Member Info for AllAtSea

That was what they call an 'uncrossing trade' and is not very meaningful in terms of demand. It's just a way that the books get balanced at the end of the day or possibly in the middle.

It's not just you, I am thinking the world is a bit mad at the moment..

Yeah, that's Bob Monkhouse for ya..

.. I want to die like my dad, peacefully In my sleep....not screaming in terror like the passengers on his bus ..

I've already expressed my doubts about Montague. However, Aviva has not done significantly worse than the Pru. in the same period.

I agree that Wilson's exit is extremely fishy.

is maybe this:

"Global fund managers' exodus from UK stocks has gathered pace amid the political wrangling over Brexit, with their weighting to the London stock market falling close to a record low, according to a regular survey from Bank of America Merrill Lynch."

Very few of my stocks have their heads still above water.

..that's it really.

According to David Kempton but he rates AHT :

"a buying opportunity"

https://citywire.co.uk/funds-insider/news/david-kempton-4-stocks-im-buying-as-grim-2019-looms/a1185934?re=60726&ea=222385&utm_source=BulkEmail_FundsInsider+DawnChorus&utm_medium=BulkEmail_FundsInsider+DawnChorus&utm_campaign=BulkEmail_FundsInsider+DawnChorus

You can only sell software to people who have hardware.

SEEs performance maps onto electronics generally over the last few months.

I guess the problem is we have a steam age coalburner in the Whitehouse who doesn't like foreigners.

Simple as.

"Ken has been badly let down with the shortage and price of Capacitors,"

That was the kind of problem Stadium had:

"..the Board now expects single digit percentage growth in normalised profit before tax, which is below current market expectations.
..
The widely reported global shortage of certain electronic components, particularly memory, integrated circuitry and passive components, has compounded the situation. As reported at the time of the interim results, this has also contributed to cost pressures and, despite building inventory, it has not proved possible to fully mitigate this. Actions have been taken to off-set some of the revenue short-fall by undertaking additional Electronic Assembly sales, but the lower margin nature of this work will only partially alleviate this impact. The delayed sales and increased inventory referred to above are expected to result in increased net debt at 31 December 2017.

I'd guess the strength of the dollar doesn't help SEE.

"Massive debt"?

As at 31 October 2018, the Group had net debt of £3,612 million. Net debt to EBITDA is 1.6, a decrease of 0.01 and within the management target range of 1.5 to 2.0.
Dividend cover is a substantial 5.74.

"wastes millions of pound supposedly"

Can you provide evidence of that please?

Oh, I am sure the management have a stunning backstop plan to deal with no deal.

"MP Tracey Crouch said the rollout should be paused, but Highways England said ALR smart motorways were safe.

Smart motorways work by using the hard shoulder as a fourth lane, with variable speed limits to control the flow of traffic."

Statistics say they are not safe. This sort of things is too common:

"A heavy goods vehicle (HGV) travelling at 50mph ploughed into the back of their vehicle."

Whatever one's view of the proposed changes to motorways, if the hard shoulder becomes another lane it is even more crucial that drivers watch where they are going. Human nature being what it is, without monitoring drivers simply won't, especially in the tedious convoying of 50 mph limits.

Like a good deed in a wicked world at the moment!

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:
http://www.grandavenue.plus.com/MyWeb/Expert_Testimony_files/Crossrail%20Business%20Case%20Review.pdf

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.

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.

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.

https://www.precisionvaccinations.com/gsk-shingles-vaccine-shingrix-inventory-constraints-may-continue-through-2019

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

Interactive Investor: Ashtead share price drop a ‘conundrum’

https://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=4

That said, there's a few cheap shares around at the moment.

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