Prelude Trust Share Discussion Threads

[timtom2] 12/10/2007 10:57

I did sell down quite a bit > 110p a short while back and will get back in if there is enough weakness in the price. There are a few bargains out their currently.

I was a lucky one and was sitting on 152% increase. Want to do it again, will get back in - I think there will be enough time to do so when realisations start to appear.

[rivaldo] 12/10/2007 10:19

It's being so cheerful that keeps you going TT2! It's the realisations that are key, but there's no point imo in whining about it, either you like the portfolio and are happy to wait, or you're not, in which case sell.

ZBD and Kiadis have both just released good news in the last few days. And now DisplayLink have more product releases through Kensington:



I've also found something interesting re Siconnect. Would the recent valuation adjustment be connected with this - it seems that Siconnect's proposal has been merged with another and is now in competition with only one other for an agreed powerline standard going forward:



"Coexistence deal powers BPL standardization effort
John Walko
EE Times Europe
(10/09/2007 5:55 AM EDT)

LONDON - Broadband over powerline chip specialist SiConnet (Swindon, England) has merged its submission for the forthcoming IEEE P1901 powerline communication coexistence standard with the proposal submitted jointly by the Consumer Electronics Powerline Communication Alliance (CEPCA) and the Universal Powerline Association (UPA).

The move comes ahead of a meeting of the P1901 Powerline Working Group, taking place next week in Boston, U.S.

It was not completely unexpected. Earlier this year , Russell Haggar, SiConnect's VP for marketing, told EE Times Europe after the company's proposal - specifically focused on the Quality of Service (QoS) aspect of the coexistence standardization effort - was accepted as one of the four to move forward to more technical work, that the groups would work to coordinate efforts.

"Our Quality of Service (QoS) 'partial' proposal was well received, and we will now have discussions with some of the other groups whose proposals will also advance to integrate the work into one ahead of the next P1901 meeting", Haggar said after the last P1901 working group meeting in Edinburgh.

The other proposals in the coexistence stream came from a combination of the Consumer Electronics Powerline Communication Alliance (CEPCA) and the Universal Powerline Association (UPA); the Home Plug Powerline Alliance; and from Telcordia.

The merger means that the number of proposals being considered for powerline coexistence has now been reduced to just two, and the Boston meeting is expected to choose between one of these alternatives for progression towards ratification as the IEEE powerline co-existence standard.

"The engineers from all three groups have worked very hard at combining their ideas to create this proposal and we all hope that this new joint proposal will be adopted at the forthcoming P1901 meeting. For true coexistence to be achieved between differing powerline applications, an effective QoS strategy is needed to accommodate all prospective classifications of traffic, be they audio, video or data oriented. Its an essential component," said Haggar. SiConnect says a key advantage of its proposal is that it enables low-cost powerline technologies to participate in the emerging standard without affecting their cost of implementation. This means that powerline connectivity can cost-effectively be incorporated into mass market consumer appliances, opening up much wider markets for powerline technologies."

[timtom2] 12/10/2007 09:04

Hope I'm wrong but I see this heading still lower.

Unless the company does something to prove their strategy releases value we may even go sub £1. Discount to NAV level will be absolutely stupid but who will notice unless the Trust makes itself known by doing something about it?

[rivaldo] 10/10/2007 11:02

Aaaahhh....I just received this re a visit to ZBD by a group of businessmen...there's a mention of ZBD working with Sainsbury's! I do believe this is the first time we've heard of a link with Sainsbury's, and perhaps this is the answer to my post above as to the "major retailer"? ZBD seem to be moving on nicely:



"The ambassadors also met with QinetiQ spin-off companies Aurix and ZBD, which operate from Malvern Hills Science Park....

....ZBD is leading the way with epop electronic, zero-powered point of purchase display solutions. Working with the likes of Tesco and Sainsbury's, the company is focused on reducing costs and improving sales and customer service in the retail sector."

[rivaldo] 10/10/2007 09:18

Ta greenleaf - let's hope we all make a fortune from Xmos.

I also saw this from ZBD's web site which has gone unnoticed and sounds rather promising:



"Major retailer starts epop pilot
21 September 2007

A major retailer has started an e-paper label pilot in one of its stores to provide consumers with better information on purchases they make in the store.

