Member Info for Copout

'Fraid so! Seen it so many times in all sorts of stocks. The big sharp move rarely leads to a new plateau - it will usually retrench. Still, on the plus side, it provides buying opportunities for the serious investors who want to bulk up.

Agree with the general sentiments. And specifically I don't think an internal appointment for Manny's job is the answer - time for fresh blood. I'm surprised the Non-execs and big shareholders didn't make a fuss. Also, re divvi and previous posts, the divvi has been cut from 5.4 to 4.5 USc. Wasn't there some talk a while back about stakebuilding by Blackrock? But what's the knockout price for an agreed bid? 150-160? Hardly seems worth the risk of more downside if it doesn't materialise.

Agree, but we don't want to rocket away just yet - that kind of movement attracts the great unwashed who come carpet bagging in for a week or too, make a lot of noise, stir things up unnecessarily and then push off just as quick having created a lot of volatility. But it may have already started! Most of today's trades are relatively small. Still, I'm nicely in the black on this one now have topped up at 28p and sitting tight for the foreseeable future

Somebody sold 100,000 at 37p earlier this week. Makes you wonder about some investors! Why would you do that this week - unless you needed the cash urgently. I think this is one of the best medium term holders in the market right now.

Good steady rise on this one. And some big numbers changing hands without any sign of rice weakness. I like this share - while everything else has been chaotic this last couple of weeks FDI has been rock steady. That suggests to me there are some good long term holders in here with very few specs. Should be back to it's consolidation highs in a couple of months and then it's onwards and upwards towards production startup.

I don't know how GVC does what it does but their ability to turn in consistent strong growth is a real credit to the management. Those trading results are very good. No dividend reinstatement comment but with those numbers it a) won't be long and b) the dividend should be good. Current profits will be rolled up while the bwin acquisition is integrated which means there should be a good size pot to hand out.

The only thing I have to say is this question: Can anyone out there explain to me why over one billion quids worth of market cap should be wiped off this well capitalised, profitable company just because of the gross stupidity of Farage, Boris and Gove and their short sighted followers who voted for Brexit.

Lots of good size buys coming through today. Out of the blue. Any rumours out there? what's going on.

The CMA is only really concerned about the oil products business which ICAP and Tullet dominate. It's good business but not mainstream for either firm and if they have to I imagine they'll spin one if those out to a third party. The oil business is also a concern as it's contracted over the last 2-3 years but shows signs of rebuilding now. I don't expect CMA to block this merger but they may make it conditional. More concerning is the monthly volume numbers published by ICAP which are not moving upwards yet. I hope their cost-cutting is doing better! I'm still a long term holder of ICAP though. Bring on the merger and let's get a new business model going!

Over 1.1m bought this morning at 31p which is over 1p.c. of the market cap. Great if that's a new buyer. If it's an existing holder that may show up as an RNS soon. Looks like investors are developing an interest in FDI. Nice steady rise towards production startup with no operating surprises would be ideal.

Seems yesterday's results story still strikes a chord with investors today. That's good as often initial, on the day enthusiasm drifts subsequently. I don't think this is a quick turnaround and no way are we powering up back to 600 but a quid is a decent price with a lot more upside than downside in the medium term. Chairman Soames seems to be getting it right.

That's one way to look at it. The other is to provide the key staff with incentives to get stuck in and drive the SP up. The first tranche is worth around £150k each but the interesting stuff is the price targets for Tranches 2 and 3. Those are big numbers - somebody must reckon they are achievable!

Well if the capital markets update was meant to encourage new institutional interest that seems to have been a bit of a flop. As far as I can see there's been one trade for just under £7.5 k which is hardly institutional. Everything else, and there's not much blue in a page of red, is small scale PI stuff. All a bit discouraging to say the least. I'm slightly under water now but holding for some recovery. The year-end is June which I assume means results published late third quarter. Perhaps they'll announce a few new contracts before then and a new chairman who has sufficient faith in the company to buy some stock at these levels!

Do we know Citi is buying or is that just a cynical assumption?

EPO had an interesting investor/capital markets update earlier this week. The pdf is on the website. Two interesting things. One is they are pumping out a very bullish story with some big growth figures, including for 2016. If they can deliver on that then the SP will respond upwards. The second thing is a claim on the Baydonhill loss which involves a recovery firm, administrators and the Met police. From that I would surmise that some, if not all of the £5m will be recovered. Meanwhile we watch the volumes on the buy side. If investors were persuaded by the story we should see some decent buys coming through at these prices.

Agree - good results. It will be interesting to see how quickly the acquisitions get assimilated now but I imagine we'll have to wait for the half year for some serious progress reports. Hope there are no hidden surprises lurking. Now these numbers are out I would think the boss is talking to big investors about these plans. Let's see if any big buys come through as a result.

I suspect the 1000 level was a key target for investors and more than a few may have decided to take profits. Just look at the five year graph! Personally I'm holding this is a major yield stock for me.

I wonder if Chris Cowlard is the fall guy for the Baydonhill debacle. As COO it would have been under his watch. Any insider info gratefully received. Need some positive newsflow if EPO is to recover lost ground. Looks like several major holders think it's over.

Apparently there was a sector review by Shore Capital earlier this week which said in essence the four year run was now ended and the risks - mainly trying to shift premium properties in London - were building. But if you check the recent broker reports using the button above most of the forecasts are still very strong. Even Shore Capital has a hold recommendation on BWY. You can find the Shore report if you dig around the News button above. Shore may have it on their own website too but I haven't looked. Personally I'm holding for a recovery in the SP - BWY's on a p.e. of 9.9 which isn't demanding and their last report showed a good pipeline.

I'm happy with Hank Oberoi as CEO. He's ex Goldman Sachs and committed to the company and a higher SP via his personal stake. The Chairman is barely invested - 100,000 I think - and should be showing more leadership. His response was basically the same as the Baydonhill news release - they didn't see it coming but they have the money to cover it. Pathetic! I think the raft of senior appointments over the past year were too many, loading up costs and don't seem to have increased revenue yet.