have to stay-in-bed with us) I like the fact the company has money in the bank and is debt free and ultimately i see huge intrinsic value here, which should now with the court case out of the way, have a upward ef
Eidos have many problems and I think that the bidders are aware, that they will not get a better chance to take Lara on the cheap, so I expect the bidding contest to be ferocious, which should cause a healthy "spike", to the share price. I'm in with a long june 09 spread bet, this one should be interesting
I have had a position for a while in SBE which I hedge daily, to negate volatility. Sibir have world class production, proven assets and infrastructure, that more than covers, the "bailout" of the two big shareholders, so as a going concern i'm not worried. I'm taking a long term view with Sibir as they have something that the financial markets will at some point have to respect. IMO this could be one of the best shares for "ballsy" daytraders, on one side you have corporate governance issues, Russia etc tec and on the other side you have huge proven assets, a grossly undervalued share price and a competent CEO..... which IMO sets this share price up for some huge short-term volatility. As always DYOR