Watermark Share Discussion Threads

[samg99] 05/5/2006 14:39

Mad1066 has less than 4 weeks for his "£1 in May" target to be achieved. There are only 17 full trading days left till the deadline, so it'll need to go down by an average of nearly 1.5p (over 1%) per trading day between now and then to reach it.

Mad, are you still sticking to your forecast? ;-)

[rivaldo] 05/5/2006 14:20

Jaypea, they've been discussed already further up the thread, but here's their web site FYI:



Question - can anyone confirm SVG and Strategic Equity's holdings are independent as I assume they are, although the two funds are related? If so they now own over 19% of WMK between them.

[jaypea] 05/5/2006 14:03

Well, well..anyone know Stategic Equity Capital then? I see the latest RNS says a 9.15% stake....has a PE bidder become visible?

cheers
jaypea

[spaceparallax] 28/4/2006 16:23

SP seems to be looking up nicely over the last few days - certainly seems to be good institutional interest.

[rivaldo] 28/4/2006 16:17

AXA have top-sliced a touch, but the price is up this afternoon. Perhaps some bid news after the holiday weekend?

[cbgb] 27/4/2006 12:55

Looks like SVG just got a bit of cash, wonder if they'll put it into WMK

Flotation of EEMS



SVG Capital has been advised by Permira that EEMS has listed on the Italian
Stock Exchange with trading in its shares commencing today. Shares have been
placed at €8.20 per share, capitalising the company at €337 million.



Funds advised by Permira have sold approximately 22% of their shareholding in
the company at the flotation. The value of this partial realisation for SVG
Capital is approximately £5.1 million.



Following the flotation, the IFRS value of SVG Capital's remaining holding in
EEMS is £18.8 million. This, together with the value of the partial realisation,
represents an uplift of £11.6 million (7.9 p per share - fully diluted) to the
December 2005 valuation of £12.3 million. Funds advised by Permira are subject
to a 180 day lock-up period in relation to their holding in EEMS.



EEMS performs assembly and test services for DRAM and Flash memory chip
manufactures. It also assembles memory modules, which are used in PCs, telecoms
and the automotive industry.

[simon14] 27/4/2006 12:54

Sorry im not with you?

[made1686] 27/4/2006 12:03

its the same fall but wmk come from a lower share price this year and it FALL larst year and at this time is on the way up .. crpr and had a very sharp share Fall THIS YEAR and is the same as here it s the oil price thats puting P, I , S off

[made1686] 27/4/2006 11:52

yes but its 5% divy still i want that to go to a pound too

[simon14] 27/4/2006 10:39

Can I add to my repeated comments regarding food etc `on board`, I heared a radio ad yesterday from a major airline (cant recall who) that they offer all their passangers free food, drink and newspaper onboard, BA`S new lower cost flights to Europe will retain free food drinks and newspaper, I flew BMI to Nice last year, Food drinks and paper offered onboard, I flew Swissair to GVA 3 weeks ago, free food drinks and Paper, Flying 1st choice airways to ACE soon, food drinks and paper.---Do I need to go on.

[njp] 27/4/2006 09:50

Don't know 'em, made, but the chart's worse than WMK's! Good luck, anyway.

[made1686] 27/4/2006 09:48

its not may and untill its a pound or this valvator capitalist bid go away thay neaver over pay allways buy on the cheap.. or oil goes to 40 $$$$ then no i will not buy..{ crpr is a beater bet 5% divy too} ps i like that to go to a pound too hope it is when i sell cey

[njp] 27/4/2006 09:19

Made, you buying? Thought you said May? ;-)

[rivaldo] 27/4/2006 09:16

You have to laugh don't you?!

900,000 shares bought today already - and what looks like an MM buy too...

[made1686] 26/4/2006 13:52

I ALL WAYS FLY ITS A YEAR THING SEE MUM AND DAD IN NEWZEALAND

[made1686] 26/4/2006 13:50

if less people fly wmk will sell less food wash soap things some people on thiS bb do not no what this company do FOR A LIVE ING ps newpaper s LUD S LOADING,, UTILITY,, DEVISES,, ON BOUARD FOOD

[njp] 26/4/2006 13:42

I presume you'll be flying then, made? ;-)

[made1686] 26/4/2006 13:38

yes the air line sector is heading for a big down turn i know i work of air france at heathrow still i will sell my house this year and go back to newzealand

[njp] 25/4/2006 13:44

I'm more in your camp, riv. Opportunities for a well-run operator and sentiment already grim for the sector so how much worse can it get. Any weakness ought to be short term IMO.

[simon14] 25/4/2006 12:54

Riv & space , you both validate my point.The markets perseption of the industry is damaged, but so too is Alpha`s image, still WMK appears to be in better shape than for some time, Its about time I put this years ISA allocation in WMK.

[spaceparallax] 25/4/2006 12:37

Riv,

I suspect it's a bit of both; the industry may suffer a reputation blow that could make edgy investors withdraw, there again as you say it could be desperate clients that need the WMK service.

[rivaldo] 25/4/2006 12:29

Er, surely the fact that Alpha is in trouble is GREAT news for WMK?! This is a major competitor with problems which look entirely company-specific, and which have already lost contracts to Air Fayre in the past.

I'd say it's Alpha that will lose confidence from its customers and WMK which might well benefit.

[simon14] 25/4/2006 12:03

CBGB, This is not a particular surprise,I have in the past criticed Alpha for their constant mistakes, this is very unfortunate and is not good news for us also, anything that casts doubt on the validity of this industries prospects cant be good,but at least im not invested in that bag of S#it.

[cbgb] 25/4/2006 10:26

Looks like Alpha Airports in trouble:

ALPHA AIRPORTS GROUP PLC
(the 'Company')


The Board of the Company has today requested a temporary suspension in the
listing of its shares, following receipt of a notification last night from the
Company's auditors, PricewaterhouseCoopers, withdrawing their approval to the
statement of preliminary results for the year ended 31 January 2006 which were
announced on 30 March 2006. The withdrawal of that approval is in connection
with enquiries by the auditors into a series of related transactions connected
with a major contract awarded to the Company during the financial year.

The Company is now urgently seeking to clarify the position with its auditors.

The publication of the audited accounts of the Company for the year ended 31
January 2006 and the Company's Annual General Meeting will now be delayed.

A further announcement will be made as appropriate.

[rivaldo] 24/4/2006 14:40

Yep. Either way it seems the share price should only go one way from here, be it via a bid or from recognition of the fundamentals and worldwide growth possibilities.

Charles Stanley point out that a multiple of 9 would give a 161p price target. Hardly demanding.