Jadestone Energy Share Discussion Threads

[robizm] 07/5/2009 12:37

I was wrong, share should start to moter between now and October as long as the FTSE carries on rising.

[robizm] 30/4/2009 12:44

But dont have much time left and have 30% in cash and share PORTFOLIO Is very defensive, need more recovery plkays.

[hpotter] 23/3/2009 19:37

As a geared share, the upside if the market goes North of 4000 is reminiscent of 2002.

[joan of arc] 28/10/2008 21:21

As an aside support the Kill the Spread campaign. It is in all our interests!!

See below :-




www.killthespread.com



October 2008 (2)

Dear Supporter,

We wrote to you earlier this month with details of the Kill the Spread campaign objectives - since then word has really started to spread! Below are the links to the latest news and articles written about the campaign over the last two months. Were you aware that the London Stock Exchange is facing a High Court claim of anti-competitive behaviour from Plus Markets??

Change we need.....so what's next?

Since we last wrote to you, we have been approached by several brokers, wanting to know more about the Campaign and offering their assistance!

We were very encouraged by this – it's comforting to know we aren't the only ones complaining about the AIM and its Market Maker system. It's killing their business too!

We have learned a lot from their perspective on the way the AIM works and have now started discussions on some interesting initiatives including:

1/ Ways of creating an alternative Broker account for AIM shares, which could effectively cross stock between buyers and sellers, bypassing Market Makers and avoiding spreads.
2/ Creating a "ring-fenced" nominee account, offering guarantees to shareholders that their stock will not be loaned in the Market to cover short selling.

We think these could be very compelling propositions for Investors and any views or feedback you could give us on this would be very helpful; [e-mail]

We are also discussing ways forward to achieve the big systemic changes we are looking for with Direct Market Access, and we hope to be able to update you shortly with some very interesting developments.

We are finding that there is a willingness to listen to the voice of the Private Investor, but to turn these initiatives into constructive measures, we need to prove we have sufficient numbers behind the Campaign.......... and this is where you come in!

Hitting those Numbers!

At this crucial stage your support is essential and we are now asking you to make a really big effort on behalf of Kill the Spread.....

As a growing grass roots movement, we are now being taken seriously. We want our demands to be implemented as soon as possible and the only way we can ensure this happens is to prove beyond questionable doubt that a significant number of Private Investors are totally dissatisfied with the way the AIM market currently operates and are demanding change.

In simple terms - we need to get the numbers up - and fast!


5,000 supporters = ACTION!

Our target is to get to up to 5,000 supporters. We're getting there – but we need to get there quicker!! We are currently up to just over 1,300 supporters on the Poll - so there is still a way to go.

We are getting publicity but we really need the word to spread......So please, make sure you tell as many Investors you know about Kill the Spread.

You can spread the word in the many ways:

Talk to others Investors about the campaign
Post a link to the site on your Blogs
Post a link to the site on Bulletin-boards,
Tell people in you Share Club/Investor Group
Tell Everyone!!

Ask people to sign up at the website


and get them to complete the on-line poll



it won't cost you anything and will only take a few minutes of your time.

Help give us a real push – and remember if every supporter brings in just 3 new supporters - our numbers will quadruple!!

We are now on the brink of making a real difference for all Small Cap Investors - so a big push for more supporters right now is just what we need!

Thank you once again for supporting Kill the Spread – with your support change really is possible!


Kind regards



Campaign Coordinator
Kill The Spread

www.killthespread.com
[e-mail]

Please email us at [e-mail] - if you want to know more about Campaign - all question & comments are most welcome!

Recent News:


The London Stock Exchange is facing a High Court claim of anti-competitive behaviour from Plus Markets




Great Article by Tom Bulford





another mention from Dominic Frisby
(mention is at the end of this article)

[hindsight] 16/10/2006 09:48

Well done ISA23, you called JSE spot on too
Keep the ideas coming

[isa23] 09/10/2006 16:54

Well it seems my recommendations have finally come good. Atls & ddc up by about %20 each since about one and a half months ago. Should have become a tipster!!!!!

[isa23] 21/8/2006 14:52

The Board of Jupiter Second Enhanced Income Trust PLC (the "Company") believes that it is in the best interests of
Shareholders for the Investment Manager to be able to invest on the Company's behalf in certain property related
investment companies which are listed or to be listed on the London Stock Exchange.

I take it to mean the likes of ddc & atls, as uk commercial prop ITs all look overpriced...

[hindsight] 31/7/2006 20:13

Thanks for the info ISA 123, I will have a look
One theme I am sure of going forward is that the wealth transfer going on will continue from west to east, establised to emerging economies, and the EU is only going to make this more certain

[isa23] 27/7/2006 17:00

for what it is worth, I am back in JSE. With recent rises in underlying assets (specially Shell & Bp), discount to NAV has widened to about 18-20% which is unjustified given a talented manager in charge, a handsome 6.7% divi and zeros more that adequately covered.
I have also come across another interesting eastern european property trust. Atlas Estates (atls) floated at 341p in April with an NAV of 318p. It has since dropped to as low as 245, before recovering to about 265. It plans to pay 3% divi in 2006, 5% in 2007 & 10% in 2008 (all based on the floatation price of 341!!!). Management has recently started a share buyback program given the rediculously cheap share price. Sounds a no-brainer to me.

