IntelliAM AI Share Discussion Threads

[njp] 29/10/2003 19:22

Ladron

Well done! Unfortunately, I closed my s/b a couple of weeks back when it signs of stagnating :( Still, a nice profit on the shares.

[ladron] 29/10/2003 18:55

Nice one NJP ! Bought into this one on your recommendation at 160p nice profit! Muchas Gracias .....Ladron

[annef] 29/10/2003 18:25

NJP

Yes, checked it,thanks.

Anne

[njp] 29/10/2003 17:07

annef

Check the news announcement. Take over offer from Cardinal Heath at 280p per share. Shareholders on the reister at 12th September also keep the dividend of 2.3p / share.

[annef] 29/10/2003 17:02

NJP

Was interested in CEL's price today and am just checking INT's price - is it right, checked my account and it says price is 278.5 (+59) Goodness, any advice please?

Anne

[njp] 29/10/2003 16:16

Think you've got your answer, boadicea!

[the other kevin] 29/10/2003 16:01

What's going on.......

Edit - Agreed offer by Cardinal at 2.80

[boadicea] 24/10/2003 20:57

Price performance rather better than the balance of trades might indicate .... Interesting...

[njp] 16/9/2003 13:42

Suspect they'll bob up and down around the 200p mark until evidence of recovery in earnings. As to untried business models, the concerns relate to the established distribution side. Manufacturing, underpinned by profitable Martindale, is making most of the money and it looks set to stay that way.

[vector] 16/9/2003 09:14

NJP

Don't disagree that they could get back to 250p although I think they will struggle to do it until we see more proof that business model is working.

I note your comment about debtors on one of Biofocus threads. Will look at when i get a moment.

[njp] 16/9/2003 00:47

Vector

INT has moved up quicker than I anticipated. Having missed the Spring lows (money tied up elsewhere) I did expect, or hope for, a bit more nervousness around the interims which would have given me an opportunity to add at a bargain price. Market strength over the summer has denied me that. Looking at current broker forecasts for 2004 (concensus just a tad short of 20p) one can see that the shares aren't overpriced at £2. Indeed, one might hope for 250p, so I guess you could say that concerns over gearing (65%) and sustainability of distribution margins are factored in.

You could argue that they paid a highish price for Sante. I haven't studied the sums in detail but there could have been significant tangible assets acquired too. The dividend cover still looks acceptable, though, at x3, and the manufacturing businesses both look complementary and fill a profitable niche.

INT aren't the steal that they were at under 150p but they don't look overvalued. 250p would be a nice level to sell at and could be reached, given confidence that INT will meet expected earnings and a rising market.

PS I share your interest in Biofocus.

[njp] 08/9/2003 11:58

Nowt to do with Intercare!

[boadicea] 08/9/2003 11:47

I note that there is an Intercast report on the prem board. Anyone have access and able to relay the gist of it?

[paulismyname] 06/9/2003 00:44

Installed and logged in okay yesterday but am unclear what I need to do to log in today, could anyone help

[clem] 05/9/2003 13:56

Mitchy. Sorry you are having all this trouble.
If we were too worried about this sort of thing happening we wouldnt do it at all, which wouldnt be a benefit. We will get it sorted however.

[mitchy] 05/9/2003 13:48

I give in...just got disconnected and can't get back in...enough already

[dodddy] 05/9/2003 13:38

>paul just press enter without using the password

[paulismyname] 05/9/2003 13:26

Right actions so far

Icon on desktop (windows Xp) click on it

Headphone type thing read and blue in system tray next to date and time on computer

Click advfn talk page tab

Click open talk

System asked for password

It replied the content relay server cannot validate your password

[mitchy] 05/9/2003 13:25

just pressing 'ok' without entering 123 worked...!

[mitchy] 05/9/2003 13:25

thanks Kayak

[mitchy] 05/9/2003 13:24

tried 123 and cancel...still no joy

[kayak] 05/9/2003 13:21

I've never needed to enter a password, just clicking OK when requested works for me.