I have noticed over the last few days some strange trading going on with Catalyst shares does any body have any views on this?? Is something about to happen at last. No news to speak of as such .I have been in these from the first day after the shares where back to buy after the suspension with an average price @ 4.12. Maybe some one will make a response after having no luck with previous posts.

Keysersoze

Squid,

Please contact me through my MAM email I have possibly stumbled across something very interesting or maybe it is nothing just want to run it by you before posting to see if what I am thinking makes sense or not .

Keysersoze.

Squidd,

Look into this and see if you can find anything I may have missed and let me know your thoughts.

Nice to see you are also holding Yoomedia as well because this will interest you all the more these are just thoughts of mine and are still to be looked into further same names keep popping up all over the place.

In the year ended 31 March 2004, SIS achieved a turnover of 110.4
million, a profit before tax of 14.9 million and a net profit after taxation of 10.3 million. SIS has, in the recent past, had a policy of declaring a dividend every four years. The most recent dividend declared in respect of the financial year ended 31 March 2003, was 29.9 million. At 31 March 2004, SIS had net assets of 7.7 million.

Very nice figures possibly why the large investment trusts have such large holdings in Catalyst Media.

SIS Shareholders are as follows,

Catalyst Media
William Hill
Ladbrokes
Caledonia Investments PLC
The Tote
British Racecourses (just bought back 10% by SIS)


Why did Caledonia Investments PLC purchased a 22% holding from Thales for 18 mln stg in cash earlier on in the year. When Catalyst paid 23mln for a 20% holding only a few months later!!!! It appears to me that for some reason unknown to myself at this time that SIS could prove very profitable for Catalyst Medias activities but also could possibly be a good asset for Yoomedia (all ready connected with William Hill) to purchase Catalyst Media .
They both seem to be interested in the same lines of business. Catalyst Medias purchase of SIS for 23mln on its own is not far of the current market cap of Catalyst Media. It seems to me all to closely connected but I havent had the time to put the jigsaw together but then again I could be completely wrong but I am holding very large positions in both companies so I see it as a win win situation .



Keysersoze.

More positive news !!!!!!

Catalyst Media Group PLC
14 November 2005


14 November 2005

Catalyst Media Group plc ('Catalyst' or 'the Company')

Holding in Company

The Company was notified on 11 November 2005, that as at 11 November 2005,
Universities Superannuation Scheme Limited has increased its interest to
40,200,000 ordinary shares of 1p each in Catalyst, representing 6.41% of the
issued ordinary share capital of the Company. The shares are registered under
Chase Nominees Ltd (USS).


This information is provided by RNS
The company news service from the London Stock Exchange


Keysersoze.

Sold some laggards early this morning and bought 150k CMX @ 4.1, though it registered as a sell.
Keyserzone: Thanks for an intriguing post, but I'd better say right away that I used to belong to a club called the Simpletons and this may help to explain my simplistic approach to investing. I don't believe the bits of the jig-saw necessarily fit together at all and there may be simple explanations for the buys. CMX stretched themselves for the stake in SIS which helped depress the sp to bargain levels, and the institutions, who tend to back whole shoals of minnows in the hope that some will grow up, sensed a bargain and took the opportunity in the same way as you and me are doing, to add or take up a holding.
I am investing in CMX and YOO on their 'stand alone' merits but, of course, it would be a bonus should a predator like William Hill take a fancy to them. Who knows, a pleurodon like Yahoo might even be tempted.
Like you, I want to build up a sizeable stake in both companies, but I can only proceed now by selling some quality stock. Decisions decisions.

Squidd,

I am pretty much in the same boat as yourself I had a spring clean this morning D DAY as follows

Blackrock Oil out Ouch!!!!
Dowgate Capital out just about broke even
Catalyst Media 400k average 4.12
Yoomedia bought 100k@7.35p let 18k go last thing today @9.85 to square up my account.
Alkane Energy 30k average 32p still got faith in this one.