The technology is being piloted in one of the retailer's larger stores and they will be using ZBD epop digital pricing displays to provide promotional offers, product information and immediate price changes.

"Competition among retailers is fierce. This retailer is now looking at, not only providing customers with great offers, but clearer information about the products they are buying, which can only help to increase consumer confidence." says Clive Mayne, CEO at ZBD."

[hvs] 09/10/2007 18:35

Thank you very much greenleaf.

[greenleaf] 09/10/2007 17:54

There is an article about Xmos on the front page of today's Bristol Evening Post:



extracts:

Chip and Win

A Bristol University professor and one of his former students look set to make their fortune after their computer project hit the jackpot.Ali Dixon and Professor David May are the brains behind a new faster silicon chip - usually only available in expensive electronic devices - which could be produced at a fraction of the price.

The idea is now the centrepiece of a university-based company, Xmos Semiconductors, which has just secured more than £8.4 million funding...


...The money is being provided by Foundation Capital and existing investors Amadeus Capital Partners and DFJ Esprit.

[hvs] 09/10/2007 15:26

I is the juvenile,

With a hood.

[jtjh] 09/10/2007 07:55

TimTom2

I simply got fed up with one of the more juvenile posters who couldn't stand any criticism of PDT!!

[timtom2] 08/10/2007 21:02

jtjh - I thought the same but it is likely the discount will remain and possible subsequent share price fall? Haven't looked at what the NAV comes out as pre and post announcement but I take it it has fallen.

Not good. I thought SiConnect would be a star.

Why don't you post on the other thread?

[spin doctor] 07/10/2007 22:22

"50th centiles":
Dec 07 £1.10
Dec 08 £1.35
Dec 09 £1.60

ie moderate/good returns - and that despite a 2008 crash.
That may be perceived as cautious, but experience tells me....

Peeked at ZBD website yesterday. Impressive. How impregnable is their intellectual capital/USP?

[hvs] 07/10/2007 10:25

£ 1.40 by Dec 2007.

£ 3.00 by Dec 2008.

[timtom2] 06/10/2007 22:28

Agreed tilton. Anyone have any price predictions - just for a laugh?

[tiltonboy] 06/10/2007 21:04

I think we need to change the header...again!!!!

[hvs] 06/10/2007 20:58

lol !!!!

You sure about that ?

[timtom2] 06/10/2007 20:51

This Tiping Tom2 has nothing at all to do with me.

[tiltonboy] 05/10/2007 23:29

TimTom,

They didn't meet their sales forecasts. Why? I don't know!!!

tiltonboy

[timtom2] 05/10/2007 20:58

Oh well. Just have to wait to see what they say in the interims but somewaht perplexed by SiConnect and what may have happend there.

It's taking a mighty long time for PDT to deliver.

[hvs] 05/10/2007 19:46

I think the Interim Statement will hopefully shed some light on whats going on.

Most of the companies seem to be doing well and are getting to the stage where we could have IPO's, I thought this year , but now I realise its going to be next year.

Still feel there is a lot of value here and just to excercise patience. Better
than being invested in HIGH GROWTH "NRK"

[hvs] 05/10/2007 19:46

I think the Interim Statement will hopefully shed some light on whats going on.

Most of the companies seem to be doing well and are getting to the stage where we could have IPO's, I thought this year , but now I realise its going to be next year.

Still feel there is a lot of value here and just to excercise patience. Better
than being invested in HIGH GROWTH "NRK"

[orange1] 05/10/2007 19:42

riv
I thought your post was going to read: I had an inkling OI might be reduced from comments made by Orange1 some time ago and nothwithstanding the positive spin of the company chappy I spoke to.........

LOL!

[rivaldo] 05/10/2007 18:15

Thx tiltonboy and Orange1 - I had an inkling OI might be reduced from comments in a VCT's results recently, but Siconnect is disappointing. Lucky there's such leeway from the share price up to NAV....

Let's see the interims before getting worked up, but PDT still has much promise - and importantly it still has that large discount to NAV to take disappointments in its stride without the price being affected.