http://www.verdes-group.com/

http://www.verdes-group.com/wp-content/uploads/downloads/2010/09/xp-circular-vmp-investment-2010-09-01.pdf

Business prospects
VML has been negotiating with a number of parties on potential new business mandates which,
subject to the approval of the Proposals, will be assigned to the Group, and the Proposed Directors
consider that there are a number of business opportunities in the market.
It is anticipated that business opportunities will come from a variety of sources, including investment
funds, professional intermediaries, stakeholders, private equity houses, banks, corporate finance
advisers and stockbrokers.
Additional working capital is required, both in the short term and as the business develops, particularly
as and when overheads need to be increased to match the scale of business operations that the
Proposed Directors hope to achieve.
The Company currently has no significant institutional shareholders. The Proposed Directors will
seek to develop an institutional shareholder base through a future fundraising.
In the medium term, any profits will be retained to build up the business. In the longer term, subject to
the elimination of current retained losses, it is anticipated that a progressive dividend policy will be
adopted.

Brief summary....remember DYOR.... imo....

1) There appears to be much happening behind the scenes at VMP

2) The recent placing was always going to happen and is found in the placing document for Sep 2010.

3) The placing price of 0.75p is at a discount to the sp back in December when they had meetings ref funds. This is to icentivise the ii's, and would only agree to this if they can see the company is going forward and has good potential. They obviously expect to make a profit their investments at the end of the day.

4) The company has raised these funds for working capital purposes and for the expansion of the business. These funds are from serious institutional investors which are coming onboard as per business plan. This is a major vote of confidence in the company with these players entering.

5) There should be a holdings RNS as VMP apparently potentially have 2 new institutional investors on board. This would be a large boost for the company. As this was one of their main targets in starting up. They like the business model.

6) According to VMP they are in talks with a number of companies for potential deals, and this could only happen with the working capital in place. They are expanding to be able to fulfil the mandates. This state they will ensure VMP has the resources that are needed to develop and seal the deals. They are concentrating on companies worth 50m-250m to help out with. Gives you an idea of the types of companies they are targeting.

7) Further fund raising in the mid-long term should be anticipated as VMP expand hopefully rapidly this company into a monster.

8) The VMP board are very bullish about what they can deliver and bring to the market, hence a BoD of very established, experienced persons.

I perosnally bought on the low today - see where we end up end Q1 even this month perhaps? Need the deals VMP are very bullish about asap.

gla

lol

I agree Dil, but where does this go when the honeymoon is over and the herd bail out? My boring, sensible streak is telling me to sit on the sidelines for the time being! :-)


"7. Gearing / Funding



The Company may seek further equity fundraising to implement its investing policy although this is likely to be undertaken at the time of the first acquisition. The Board will consider utilising debt finance in any acquisition, but generally only at proportionately low levels of leverage."

I pick a point in the future and a target price for the share. I buy and set a stop loss.

Voila ... some I win some I don't , what I don't do (except to gauge sentiment) is believe anything written on an internet bb or get dragged in or out on hype. Therefore I attribute all my successes to me and all my disasters to me (and there have been many).

What I do appreciate is the ideas / companies flagged up / put foreward on here and elsewhere.

Choo choo ... lol :-)

Good point Dil, like it.,.

From the website:

Verdes Management plc is currently undergoing a restructure and is now classed as an investment company.

The company is undergoing change and plans are underway to re-establish the company with a new investment and business strategy. Further information will be announced by RNS.

Probably going to invest in COMS!

It makes sense skinny. David Breith rides to the rescue, saves VMP from going down the pan, long term shareholders who thought their money was kaput now think he is the new Messiah ----------. I'm just trying to join the dots together here and figure out what he is up to, apart from massaging his own ego !!!:-)

Your on the right lines doodles.

I can see a reverse takeover coming , no idea what but fair do's to Breith does seem to have an eye for a bargain.

I've just put my pocket money in here Dil!

I've just had a look at the Circular,which is on the Verdes website,which confirms what Dil said about a reverse takeover.

doodlebug - from this RNS of 4th March.

"3. Share v Asset purchases

The Company will aim to acquire shares in the target businesses, though it does not rule out the acquisition of assets if the trade can also be acquired. The proposed investments to be made by the Company will be of the entire target businesses (although significant controlling positions will also be considered) and may be in quoted or unquoted companies as well as business partnerships and other business holding structures. The Company's financial resources are expected to be invested initially in one investment which will be deemed to be a reverse takeover under the AIM Rules and shareholder approval will be required. Investments will be made with a view to yielding returns over the medium to long-term."

Thanks skinny, I obviously have either an eyesight problem, or attention to detail problem, as I completely missed that when I read it the first time! Okay, I give in, I've just bought a few!!!!!!!!!

:-)

Helium Rising Stars Fund 3 --> 10%

Pocket money going well - up 50%.

Choo choo :-)

2p or not 2p that is the question ...

To-morrow, and to-morrow, and to-morrow,
Creeps on this petty pence from day to day.

is that your target dil, 2p?? glad it held up well today.,.