Member Info for dadean

Mmmm too aggressive with the dividend policy, they could still free up significant capital by dropping to 6 to 6.5

Hopefully someone will feed that back to them if I'm unable to if they're taking questions

Predictions for tomorrow, continue as Is hopefully. Dividend rebased to 7.5p following asset sale.... Likely I'll be totally wrong... They may well have done enough now on the debt front...

Interesting, market liked it, looks like sold a little below carrying value, hopefully positive news tomorrow

Indeed Steve, and gas looks like it could go a long way further. Heating oil also up considerably, awful for those needing buy soon for heating domestically. Surprised gold didn't move much...

Well we'll see where we open this morning

I was shocked when I checked my ig watchlist, jeeez...

I think Alot of these renewable infrastructure trusts, ukw nesf, should be hauled up and questioned for over inflating their nav 2020 to 2022, they should have been more conservative, aka honest, when you see the NAV graphs for Alot of them, they almost look like pump and dump share price graphs... Crazy

Large buy 40k shares before 4 pushed price up temporarily.... Laughable 40k shares one of largest trades of the day

I hold a fair bit of caml. For what is worth I'd only be buying below 150, because of the recent run up in price. As someone said likely acquisition around the corner

Sadly recent "warring" in the middle East might add a penny to nav based on future energy price forecasts

Good post BP, thanks for sharing, useful view

Good find Pat, very recent post, gives some optimism

Auson, he built a house of cards, £15 down to 2.50, more recent ceos could do little to restructure the bemoth. Same as s4 albeit different scale

Sorrell has a lot to answer for, albeit tenure long ended, as he has at his other Co, s4

It better be good! Bit annoying it took like 4 months plus from announcing to happening...

Do things really take that long to think up and discuss. Wonder who they discuss with? As an ordinary share holder I heard nothing

A few other static sectors and investments getting a bid today, ftse marching higher

Good to see the rerating here, we've come a long way past 12 months.

Who would bid on these? Well surely someone would want the great cash flows, I hope the trust continues as its existing entity... Well time will tell. Hopefully the march review will prove favourable. I think that next energy capital need preserve face in this and will therefore protect their only listed fund

I'd be quite happy to see that too Forevernever. I was thinking about things this afternoon and was thinking their is the possibility we'll see something more major.... I have a large position in this and I don't want be caught out be an event with major downside. But might be biased I don't see that major downside, it seems we're upside skewed on the risk vs reward... Well here's hoping. I'd be quite happy in most scenarios, perhaps with the exception of being merged into say foresight, unless they opted buy the assets at nav..let's see maybe a deal will be made with the pref holders. Bae and uss pensions..

So what are people's view on, when announced, our options will be. Top 3 most likely options tabled anyone?

If 1oz that's 125 million, but half it so more like 60 million before extraction costs, but interesting!