Member Info for Barlew

Thanks Comsman for your comment re Mr Malone. I see that somebody bought 4M shares today or rather there were 2 ordinary purchase trades one of 2M and the other a little over 2M during the day but only reported on LSE after the UT at the end of the day. The SP is holding up well in the turmoil of the markets caused by Greece even if Greece and Europe have nothing to do with CWC except as the likely users of offshore islands with consequential internet/telephone traffic. Somebody is buying in a serious fashion so probably not the time to be selling! Tempting to take a profit but surely there must be more to go for. Hope so!!!

Let's hope that the recent fall in the SP has now been halted. Perhaps somebody shorting to buy in cheap. I topped up at 65.40 and then complained when SP went lower but now looking distinctly better. Always a chance of Liberty / John Malone buying a larger stake or more. On the other hand as has been said he is a skilled operator and unlikely to be giving anything away. Nevertheless more backing should strengthen the share price and who knows whether one of the big US companies such as AT&T may be interested which would not amuse Phil Bentley but never mind he has done well so far. By hte way his academic credentials are most impressive.

Saw that news a couple of days ago and it seems to have filtered through to the market. Great contract. Also the various regulatory hurdles on the way to full integration with Columbus are gradually being overcome and the major ones seem to be out of the way so really it's all systems go. Phil Bentley has certainly started to prove himself to the advantage of CWC and its shareholders

http://www.plasticsnews.com/article/20140203/NEWS/140209998/rexam-to-sell-healthcare-group-to-private-equity-firm Sold health care group to Montagu Private Equity for about US$805 mill . Should help the balance sheet!

Good enough for Quantum Partners LP good enough for me. Have held these shares for some time and topped up. Once the Columbus deal is done and dusted and has worked its way through the system I think that this company and the sp have a bright future BUT DYOR and GLA.

No huge improvement so shares price gets slated. Simply proceeding as per plan and forecast is not good enough. It's a tough and unpredictable environment! The market always has high expectations but life does not work that way.. Good solid share in my view going the right way so stick with it. DYOR

Modest I guess and showing a lot of capital expenditure. Not helping sp either!

The company has agreed to buy Columbus Int'l and is issuing a lot of shares by way of placing to acquire Columbus. This has inevitably deflated the sp. I had hoped Columbus would buy CWC but no such luck. This acquisition will ultimately strengthen CWC and I think that the sp will readjust over time. I propose to hold but sorry for Bilboburgler who without realising it only had to wait another day to get a bargain. I remember selling my o2 shares the day before their take-over by Telefonica was announced and felt gutted!

That really is Murphy's law. Bad luck. Anybody know what caused the drop?

This share should be going up but all it does is go down. I do not understand why but with a low yield and falling sp it does not look like a good investment although I suppose it might be a recovery play GLA

I regret that I have no idea whatsoever. I suspect that the Russian scene does not help as I think GKN have some sort of plant there focussed on agricultural machinery. The strong pound clearly does not help. GKN should be doing better and recently won a large contract from Bombardier in Canada.for parts for trains. Brokers say buy but targets are being reduced and the shares diminish in value. The drop must stop somehwere but where? Perhaps they will be taken over by some richer company from abroad - who knows? I am holding but don't like seeing the value of my shares sinkl and sink and sink....

How old are you|? I only ask because of the last sentence of your last post! I happen to agree with all you say but am looking for short or medium term profit as time waits for no man! Do you have a time frame in mind?

Surely the Euirozone is not particularly relevant to CWC in the Caribbean and Central America. The price has now come down some 18% over 2 months which is quiite a drop. Perhaps the higher price was fuelled by bid speculation but even so the present price is very low. Hope no adverse surprises at AGM on 26 July.

Down another 25p since my last post. Does anybody know why particularly when the brokers keep recommending the share with "buy"

seem to be spoiling a lot of figures across the board over the last few weeks. In other words the pound is too strong or put another way is not helping exporters of goods and services who are paid in dollars etc.

What is pushing the price of these shares down. I believe that they are quite heavily committed in Russia so is the Ukraine situation an dpossible sanctions against Russia causing the problem? The brokers say buy. Is this simply an opportunity to stock up cheap or is there more to worry about?y

5.8M bought and 2.5M sold and sp down 14p or 2.81% Does this make sense??

All Insurers except Direct Line have taken a hit but Aviva have been hit the hardest. Anybody know why? Is it this impending investigation as opposed to the Ukraine which is only hitting bits of the Market.

I see that Simon Clarke has been selling off tranches for quite a few years now, which seems a sensible way of divesting himself. This has to be done gradually - look at Mike Ashley at Sports Direct - big placing and big sp drop. I still think that this company has a good future and possible t/o prospects once the shareholding is no longer concentrated. Let's hope GLA DYOR

There was a trading startement on 12 February 2014. Seemed positive. No date for final results. Shares keep going down. I wonder why.