Mondas- A New Phase!

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spurious - Fri, 29 Dec 06 :

Hi all
Just to share some thoughts
I like George am confident in the future and have also added to my holding now just under 4%. I spoke to Jarlath and Ian today and offered my congrats on the progress they have made as a co this year, although as we are all only too aware, not represented in the share price. They and I are confident this will change in the new year, and I feel we can look forward to a very busy January, with a strong and effective PR, maximising good news flow and hopefully translating into an equally strong and representative share price.They are fully focused on delivering shareholder value and I know Jarlath is genuinely excited by the prospects for the coming year
I reminded myself why Mondas should have such an exciting future and perhaps the quality of the company prospects is reflected by the companies they do business with currently. Blue Curves customers such as Barclays, Gartmore, ING, Nomura, Cazenove, Royal Bank of Scotland, to borrow but a few from those listed on their web site, must offer great cross selling opportunities for Caps.
I am also reminded of Rambutans post 2084 re the times online article referring to project turquoise where 7 investment banks, representing 50% of the trade on the LSE, unveiled plans to form their own exchange.
Interesting on its own, I became quite excited when reading who they were.Citigroup, Credit Suisse, Deutsche Bank, Goldman Sachs, Merrill Lynch, Morgan Stanley, and UBS. To form such a strategic alliance, these Banks must enjoy a close working relationship and one would assume are open, and eager, to pass on best practice to one another
One name stands out Credit Suisse
As perhaps Mondas largest client, instrumental in providing invaluable input into developing Caps into the world leading product it is today, I would find it incomprehensible if the other 6 members had not asked Credit Suisse for an oppinion re performance, or been in direct discussion with Mondas, when they have a unique and successful working model with global capability on show.
I feel sure it can only be a short matter of time before we see further global caps orders emerging
I am also excited by the emerging American presense of Blue Curve and what I believe will be another great year for Mark Robertson globally. Every success for Mark represents a cross selling opportunity for Caps. Bernard Snowe has continued his success with Resource with 100% profit increase in the first 6 months of this year and continues to go from strength to strength. We now have 3 profitable businesses, with 2 capable of explosive growth on a world scale and a growing recurring revenue stream which is already covering a large proportion of costs. Surely it will not be long before we see a widening institutional base on the back of confirmed profit levels, and an increasing global order book.
A great new year to all
Best Wishes
SP


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