Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
James Bond, er det ham obligationshandleren ?
Jeg købte wagon dengang du nævnte den, men jeg solgte kort efter igen da jeg ikke kunne lide udviklingen.
sidenhen steg den faktisk pænt, men er nu helt i hullet - sidst handlet i kurs 15,25 - det halve af hvad jeg købte til - det kan være man skulle købe... jeg tror jeg står over.
whoa, bølgerne går højt på det cavico board.
Jeg vil nu også mene at de der hawk associates fremstår som nogle fupmagere. Indtil aktien står på mit depot med en værdi vil jeg også forblive skeptisk.
Mon de har benyttet lejligheden til at lave en megafortynding mens den var lukket og væk ?
Wagon falder 25% på earnings update
negative udsigter 2008-2009, men derefter positive (sådan læser jeg det ialtfald)
Wagon plc
Pre Close Trading Statement
Wagon plc the European automotive components group, issues the following update on trading for its financial year ended 31 March 2008.
Volumes, revenue and operating performance have remained broadly in line with the Board’s expectations at the time of the Interim Management Statement, though reported pre-tax profits will be impacted by an exceptional transaction cost, as set out below.
Order intake in the year is expected to be c. 30% above last year, and continued to strengthen in the second half. In addition to new and replacement contracts from its existing customer base, Wagon has secured significant contracts with Iveco, Honeywell, and more recently its first contracts for a number of years with Porsche.
The Board expects this strong order intake will contribute to Group revenues and profits from the 2009/10 financial year and onwards. In the 2008/09 financial year, however, changes in OEM schedules and model changeovers, together with general expectations of lower market demand are expected to materially impact volumes, revenues and margin.
As announced in the Interim Management Statement on 18 February, the Group’s largely euro-denominated debt remains above expectations, with additional impacts coming from exchange rate factors and a material exceptional transaction cost relating to the potential acquisition of ISE, a major European automotive structures producer, which is no longer being progressed. The Board continues to pursue several options to improve the Group’s debt position.
Wagon’s preliminary results will be issued in early June.
http://www.londonstockexchange.com/LSECWS/IFSPages/MarketNewsPopup.aspx?id=1750189&source=RNS
Ja, Le, tillykke med fødselsdagen!
Der var desværre ikke så mange gaver i markedet, men Boots and Coots (WEL) steg 8%, og olien steg...
Yeah, Hoser!
CBH resources: Det bringer jo ikke ligefrem prisen op på anskaffelses-niveau
Vi får en perilya aktie for hver 3 CBH
http://finance.yahoo.com/q/bc?s=PEM.AX&t=1y
Har Cavico skiftet kode endnu engang ? Det er ved at være spændende...
Jeg mener det var her i marts de lovede at de skulle være noteret igen.
http://finance.yahoo.com/q?s=CVIC.PK
Topix macinery faldt også 2,5% men er dog ikke helt nede på bunden fra 2 jan.
topix general er under den tidligere bund i januar - øvøvøvøv
Topix machinery bunden i januar var i 200, og topix machinery er nu i 212, så maskinerne er relativt lidt stærkere end topix general
Jeg forstår ikke rigtig hvorfor jeg har rodet rundt med den der DROOY når man bare havde kunnet köbe Randgold og tjene 100% over det sidste halvår
Den viser 5:09 AM, og klokken her i europa er 10:09 AM,
så tidsforskellen er 5 timer. Det passer med new york tid/eastern time, fordi det er sommertid i us nu, så forskellen er kun 5 istedet for de normale 6 timer.
Checker lige tiden
Der har også været regnskab fra boots and coots (WEL). De havde et stærkt 4 kvartal, og ser næste kvartal nogenlunde ligesådan. hvis fjerde kvartal ganges op med 4 ville de have pe på 5.
