Leo Insurance Share Discussion Threads

[leopold555] 15/3/2014 11:26

Sven looking at RGO it has been supported cash wise by MCX capital which of course Ian Smith and Tony Weaver are involved in. So given that MXC has a capital interst in both CTP and RGO I would have thought funding for RGO's Podify product would come form that direction.

List of companies that MXC has invested in:
hxxp://www.mxccapital.com/investments/

[sven2006] 15/3/2014 11:08

Thanks Leo - Im also looking at DPP - Dominos Pizza Poland. Big risks on this one as it might not happen, results soon.

Sven

Looking at RGO

[leopold555] 15/3/2014 11:00

CTP

Discussions on that thread relating to Ian Smith also being the exec. of RGO and the links possible relationship between the two companies

Summary
RGO has a product PODIFY which is starting to show success and is in trials. However RGO does not have a lot of cash

CTP has a lot of cash, no debt and is looking for something to buy, some direction to follow.

The debate centres around a possibly funding in someway by CTP for RGO and my personal thoughts are a merger could happen. Ian Smith and Tony Weaver have a history of building companies up and either selling them or merging them into groups. This has proved very successful for them and their shareholders exponentially increasing value in the companies since the effect is more than the sum of the groups constituents.

[leopold555] 14/3/2014 13:21

Yes HHR meets resistance at 7p, good trader though

[ryan83] 14/3/2014 11:18

risky one for you all - CLP!


Market Cap currently £4m / 2.1p

At Sept 2013
NAV of 13.3p
Cash of £1.6m

Currently awaiting court decision on sale of Mediapolis for $20m, if succesfull then return 2p per share to holders!

[guppys] 14/3/2014 11:13

Ahh HHR Leo, last had a look at that at around towards the end of 2013, hovering at 3p ish at the time. Just seen the share price now....grrrr

[guppys] 14/3/2014 11:09

Not sure if its anyone's cup of tea but LRL on the move.

[leopold555] 14/3/2014 09:32

QPP looking tasty and might buy soon as is HHR

[leopold555] 14/3/2014 09:31

Looking to add a million to CTP but too expensive at the moment

Added 2 million to ARC I suspect someone is selling in the background though

[sven2006] 13/3/2014 14:44

OPAY just bounced off the SMA50, could be a good entry point with 6 pounds broker tarket, approx north of 30% from current price.

Sven

[leopold555] 13/3/2014 13:37

ARC buys picking up again, wonder if news is on the way

[leopold555] 13/3/2014 12:25

SVR got a 50k buy as well as the usual morning 20k. There is a nice bowl formation and this company has already got a few contracts this year. It seems to be under the radar at the moment and starting to wonder if it was wise to sell. I can see SVR suddenly going ballistic at the next RNS with a contract win

[sven2006] 13/3/2014 10:42

Leo, I did the same yesterday afternoon too, SVR looks good but not fast enough. imho

[leopold555] 13/3/2014 10:41

I sold SVR to buy more CTP and ARC but SVR is a great company recent contract wins and is in the states, fell like it is going places but the downside is no volume at the moment which is why I cut it loose but definitely one to watch.

[sven2006] 13/3/2014 10:37

Also keep an eye out for TRADING opportunites.


BLNX was one at 70p

GBO, made a tidy amount trading that on Friday.

GKP you could have made 20% this morning easy

Morrisons might represent value after posting a terrbile loss but also restructure.

I would not hold any of these long term, all very risky especially the one with the lap dancing CEO !

Sven

[sven2006] 13/3/2014 10:35

shortly to go into ........ what Minx ?

[little minx] 13/3/2014 10:31

QppBut I have rather a large watch/poss listARC was going to buy a few this morning but it movedQFI might be good at some stage shortly to go into

[sven2006] 13/3/2014 10:28

I bought ARC not exactly loads of them though.

[guppys] 13/3/2014 10:26

Many thanks Leo. Have nowhere near 6 mill - had to cut losses elsewhere from dead wood to get into CTP and ARC...much higher chance of recovery as you have already mentioned.

[leopold555] 13/3/2014 10:23

Thanks for reminding me Sven, I meant to look at OPAY :-)

[sven2006] 13/3/2014 10:20

Need to find some more undervalued stocks with the following criteria:

Udervalued PE wise
Very strong management
Directors purchases (large)
Little or no debt

Sven

I know this has already bolted but OPAY has brought it's results forward by one day, companies usually dont bring them forward if bad news is arriving. The business is well managed and high profit margins (like qpp)

Sven

[leopold555] 13/3/2014 10:19

Guppys I put a message for you on CTP but it was rightly moderated. Basically I was making you aware of ARC

Going into profit
Has a good history
Directors or someone buying 12.5 mill chunks yesterday and today

I hold 6 million

Starting to move now, great recovery stock for 2014

[leopold555] 13/3/2014 10:17

Great post on HHR


bc4
13 Mar'14 - 10:03 - 6040 of 6040 0 0

Yes and remember no stamp duty on AIM shares after April the 6th so April and May could be very good months for AIM shares

[guppys] 13/3/2014 10:15

Care to elaborate on which stocks Little Minx?

[leopold555] 13/3/2014 10:15

Yes little Minx tipped CTP