The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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it seems my uplands need to wait until '17. happy xmas all.
Even better now!
Looks like a buying opportunity at this price! GLA
in here. phew. i come here for a good mini-break sometimes.
and now back below 10%, hey ho.
blackrock increases, now above 10% in jlg.
worth a look: http://www.laing.com/uploads/assets/reports_and_accounts/Investor_Day_20_October_2016_Final.pdf
Two big delayed buys just gone through.
would rather see the uncharted uplands of the 290s this year. is that too much to ask? perhaps.
so much for seeing 248-253 "within the next month", lol.
http://uk.reuters.com/article/uk-britain-eu-hammond-investment-idUKKCN1230NS
here be dragons.
and upwards into the unexplored uplands of the 270s, lol. i find it hard to believe we will stay around here short-ish term, & kinda expecting we will see 248-253 again within the next month and have top-up order set down there in case. but quality earnings are in demand l/t, so on balance i remain a pretty happy holder here.
o/t lol, & so lo & behold, provi has now fallen by that £2, & woodford has added again there. apols o/t.
a few % to buy more voda, but still keeping 95% stake here. barclays targeting 315p now, for what that is worth (not much really, lol).
JLG coverage in Shares Magazine last week, buy recommendation based on increasing net asset value, 3% dividend, share price has further to go....let's hope so!
Two strong buys in the last hour either side of �50k
no prob, and no offence meant. you're certainly right that JLG have lots of different projects on the go around the world, so there is some *geographical* diversification built in. but on the whole they are fairly confined to certain sorts of investment, as you say infrastructure. the management here have expertise in that rather limited, specialist field. whereas WRN, if they are to be believed, has claimed it was aiming at substantial diversification across different *sectors*, which is in theory more a conglomerate. (obviously, a major, major difference is that there are some well audited, public, clear descriptions of what assets JLG actually has, & some audited public valuations of these.) if you like this one for a medium or longer view, provi is possibly also worth a look on same time scale, although it's gone up a chunk recently so it would not be surprising to see +/- £2 in short term. provi also likely to have decent dependable growth even in gloomy global growth climate (tho' like any financial would not be immune to total bank collapse!!) gl.
off topic I know, but nobody's here. The point I was trying to make, not that it's important, was that the way I see it WRN are supposedly trying to become a conglomerate with lots of strings to their bow, and the way I understand JLG is they start things off around the globe working on the infrastructure side of things in a lot of projects, i.e. strings to their bow. That was my only point. You're probably right and I'm way off the mark trying to compare Apples with Pears so to speak.
personally, i find it very hard to see what kind of different ventures wrn actually has, (if any!) since there's so little evidence & fact out there in public domain. but off-topic here! atb.
I'm not saying they are doing the same thing, far from it, just that they both seem to have a lot of different ventures, rather than just a one trip pony. That's all
hiya timenott, welcome to the party, & gl. probably not the sort of company to produce sudden leaps forward or do any exciting multi-bagging, but seems to have a decent pipeline of reasonable growth opportunities, & relatively secure income streams compared to many. as per my previous comments, several BoD buy-ins. (tbh can't say i see any resemblance whatsoever between here & WRN, but perhaps that's just my lack of imagination!)
Hi Spikey, i noticed you've been speaking to yourself on here since may, and now two (texas Pete & myself) turn up like two buses. I hope I'm not too late to the party? This company seem to be what WRN are trying to create, in as much as they both have alot of irons in the fire. JLG started steady and is growing whereas WRN is trying to do it all in one go.
these most recent results are leading to a market re-appraisal of the size of discount / premium to NAV that is appropriate to price in for a decent quality infrastructure focused company like this, where circa 3/4 of the projects have life over 20yr+. JLG has been trading for much of the time since IPO on a surprisingly wide discount to assets, imv.