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TSX Lithium explorer International Lithium Corp prepares to drill at Raleigh Lake
Exclusive: Hardman & Co Investor Forum - Severn Trent, Calculus Capital, Volta Finance, Residential


Member Info for AllAtSea


Send a private message to AllAtSea

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




27 Feb '19

On balance broker opinion has become more negative on LGEN.

It has remained stronger for Aviva.

I'll probably hang in there. Given my stock-picking skills this suggests you need to sell now.
27 Feb '19

If you look back it's clear that Trump doe this every so often. If you are in the know it's a good way of timing your transactions and making a bit of money all thanks to Trump's tweets.
26 Feb '19

When it gets a bit lower I will buy more. Plenty of time yet.
23 Feb '19

"One top five investor said the business needs someone who will “under-promise and over-deliver” after a frustrating few years. He said Mr Briggs was currently his preferred choice.

“Aviva is not a business we’re hugely excited about,” the person said. "

Got to say I haven't been hugely excited about it either :-(
22 Feb '19

"Aviva’s shares, up almost 5p, or 1.2 per cent, at 425¼p yesterday are ridiculously cheap, trading at only seven times Jefferies’ forecast earnings for a yield of 7.66 per cent. With the spectre of Brexit making all financials out of vogue, however, investors should bide their time.
ADVICE Avoid for now
WHY It’s hard to see how a new boss can bolster growth and the lacklustre share price"

https://www.thetimes.co.uk/article/aviva-struggles-to-be-sum-of-its-parts-22683bgn2

It's understandable that the author finds it "hard to see how a new boss can bolster growth and the lacklustre share price " but with all due respect, that is why he is a journalist and not a CEO. And I think he has skirted the issue anyway. Why are my shares in LGEN doing so much better if conditions are so difficult? I still suspect Aviva's difficulties are internal not external.
22 Feb '19

"Whatever Tesco's faults, lack of stock isn't one of them and they are great for a straightforward family shop."

Our Tesco is often out of stock and the shelves have recently been moved further apart. Have also noticed significant price rises and deterioration in the quality of 'Finest' packages.

The fruit and veg scales are poorly maintained and on the self-scan and scan-it-yourself facilities there is a woeful lack of staff. We continue to shop there because they are near but have recently tried a large Lidl and been pleasantly surprised - hardly ever been in one before.
21 Feb '19

Tango Man LOL. Yes we're being Tango'ed by the old buffer.
21 Feb '19

Shame I can't keep it in USD!
21 Feb '19

is set to receive £9bn (the report also said it was €9bn) of Aviva's £121bn funds should there be a no-deal EU exit. (in 36 days time)

The move was approved by the High Court.
20 Feb '19

Have given up being surprised what happens to GSK sp. Now I just ride the waves optimistically and it's paid off. So far..
16 Feb '19

..in the state of Aviva?

It's reported that Aviva has now missed the deadline set for the appointment of it new CEO needed after the sudden exit of Mark Wilson. One candidate, Alison Brittain didn't want the job and three, yes three, other outside candidates are 'not available'! Inside candidate Paul Briggs "didn't make the shortlist, which if true is bizarre".

http://www.cityam.com/273303/mark-kleinman-avivas-missed-deadline-ensures-brickbats

So what is it about such a prime job that puts off good people like the smell of a rotten kipper? Back in December I (and others here ISTR) pointed the finger at Chairman Montague whose track record before getting the job did not look as good as it might. Maybe at Aviva it ain't what you have done so much as the friends you have made?

If a takeover is a possibility they have only themselves to blame.
13 Feb '19

Could be..

https://www.pressreader.com/

Near the end of the article. Says IB wants "another big role". She like rugby, too.
13 Feb '19

Quote: "The pipeline at GlaxoSmithKline (GSK) has been ‘reinvigorated’ and Jefferies says the model that allows it to pay the highest dividend in the EU large-cap pharmaceutical space is sustainable.

Analyst Peter Welford reiterated his ‘buy’ recommendation and target price of £17.50 on the stock after raising his earnings per share estimate by 7%. The shares were trading at £15.53 yesterday."

https://citywire.co.uk/funds-insider/news/the-expert-view-glaxosmithkline-debenhams-and-domino-s/a1200126
11 Feb '19

few more of these at 1.91.
11 Feb '19

Perhaps the replacement won't be in Andover? Post Brexit things might change.

It might be a chance to invest in another part of the world. They say the supply chain is 'unpredictable' looking forward so maybe they should look sideways too.
8 Feb '19

The Insurance Post is suggesting Alison Brittain, Whitbread CEO, is a possible replacement for Wilson.

I don't subscribe so could only read the headline!
8 Feb '19

Boring and cognitively sub-optimal.
7 Feb '19

At least robots don't nip out to take a fag break:

"The fire service said: "Following a comprehensive joint investigation, the cause of this fire is not thought to be of a suspicious nature.

"It appears to have started by means of discarded smoking materials within the rear loading area of the store."
"

https://www.bbc.co.uk/news/uk-england-york-north-yorkshire-46126850
6 Feb '19

"The firm has comprehensive insurance cover for the Andover complex - or customer fulfilment centre (CFC) as it calls it - as well as the stock and equipment on site, and for business interruption losses."

FWIW.

This is fast-moving technology so it's possible they will be able to iron out any bugs when they rebuild. A setback could be made into an opportunity.

I hope so, this is one of my few stock in profit!
6 Feb '19

"Wish I had moved my investment. Smart eye have 3 folded their investors return as it stands from the same time ours started increasing. Only they have run a steady stream of news to shore it up and keep the gains.

If I had a crystal ball hey."

Sounds as if you should tranship to Smart eye. Why stick with SEE?


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