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re. Small Cap Report (5 Feb) - ALL, ALU, LWB, HNT, GHT, LID, CRA, BAE

Trebor Ebagum — Thu, 23 May 2013 09:55:38 +0100

Trebor Ebagum posted:
Taken from the recent interim statement: We have advanced a number of CTC opportunities with global financial institutions from proof of concepts to paid projects for the deployment of CTC in Asia Pacific and EMEA - we expect a number of these paid projects to proceed to full contractual engagements in due course, certain of which would be of significant value to the Group; Looking good IMHO

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

Paul Scott — Wed, 22 May 2013 22:46:21 +0100

Paul Scott posted:
Hi PhilH, I have heard of companies ringing up shareholders when important EGM votes are upcoming, especially if they think the vote might be close. So probably the same with Sprue - they want to drum up support, so are getting on the phone to shareholders. P.

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

PhilH — Wed, 22 May 2013 21:05:36 +0100

PhilH posted:
I received a call from Sprue today checking to see if I was aware of the offer and the management advice. I have to say I'm a little curious as to how they got my contact details, but there we are. They are clearly trying to mobilise support and given that I don't hold a huge portion it's interesting that they wanted to get my vote. Is this normal for a smaller company? Thanks in advance Phil

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

PhilH — Sun, 19 May 2013 09:47:17 +0100

PhilH posted:
Hi GHF, Many thanks for your comprehensive reply. I'll take at look at the other thread but having a a fly on the qpp wall over there I wonder why serious investors bother given the noise. I'm happy to continue to hold sprue. Thanks again Phil

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

Glasshalfull — Sat, 18 May 2013 17:30:57 +0100

Glasshalfull posted:
Sprue Aegis (SPRP) PhilH, Firstly, I've updated the thread header over on ADVFN to reflect the Jarden/BRK bid and Sprue Defence Document:-http://uk.advfn.com/cmn/fbb/thread.php3?id=24324751 You will have noted from the Defence document that Sprue Aegis have received letters of intent rejecting the bid from shareholders with 52% of the equity amp; have intimated that they will peruse a move to AIM in the next 12 months. They have also offered to place Jarden/BRK's 27.7% shareholding with investors as part of their move to AIM,If BRK believes 90p represents “full and fair value”...

re. Small Cap Report (10 May) - HGV, QPP, ASH, OCDO, KENZ, CTO

cig — Sat, 18 May 2013 14:06:21 +0100

cig posted:
@Crusty, I like that they're treating their employees well and the benefits are not exuberantly generous (half of career average for a notional 40 years there if I got it right) but it makes valuing a company hard (and that's true of every company with open ended pension commitments), because the actuarial valuations are close to useless (that 11m could turn into a 50m deficit or 50m surplus in 10 years...) and the pensioners effectively have an option on the company equity, so shareholders can be zapped even if the...

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

PhilH — Fri, 17 May 2013 18:12:38 +0100

PhilH posted:
Hi Paul, Do you have a view as to how things might play out at Sprue Ageis? I guess they could increase their offer, walk away or another party could get involved. I guess I was hoping for a lot more than 90p when I got in though. Cheers Phil

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

Chris12nz — Fri, 17 May 2013 13:05:30 +0100

Chris12nz posted:
Re kentz, I took one look at it and then discounted it. Why? Not because of fundamentals, but because it is an engineering company. By definition, engineering companies have projects. They need to keep winning new projects to make profits. Thus, they have no recurring earnings. I'm sure i read a blog from you less than a week ago saying that you must focus on companies with recurring earnings. Any company exposed to the resource sector is now worth avoiding. Australia is worth avoiding. Anyway, good luck with kentz.

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

deucetoace — Fri, 17 May 2013 12:37:44 +0100

deucetoace posted:
I find the voting in the Kentz AGM interesting. A significant vote against the Chair of the remuneration Committee and some non-trivial votes against a couple of other directors. Also two resolutions withdrawn both relating to director bonus remuneration. Might this have something to do with the low rating here? (I hold some Kentz)

re. Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

Paul Scott — Fri, 17 May 2013 11:43:01 +0100

Paul Scott posted:
Hi chaps, I've commented on the companies you mention now. I update the report throughout the morning, as I work through the various announcements, so it gradually grows amp; is typically updated 5 or 6 times throughout the morning. When it's finished, I Tweet the link. Cheers, Paul.