Bede Share Discussion Threads

[hybrasil] 19/7/2007 08:30

Bikwik
Not totally on the strength of your chart I bought another chunk this am.

[bikwik] 19/7/2007 07:54

Good morning everyone....
I"d just like to point this out....
The chart could be forming a bull flag since the day of the surge.
Implication is.....another rapid leg up......possibly to the 9.5p to 10p level.
DYOR....etc

[colonel a] 16/7/2007 16:58

Somebody clearly "knew" and bought the price up.

But who knows whether the company wanted an excuse to go public
or whether they are being pursued by an avid purchaser or whether they're desparately looking for somebody to buy them.
If the potential purchaser is prime mover then a sale will probably go through and probably at well above current levels.

[lyndus] 16/7/2007 16:50

Think leak must have been imminent before company were forced to issue RNS.
Perhaps a Japanese company is interested.Probably company too small for weekend press.

[colonel a] 16/7/2007 12:20

If the names in the frame don't "leak" fairly soon I'd take that as a bad sign.
Equally, the lack of coverage in the press over the weekend is not encouraging.
I still hold but am not expecting too much up from current levels.

[lyndus] 16/7/2007 12:10

Need a few more large buys to get this moving.NAV was 14p in February.
Any chance we will get news soon.Recent take overs seem to have taken long time.

[hybrasil] 16/7/2007 10:43

I have been in this for some time and bought that 500k this am. Takeover price must equate to > the NAV

[richoneday] 16/7/2007 08:05

Let's hope that Bede have more than one interesed acquirer

[topinfo] 15/7/2007 22:47

Max...fortunately no position in CART but watching with interest.

[savernake] 15/7/2007 22:44

In addition to the big US and Japanese suppliers to the semi-conductor industry, Bede would be seem to be an excellent fit for Oxford Instruments (OXIG). Their customers are a sub-set of OXIG's, with obvious savings in admin, R&D, sales and customer support. From OXIG's last report >>

Our Analytical Businesses provide measurement and fabrication instruments for
industrial and research customers. The business units are: Industrial Analysis,
X-Ray Technology, NanoAnalysis and Plasma Technology.


Our Industrial Analysis business, which produces tools that enable our
industrial customers to analyse materials, had a successful year. Order intake
and sales reached record levels. This was fuelled by customers buying equipment
to comply with ROHS (Restriction on Hazardous Substances) legislation, and
increasing sales to customers in sectors such as the oil and gas industry, where
there is growing demand for tools that can positively confirm that the correct
materials have been used in safety-critical applications.


Our X-Ray Technology business, which provides X-ray sources for the industrial
market, had a very strong year driven by the ROHS legislation. We are also
undertaking a research contract for NASA (National Aeronautics & Space
Administration) to develop technology for a forthcoming mission to Mars.


Our NanoAnalysis business is the market-leading provider of a range of detectors
for users of electron microscopes who need to understand chemical and structural
properties. This business enjoyed good sales growth driven by the introduction
of new products. At the half year we announced our new INCAx-act detector based
on new technology which makes it smaller and easier to use whilst maintaining
high performance levels. Sales of INCAx-act have exceeded our expectations in
the second half of the year and have contributed to the growth. In May 2007 we
were awarded the Queen's Award for Enterprise:Innovation for our new INCA
DryCoolTM detector, which offers a method of safe, high sensitivity chemical
analysis without the use of liquid nitrogen.


Plasma Technology provides a range of products for the manufacture of high
performance semiconductors for specialist applications. This business showed
strong organic growth supported by the introduction of our new Atomic Layer
Deposition (ALD) products. Dr David Robbins Chief Technology Officer of Cenamps,
a UK centre of excellence for nano technology at Newcastle University, and one
of our first ALD customers, said 'ALD is an extremely exciting technique. The
coatings can be accurately controlled down to a thickness of 1 nanometer which
is about 100,000 times thinner than a sheet of paper, holding exciting
possibilities for a range of industries from electronics to food packaging'.

[maxxwell] 15/7/2007 12:39

Hey TOPINFO - just read the CART fiasco - what a steaming mess!! Very unwise for anyone to touch it. were you in/out?

[maxxwell] 15/7/2007 12:14

Not in CART but am in Corac (CRA) - another superb long term play because of the original and unique engineering in the DGC technology, check out their wesite. I worked in Saudi for a couple of years in the mid @80s and spoke to geologists working for ARAMCO (effectively the Saudi oil company) who were desperate for this tye of technology even then. That is, any technology that could extract, in their words " even 3 or 5% extra from a well". Ok, they were talking about oil wells, but the same mind set is true for gas. Shares may bobble along for a few months because of the trials, but with major oil companies supporting this financially already I reckon it is bound to succeed even if a couple of glitches happen along the way. DYOR + IMHO!!.

[topinfo] 14/7/2007 18:20

Still about £900 profit...not bad Max.!!! Hope you arent in CART as well or that profit will have all gone.!!!

[maxxwell] 14/7/2007 17:26

Purchased these @ 4.45 on 06.06.06 but only got 45,000. Mustn't grumble!!

[topinfo] 14/7/2007 10:53

Na..Thursday 12th I was hovering buy button but decided against it. Oh well at least I didnt have CART yesterday..oooouuuucccchhhhh

[colonel a] 14/7/2007 10:50

You would have had to get in very early.
Somebody in the know bought everything going around 9 a.m., this pushed the price up to 5+ and triggered the RNS.

[topinfo] 13/7/2007 17:38

I know its easy to say now but was going to buy thsese yesterday but spread of 4.25 v 4.75 put me off.....derrr

[qs9] 13/7/2007 16:56

11-13p should be a decent starting point for directors to consider me thinks.

[qs9] 13/7/2007 15:21

At 7p capitalised at around £6m

An interesting balance sheet look:

tax losses of £23m?
Net current assets at last Qrtr report of £5.6m
Patents, trademarks and development costs asset of £3m.

Could this business start to make money as well as part of another organisation? Not sure but why not? In which case at the moment, the business is merely valued at its current asset level, surely the tax losses, internally generated IP etc and its trading operations which could be profitable within someone else are worth a lot more?

Why not look at the 7p level above as the "zero" as could wind the business up and pay yourself back and have the rest thrown in for free????

DYOR

[bikwik] 13/7/2007 15:16

ok....how many in profit now?

[dickiepugs] 13/7/2007 13:44

YIPPEEYIAYE - MEEEEEEEEE !