Edison Investor Access
Investor Access – Daily Snapshot Wednesday 12 September 2012
Published by Edison Investment Research Daily Snapshot Market round up
INDEX VALUE DAILY CHANGE % CHANGE
FTSE AIM All Share 695.68 -4.25 -0.61%
FTSE 250 11,773.06 -68.44 -0.58%
FTSE 100 5,779.69 -13.51 -0.23%
DOW JONES 13,254.29 -52.35 -0.39%
NASDAQ 3,104.02 -32.40 -1.03%
Source: Bloomberg 8:30 am In the news today
Cluff Gold plc – RNS – Strategic Alliance between Cluff Gold and Samsung
Xcite Energy Ltd – RNS – Xcite Energy to present at the World Heavy Oil Conference 2012
You may have missed…
11 September 2012:
Consort Medical plc – Online Press – Daily Political – Consort Medical Stock Rating Reaffirmed by Arden Partners
Exillon Energy Plc – RNS – Drilling Update
Falkland Oil & Gas Ltd – Online Press – MercoPress. – Falkland Oil & Gas expected to announce results of drilling in next few days
Hammerson plc – RNS – Hammerson to acquire Leeds’ Victoria Quarter
Optimal Payments Plc – Online Press – PR Web – Optimal Payments Announces it will provide Verifi’s Cardholder Dispute Resolution Network
Sportingbet plc – Online Press – Gambling Kingz – New Directorate Change At Sportingbet Sportsbook
Research alerts
Healthcare Team – Innate Pharma SA – Boosting innate immunity
Investment Companies & Trusts Team – Is Private Equity – Continuing to add value
Mining Team – Pan African Resources plc – No questioning the commitments
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2012 Events
Date 2012 Company Location
11 September Management Consulting Group plc New York
14 September WPP plc London Lunch
18 September Aurizon Mines Ltd Dublin
18 September Rolls-Royce Holdings Plc London Lunch
19 September Exillon Energy plc London Lunch
19 September Aurizon Mines Ltd London
20 September Aurizon Mines Ltd London
21 September Optimal Payments Plc London
25 September Serco Group plc London Lunch
25 September Green Dragon Gas Limited/Greka Drilling Ltd Dublin
26 September Green Dragon Gas Limited/Greka Drilling Ltd Edinburgh
27 September Hammerson plc London Lunch
27 September Green Dragon Gas Limited/Greka Drilling Ltd Manchester
28 September Green Dragon Gas Limited/Greka Drilling Ltd TBC
4 October Innovation Group PLC TBC
10 October Severfield-Rowen plc London Lunch
11 October The Brunner Investment Trust PLC London
11 October LSL Property Services plc London 2012 Events
Date 2012 Company Location
16 October Augean plc Leeds
17 October Xcite Energy Ltd London
18 October Xcite Energy Ltd London
23 October British Polythene Industries PLC London Lunch
24 October Xcite Energy Ltd Scotland
24 October BB Biotech AG London
25 October Allergy Therapeutics plc London Lunch
29 October Scottish Oriental Smaller Companies Trust London
30 October Scottish Oriental Smaller Companies Trust London
30 October Xcite Energy Ltd North West
31 October Xcite Energy Ltd Birmingham/Bristol
6 November British Polythene Industries PLC Edinburgh
8 November HarbourVest Global Private Equity Ltd Dublin
13 November HSBC Holdings plc London Lunch
19 November Rolls-Royce Holdings plc Derby Site Visit
20 November Sportingbet plc London
21 November Severfield-Rowen plc Leeds Site Visit
20 November Invesco Asia Trust plc Scotland
21 November Invesco Asia Trust plc North West
27 November Caledonia Mining Corporation North America
28 November Caledonia Mining Corporation North America 2012 Events
Date 2012 Company Location
29 November Caledonia Mining Corporation North America
30 November Caledonia Mining Corporation North America
30 January Vatukoula Gold Mines plc London Lunch Current List of Clients
Mkt Cap Company Main Activities (as of Sector Contact 2/7/12) Provides a range of software and IT services that enable organisations to Advanced Computer Dan retain control, improve visibility and £195m Technology Software plc Ridsdale gain efficiencies through streamlined processes. Largest Gold producer in Tanzania Charles African Barrick Gold plc £1.6bln Mining and 5th largest in Africa. Gibson Focused on the prevention and Lala Allergy Therapeutics plc £32m Healthcare treatment of allergy. Gregorek Silver exploration and development Charles Arian Silver Corporation £56m Mining company Gibson Engaged in the provision of hazardous Roger Augean plc £36m Industrials waste management services. Johnston Engaged in the exploration and development of gold deposits in highly Charles Aureus Mining Inc prospective and under-explored areas £66m Mining Gibson of Liberia, Sierra Leone and Cameroon. Gold producer focused on developing its existing projects in the Abitibi Charles Aurizon Mines Ltd $895m Mining region of north-western Quebec, Gibson Canada.
British Polythene Industries Leading producer of polythene film in Roger £92m Industrials PLC Europe Johnston
Swiss based investment trust Investment Matthew BB Biotech AG €790m investing in biotech Trusts Read
Acquisition, exploration and Caledonia Mining development of mineral properties for Charles £23m Mining Corporation the exploitation of base and precious Gibson metals.