Boots & Coots Reports Fourth Quarter and Year End Results
Monday March 10, 7:58 pm ET
Company Reports Record Revenues
HOUSTON--(BUSINESS WIRE)--Boots & Coots International Well Control, Inc. (AMEX:WEL - News), announced net income attributable to common stockholders of $5.8 million, or $0.08 per diluted share for the quarter ended December 31, 2007, compared to $4.5 million, or $0.07 per diluted share for the same quarter of 2006. Revenues for the quarter were $36.1 million compared to $33.7 million for the 2006 fourth quarter. EBITDA (earnings before interest, income taxes, depreciation and amortization; see the reconciliation and rationale for this non-GAAP financial measure below) was $9.9 million, or 27.4% of revenues for the quarter compared to $8.9 million, or 26.5% of revenues for the fourth quarter of 2006.
ADVERTISEMENT
For the year ended December 31, 2007, Boots & Coots reported net income attributable to common stockholders of $7.9 million, or $0.11 per diluted share, compared to $11.8 million, or $0.21 per diluted share for 2006. Revenues for 2007 were $105.3 million compared to $97.0 million for the prior year. EBITDA was $18.7 million for the year ended December 31, 2007 compared to $24.8 million for 2006. During 2007 Boots & Coots incurred start-up expenses of $2.4 million for global expansion of the Company’s snubbing/workover and prevention services and entrance into the pressure control rental business, compared to no start-up expenses in 2006.
“Fourth quarter results have moved the company over the $100 million revenue milestone,” stated Jerry Winchester, president and chief executive officer. “The strong quarter is a direct result of the investment initiatives we made during 2007, including our redeployment of underutilized assets.”
“Looking ahead to the first quarter of this year, we are benefiting from greater than expected activity in both the Well Intervention and Response segments. As a result, we expect to report earnings per share of $0.06 to $0.07 for the first quarter of 2008,” added Mr. Winchester. “Our strategic initiatives to expand our product and service lines and build a presence in key markets have been successful, and we believe we will continue to see benefits from these throughout the year.”
Business Segment Results
Well Intervention
For the quarter ended December 31, 2007, the Well Intervention segment generated revenues of $31.3 million and EBITDA of $7.9 million, compared to revenues of $22.5 million and EBITDA of $4.2 million for the fourth quarter of 2006. Included in revenues was a $3.0 million contract settlement with the Qatar national oil company, resulting in EBITDA of $2.8 million. The remaining increase in revenues is due to growth initiatives in the Company’s international operations as well as domestic improvements due to the acquisition of StassCo in the Rocky Mountains and the start up of the Company’s Mid-Continent operations and pressure control rental business. This was partially offset by lower activity in the Gulf of Mexico and Venezuela. EBITDA margins were favorably impacted by a $1.8 million gain resulting from an insurance settlement for assets lost in West Africa and offset by start-up expenses mentioned below.
For the year ended December 31, 2007, Well Intervention generated revenues of $92.0 million and EBITDA of $13.7 million, compared to revenues of $76.7 million and EBITDA of $16.5 million for the prior year. The inclusion of 12 months of snubbing/workover results in 2007 compared to ten months in 2006 accounted for $5.3 million of the increase in revenues. The Company also realized a 23.9% increase in prevention services year over year. During the year, revenues and margins were negatively affected by the lower activity in the Gulf of Mexico and Venezuela coupled with the semi-fixed personnel costs associated with the snubbing/workover business. EBITDA margins also declined due to start-up costs of $2.4 million for global expansion of the Company’s snubbing/workover and prevention services and entrance into the pressure control rental business.
Response
For the quarter ended December 31, 2007, the Response segment generated revenues of $4.9 million and EBITDA of $1.9 million, compared to revenues of $11.2 million and EBITDA of $4.8 million for the fourth quarter of 2006. For the year ended December 31, 2007, the Response segment generated revenues of $13.3 million and EBITDA of $5.1 million, compared to revenues of $20.4 million and EBITDA of $8.3 million for the prior year. Lower international activity contributed to the reduced revenues and EBITDA.
