Riverfort Global Opportu... Share Discussion Threads

[mr tyson] 12/2/2007 10:03

Morning chaps! I have it from a very credible source £27 per share is on the cards DYOR!
lols!

[21richyrich] 06/2/2007 09:08

TP
Thanks for your thoughts on TLY, looks like will have to wait a while b4 my anticipated re rating takes place, but at least am showing a small paper profit in the meantime....

Whilst here and on a similar theme to RGO using a dividend in specie to demerge a seperate part of their business that should hopefully lead to a situaton after demerger where the market places greater value on the 2 businesses as seperate entities, than it did beforehand, I noticed today Avanti Screenmedia (ASG) are demerging their satellite business this quarter, which could also be an opportunity to gain from a similar outcome.

[the prophet] 05/2/2007 16:44

-storming action, looking forward to the 2 safeguard spin-out.

[wiganer] 05/2/2007 16:35

VERY VERY Bullish price action today.

[wiganer] 05/2/2007 11:15

I did wonder whether this morning's shake might turn out to be a bullish signal. Is looking that way...

[zho] 05/2/2007 11:04

Immediate release: 5 February 2007

2ergo Group plc
("2ergo" or "the Group")

Holdings in the Company

Treasury shares

2ergo announces that on 2 February 2007, 1,540,829 Ordinary Shares of 1p each
("Ordinary Shares") were transferred out of treasury to satisfy general
institutional investor demand and the exercise of employee share options. The
Group has 29,852,453 Ordinary Shares in issue. Following this transaction there
are no Ordinary Shares held in treasury.

Directors' Shareholding

The Group was also notified on the 2 February 2007 of the following changes to
Directors shareholdings:

Barry Sharples and Neale Graham, both Directors of 2ergo, sold 1,431,500 and
1,411,500 Ordinary Shares respectively at a price of 285 pence per share.
Following these transactions Mr Sharples and Mr Graham each have a beneficial
interest in 5,671,833 Ordinary Shares. Both Mr Sharples and Mr Graham now have a
19.0% interest in the issued share capital of the Group.

Jill Collighan, Director of 2ergo, has exercised options over 82,525 Ordinary
Shares at an exercise price of 48 pence per share. Following this transaction
Mrs Collighan's beneficial interest is 90,858 ordinary shares representing 0.3%
of the Group's issued share capital.

Other shareholdings

The Group was advised that as at 2 February 2007, Syncbeam Ltd is the beneficial
owner of 1,685,530 ordinary shares in the Group, representing approximately
5.65% of the issued ordinary share capital. As the major shareholder of Syncbeam
Ltd, Mr. Nigel Wray has a beneficial interest in these Shares.

Mr Wray also has a direct interest of 490,000 shares representing 1.64% of the
issued ordinary share capital of the Group. He also has a beneficial interest in
the Company through Brendon Retirements Benefit Scheme which owns 170,000
ordinary shares representing 0.57% of the issued ordinary share capital of the
Group. Nigel Wray is major shareholder of Brendon Street Investments Limited
whose retirement scheme is the Brendon Retirements Benefit Scheme.

At 2 February 2007, The Priory Foundation has a beneficial interest of 147,059
ordinary shares in the Group, representing 0.49% of the issued ordinary share
capital. The Priory Foundation is a charitable trust of which Nigel Wray is a
trustee, but not a beneficiary.

In total, Mr. Wray is interested in 2,492,589 ordinary shares (including the
shares held by the Priory Foundation) representing 8.35% of the issued ordinary
share capital of the Group.

[johnroger] 03/2/2007 15:34

2 Ergo Director/PDMR Shareholding


RNS Number:4873O
2 ergo Group plc
21 December 2006


Immediate release 21 December 2006


2ergo Group plc
("the Company")

Neale Graham and Barry Sharples, directors of 2ergo, notified the Company on
20 December 2006 that earlier that day they sold 500,000 ordinary shares each
at a price of 285 pence per share.

Following these transactions Mr Graham's beneficial interest is 7,083,333
ordinary shares representing 25.0% of 2ergo's issued share capital and
Mr Sharples' beneficial interest is 7,103,333 ordinary shares representing
25.1% of 2ergo's issued share capital.