Engaged in planning, creation and Support Jane Communisis plc £38m delivery of marketing communications. Services Anscombe Clients (Cont’d)
Mkt Cap Sector Company Main Activities (as of Contact Team 2/7/12) Design, development and manufacture of specialty medical drug delivery devices providing Lala Consort Medical plc services such as inhalation and £204m Healthcare Gregorek injection technologies and airway management products i.e. Metered Dose Inhaler.
Engaged in the manufacture and Dr. John Deltex Medical Group plc marketing of oesophageal Doppler £39m Healthcare Savin haemodynamic monitoring systems.
International business-to-business Euromoney Institutional media group focused primarily on the Jane £887m Consumer Investor PLC international finance, metals and Anscombe commodities sectors Independent oil producer with operations located in two oil-rich Exillon Energy plc £166m Oil and Gas Neil Shah regions of northern Russia, Timan- Pechora and West Siberia. Oil and gas exploration company operating in the undrilled South and Falkland Oil and Gas Ltd East Falkland Basins, potentially a £278m Oil and Gas Neil Shah new petroleum province in the South Atlantic.
Exploration, development and production of coal bed methane in the Green Dragon Gas Ltd £802m Oil and Gas Neil Shah People's Republic of China and distribution and sales of gas in China.
Provides unconventional gas (pre- Greka Drilling Limited dominantly coal bed methane) drilling £113m Oil and Gas Neil Shah services in China
Invests in senior, secured loans, Greenwich Loan Income Martyn primarily to the US mid corporate £47m Financials Fund Ltd King market.
Involved in the production, exploration and development of oil Gulfsands Petroleum plc £100m Oil and Gas Neil Shah and gas reserves in Syria, the US and Iraq.
Follows a private equity investment HarbourVest Global Private strategy designed to provide Martyn £368m Financials Equity Ltd shareholders with superior, long-term King capital growth. Clients (Cont’d)
Mkt Cap Sector Company Main Activities (as of Contact Team 2/7/12)
HSBC is a British multinational banking and financial services company headquartered in London. HSBC Holdings plc It is one of the world's largest £102bln Financials Martyn King banking and financial services groups and largest public companies. Specialist global provider of software and outsourcing solutions to insurers Dan Innovation Group PLC £182m Technology and the associated fleet, automotive Ridsdale and property sectors. Objective is to achieve capital International Biotechnology growth through investing in high Investment Matthew £102m Trust Plc growth, development stage Trusts Read international biotech companies. Objective is to provide long-term capital growth by investing in a Investment Matthew Invesco Asia Trust plc £129m diversified portfolio of Asian and Trust s Read Australasian companies. Engaged in estate agency, asset management, property Roger LSL Property Services plc £243m Real Estate management, surveying and Leboff financial services. Established as an umbrella Management Consulting organization for a diverse range of Support £124m Neil Shah Group plc consulting and professional services Services offerings. Operates bus, train, light rail, express coach and airport services Roger National Express Group plc £1bln Industrials in the UK, North America and Johnston Australia. Exploration and development Ncondezi Coal Company company with four coal exploration Charles £36m Mining Ltd and prospecting licences in the Tete Gibson Province of Mozambique. Pure-play emerging-markets gold
producer, with operations in Burkina Charles Nord Gold N.V. £1.3bln Mining Faso, Guinea, Russia and Gibson
Kazakhstan. Leading payments company offering Dan Optimal Payments Plc a true alternative to banks and card £99 m Technology Ridsdale schemes. Clients (Cont’d)
Mkt Cap Sector Company Main Activities (as of Contact Team 2/7/12)
Specialist non-life insurance Randall & Quilter Holdings investor, service provider and £50m Financials Martyn King plc underwriting manager to the non-life insurance market.
Provider of power systems and Roger Rolls-Royce Holdings plc services for use on land, at sea and £16bln Industrials Johnston in the air.
Is the country's leading and award- Toby Severfield-Rowen plc winning structural steelwork £137m Industrials Thorrington fabricators.
Sportingbet plc is one of the world’s Jane Sportingbet PLC most well known online gaming £201m Consumer Anscombe operators
Objective is to achieve a total return The Brunner Investment higher than that of the index of 50% Investment Matthew £170m Trust PLC FTSE All-Share and 50% FTSE Trusts Read World Index over the long term Objective is to provide an above average level of income and capital Investment Matthew The Merchants Trust Plc £381m growth by investing mainly in higher Trusts Read yielding FTSE 100 companies
Gold producer focusing on its 100% Charles Vatukoula Gold Mines plc owned Vatukoula Gold Mine in the £28m Mining Gibson Pacific Island of Fiji
World leader in the provision of Support Jane WPP plc communications and marketing £9bln Services Anscombe services worldwide.
Focused on the appraisal and development of heavy oil resources Xcite Energy Ltd £187m Oil and Gas Neil Shah in the North Sea on the United Kingdom continental shelf.
Develops and manufactures critical Dan XP Power Ltd power control components for supply £220m Technology Ridsdale to the electronics industry.
Iron Ore Project focused on the management, development and Zanaga Iron Ore Charles construction of a world-class iron ore £166m Mining Company Limited Gibson mine and related, processing, rail and port infrastructure.