Cloudified Share Discussion Threads

[debbie_does_dallas_twice] 02/10/2015 15:39

Hope no one was sucked into buying shares this morning on the back of those constant ramps by dee and moreforus , posted with the one aim of trying to get punters to buy.

Volume will now die and going into next week this will more than likely be testing the placing price.
Then i suspect the fall will continue through to the new year in dribs and drabs without any new due until then.

[evil_doctor_facilier] 02/10/2015 15:32

What major investors would that be then?

[spartikas] 02/10/2015 13:52

bought 2.5k this morning..I remember the last placing the trend changed after the placing.

What really gives me the confidence is the same major investors are participating in the placing.

[pug151] 02/10/2015 11:43

Got it - full joko interview is on 'talking business' this weekend.

[pug151] 02/10/2015 11:36

Tried to find the link - failed - (not trying to mislead )

[daddy warbucks] 02/10/2015 11:26

AndyExactly. Maybe given in lieu of fees, which strengthens current holders resolve even more.

[andy] 02/10/2015 11:21

Daddy Warbucks 2 Oct'15 - 09:49 - 24101 of 24120 0 0

In connection with the Placing, the Company has granted Northland Capital Partners Limited warrants to subscribe for 70,739 new Ordinary Shares on the same terms as the Placing Warrants.

Those warrants are priced at 27p.

Northland seem happy to have taken them!

---

Daddy,

I would have been happy to take them!

It's a risk free one way bet, so why wouldn't you want to take them for free?

Say the share price rises to 50p, calculate the gain, and then ask yourself how significant that is to Northland? Have you seen their offices?

[pug151] 02/10/2015 11:18

Or did you mean oxs - in which case i just observed the buys volume above 2.6

[pug151] 02/10/2015 11:16

BBC website

[tom111] 02/10/2015 11:15

10p is my target

[bones30] 02/10/2015 11:13

pug - how dyou know that?

[pug151] 02/10/2015 11:09

Oh and Oxus is about to move again i think

[pug151] 02/10/2015 11:08

YesI posted on the old polluted thread by mistake just now. I had tried to add yesterday but had a password problem( lucky for once) There is a Joko business interview on the bbc this weekend which should be interesting. He is being asked about investment.

[the stigologist] 02/10/2015 11:03

How much would you pay for a warrant at 27p ?

I suspect given the volatility in CHL price there would be a good chance of it getting into the money at some point

add in the time value as well

you must be looking at 2p ?

So if you are getting 2 FREE warrants worth 2p for an 18p placing price you are basically getting those placing shares at 14p !

Expect the share price to dip below 18p in coming days

[debbiegee] 02/10/2015 11:00

3% less

We all knew something big went or was going through when we were all able to buy at 18

[petersmith3] 02/10/2015 10:56

PPG – Plutus Powergen the easy next 10 bagger!!!!!

The chairman of PPG said that each 20MW site would generate about £1.6m - £1.7m in revenue. EBITDA given as £1.25m - £1.5m.

10 sites on that basis = £16-£17m revenue with EBITDA of £12.5 - £15m.
Therefore possibly £3m-£4m conservatively annual profits depending on the ultimate revenue split ?.

On a p/e of 15 that's £45-£60m m/cap or 8p - 10.5p/share.

Given that's it's growing, his further comments were - 'really smash the 3 year target for 10 sites' and they have already 1 year behind them.

If those targets are smashed and as they do have 500MW of sites in the pipeline - on the same p/e the share price could see 20 - 27p.
We do know that they plan to own some sites outright at 100% which again would improve the margins significantly.

Ultimately also what do they do with that profit and they could expand into other avenues - was there not talk of this in some other countries ?

Called it a compelling investment, fully funded and no further dilution to the shareholder base.

571.43m shares in issue and 49.5% held by management/Paternoster (Charles Tatnall himself having 9.71%).

Chelverton Growth Trust PLC was accumulating and just 7 weeks ago had increased to 33.33m shares or 5.83%.

Free float will reduce all the time and one thing to remember with no more placings it could become difficult to trade in/out and regain your holding.

[patviera] 02/10/2015 10:52

It's a good punt hereBut with the shares in issue and warrants the share price upside is less than it was prior to these placings

[debbiegee] 02/10/2015 10:50

I sppose te directors havnt got much free cash being as they are paid in shares.
Think its good that they bought any.
Surely any thoughts that this was not going in te right direction would have bought none.

[debbiegee] 02/10/2015 10:50

I sppose te directors havnt got much free cash being as they are paid in shares.
Think its good that they bought any.
Surely any thoughts that this was not going in te right direction would have bought none.

[debbiegee] 02/10/2015 10:50

I sppose te directors havnt got much free cash being as they are paid in shares.
Think its good that they bought any.
Surely any thoughts that this was not going in te right direction would have bought none.

[sos100] 02/10/2015 10:46

pug i posted a link two days ago with a bbc interview with Joko,no one seemed to be following events then......

Very strange...

[maytrees] 02/10/2015 10:44

I hold both (far more OXS though )and agree with you in principle Jungmana re CHL but in practice following Cameron's recent visit to Indonesia there seemed to be talk of an s/t was there not and although the arbitrators have jurisdiction
in this case did not the Indonesians ensure that that is not likely to occur in subsequent disputes. If so re the latter why?

[pug151] 02/10/2015 10:42

There is also an interesting bbc interview on investment with Joko this weekend it would be surprising if chl did not get a mention.