Prelude Trust Share Discussion Threads

[cerrito] 21/4/2007 19:15

yes because not looking for protection against adverse market conditions

[hvs] 21/4/2007 19:01

Not first choice and you say you bought ?

[cerrito] 21/4/2007 18:58

Garfield31
cannot possible comment without knowing your portfolio but would say that I bought more last week on the basis that whatever way you look at them they to me are a great bargain
but if you are looking for protection against really adverse market conditions this would not be my first choice

[hvs] 21/4/2007 18:53

Not really .

Your call.

[garfield31] 21/4/2007 18:08

Really tempted to increase shares as a cover against general market correction. Does this sound silly? Not sure whether to go for PDT or GNG or EBT. My decision but any views?

[rivaldo] 19/4/2007 22:25

Anyone know anything about this lot?



"19-Apr-2007

Think you know Location? Think again.
We had another great event this month on Location based services on hand to present were Seeker Wireless and Locomatrix exploring different facets of location based service services evolution. We also featured great demos from Buddyping, SportsDo, Trackaphone and M-Spatial (who demoed at our first demo night event last April). All in all, a great night with some exciting and sometimes surprising demonstrations and information. Did you miss it? Watch for the podcast, coming soon!

Thanks again to all our speakers and demoers and also to our "mystery sponsor" for the evening!

posted by Dan Appelquist # 16:52"

[rivaldo] 19/4/2007 12:26

Siconnect news - nice small 2p spread for buyers now with the bid price firm:



"SiConnect joins NMI
April 2007
SiConnect has joined the National Microelectronics Institute (NMI), the trade association representing the semiconductor industry in the UK and Ireland. SiConnect becomes the first powerline communications chipmaker to join the NMI's membership of more than 100 companies.

SiConnect VP Operations Andy Heaton said, "Joining the NMI provides us with the opportunity to exchange ideas with and learn from fellow fabless companies, many of whom have grown to become world leaders. From our own niche we have amassed a great deal of experience and knowledge and having a platform to share it with others can only benefit UK electronics as a whole."

"SiConnect provides a great illustration of the strength of the UK fabless sector. We've some real innovators here operating at the cutting edge of technology and we're pleased to welcome SiConnect into the NMI fold. We look forward to SiConnect's participation in the Institute's activities and networking seminars in the year's ahead," said NMI Marketing Manager, John Moor.

Founded in 2004, Siconnect has become a leader in the development of powerline communications technology for in-home applications such as triple play networks and home theatre. The company's POEMä technology has set new benchmarks for quality of service, coverage and noise immunity."

[rivaldo] 17/4/2007 23:05

A small piece dated today referring to M-Spatial:



"« Nokia S60 Widgets and Web Runtime
LBS at MoMo London

Yesterday's MoMo was themed location based services. I have always been disappointed with the lack of consistent operator support for LBS. GPS on some latest phones seems to solve the problem but brings with it battery drain, long initial discovery times and poor coverage in places other than open areas. Cell ID is inaccurate and difficult to pre-define. Also, I saw location as having privacy issues. Hence I went to this MoMo with a good dose of scepticism.

Here are the key points I took away that I hadn't previously considered...
Its possible to use services such as those from Seeker Wireless to combine cell ID and GPS and other things like signal strength to get a more accurate position. (It was also interesting that the Seeker Wireless solution is SIM Toolkit rather than phone app based).

When the cell IDs aren't known its possible to have end users (who do know their position) enter their position and send it to a central server to build up a cell ID database.

Carriers don't necessarily have the infrastructure for high transaction rates required of most Cell ID based LBS applications.

Its also wise to remember a point I took away from a previous MoMo. People aren't always interested in where they are now - where they are going is often just as relevant. Hence, there's room for services such as m-Spatial that work on an arbitrary location."

[rivaldo] 17/4/2007 20:01

Phyworks news:



"April 17, 2007 01:43 PM Eastern Daylight Time

Phyworks Leverages Jazz Semiconductor's 0.35 and 0.18-Micron SiGe BiCMOS Process Technologies to Maintain Competitive Edge for FTTx Market

BRISTOL, United Kingdom & NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Phyworks, Ltd., a leading supplier of integrated circuits (ICs) for the communications industry, and Jazz Semiconductor®, a wholly owned subsidiary of Jazz Technologies™, Inc. (AMEX:JAZ) and an independent wafer foundry focused primarily on specialty CMOS process technologies, today announced Phyworks is leveraging Jazz Semiconductor's 0.35 and 0.18-micron Silicon Germanium (SiGe) BiCMOS process technologies for next-generation products in the FTTx market, offering high performance SiGe transimpedance amplifiers (TIA) and transceiver devices.

According to Communications Industry Researchers Inc. (CIR), Passive Optical Networking (PON) is expected to rise to 45 million subscribers by 2010, increasing the pressure on network operators to make their systems more efficient. Phyworks high performance FTTx Transceivers and Transimpedance amplifiers have become the preferred choice of many module manufacturers operating in these GPON (Gigabit Passive Optical Networks), BPON (Broadband Passive Optical Networks) and GEPON (Gigabit Enabled Passive Optical Networks) markets."

etc

[rivaldo] 17/4/2007 18:03

Well, now we know where New Star, Apollo etc were getting some of their shares a couple of months ago - good spot by M to notice that Newton's disposal took place back in February. They must be fully out by now.

