Between April 5th 2012 and April 5th 2013 Fiberweb gave me a return of +20%, including reinvested dividends, and price increase.
28 Mar '13
Laws of Supply & Demand
So Buys outweigh sells by 10:1 and the price is marked down, interesting to see if the MM's can keep that up for teh rest of the day and early next week. I don't think so
19 Mar '13
RNS - Shareholder News
Wellcome Trust stake gone above 3% - another tick in the plus colum.
12 Mar '13
Next time you look in it may be worth having a re-look at this, not as a short termer but they appear to have retrenched and started addressing some of the underlying problems. Medium term estimate we'll see growing sales, managed costs and money set aside to cover all the contingencies (pension!) and have enough left over to maintain the dividend. I'm a bit more bullish than Courtier and will be disappointed if a quid is the high point for 2013, i'd like to see the £1.25 to £1.50 becoming the foundation price. PS - also an ongoing squeeze in buys v sells (months now) makes me think some quite chunky positions have been taken and liquidity will get more sqeezed. Just my take so still please DYOR. Would be interested in your opinion as I've only been in them for a year and have focused on the immediate past.
25 Feb '13
Dayan Sell Off
Stopping by to see the latest, Dayan likely needs the quid. Wife ready to upgrade living accomidations, and kids entering university age. Black out dates make it rare for him to have open queues to trade. This group normally moves on M&A news so I'd make more of the Tito add, than the Dayan subtract. DD has taken a once proud 1 Billion group down to its current levels.
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