Problem being juggling around finances to increase stakes in cmx and yoo possibly could spare another 10k at a stretch another 100k in cmx the rest in yoo is the plan then if alk turns profitable then maybe some more yoo shares leaving me in a totally eggs in one basket scenario which most would advise against but i have firm beliefs in both companies risk Versus reward.What do you think about my plan very unconvetional eh? or just plain crazy ???

What are your thoughts as to why Caledonia Investments PLC purchased a 22% holding from Thales for 18 mln stg in cash earlier on in the year. When Catalyst paid 23mln for a 20% holding only a few months later!!!! and they also tried previously so it must be a great asset to there future..

Keysersoze.

(I sleep very soundly with my investments, but the wife's got a nasty cough, so got up for a drink).
Keysersoze: Yes, obviously they see SIS as an appreciating asset and a good bolt-on.
My wealth is mainly tied up in AEX, CSB, ELR & ULT, all of which were bought in the dark days when they looked as sickly as CMX does now; so these have been hugely successful. But not all my selection turns to gold. I've just cleaned out a couple that were flat, and I'm holding PCM & TAG, which continue to look sickly, but for which I have high hopes; and there have been major disasters.
I've just suffered a near total loss on EVS, though not so long ago, it looked like a good recovery stock. And this should serve as a warning not to put your eggs in one or two baskets. I think it would be madness to put most of your wealth into just two stocks, however wonderful they seem at the moment. Remember, we seem to be the only ones piling into CMX, so maybe it isn't all that attractive, and YOO has its detractors.
I leave you with the thought that with a lot of scars in my bank balance, I consider that no new stock is worth more than 10% of my wealth, but if it's that good it can always outrun others in the portfolio. sd.

This should be renamed the Keysersoze & Squid Chatroom !!!!!!!! old chum.....

I thought you may have said that but long at my investments I have a sreiously unbalanced porfolio at the moment but I am short term leave it like this up until xmas to see where it goes then in the new year add another 10k but maybe not as I suggested in my last post. What are your thoughts as to how i a should re organize this mess.

Keysersoze.

Keysersoze: Sorry, I never advise anyone to buy stock, but I do post details about my own buys on the relevant thread, mainly to invite critical comment, and if anybody follows my lead, well that's their decision. I'm glad I bought CMX ahead of YOO and expect to continue doing so, but might pile into YOO when the dust has settled.
I'm essentially a bottom fisher; look at the chart for ELA to see the sort of collapse that can overwhelm a sound company, and the rewards for anyone brave or foolhardy enough to jump in afterwards. I think there could be a lot more mileage in ELA, and have posted on that thread, but be aware that I'm in deep at below 1/2 the present sp, so am unlikely to lose.
Meanwhile I think CMX continues to show promise so keep up the newsflow.
sd.

Squidd ,Been away looks like another big investor into CMX do you think the two 500k buys friday would be connected to this or will they all ready have their 40 odd million shares before hand.

Keysersoze.

Catalyst Media Group PLC
14 November 2005


14 November 2005

Catalyst Media Group plc ('Catalyst' or 'the Company')

Holding in Company

The Company was notified on 11 November 2005, that as at 11 November 2005,
Universities Superannuation Scheme Limited has increased its interest to
40,200,000 ordinary shares of 1p each in Catalyst, representing 6.41% of the
issued ordinary share capital of the Company. The shares are registered under
Chase Nominees Ltd (USS).


This information is provided by RNS
The company news service from the London Stock Exchange

Keysersoze: You are repeating yourself, but no matter and it matters not too much who the buyers are. I'm glad to see that CMX is keeping up its volumes - very necessary for a media company in my view.
sd.

Squidd, Do you have any idea`s regarding the dividend we may see from SIS due in 2006 if any at all.

Keysersoze.

KZ: I find a 4 year divident payment interval bizarre - my bank works out mine every day, which is easy in this computerised age, but it seems that the 2006 instalment will be paid by SIS to CMX. It might brighten up the sp, but having already been factored in, I think the bigger picture provides the main attraction.

Going back to high risk, in case you have any spare gambling cash, have a look at PMK
sd.