Conference Call
Boots & Coots will discuss 2007 fourth quarter and year end results via a conference call and Webcast tomorrow, March 11, at 10:00 a.m. Central Time (11:00 a.m. Eastern Time). The dial-in number for the call is 800-299-8538, passcode ‘Boots & Coots’. To listen to the live Webcast, log on to www.boots-coots.com/investor/invest.htm and click on the ‘2007 Earnings Webcast’ link. A replay of the Webcast will be available on the investor relations page of the Company’s Website within 24 hours of the call. The call will also be available for replay for 30 days by dialing 888-286-8010, passcode 55879884.
About Boots & Coots
Boots & Coots International Well Control, Inc., Houston, Texas, provides a suite of integrated pressure control services to onshore and offshore oil and gas exploration companies around the world. The Well Intervention segment consists of services that are designed to enhance production for oil and gas operators and reduce the number and severity of critical well events such as well fires, blowouts or other losses of control at the well. This segment includes services performed by hydraulic workover and snubbing units and the rental of pressure control tools that are used to enhance production at the wells. The scope of these services also includes prevention services such as training, contingency planning, well plan reviews, audits, inspection services and engineering services offered through our Safeguard risk management programs. The Response segment consists of personnel, equipment and services provided during an emergency response such as a critical well event or a hazardous material response.
Certain statements included in this news release are intended as "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. Boots & Coots cautions that actual future results may vary materially from those expressed or implied in any forward-looking statements. More information about the risks and uncertainties relating to these forward-looking statements are found in Boots & Coots' SEC filings, which are available free of charge on the SEC's web site at www.sec.gov.
Jo, jeg har den endnu, men alt er jo lort lige nu.
Suk, mand, de japanske maskiner har väret dyre at eje over de sidste halvandet år.
Men med alle de gode meldinger kan det jo kun blive godt.
kon econosto, der lever af at sælge dimser worldwide (valves, gaskets, industrial hoses ) har releaset resultat for 2007. Det indeholder en firdobling af nettoresultat compared to 2006.
http://212.136.48.28/download.jsp?id=PB050308&fn=5%20maart%202008%20econosto%20jaarcijfers%202007.pdf
Der ligger et bud på kon econosto fra en equity fund på 7,25 EUR cash, som virker nærmest som fait a compli. De får det efterhånden temmelig billigt til en PE på 6,5.
Ja, endnu en grim dag.
Jeg har vist ikke en eneste aktie der stiger.
Recreational vehicles
er tilbage i gul efter en lang periode i rød på prophet.net
hvornår bliver denne her interessant? faldet til ca det halve, god brand value.
http://finance.yahoo.com/q/bc?s=HOG&t=1y
Øv jeg taber penge iaften.
Jeg er i stockholm i aften, jeg skulle være blevet ude i skoven, så var det nok gået bedre.
Nej, jeg har ikke set nogen busser her, højst en nordmand på rulleski.
Men jeg købte nogle parker drilling - de var så billige.
185 NOK for en optøet frysepizza, det synes jeg er dyrt.
Technicoil, den stiger da ellers i disse dage, der skal man skynde sig
http://finance.yahoo.com/q/bc?s=TEC.TO&t=1y&l=on&z=m&q=l&c=
Er du klar over hvor mørkt der er i den granskov? Og vådt, og koldt.
Ja, jeg ved jo du har prøvet at rejse før! men det kan hurtigt blive nok.
Jeg kender også til at arbejde med indere. Og det er tungt. Attraktionen er jo at de koster en syvendedel af os andre, så det går stadig mod indien med flere og flere opgaver.
Kvalifikationerne hos de indere er ikke noget at juble over. Alle de dygtige indere er jo forlængst solgt til andre projekter, (og har fået lønstigning, ..). Typisk skal man bruge lige så lang tid på at forklare dem hvad de skal lave, som man skulle på at have lavet det selv. men til sidst lærer de det jo alligevel.
Jeg sidder på et trist i hotel i en tæt granskov i oslo's omegn.
