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Member Info for AllAtSea

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Member Since: Wed, 30th Mar 2011

Number of Share Chat Posts (all time): 709
Number of Share Chat Posts (last 30 days): 52

Last Posted: Sun 09:25

Post Distribution over the last 30 days

15 Dec '18

Like a good deed in a wicked world at the moment!
14 Dec '18

By which time the ship will have sailed. Not a good strategy.

As far as the management is concerned my main doubt is over Montague. Among other things he is deeply involved in the business case for Crossrail, a project that is now needing a £1.4bn bailout, will be delivered late and will miss out on much needed revenue.

An example of criticism of Montague's approach is here:

He was also part of the government task force that implemented the deeply flawed PFI.

His presence at the head of Aviva just doesn't seem right to me. I'd love to see a successor who wasn't part of the establishment furniture.
13 Dec '18

Maplinman: ". I'm sure other experienced investors can furnish other examples of inexplicable share price falls followed by takeover or MBO."

Mentioned Stadium Group. Their shares dropped bigly (as Trump would say) due to something tenuous like supply issues. Next thing I know they've been bought by TT electronics for the price before the drop. Jack Boyer is an Independent Non-Executive Director of TT Electronics plc since June 10, 2016 also Non-Executive Chairman of Seeing Machines Ltd. since September 19, 2018. All very coincidental no doubt but it's easy to be suspicious!

TT Electonics includes a company called Optek Technology that designs and manufactures innovative optoelectronic solutions for sensing and illumination applications in the industrial, medical, aerospace/defence, and transportation markets. I have no idea what kind of fit this would offer SM or vice versa.
12 Dec '18

December 12th, 2018 – GlaxoSmithKline's (GSK) Shingrix vaccine shortage is expected to persist 'throughout 2019', reported Eric Sagonowsky with FiercePharma.

The unexpected demand for Shringrx during 2018 has overwhelmed the company's ability to keep inventories full, forcing it to take steps, such as implementing order limits to doctors and pharmacies.

“We need to get the vaccine supply expanded as fast as possible," GSK’s Luke Miels, global pharmaceuticals president, told analysts on the company's 3rd-quarter conference call on October 31, 2018.

12 Dec '18

Yes, just kidding Analysiter when I said I sold up -no chance of that!
12 Dec '18

The UK link citywire.co.uk/funds-insider/news/the-expert-view-glaxosmithkline-wpp-and-ashtead/a1184352?re=60547&ea=222385&utm_source=BulkEmail_FundsInsider+DawnChorus&utm_medium=BulkEmail_FundsInsider+DawnChorus&utm_campaign=BulkEmail_FundsInsider+DawnChorus#i=2
11 Dec '18

Green light for further dodgy practices to pull the wool over the eyes of investors? Other retailers taking note of what they can get away with?

A sector to be avoided in my view. There are plenty of cheap stocks with less baggage if you want to jump ship, and they pay a nice dividend, too.
11 Dec '18


Weren't the Fool saying buy just before they tanked?

Are they hinting at sell now they have fallen out of bed?

On that basis..??
11 Dec '18

"An ironic comment on the 10th anniversary of Bernie Madoff’s “outing”."

D'you know, I had forgotten that. I think you are right - this is what's going on here.:-o

Anyway I have just sold my entire holding. Huge loss but at least it's still worth more than nothing.

Forever in your debt Analysister ;-)
8 Dec '18

nuri, I like the cut of your jib here. Pessimists don't win prizes.
5 Dec '18

Everything I own is down not just this one.

It's the way of the world. My world, anyway.

(What does predictive text mean by "doorstop the dog"? Is it trying to tell us something?)
5 Dec '18


As an aside, it's disappointing to say the least that the FTSE100 contains just 2 software companies.
4 Dec '18

i.e. accountants. Good servants; bad masters.
4 Dec '18

They are lawyers, that's what they do. In their sleep, too.
4 Dec '18

I think this was the question:

"I'm not quite sure where you're coming from tbh, are you a short looking for a downturn or an interested investor looking for clarity before you jump in or are you already invested ?"

I'd be interested to know too but can't see anything self-explanatory in what you have posted that answers it. Please indulge me and give a quick re-cap, ta.
3 Dec '18

It's all about the pipeline. Whilst Tesaro on its own might not have been worth the money with GSK backing its developments it could be another story. Think Pokerchips has it, a long term benefit.

So am I bothered? Not really.
1 Dec '18

You could well be right! Most of my 'higher risk' stuff looks pretty sick right now. The world's a crazy place right now.

Maybe in six months many of us will wish we'd bought in right now. Right now these are interesting times.
29 Nov '18

Way back in this thread someone posted a link to a case in Australia where the Transport Workers Union were defeated in court over their attempts to stop DMS being introduced. June this year.

"The dispute relates to whether Toll has a right to further implement Guardian technology in its Toll Liquids (Liquids) and Toll Linehaul & Fleet Services (Linehaul) and DVR Cameras in its Liquids business."

I kept the links:


29 Nov '18

It's a kind of democracy, you can't please every one. If the masses want cheap dreary discount warehouses then so be it.

Other than that, I share your opinion.

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