Squidd: Funds are very tight at the moment stuck in VOG at 1.35 13.5k ouch !!!!!!lets hope this week that news about the oil is released and positive these look excellent long term still plenty of upside.Watch KCOM very carefully Tomorrow word around the camp fire is ^^ All funds remaining are in this then I will take a look into PMK.

Regards

Keysersoze

Squidd :PMK looks a very good investment but where is a good entry point?How long can the chart keep up this rate of steam what price did you get in at?I always feel that charts like PMK seem like im too late for the party (If you didnt go to the wedding then dont go to the funeral) keeps haunting me i will see how this week unfolds and keep an eye on PMK.

Regards

Keysersoze.

KZ: The dividend seems to have arrived, but surprisingly is described as an interim with another due next year. Looking good and buyers coming in.

On the PMK front, it's in unknown territory and should I think have eased back on profit taking. Just have to keep watching.
sd.

In addition to the interim dividend, which I regard as a bonus, the directors are making encouraging noises about restructuring and profitability, so I am optimistic that the sp for CMX will soon return to the pre-suspension price of around 7 - 8p.
sd.

Catalyst Media Group PLC
28 November 2005


28 November 2005

Catalyst Media Group Plc

Catalyst Media Group plc ('CMG') is pleased to announce that the Board of
Satellite Information Systems (Holdings) Ltd ('SIS') has resolved to pay an
interim dividend of 10 million with immediate effect. CMG's share of this
dividend is 2.2 million which will be applied to the early reduction of debt
which was raised to part finance the acquisition of a 20% interest in SIS (the
'Acquisition') in September 2005 for 23 million in cash. This interest was
increased to 22.2% following the buy back of shares by SIS in November 2005.

The Acquisiton was partly financed by the issuance of secured deep discounted
Bonds to Eureka Interactive Fund Ltd for a subscription of 11.75 million.
Whilst the Bonds have a nominal value on maturity of 16.7 million they may be
redeemed at any time at a deep discount which equates to an interest rate of 10%
per annum. Consequently, following application of the funds from this dividend,
the outstanding balance will be reduced from 12.09 million, including accrued
interest, to 9.9 million.

SIS has, in the recent past, had a policy of declaring a substantial dividend
every four years. The Directors of CMG expect the next dividend in line with
this policy to be declared before the end of 2006.

Since the Acquisition, CMG has comprehensively restructured and the Group is now
profitable on a monthly basis.

END




This information is provided by RNS
The company news service from the London Stock Exchange

Squidd. Volume up today with some large size buys.Any thoughts as to why there are only quite large size trades going through and no small trades smaller investors seem to be staying away.I think your SP quote of 7-8p is very easilly achievable short term but i am holding these as a 2-3 year investment in this time scale I would think the SP would be at least 20p+.

Keysersoze.

KZ: Yes, we seem to be the only small fry that have found this one so far. Often though, I find bottom fishing a very lonely meal. I agree with long term prospects.
sd.

Catalyst Media Group PLC
02 December 2005


2 December 2005

Catalyst Media Group plc ('Catalyst' or 'the Company')

Holding in Company

The Company was notified yesterday, that following the sale of 2,428,468 ordinary
shares of 1p each in Catalyst ('Ordinary Shares') on 28 November 2005, Gartmore
Investment Management Plc has an interest in 80,230,863 Ordinary Shares,
representing 12.791% of the issued ordinary share capital of the Company.

The beneficial owners of the shares are as follows:

Beneficial Owner Number of
shares held

Gartmore Fund Managers Ltd A/C Gartmore UK & Irish
Smaller Companies 27,918,876
Gartmore Sicav Pan Euro Smaller Companies Fund 173,291
Gartmore Smaller Companies Trust Plc 6,444,758
Gartmore Growth Opportunities Plc 2,071,567
Strathclyde Pension Fund 13,104,960
The Alphagen Volantis Fund Limited 29,164,331
Gartmore Absolute Growth and Income Trust Plc (Growth) 1,353,080
----------------
Total 80,230,863
----------------

END


This information is provided by RNS
The company news service from the London Stock Exchange