Har lige været nede og spise en "sheriff pizza" og drikke et glas rødvin. Ufatteligt at mad kan være så dyr og samtidigt dårlig!
Jeg mangler lige en ide til hvad det er jeg skal panikkøbe for at nå at komme med på vognen?
ellers stiger de jo lidt, de energi relaterede, bortset fra leader og de andre. Men det er vel kun et spørgsmål om tid før de canadiske kommer i vild stigning
Det er da mærkeligt at den aktie aldrig er steget,
(den er selvfølgelig steget noget fra bunden hvis man havde været så heldig at købe den der)
Der er nogle memchips der stiger
Qimondo, rambus, netlogic stiger 10%-20%
CMOS har en forward PE på 4,5 ifølge yahoo,
KLIC har vel noget i samme retning.
jeg har købt lidt af begge
Men det er uhyggeligt så lidt de har fået ud af stigningen i guldpriserne
http://finance.yahoo.com/q/bc?t=5y&s=DROOY&l=on&z=m&q=l&c=gold
Det lyder jo forrygende - det er bare at købe.
Jeg har ikke helt overblik over det, om der har været gevinster tidligere på de energi relaterede - jo, det har der nu nok.
Men den sidste lange tid - siden juli 2007 - har jeg bare sat til på dem, olieservice, drillere, maskiner, hvad det nu er.
det er jo så helt rigtigt.
(og iøvrigt, jeg hedder ikke svend, men søren.)
jeg solgte lige min sidste lille klat DROOY idag til kurs 11. men hvis jeg sammenligner DROOY og GOLD over de sidste to år, så er DROOY faldet ca 50% mens GOLD er steget over 100% - bare grove tal.
Nej, nej, nej - jeg synes ikke at de ressource- og energi relaterede har det godt! (ikke mine ialtfald).
Så det er egentlig også det der er mit oplæg her. Og, ja, jeg lagde godt mærke til dit indlæg, ressourcer er out.
men le siger jo fortsat at de er stærke og kommer igen, etc.
Men hvor er vi i den cykel ?
De financielle skal jo være nogle af de første der får glæde af den cykliske opgang og derfor stiger først. Det passer jo meget godt så med snarlige stigninger i de financielle.
men burde det ikke betyde at det var slut med de ressource og energi relaterede ?
de laver ialtfald nogle ordentlige hop, de home builders.
Meritage kunne være købt for 8 for 1-2 uger siden, nu i 11.5.
tilsvarende med HOV, SPF, etc
Jeg synes det er for tidligt til financials - de er jo lige faldet.
vi går alle sammen rundt og synes de er så billige fordi de plejer at koste mere.
cavico, igen. her er link til filing af listing. der står en masse om firmaets historie (i relation til us listing) og current status
http://quotemedia.10kwizard.com/download.php?ipage=5377364&action=RTF&src=quotemedia&msrc=68a2dcc319463f7fa6367eee2437b37d
Man kan åbenbart ikke linke til den skodside - det er ikke cavico der kommer frem.
men skriv "CAVN" i søgefeltet og vælg "listings" så kommer der livstegn
http://www.investorvillage.com/qnc.asp?qm_page=18878&qm_symbol=CAVN
Det ser ud til at Cavico måske alligevel er ved at komme til live igen, under symbolet CAVN.PK
der er ingen kurser endnu, men der da nogle filings der tyder på at det kommer nærmere
http://www.investorvillage.com/qnc.asp?qm_page=77180&qm_symbol=CAVN
Mht til insurance, så er der også aktier der som nyder godt af det globale boom. Den voksende middelklasse i "de fattige lande" begnder at tegne forsikringer ligesom i de rige lande.
AIG fremhæves som en der har glæde at et stigende salg af forsikringer i indien, men der er uden tvivl mange andre.
Blodbad i canadiske drillere - jeg ser først kurser nu, har ikke været i nærheden af en computer idag
Det er jo helt vildt. Gemin, Cordy, Leader 17% - 30% fald