It's reassuring that the shares were mopped up pretty easily at the time by other institutions.

[tiltonboy] 17/4/2007 17:34

I was only thinking out loud when I posted 40, above.

Free float is now a bit more than we thought.

tiltonboy

[masurenguy] 17/4/2007 17:03

Couldn't see a selling price in the RNS - what was it ?

Major shareholders are supposed to imform the company 'as soon as possible' about share purchases/disposals if their holding was/is above 3%. I can't see that 2 months conforms to that requirement but I doubt that the FSA, if notified, would even bother to ask why !

[hvs] 17/4/2007 16:35

Can someone please advise why a sale of 1.7 mill shares by Newton Investment
Management in February 2007 being reported now ?

And why they are selling at these low prices ?

[tiltonboy] 16/4/2007 12:35

riv,

I've just bought another 4500.

The free float is only 2m, but what we don't know is how firm are the holders. Obviously the recent buyers should be firm, but some of the older names may be sellers, and we don't know about it.

There is certainly a bit of stock around at the moment.

tiltonboy

[masurenguy] 16/4/2007 12:31

Cheers guys !

[rivaldo] 16/4/2007 12:18

Succinctly put tiltonboy! Welcome M, good to see you here.

I've amended the header for tiltonboy's higher figure - that means 94% of the issued shares are now accounted for!

The free float is therefore only 2m shares...and large portions of that are held by posters here (hvs probably owns a good proportion by himself I'd have thought).

[tiltonboy] 16/4/2007 11:51

Masurenguy,

I will answer for rivaldo. BVCA guidelines.

tiltonboy

[masurenguy] 16/4/2007 11:37

Rivaldo - this has been on my watchlist for awhile. I'd appreciate it if you could give me some idea how they actually value their stake in their non quoted holdings.

PS: Great news for Leadcom today :0)

[orange1] 16/4/2007 11:18

Well blow me - I've just checked my holding and it is also 340k bigger than I last remembered it to be.

P.S If only!

[tiltonboy] 16/4/2007 10:43

riv,

I was on holiday last week, and was guessing at our holding. We've got a few more than I thought. It's currently standing at 1.34m(ish).

tiltonboy

[timtom2] 16/4/2007 08:40

This all you can eat data on mobiles for £7.50 a month can only help m-spatial.

DisplayLink & SiConnect are the 2 I think could really add NAV.

[rivaldo] 15/4/2007 22:17

Skyship, my choices for the biggies are the companies I highlighted as the stars in the header post, though frankly Polatis, Phyworks, Kiadis, De Novo etc all seem to be doing well now and have the requisite potential. But to me it's not difficult to see Oxford Immunotec, ZBD, DisplayLink et al each being worth £50m-£100m in a couple of years or less - a couple of these would see PDT's NAV move up from the present 146p to 230p-250p.


More news - Siconnect move into China!



"IGRS and CEPCA establish a partnership for promoting and certifying powerline communication products in China
March 2007

Intelligent Grouping and Resource Sharing Group (IGRS) and Consumer Electronics Powerline Communications Alliance (CEPCA) announced their partnership to promote powerline communication (PLC) in China. This partnership is based on a Memorandum of Understanding the two organizations signed in December, and it symbolizes the importance of PLC networking to IGRS member companies.

In this ongoing partnership, IGRS and CEPCA will mutually endorse and promote each other's value worldwide. As a significant first step, IGRS and CEPCA will build a CEPCA certification test center in China to jointly certify and promote PLC-equipped products. Chinese vendors will enjoy a convenient means for certifying their PLC solutions domestically, which will help guarantee IGRS product reliability. Both organizations also plan to investigate joint projects with even greater significance in the future.

Sun Yuning, IGRS President, explains "Our members are very interested in the advantages that PLC offers IGRS networking solutions. At IGRS, we are protecting our members' PLC investments by ensuring that any IGRS product that uses PLC technology cannot interfere with another IGRS product with a different PLC technology. Eventually, IGRS may standardize PLC protocols; but, until that work is complete, we must ensure that IGRS PLC networks maintain the reliability that attracts devout customers.

Michael Stelts, CEPCA President, describes the importance of this agreement. "CEPCA members consider IGRS a key international partner and we are pleased to establish the first CEPCA certification center in China with IGRS. This partnership signifies both the importance of the Chinese market for CEPCA members and the prominent position that IGRS commands in the Chinese home networking market.""

[kneath] 15/4/2007 20:48

Rivaldo - Thanks. All seems pretty straightforwrd. Mine is in my SIPP thereby satisfying the pateince virtue. I bought not really understanding the stock (der! as my kids would exclaim). My recent research has merely reinforced my desire to stick with it.

hvs - Riv the mediator rocks. Peace, cool it and banana sandwiches!

[spin doctor] 15/4/2007 20:42

I lost 'cos it cost.

[hvs] 15/4/2007 18:12

lol !!!

To me it seems like an opportunity lost.