Core Vct I Share Discussion Threads

[gimmetheloot] 07/1/2018 21:12

hxxps://thewest.com.au/business/mining/shares-tumble-as-pilbara-gold-samples-fail-to-excite-ng-b88698213z

[fillipe] 07/1/2018 20:02

UEN - one of mine....also many times previously.

f

[cudmore] 07/1/2018 14:39

These could rocket just on that article in the Sunday Express!! Then when Newmont news arrives we can all retire 😂😂😂

[h2owater] 07/1/2018 14:13

GGP Greatland Gold Sunday Express Article


Newmont Mining said early Jan 2018.

Do the Maths!

"Headline is Greatland Gold considers sell off"

"Aim Listed explorer GreatlandGold could sell some of its sites to other firms , if geological survey tests show that they have an abundance of other minerals and metals. The firm has six sites it is exploring in Australia and chies executive Gervaise Heddle said that if it finds more precious metals and minerals than gold on the areas it is exploring, it will turn them over to firms that specialise in those resources. Greatland floated on the London Stock exchange's Aim junior market in July 2006 and last month it said that initial exploration work at one of its sites in the south Pilbara region of Western Australia found two clusters of gold anomalies as well as gold in the north of the area".

Link:

[h2owater] 07/1/2018 14:12

GGP Greatland Gold Sunday Express Article


Newmont Mining said early Jan 2018.

Do the Maths!

"Headline is Greatland Gold considers sell off"

"Aim Listed explorer GreatlandGold could sell some of its sites to other firms , if geological survey tests show that they have an abundance of other minerals and metals. The firm has six sites it is exploring in Australia and chies executive Gervaise Heddle said that if it finds more precious metals and minerals than gold on the areas it is exploring, it will turn them over to firms that specialise in those resources. Greatland floated on the London Stock exchange's Aim junior market in July 2006 and last month it said that initial exploration work at one of its sites in the south Pilbara region of Western Australia found two clusters of gold anomalies as well as gold in the north of the area".

Link:

[nash81] 07/1/2018 12:27

anybody watching UEN and XTR ?

[nash81] 07/1/2018 12:26

anybody watching UEN and XTR ?

[3rd eye] 05/1/2018 15:07

Sophos Group

Protects small and medium sized businesses against cyber hacks

Market worth £40bn and growing quickly

Over 100m users in 150 countries

[3rd eye] 05/1/2018 15:07

Sophos Group

Protects small and medium sized businesses against cyber hacks

Market worth £40bn and growing quickly

Over 100m users in 150 countries

[argy3] 05/1/2018 14:23

BOIL (35-40)

Be careful of being tail-end charlie

[3rd eye] 05/1/2018 12:19

SOPH Sophos.....Hargreaves Lansdown tip 4 of 5 for the top 2018......

Investment idea #4

Sophos Group - benefit from the cyber threat

A string of high-profile hacks mean the consequences of not investing in cyber security are all too evident.

Perhaps no surprise then, that companies are scrambling to shore up their cyber defences. Sophos Group, a company providing software to protect small and medium-sized businesses, should benefit from this.

The group uses a network of over 30,000 independent partners to sell and distribute its products. Over 100m users in 150 countries now rely on it for IT security and Sophos says the market is worth in the region of £40bn, and growing quickly.

It is the only company to offer a high standard of both network and end user protection. This means customers benefit from a joined up service under a centralised system.

Contracts run for up to five years, retention rates are impressive and last year Sophos generated an average of 29% more business from contracts up for renewal.

At present, the company is focused on investing in this opportunity rather than paying dividends, meaning the prospective yield is just 0.8%.

With impressive growth, Sophos's potential hasn't gone unnoticed by the market though.

The shares have enjoyed a strong run recently, and trade on a premium valuation of 85 times expected earnings. We’re not put off by the high rating, but it certainly adds a layer of risk. If the company fails to deliver on the market’s high expectations, the share price could suffer.