-ends-


Woodcutter

Agreed only the directors had sufficient shares to sell that number and at the same price as last time. It looks as though the institutional buyers thought they were getting a good deal!

[woodcutter] 03/2/2007 15:29

It was mentioned that they were doing presentations in the city last week (i wasn't aware of it though) my synopsis would be that the institutions want some and there isn't that much around, so sharples and neale may have been peruaded to reduce there holdings, why else would the price stay up. OR alternatively there is a bid coming in!

[ltinvestor] 03/2/2007 07:59

£24M in share transactions in ONE day in an AIM company........Any thoughts?

[woodcutter] 02/2/2007 15:38

With these big sales and the price not falling can't help thinking there has been selling to satisfy institutional demand? Any comments.

already overweight in these from early days but very tempted to top up again

[wiganer] 02/2/2007 13:59

The inevitable.

[nurdin] 02/2/2007 13:50

well I say what has happened here? :o)

[ltinvestor] 02/2/2007 13:17

The mm's are short of stock and institutional presentations this week has only increased demand.I expect tree shake shortly.

[2lb] 02/2/2007 13:15

there it goes......

[spangle93] 02/2/2007 09:06

My chartist skills remain, well, "latent", but it does look like 300p offer price is proving to be a barrier to this stock. It would be great to turn it into a resistance

[wiganer] 02/2/2007 08:52

My gut feeling says RGO is going to break 300p before too long.

[the prophet] 01/2/2007 22:53

-thanks, carneddau, gut feeling says I should check it out!

[carneddau] 01/2/2007 19:43

The Prophet - not sure if you have read it but 'Blink- the power of thinking without thinking' by Malcolm Gladwell is an excellent insight into the way in which people make those snap instinctive judgements.

[the prophet] 01/2/2007 12:56

-nice to see RGO ticking up again

OT:

21richyrich
-thanks for your kind words

-re TLY,I must admit, I had not heard of them till you mentioned them.
-looks like you are right to go with your gut reaction....I find that is right more times than you would think!
-I see they are ticking up today....very often shares react to positive (and negative) news over a period of weeks and months, so that could be the case with TLY
-also, a micro-cap brings its own problems as well.....folks may like what they see or read, but the market size looks to be 25K of shares, or under £1K, that is too small for many.
-Many folks spread-bet as well, I doubt if you can get a s/better to make a market for these.
-the deal looks good, but there is no indication of what revenues TLY might get....a revenue sharing deal, but is it 50/50 or 90/10 in favour of the big boys?
-There do not appear to be any forecast in the market for TLY, they don't pay a dividend and the share price has gone down over the last few years....these are all factors which will have an effect on how news is received.
-Ofcourse, balancing that, the shares look to have broken out of their recent trading range and the market cap is such that any decent revenues from such deals and further deals that they suggest are coming should have a profound effect on the company.

-thats my 5-pennyworth.....go with the gut feeling, they look ok!

[21richyrich] 01/2/2007 09:07

TP

OT


From reading your posts on this board and TEO I note you only post infequently but what you say makes sense - can I ask your opinion on TLY? - If you look on their board you will see my post yesterday which in hindsight appears over optimistic in view of subdued market reaction following yeterdays RNS about tie up with Northern & Shell

However my gut reaction is still that what I posted makes sense and wondered what your opinion is?

Obviously the story is yet to play out as deal only just signed but bearing in mind the potential and the fact that N&S is a massive player I would have thought a more signficant rise in the share price for a tiny microcap like TLY is justified?

[the prophet] 30/1/2007 14:11

-sounds good!

[ltinvestor] 30/1/2007 14:06

Also bear in mind that the 2 safeguard overhead/development costs will be removed from 2 ergo increasing the RGO bottom line.I believe that within a few months of the demerger the RGO share price will return to its pre demerger price.I hear that institutional presentations are taking place this week.

[theo13] 30/1/2007 13:21

I hold a few of these - does anyone have experience of share price movements after spinouts?
Theo