At the end of October BG Group suffered its biggest ever share price fall. As one of the UK’s most respected oil and gas explorers the warning on production numbers
caught investors off-guard and, at one point, knocked as much as one-fifth off the value of the shares. Shareholders and analysts were taken aback by the shock profit
warning, not least because the quarterly figures were released a day earlier than expected. Despite a 16 per cent rise in third-quarter profits to US$1.6bn, and a five
per cent increase in production, it was the outlook for 2013 that caused concern and the big sell-off.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/december-13-2012/
Sunday, 16 December 2012
Sunday, 9 December 2012
Telecom Plus (TEP) - Buy
Utility providers are coming under fire as the government tries to reign in the varied charging structures and tariffs.
According to the Telecom Plus chief executive, Andrew Lindsay, this will play into the hands of his company, which trades
under the name of Utility Warehouse. He sees the changes as spelling the end of low-priced introductory offers from the big
energy operators which compete with his product. As things stand, Telecom Plus has just 1.5 per cent of the UKs home phone,
mobiles, broadband, gas and electricity market, with around 438,000 customers.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/november-29-2012/
According to the Telecom Plus chief executive, Andrew Lindsay, this will play into the hands of his company, which trades
under the name of Utility Warehouse. He sees the changes as spelling the end of low-priced introductory offers from the big
energy operators which compete with his product. As things stand, Telecom Plus has just 1.5 per cent of the UKs home phone,
mobiles, broadband, gas and electricity market, with around 438,000 customers.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/november-29-2012/
Thursday, 22 November 2012
WANdisco (WAND) - Buy
There have only been three technology floatations in London this year. A far cry from the heady days of the tech boom a
decade ago. However, the three companies that have listed in 2012 have gone largely unnoticed. For starters they’re small,
and they’ve also chosen the Alternative Investment Market (AIM) to make their debuts. The first to appear was Austrian
software company Incadea, which raised £17m in May. The second, WANdisco, came to the AIM market in June. Then Blur Group
raised £4m in October. Of the three, WANdisco has been the most successful. It is a small company worth around £90m. The
shares were originally placed at 180p and have more than doubled since the first day of trading. Management decided to list
on AIM in order to fund expansion of the company’s sales force, to open an office in China and potentially make some
acquisitions. The placing was significantly oversubscribed (by 300 per cent) and shareholders include big institutions like
Fidelity, Legal & General, Blackrock and M&G.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/november-15-2012/
decade ago. However, the three companies that have listed in 2012 have gone largely unnoticed. For starters they’re small,
and they’ve also chosen the Alternative Investment Market (AIM) to make their debuts. The first to appear was Austrian
software company Incadea, which raised £17m in May. The second, WANdisco, came to the AIM market in June. Then Blur Group
raised £4m in October. Of the three, WANdisco has been the most successful. It is a small company worth around £90m. The
shares were originally placed at 180p and have more than doubled since the first day of trading. Management decided to list
on AIM in order to fund expansion of the company’s sales force, to open an office in China and potentially make some
acquisitions. The placing was significantly oversubscribed (by 300 per cent) and shareholders include big institutions like
Fidelity, Legal & General, Blackrock and M&G.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/november-15-2012/
Monday, 5 November 2012
Ricardo - Buy
Ricardo Plc, established originally in 1915 as Engine Patents Ltd by Sir Harry Ricardo, is today a leading multi-industry
engineering provider of technology, consulting services and product innovation. Notably, Ricardo developed and supplies the
renowned twin-turbo V8 engine used in the new McLaren MP4-12C supercar. In addition, Ricardo has collaborated with Xtrac Ltd
in the development and supply of transmissions to Formula One teams, including Lotus and HRT. Furthermore, Ricardo is
concerned with the development of intelligent transport systems and hybrid-electric systems. Currently Ricardo derives
business from defense, rail and clean energy sectors to complement motorsport and transportation order books.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/november-01-2012/
engineering provider of technology, consulting services and product innovation. Notably, Ricardo developed and supplies the
renowned twin-turbo V8 engine used in the new McLaren MP4-12C supercar. In addition, Ricardo has collaborated with Xtrac Ltd
in the development and supply of transmissions to Formula One teams, including Lotus and HRT. Furthermore, Ricardo is
concerned with the development of intelligent transport systems and hybrid-electric systems. Currently Ricardo derives
business from defense, rail and clean energy sectors to complement motorsport and transportation order books.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/november-01-2012/
Monday, 22 October 2012
ETF Lean Hogs - Buy
The supply constraints on food are having wide-ranging effects. The limitations have been caused by drought in the US and Russia, coupled with extreme heat damage. Corn and soyabeans have been hit hard, which has had a knock-on effect on the prices of other foodstuffs. UK company Cranswick drew attention in its recent update to the effect of rising pig prices, pushed up by the cost of feed. There is also upward pressure from growing demand. In Europe, farmers have been cutting herds because of the rising costs and new welfare regulations, due to be introduced in January, on how sows should be housed.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/october-18-2012/
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/october-18-2012/
Monday, 8 October 2012
Syngenta - Buy
Syngenta has once again come onto the radar of investors on the back of surging grain prices, and the prospect of a marked fall-back in cost pressures in the last-quarter of 2012 and into 2013, which could offer some potential short-term gains for investors. The story is continuing to develop as high corn prices drive demand for Syngenta's seed care products. The latest update from the US Department of Agriculture confirms that the drought, which is hitting large parts of the US grain belt, has indeed reduced this year's corn harvest by some 13 per cent.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/october-04-2012/
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/october-04-2012/
Friday, 28 September 2012
Lonmin (LMI) - Buy
Now that Lonmin seems to have come up with a workable solution to its workers disputes it could be time to take a look at the share price. Baron Rothschild is famously quoted as saying, "the time to buy is when there's blood in the streets." No doubt he would have been buying Lonmin shares in August when violence erupted at Lonmin's Marikana mine when 3,000 rock drillers went on strike over pay and conditions, and copycat strikes spread to other South African mines.
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/september-20-2012/
read the full story here:
http://www.shareworld.co.uk/index.php/share-spotlight/september-20-2012/
Subscribe to:
Posts (Atom)