Kedco Share Discussion Threads

[29howard] 26/11/2013 09:42

50k max buy so looks good for more rises

[stockologist] 25/11/2013 22:55

Chart is looking quite constructive. The right news could kick this off.

[ohbytheway] 25/11/2013 09:58

Seems sensible to keep adding on the way to imminent Enfield news.

[29howard] 25/11/2013 09:44

Somebody likes KED, 576k or £5000 buy full offer, took a lot of size out of the system, now 150k max 0.84p

[29howard] 24/11/2013 17:15

Thanks, added that stock to monitor.

[stockologist] 24/11/2013 16:47

Well said 29h.

About to PM you about another one which is similarly poised.

[29howard] 24/11/2013 16:37

You only have to look at Cnel, it was rock bottom, a massive overhang, impossible
to sell any shares for any price around 0.5p bid and then within weeks it touches
7p so a good rns could transform any aim stock let alone this one.

[topbanana1973] 24/11/2013 16:27

The lack of news is worrying but i agree enfield is the game changer

[stockologist] 23/11/2013 12:10

What koorb said is key. They simply need to deliver on Enfield.

The difference between success and failure is all about Management delivery.

Look at Helius Energy (HEGY) they have got themselves into trouble trying to put together a 100MW Biomass project with cost of £300m. Mkt Cap is now below KED I think. These are highly geared projects so the returns for the equity owners can be zero or multiples of original investment. I think once they deliver on Enfield then they can maybe start to 'shout from the rooftops' about the 100MW+ pipeline.

[ryan83] 23/11/2013 11:51

Koorb have you listened tithe br media interviews? They are looking for a portfolio of minimum 300mw with atleast 100mw in operation in three years time. Think it was June this year but that is off the top my head!

[koorb] 23/11/2013 11:42

The January presentation states 100mw in 3yrs, so only a couple of years from now - subject to the usual AIM delays!

Enfield remains key in terms of demonstrating the company can deliver, as well being the basis for their cookie cutter approach to a further 20mw of biomass projects not included in the 146mw total. However, as these appear to be greenfield projects, they're probably more than a few years away.

[ryan83] 23/11/2013 09:22

Just looking round and noticed TRIG. Listed a few months ago capped at £300m with 256mw in operation and targeting 6p divi's.

That's. Well over £1m value per mw and 0.02p ish divi per mw. Food for thought here!

Targeting 140mw in operation in 3 years (not sure if this target was stated beginning of 2013). Could be easily a 10 bagger shareprice wise and approx 3p divi's if TRIG is anything to go by.

I read somewhere that one factor restricting renewable energy is actually getting connected to the power grid, now if only someone had the technology to store energy efficiently.....................

Just musing!

[29howard] 22/11/2013 15:33

They wont drop the offer easily, CCE is doing the same, happy to get impatient
sellers but unless they get a biggy they wont drop the offer.

[ryan83] 22/11/2013 15:29

Halifax still want 0.819

[29howard] 22/11/2013 15:13

Shake the bid down then increase the bid size up to 500k, clear sign to flush out
Friday traders and make more money, worked for 200k though so far.

[ryan83] 22/11/2013 11:54

well there are a few manic posters there tbh.

[ryan83] 22/11/2013 11:40

I am very tempted lol.

[29howard] 22/11/2013 11:34

By the dips as there is somebody knocking out blocks on the rise, that will not
last forever.

[ryan83] 22/11/2013 11:18

stock, have you been slimming down on NEOS for this?

[ryan83] 22/11/2013 11:13

Sorry for O/T (will delete a little later on)

NO POSITION AS YET

Yeah DAIP capped at £7m and

-bought Netplan for £3m
-converted debt to equity at 1.5p

Netplan

"During the year ended 30 September 2012, the audited accounts show Netplan achieved an EBITDA (after excluding non-recurring items) of £320,264 and an EBIT (after excluding non-recurring items) of £221,428, on turnover of £1.08 million. Netplan's EBITDA for the year ended 30 September 2013 is expected to be approximately £425,000 per Netplan's management accounts. The net assets of Netplan as at 30 September 2012 were £110,794."


"Netplan, which was established in 2000, is a UK based internet infrastructure as a service (IaaS) provider focused on high security, e-commerce and cloud based infrastructure and specialises in VMware cloud hosting, PCI hosting and managed dedicated hosting services. Netplan became an accredited VMware Enterprise Service Provider in 2011 and became a VISA certified PCI Level One Service Provider in 2012. Netplan is an internet service provider with over 12 years' experience in offering hosting solutions at all levels from single websites to large, complex, high availability clusters and was nominated in 2012 for "Best SME Business Hosting" and "Best Large Business Hosting" by the Internet Service Provider Association"

"Netplan has a database of 840 customers from a wide range of sectors due to the demand for high level security, PCI hosting and cloud hosting services. The majority of Netplan's customers are located throughout the UK; however, 10 per cent. of the business' sales are to customers located within the EU and Russia"

"The Group's recently introduced dedicated server packages generate between £850 and £3,800 ARPU and infrastructure as a service, the Group's next target area, generates between £5,000 and £200,000 ARPU. Although the higher APRU products and services have a longer sales process and require increased data centre usage, along with increased staff requirements, resulting in higher capital expenditure, the revenues generated from these products and services are notably larger and have a greater repeat business percentage"

[bubble pricker] 22/11/2013 10:20

ryan, yes I have been in KED for many years. I would say that things are looking better now than ever with Newry producing and Enfield on track. The proof will be in the pudding as always.

[29howard] 22/11/2013 10:11

I had a brief look, thought the market cap was a bit steep for what it does.

[stockologist] 22/11/2013 10:10

DAIP - think i looked at it before. web hosting etc is very commoditised business.

[ryan83] 22/11/2013 09:11

well I've just helped myself to a few more. Not may but a tickle.