Member Info for Banburyboy

Should read better offer. TLW is high risk low reward given CNEs balance sheet.

I decided to hang on a while on off chance of better off. SP 216 and price action interesting.

Morbox you are right per the RNS. News article posted today re 13th June is wrong.

Last three years have had a Trading Update so big day next Monday.
I wonder if it will be more pain or a little gain for once !!

Lucky I had the same thoughts on Emerald. A few days ago he was bigging up a stand alone value of £3. Now he's championing what most CNE holders see as a poor deal at circa £2.05 for me. Tullow carries significant risk as demonstrated by its bond pricing. Merging with CNE de risks to a degree TLW but it still has material risk.
Emerald just a shareholder never done shorts or longs just think we would be better off avoiding this tie up.

Fair point. Saga have industry leading retention rates of 80%.
We won't know impact on retention of new rules until interims.
Still think this is undervalued but have been saying that since Adam was a boy and its wearing thin.
Jo Soap really appreciate you copying Telegraph's artical. Worst thing was had they not made an admin error on the refund the lad would probably have not gone public with his complaint. Looks like an easily avoidable own goal.
Being a shareholder here is seriously hard its like snakes and ladders with more snakes at the moment.

Emerald. God forbid the Institutions splashed out on TLW bonds prior to annoucement and made a killing on their rise. Having allready played the little guys on the tender offer they are now dinning out on this. My only hope is a counter offer for CNE but not particularly hopeful.

Acceptor that's the impact of the new rules can't offer new customers a different price to existing ones. I posted about Direct line new policies falling off a cliff. Be interested in what she is quoted elsewhere I think the days of switching and chasing lower rates are well gone. £132 is the benchmark

Hi Jo the Laughton post and link which I can't read as a non subscriber is worrying. I had dismissed the lad as a Walter mitty when he posted on here a month ago with same tale. Clearly he did have a bad experience still surprised there isn't more noise from other passengers but not good news

I'm into Lloyd's and PSN to.
My feeling is a worst case scenario is priced in.
For PSN as they distribute all profits any earnings fall will hit dividend. I think it could at worst go down 15% and share price to circa £19.
Happy with this downside risk which for me at £21 entry is treading water - dividend covering capital loss over two years. Time will tell but good luck all

Legacies- could not agree more. Not one single economic benefit has flowed from Brexir. Granted we could act unilaterally and quickly on vaccinations and Ukraine but no economic benefit. Oven ready deal !! Turkeys voting for Christmas and now in a desperate attempt to reserect the nostalgia of imperial measures. Hopefully common sense will prevail and we will slowly drift towards more economic realignment. Rees Mogg has cancelled import checks for now. He let the cat out of the bag by celebrating it will save a billion. Says it all another Brexit implementation cost to consumers in the UK and hassle for UK businesses ! Comical stuff.

RH - I know you are a serial visitor to CARD shops but research abroad is over and above. What a star.
Spookily I've just finished a small cycling holiday Tamworth to Rutland water and back. Meant to cycle Tamworth to Banbury today ( to see my mum) but cried off as pouring down and will be on the Train. Hope the weather is kinder for you guys. Hope to see the man in speedos at the Saga £4 or £5 party.

As Wok has told you you get 19k of Tullow shares and CNE is cancelled.

My luck you / Tullow are the shafter.
CNE a really unhappy board.

Awful deal for us. We are £2.07 a share in cash alone.
Hoping CNE shareholders get a counter offer - sorry guys

Price just shot up to £2.10 for a while
Disappointed but with over £2 in cash others must be looking carefully. I hope so

Unfortunately for investors it's not RRR.
Similer posts on neighbours finding Lithium in Zimbabwe / Namibia or somewhere. Never us
One day Rodders there may be some good news for RRR.

Gambling sorry could you expand on what day ahead price is and the relevance/ context. New to me.

Not oftern I time things right with 2.34 buy in just before tax changes. Any company acquiring Delt gets all there investment back.
Not many licences as attractive as these and main constraint must be drilling equipment / capacity as all NS companies scramble to invest. Good luck all

Potential update at AGM. Shame not 4th as fireworks day across the pond.
Looks from early action we might cracked £2.30. Which is nearly 10% for those who got in at £2.10.
Remain as convinced as ever this is undervalued. Decent news on Tour and Cruise on 5th July and we should be well away from the £2.10s