http://www.lse.co.uk/ Recent Share Chat Feed - London South East en-gb Thu, 17 May 2012 00:07:01 GMT 2011 London South East http://www.lse.co.uk/rss/ 5 langyy on my screen.... http://www.lse.co.uk/shareChat.asp?ShareTicker=LLOY&post=5292544 Thu, 17 May 2012 00:07:52 GMT Fifi11 Breath in deeply and breath out slowly.You feel very relaxed. Your limbs are getting heavier and heavier and you feel your eyes gently closing. http://www.lse.co.uk/shareChat.asp?ShareTicker=ORE&post=5292543 Thu, 17 May 2012 00:06:50 GMT BillyBean 3%. Carnage tomorrow? http://www.lse.co.uk/shareChat.asp?ShareTicker=LLOY&post=5292542 Thu, 17 May 2012 00:03:30 GMT langyy zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz http://www.lse.co.uk/shareChat.asp?ShareTicker=ORE&post=5292541 Wed, 16 May 2012 23:59:14 GMT Fifi11 Nite.. http://www.lse.co.uk/shareChat.asp?ShareTicker=ORE&post=5292540 Wed, 16 May 2012 23:58:42 GMT Howling http://www.zerohedge.com/news/has-simple-retail-investor-become-smarter-sophisticated-qibs http://www.lse.co.uk/shareChat.asp?ShareTicker=RGM&post=5292539 Wed, 16 May 2012 23:57:38 GMT langyy nite... http://www.lse.co.uk/shareChat.asp?ShareTicker=ORE&post=5292538 Wed, 16 May 2012 23:57:34 GMT Howling http://www.zerohedge.com/news/has-simple-retail-investor-become-smarter-sophisticated-qibs http://www.lse.co.uk/shareChat.asp?ShareTicker=RRR&post=5292537 Wed, 16 May 2012 23:55:30 GMT Fifi11 myself for a peek at the pf. It's a wipeout. Nearly as bad as december Am I worried. Little bit. the chinese consumer has let me down.But ORE not too bad this week. Off for two days, so I'll be round with the trolley at 11 and I can do you some lovely muffins. Nite, Nite. http://www.lse.co.uk/shareChat.asp?ShareTicker=ORE&post=5292536 Wed, 16 May 2012 23:55:25 GMT sheffieldowls Thank you for that information re this matter of concern. If the chief executive is to be believed senior staff at Lamprell know nothing about these matters hence their share sales were ok. I find it very hard to accept that they had no knowledge of what was going on at the company. http://www.lse.co.uk/shareChat.asp?ShareTicker=LAM&post=5292535 Wed, 16 May 2012 23:52:46 GMT Stockready some people not fully understand the extent of give away on RNS today this was a land mark game changer, in BLACK AND WHITE, and you telling me you can pick this up under 9p!! you joking right? I love it and I will continue to love it GLA http://www.lse.co.uk/shareChat.asp?ShareTicker=RRL&post=5292534 Wed, 16 May 2012 23:49:59 GMT yaardvark Could you send me your email address please? Want some advice if you wouldnt mind sparing a few mins. Cheers http://www.lse.co.uk/shareChat.asp?ShareTicker=BMR&post=5292533 Wed, 16 May 2012 23:49:19 GMT Captain.. your spot on with the pictures, you haven't lied... pal - you need to back off now, seriously mate. you had a dig at me, which i didn't like, doesn't matter i let you off why can't you stay quiet and get on with everyone stop arguing with everyone life is to short mate.. ;) http://www.lse.co.uk/shareChat.asp?ShareTicker=LDP&post=5292532 Wed, 16 May 2012 23:46:14 GMT langyy yu cud be wonga gig wong,at the local wong,on wing.. http://www.lse.co.uk/shareChat.asp?ShareTicker=BARC&post=5292531 Wed, 16 May 2012 23:45:56 GMT gelding i wouldnt lose sleep over brick bradford or what ever hes called the fundamentals are there bit worried about the sp but only lose when you sell i keep saying look what happened at mta so life left in this yet loads happening i wont ramp hehehehhe fingers crossed still think they will be heading north sound what does around comes around atb http://www.lse.co.uk/shareChat.asp?ShareTicker=SOU&post=5292530 Wed, 16 May 2012 23:45:20 GMT langyy please learn the charts sharpish,we need an extra form of income..?... http://www.lse.co.uk/shareChat.asp?ShareTicker=SIXH&post=5292529 Wed, 16 May 2012 23:43:06 GMT Optimus Wong often more wong than white and wong very wong today but wong could be white another day unlles he is wong http://www.lse.co.uk/shareChat.asp?ShareTicker=BARC&post=5292528 Wed, 16 May 2012 23:42:05 GMT cdu021 No idea if they have oil or not but Puntlands president is just trying to boulster his position within the international community to try and mitigate the effects of the Somalia constitution. Haven't had a look today but thought they were trying to get the draft through this week. Still not entirely sure where Puntland stands as an individual entity in internaltion law. http://www.lse.co.uk/shareChat.asp?ShareTicker=CHAR&post=5292527 Wed, 16 May 2012 23:41:20 GMT Anthon_hubbard77 Great find and post, this looks very undervalued http://www.lse.co.uk/shareChat.asp?ShareTicker=CYAN&post=5292526 Wed, 16 May 2012 23:39:13 GMT langyy nitey nite... http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292525 Wed, 16 May 2012 23:35:20 GMT fufkin night. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292524 Wed, 16 May 2012 23:33:24 GMT langyy nite chucks... http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292523 Wed, 16 May 2012 23:30:37 GMT langyy wouldnt like to drop a harley,they weigh a ton.. http://www.lse.co.uk/shareChat.asp?ShareTicker=AAT&post=5292522 Wed, 16 May 2012 23:29:53 GMT Chimpchoker So did a little homework yesterday, it appears LAM have bit off more than they can chew and are now having to out source some of the works, unfortunatly they are struggling to get compinies to match their pricing at time of award...the plot thickens http://www.lse.co.uk/shareChat.asp?ShareTicker=LAM&post=5292521 Wed, 16 May 2012 23:29:38 GMT GrahamCS who MAY have been 'in the know' Please kindly fook off Your'e boring and probably southern http://www.lse.co.uk/shareChat.asp?ShareTicker=CHAR&post=5292520 Wed, 16 May 2012 23:29:09 GMT forest4032 night mate http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292519 Wed, 16 May 2012 23:28:03 GMT Optimus 2nd part The company stands alone in the UK in retaining its composite business model. Insurance is a complex enough business anyway, so that doesn't help it garner analysts' support. Part of the war of words when RSA made its pitch was whether the composite model is more, or less, capital-efficient. The debate went unresolved. Certainly, the two separate businesses would be more attractive assets for UK players in the life and non-life sectors. But the composite model remains popular in Europe, so Aviva would make an attractive acquisition for a European flagship insurer such as Allianz, Axa, Zurich or even Italian Generali. BRICS vs PIIGS A major drag on Aviva's share price is its large exposure to the dysfunctional eurozone. Unlike Prudential (LSE: PRU), which has pursued the growth markets of Asia despite the failure of its bid for AIG's Asian business, Aviva has stubbornly stuck to its own back yard. It may even sell its underperforming US operations. There's potentially a double hit. Impoverished Europeans might cut back their spending on insurance. And the company's investment portfolio is exposed to the vagaries of sentiment towards the eurozone, although to be fair it has made a good job of limiting exposure to the worst of the PIIGS' sovereign debt. Its European problem has of late given rise to a capital problem. Analysts have questioned whether it has sufficient capital for the volatility and risk in its business. Its low share price makes capital raising expensively dilutive, probably prohibitively so. But shoring up the capital base wouldn't be so difficult for a larger purchaser. Let's hope the new management team focus more on generating value for shareholders than for keeping themselves in a job. http://www.lse.co.uk/shareChat.asp?ShareTicker=AV.&post=5292518 Wed, 16 May 2012 23:27:26 GMT forest4032 night mate http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292517 Wed, 16 May 2012 23:27:09 GMT billy101203 early bird catches the worm. I hope the BC2 has been spudded. Ges did question why we would have a rig sitting idle thats costing us money. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292516 Wed, 16 May 2012 23:26:37 GMT forest4032 must admit i thought we would have had some update on verde by now http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292515 Wed, 16 May 2012 23:26:23 GMT fufkin knackered. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292514 Wed, 16 May 2012 23:26:20 GMT billy101203 I'm not suggesting nothing, fuf questioned the absence of 2 main posters who stopped posting at the same time. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292513 Wed, 16 May 2012 23:25:27 GMT Stockready Hi Jings my mate hope you well, just picked up your post I had to spread my wings , so the buy here today, beside I have got loads tied up already in EMED, so either way as a true beliver and long termer not going to lose there, however if it touched slightly under 8p I will jump with everything I have and as my final and last buy there, all good there, and GS has just had so much bad publicity and not getting the fair PR they deserved, do you know. or heard something regarding Goldmen Scache and EMED that I might have missed? I think AS deal is closer than ever there, and land will be picked up soon, these climate is just perfect for EMED, and spain. RBS was just too good to be missed and I have been playing and investing so heavy in AIM and now its time to balance it out in FTSE, and my two big one's are RBS and TW. and still in Lloyds, will not sell a single share till at least Q3-4, however for RBS I be out at 32-33p, which I am expecting it to be July now GL IMO DYOR http://www.lse.co.uk/shareChat.asp?ShareTicker=RBS&post=5292512 Wed, 16 May 2012 23:25:08 GMT Optimus What Next For Aviva? There's an interesting precedent. It's a well-known company, popular with private investors, whose name has become a by-word for executive greed coupled with an underperforming share price. Analysts criticise its complex structure and unclear strategic vision. Many think its businesses would be worth more if the company was broken up. That's Cable and Wireless Worldwide (LSE: CW) I'm describing. But in a different context, the same comments apply pretty well to Aviva (LSE: AV). So has CWW set a precedent? Might Aviva's shareholders see a bid, or break up, finally outing the value in this stock? Interregnum Aviva's shares rose 5% on the day that CEO Andrew Moss resigned in response to shareholder anger over his remuneration. Right now there's an interregnum, with incoming chairman John McFarlane taking an interim executive role at the end of the month. So we have a business where the management was perceived as destroying value in the company, now rudderless until a new executive team is installed. That's ideal timing for an opportunistic bidder to step in. Put it another way: there are a number of international insurers whose management would be negligent if they weren't running their slide rules over the company. Equally, when the new team is installed at Aviva, it will be incumbent on them to conduct the traditional strategic review. They will want to show shareholders a clear route to increasing the share price. More of the same with better execution might work, but strategic disposals, re-focusing of the business and break-up options will have to be considered. Act in Haste? Intriguingly, one of the candidates touted for CEO is Andrew Haste who, as former CEO of RSA Insurance (LSE: RSA), was widely credited with turning it around. It's just over 18 months since RSA proposed buying Aviva's general insurance arm under his leadership. Were he to take on the job, no doubt shareholders would approve. Might he then conclude that a break up of the business would generate more value? That's what he did at RSA. And remember, it was a former executive of Vodafone (LSE: VOD) who came in as CEO of CWW and promptly sold the company to his former employer. That story has still to play out but it would not be surprising if, having completed the acquisition of CWW, Vodafone then sells the parts of the business it least wants -- such as the undersea cable network -- to a firm it has more value to. That could even be the unsuccessful bidder, Tata Group. CWW shareholders wouldn't have received the benefit of the break-up; instead, Vodafone would have got the assets it wanted very cheaply. Perhaps the lesson for Aviva's new management team will be that there are more plaudits for breaking up a company yourself than for leaving it to an opportunistic bidder. Breaking up is hard to do Is Aviva worth more broken up into its general insurance and life insurance parts? The company stands alone in the UK in retaining its composite b http://www.lse.co.uk/shareChat.asp?ShareTicker=AV.