[hindsight] 29/6/2006 11:01

Yes please do, should have done so myself

[isa23] 29/6/2006 10:57

Thanks Hindsight. I'll post this on ddc thread if you don't mind (with your permission of course)
Cheers

[hindsight] 28/6/2006 11:30

Good news for ddc



In addition, Poland's property market has had an excellent first half of the year. Word from the professionals on the ground indicates that prices have risen between 20% and 30% in 2006 so far, which would give tremendous return on capital for investors there who can buy with typically 20 or 30% deposit. Warsaw's property prices remain amongst the lowest in Europe and the introduction of major industry to the city is attracting an increasingly young and wealthy population.

[isa23] 23/6/2006 09:51

yea I think NAV is probably 95-100p, but is hard to tell as some of it is still cash and underlying assets have probably appreciated by now. I called them the other day & asked for the annual report so I can have a better picture of what they're up to. Sounds good. Dawney Day is a reputable manager, and management have a sizable interest in each of their property funds (same goes for dtr, though it is 12% higher than a few weeks ago!). Numis has a 137p price target for ddc.
For what it's worth, I've recently bought into eet & alph (France & Spanish commercial property) for the yield. Some of these Asian Equity IT's are also becomimg interesting (aaif in particular, which pays divi in Aug. yields around 5%).

[hindsight] 21/6/2006 13:27

Yep im watching ddc but still feel rising rates need time to play out on property
Make nav 97.9p, is that your view ?, so a 10% discount 90p would be a place to start adding a few for me
I see they are offshore with no corporation tax, very close to me, which I always go for as have had gains hurt by uk corporation tax in the past ie Regalian properties
Cheers H

[isa23] 03/6/2006 16:21

ddc up nearly 10% today!

[hindsight] 30/5/2006 13:58

Thanks ISA23
I will have a look at those, just wonder if rising euro % rates short term will hold them back

[isa23] 24/5/2006 13:27

PS. DTR is also worth a look if it gets below 1EUR

[isa23] 24/5/2006 13:26

Hi Hindsight. I will play such bargains through spreadbetting for now so as to minimise potential losses (mind you, VOD is depressed for a reason. I think free telephony etc...doesn't bode well for telecom stocks).
I am still mainly in cash/bonds waiting for the downside to run its course. I've taken profits on itwn (Taiwan)& ced, but have recently revisited itwn & ifff. One stock I have found REALLY interesting is ddc (Dawnay Day...). It invests in commercial property in East Europe, and pays 6p divi this yr rising to 10p next & thereafter. Concerns about interest rates etc, plus lack of new deals has pushed it to almost below NAV, whereas it is sitting on a huge cash pile & an 84.3m property portfolio. The 6.3% divi should support the price, but I'm happy to buy more on any further downside. Hope this one works out well too.

[hindsight] 24/5/2006 10:50

Hi ISA23, Vod back on the radar
looked at hs+ and the brokers forcast 10.5p for march 07 with a 5.4p div
take off the 10p due in July from Japanese sale and at 105 they yield just over 5% on a pe just under 10
if they were to get £20m nett of tax for Verizon
then that 33p per share so 105 becomes 72p
and as they get no profit from them the yield will rise to 7.5% and the pe fall to 7

[hindsight] 19/4/2006 12:46

Thanks for the reply ISA23, no apologies for delay needed, Im even worse :-(
Only stocks I like are those focused on energy at present that dont have space shuttle charts, XKO and GKP should report this month, XKO should be good with gas and electric prices flying and GKP is due some good news but not holding my breath

[isa23] 27/3/2006 12:32

Sorry for the delay. No I haven't got any yet. In fact I've sold out of Vod, too. Been very nervous of late. Cash, that's where I am in at the moment. And some itwn, ced, slxx, but mainly cash!!!

[hindsight] 16/3/2006 12:21

ISA23
Well Vod worked well, any new ideas ?
Cheers
H

[hindsight] 03/2/2006 10:34

ISA23
Thanks, I brought a few @ 120 thinking it had bottomed at 120p support, will buy again if they fall to 114p support and look to be base building

[isa23] 01/2/2006 16:50

I think Vodafone @ 116.75 can well and truly qualify as my next gem. It has a terrible looking chart at the moment and may well go lower, but at these levels the risk/reward ratio looks excellent. I guess Vodafone & BT today are where Barclays & HSBC (and also A&L) were back in October: unloved by the market, with decent divis & modest but rising growth in earnings. I have picked up some shares today, and will add more if it falls further. As usual, DYOR (and never act on tips alone)!!!!!