Part of the reason the rating is so high is that accounting convention means Sophos's near-term earnings look artificially low. The costs of winning a contract are accounted for up-front, but the revenues are spread over the life of the deal. For example, the group generated $133m of free cash flow last year, compared to adjusted profits of $38m.

We often look at a company and say profits look great, but where is the cash? With Sophos, in the short-term at least, it's the other way round. Given the choice, this is how we'd like it. After all, it's not without justification they say cash is king.

[3rd eye] 05/1/2018 12:19

SOPH Sophos.....Hargreaves Lansdown tip 4 of 5 for the top 2018......

Investment idea #4

Sophos Group - benefit from the cyber threat

A string of high-profile hacks mean the consequences of not investing in cyber security are all too evident.

Perhaps no surprise then, that companies are scrambling to shore up their cyber defences. Sophos Group, a company providing software to protect small and medium-sized businesses, should benefit from this.

The group uses a network of over 30,000 independent partners to sell and distribute its products. Over 100m users in 150 countries now rely on it for IT security and Sophos says the market is worth in the region of £40bn, and growing quickly.

It is the only company to offer a high standard of both network and end user protection. This means customers benefit from a joined up service under a centralised system.

Contracts run for up to five years, retention rates are impressive and last year Sophos generated an average of 29% more business from contracts up for renewal.

At present, the company is focused on investing in this opportunity rather than paying dividends, meaning the prospective yield is just 0.8%.

With impressive growth, Sophos's potential hasn't gone unnoticed by the market though.

The shares have enjoyed a strong run recently, and trade on a premium valuation of 85 times expected earnings. We’re not put off by the high rating, but it certainly adds a layer of risk. If the company fails to deliver on the market’s high expectations, the share price could suffer.

Part of the reason the rating is so high is that accounting convention means Sophos's near-term earnings look artificially low. The costs of winning a contract are accounted for up-front, but the revenues are spread over the life of the deal. For example, the group generated $133m of free cash flow last year, compared to adjusted profits of $38m.

We often look at a company and say profits look great, but where is the cash? With Sophos, in the short-term at least, it's the other way round. Given the choice, this is how we'd like it. After all, it's not without justification they say cash is king.

[easwarareddy] 05/1/2018 12:17

Vela about to launch again... Get in quick. 2p target for now.

[3rd eye] 05/1/2018 11:58

SOPH Sophos...

SOPH..Sophos taken a big long position here.
Cyber security.The market for this work must be enormous.
In a rising trend on retracement from the top.
up nr 2% currently

Keep on your radar!! 😃😎

Sophos Group broker views

Date Broker Recommendation Price Old target price New target price Notes

09 Nov 17 JP Morgan Cazenove Overweight 613.25 630.00 690.00Reiterates
09 Nov 17 Jefferies International Buy 613.25 850.00 865.00Reiterates
09 Nov 17 Deutsche Bank Buy 613.25 650.00 790.00 Reiterates

[3rd eye] 05/1/2018 11:57

SOPH Sophos...

SOPH..Sophos taken a big long position here.
Cyber security.The market for this work must be enormous.
In a rising trend on retracement from the top.
up nr 2% currently

Keep on your radar!! 😃😎

Sophos Group broker views

Date Broker Recommendation Price Old target price New target price Notes

09 Nov 17 JP Morgan Cazenove Overweight 613.25 630.00 690.00Reiterates
09 Nov 17 Jefferies International Buy 613.25 850.00 865.00Reiterates
09 Nov 17 Deutsche Bank Buy 613.25 650.00 790.00 Reiterates

[argy3] 05/1/2018 11:00

BNR

Seeing some interest.

[argy3] 05/1/2018 09:24

AMP

Good to see MTFB ticking better.

[argy3] 05/1/2018 08:23

TPOP (.10-.13)

Be careful of that spread.

[cpap man] 04/1/2018 15:35

Buyers now returning to CLNR

[cpap man] 04/1/2018 15:34

UOG



Yes NicosEvos ref: PXOG but also do NOT forget UOG who actually have a higher % in the Italian well

[nash81] 04/1/2018 15:20

ANYBODY watching MXO and XTR (red to blue) ?