Member Info for Bazzaman

Nice rebound GLA

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Will be paid after 2nd October & no later than 14th October.

Good article from Simon today with a strong buy & target price of 95p to 100p. GLA

https://www.investorschronicle.co.uk/comment/2019/09/16/simplybiz-s-earnings-growth-underpriced/ GLA

https://www.investorschronicle.co.uk/comment/2019/09/16/futura-outlines-road-map-ahead/ GLA

Great start to the day, just bought back into ITV as a possible future takeover target IMHO. Have a good weekend.

FY 2019 production guidance is maintained at 5,000 - 6,000 BOPD albeit given strong production performance year to date it is expected to reach or exceed the top end of this range. This does not include any contribution from exploration drilling or third-party sales.
Commercial discussions are ongoing to increase third party volumes to 2,000 BOPD in H2 2019.

Cheers Tom, thanks. Glad all is well with you. BOL

Just a thought to share with a different perspective. The announcement yesterday (not planned) & could have been covered with today's results IMHO gave a positive spin but I was concerned as to the timing (whilst waiting for todays) of the announcement so sold 50% of my holding for a 120% profit. After today's fall I'm still 80% up on my remaining 50% and will top-up again once things settle. There is nothing wrong with people taking profits or panicking when they think something may turn which is what the MM's play on. Both Thomasbrowne and Zwartkops agree that the end game will be positive for the company but clearly disagree on the timelines to achieve it. Ultimately, IMHO, that is what makes an interesting market and why I enjoy playing it. I really don't care about peoples opinions but am always interested in their point of views and enjoy the banter when it isn't personal. Hopefully it will all end positively. GLA

Hi, Just thought I would share the IC update on BDEV following their results to give a different view to yours.

Demand for Barratt’s homes was relatively stable, with the net private reservation rate of 0.7 per active outlet per week down only slightly from a multiple of 0.72 in the prior year. Forward sales were 2 per cent ahead, although unsurprisingly the total value of those was down slightly. The shares have outperformed peers over the past 12 months, buoyed by progress on margins. That has left them trading at 1.2 times consensus forecast NAV at the June 2020 year-end, a premium to a through-the-cycle average multiple of 0.9 and in line with the three-year average. Given the risk of a further downturn in sales prices, continued expansion of margins is by no means guaranteed. Hold for the dividend in the short-term.

Personally I'm not a fan of BDEV but am more confident that TW can continue their short term rise unless BREXIT with no deal happens on 31st October which I think is still 50/50.

Tom, hope you are well and your shares are doing well. BOL

https://www.investorschronicle.co.uk/comment/2019/09/10/stm-cashed-up-for-acquisitions-and-organic-expansion/ GLA

https://www.investorschronicle.co.uk/comment/2019/09/10/trinity-s-value-proposition/ still positive. GLA

Due 25th September, SP rising as we get nearer to the date. GLA

tomorrow probably helping rise today in anticipation.

Good write-up today. https://www.investorschronicle.co.uk/comment/2019/09/09/mpac-delivers-fourth-earnings-upgrade-this-year/ GLA

Ex-div date is 17th October with dividend payable on 30th November fyi. GLA

To open up 12.5p (30.5%) to 53.5.

Positive merger on the cards IMHO. GLA

Target price raised to 60p. https://www.investorschronicle.co.uk/comment/2019/09/02/sylvania-s-compelling-investment-case/ GLA