Member Info for Copout

Thanks Rhug. Nice sharp, clear answer. PS There's a village in Clwyd called Rhug - any relation?

I'm an occasional visitor to this stock chat but a strong bull and have been for some time but it occurred to me recently that with diesel car sales falling off a cliff long term demand for diesel will as vehicle fuel will also fall. I know refiners can split the crude barrel different ways but diesel is cheaper to refine than petrol so the long term discount of diesel to petrol should resume. Clearly govt taxation policies will impact on this but I think commercial diesel is exempt anyway. Also, of course, if crude prices rise then so will product, but you can hedge against that, Any thoughts?

Stakebuilding? Cheap as chips right now.

Well done Rambo. I saw that same low price, heard Justin Urquart-Stewart (who I've always thjoght of as all braces and no brains) tip it for 2017. Did my research then did nothing. Fool! By the way, one of J U-S's top tips currently is Lloyds. I've done my research . . . . .!

You seems to be a bit lonely up here L7 so I thought I'd join you. Like me you seem to have been hangin' in through the dull times. Patience brings its own rewards and looks like Senior is beginning to be recognised for the fundamentally sound company it is. Nice trading update, not too flashy but quietly confident I thought.What do you reckon to a divvi hike once 2018/19 order books start firming up and the oil price uptrend plods on? Any thoughts on the takeover front, either SNR picking up undervalued outfits or they themselves in the eye?

Can somebody cleverer than me translate the gobbledegook please into a simple forecast please, does this look good or not so good? I've been a long term fan but I'm beginning to wonder if VEC's inhaler technology is about to be overtaken by more gene therapy based treatments.

Big vols are probably the share buy back. I don't know why firms bother with buyback programmes; I read somewhere - FT probably - a few years back that a study concluded there is no long term improvement in the share price attributable to such schemes and that in fact handing out dosh as divvi works better. £15 mill on VEC buy back equates to a divvis of around 3 p.c according to my simple maths - though I don't know where tax fits in on this stuff. As a maiden investors would be banging the doors down to get VEC on their books and you'd see closer to £2.00 within weeks. Trouble is would it be sustainable in future? I've topped up at just under £1 so at least I'm up for now. Hoping for much better from this one though - especially once divvis are in the frame.

Can you expand on your comment TP, for those of us not so familiar with some of this detail. Who's the 'they' which will receive zero for what 'Turkish business', I'm assuming the recipient will be Ladbroke Coral as they are the deal target but though I'm deep into GVC, and a fan, I'm not up to speed on L-C,

Elaborate?

Be careful what you wish for! EPO has made me prematurely gray and old!

Good call back in August Rhammy. Meanwhile, three questions re today: How long has it been since a 25m fund raise at 20p? How long since the AGM presided by Chairman Hanky (Panky) Uberoi when all was reported as on track and looking good? How long since house broker N1Singer reiterated 54p target? Answer - less than three months! Also I can't say I'm particularly happy about this internal musical chairs deal. OK I accept freeing up Hanky Panky from the dull routine of the CEO may not be a bad idea but a CEO from the new generation of Fintech firms rather than a 45 year veteran (EPO's own description!) would have been my preferred choice. But of course we last-in-line shareholder aren't allowed to discuss that except at public meetings and the next one of those is ........Hmm? Two crumbs of comfort - good top up opp. and according to trading reports not much bulk selling going on today despite 30+p.c. drop. Perhaps someone trying to shift size would really crash the price!

Easy; old fashioned if dubious 'mates rates' job. This offer goes open only if the fat cats already at the table don't want their prime cuts.

Ten weeks ago house broker/nomad Macquarie put out a strong note - Outperform - with a target of 60p. Now they are running a placing at a quarter of that. Can anyone tell me how to get to be a house broker/Nomad for Firestone and how much Macquarie gets paid? I'll do it for half their fee.

Pablo you seem to be switched into this outfit. I'm a fan but just to clarify - is PPG/Rockpool able to sell standby power from these newly commissioned sites now or do we have to wait until the 2020 Capacity contracts kick in, poss 2018 if bidding successful and there's demand. The other issue on which I've seen no PPG comment yet is whether the push for more electric vehicles is likely to have any material impact in the medium/long term. Anything which increases demand for longer term 'alternative' lecy has got to be useful.

What's 'electron' news?

I agree with you poker re Woodford. He seems to be running a publicity led strategy based on his name and previous reputation. But his long held belief in the pharma sector is mis-timed now - that game is changing every few months, a bit like Tech, where this week's innovation is next week's busted dream. But Spire fundamentals remain sound. The NHS is not going to improve in the foreseeable future - Corbyn or no Corbyn - to the point where Spire ceases to be an attractive alternative. User demand will only increase and the three Spires in my area are all solidly booked with lucrative business. Spire's growth plan requires heavy investment and I wouldn't be surprised to see a fund-raising soonish, ideally a low coupon bond with convertiblity. But a bigger Spire will improve its purchasing power leverage for expensive kit and meds. So all in all a bit of a jam tomorrow story, or maybe even manuka honey tomorrow! I'm topping up.

'The Market' didn't much care for the B.WIN deal either but look what's happended since 2015-16! Sometimes the market gets it wrong. But GVC knows how to acquire and build better than most firms.

Agree undervalued for time of year, prospects etc. ALK comparison not that direct though - didn't ALK use landfill and dead coal mine methane as a fuel source too, not diesel they had to buy.

Nope. None of those, he was an editor of a financial magazine I worked for once. Throughout history inventors, innovators and first movers are rarely the ones who make the big pile. Defending a new idea is expensive, time consuming and rarely successful despite patents laws. And I must admit had I known this treatment, if applied, would cost £350,00 a go I probably would not have invested initially. But I'm in for around £20k and staying in as there is no evidence pharma/biotech developments are going to get any cheaper in the foreseeable future. But it is seriously important that NOV and OXB between them get some critical mass on this one and, additionally, OXB gets its other products through the approval pipelines to finished product and sales.

As my old boss used to say: the desert is littered with the carcasses of pioneers.