&post=5292511 Wed, 16 May 2012 23:24:23 GMT sheffieldowls Thank you for your kind words they are greatly appreciated. I have always attempted to be honest and polite with my postings on this board. I am still annoyed with myself for not selling at least part of my holding in early May as I had concerns relating to the director share sales in early May. I think it is a hard to accept that as senior staff they had no knowledge of what was going on in Lamprell with regard to the supply problems which is what the chief executive seems to be saying. Where have you been over the last few months may I ask? http://www.lse.co.uk/shareChat.asp?ShareTicker=LAM&post=5292510 Wed, 16 May 2012 23:24:19 GMT lizzerabaste Cheers, bit slow tonight! Lol http://www.lse.co.uk/shareChat.asp?ShareTicker=BSP&post=5292509 Wed, 16 May 2012 23:23:55 GMT forest4032 just what are you suggesting lol, by the way is giseppe on holiday? http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292508 Wed, 16 May 2012 23:23:25 GMT discogrip i wear my heart on my sleeve! Lol I think is a great company IMO and untill I here anything else I will continue to beleave it! :) boom lol let's hope for good news real soon.. http://www.lse.co.uk/shareChat.asp?ShareTicker=RMP&post=5292507 Wed, 16 May 2012 23:23:21 GMT fufkin That sounds disgusting. I'm going to have nightmares now! http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292506 Wed, 16 May 2012 23:21:50 GMT RobJC and had to log on to say excellent posts this evening chaps (apart from the idea of UKX at 6500!) Have to say I agree with the sentiments expressed by 'maybetomorrow', this may seem like a bargain, and maybe it is, but there are lots of so called bargains, out there, so make sure you spread your risk. Bear in mind that many safer stocks also yield quite high >7% VOD, AZN, if that's your bag, and if you must buy stocks atm. Me, although many target buy prices have been met, I'm not interested in anything until EZ issues are resolved, better to buy on the way up than vice-versa. Capital preservation is my number one priority and that can only be guarenteed by holding cash atm. Quite what will be the catalyst for another bull run is anyones guess? More LTRO? ECB stepping in buying bonds? Eurobonds? You tell me? I think more likely bear market cycle time. Optimus - I would say it's ok for someone to change their opinion over those 10 days. Particularly in light of Greek elections, I said on here more than a month ago, beware this issue, in many ways I'm sorry to be proved right, I don't know where the Greeks think the money comes from, they should have been set adrift 9 months ago. Like a bad share the Germans must be thinking should I cut my losses, or average down (again!) GLA. IMO etc. Always enjoy reading counter opinions. http://www.lse.co.uk/shareChat.asp?ShareTicker=AV.&post=5292505 Wed, 16 May 2012 23:21:40 GMT Rappahannock Daniel Stewart reiterates buy for DDD http://www.angelnews.co.uk/article.jsf?articleId=13288 http://www.lse.co.uk/shareChat.asp?ShareTicker=DDD&post=5292504 Wed, 16 May 2012 23:20:06 GMT brano28 did....easy look at the telecom italia website posted . Then look at the investors page qhere the share price is and see the rise time and then look at the trades on here . The telecom company very releate to us cause of g.gresta. Madr be why we had a rise . Thats all . People on here quick to talk negative with stuff we all know before be invested.... I hope!!! Surely theres something here or you wouldnt keep coming back riddler http://www.lse.co.uk/shareChat.asp?ShareTicker=BSP&post=5292503 Wed, 16 May 2012 23:19:46 GMT billy101203 never linked it before until now...................your not suspecting then to be the 2 cheeks on the same backside? http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292502 Wed, 16 May 2012 23:19:31 GMT forest4032 i sent erxy an email about 10 days ago cause i hadnt heard from him for awhile, and i know he used to communicate with ML quite a bit http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292501 Wed, 16 May 2012 23:19:31 GMT JonnyCacheKing don't forget to close the door on the way out of the library...;-) http://www.lse.co.uk/shareChat.asp?ShareTicker=GKP&post=5292500 Wed, 16 May 2012 23:18:28 GMT fufkin I have no idea. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292499 Wed, 16 May 2012 23:16:00 GMT fufkin I mean around the same time, in January or February. Not seen Erxy since, Chuz is just on iii. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292498 Wed, 16 May 2012 23:15:34 GMT OilyPete There is no stopping you rampers here is there ;O) http://www.lse.co.uk/shareChat.asp?ShareTicker=RMP&post=5292497 Wed, 16 May 2012 23:14:31 GMT forest4032 what banned or just coincidence, http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292496 Wed, 16 May 2012 23:14:20 GMT billy101203 did he. http://www.lse.co.uk/shareChat.asp?ShareTicker=NTOG&post=5292495 Wed, 16 May 2012 23:13:34 GMT