Member Info for davey2

Its either a 40p or 28p week next week - if there is no announcement re sale on Mon/Tue a few sellers may appear......going to be an interesting week regardless........

Interesting piece in the Sunday times around the passenger numbers over the next 30 years - Southend airport had the highest % growth forecast out of all the UK airports rising from 2m to 10m between now and 2050. Expecting an upwards trend over the next month or so as we come put of the lockdown fog which can only be good for the holiday industry.......

A step in the right direction - positive sentiment with pubs beginning their journey back to serving pints again will take this to well over the £1.05 offer by the end of May. Lots of pent up demand https://www.google.com/amp/s/amp.lbc.co.uk/news/pubs-and-restaurants-will-be-allowed-to-serve-outdoors-from-april/

Given this is there 4th offer from TDR Capita (supposedly their best & final), I would not be surprised to see another other from a 3rd party which will mix things up a bit and get TDR to get the deal over the line on the 5th attempt - not their 4th.....Arrow are perfectly positioned in the market and have made it clear they are for sale so expect a few other interested parties to be looking at them in the coming days/weeks.

You may well be right - time will tell:) Feeling optimistic about the short term upside with this one but happily confess that my optimism has often been misplaced when it comes to some of my share picks. You pay your money, you take your chance.

Given that we know from the trade press that lenders are actively engaged in talks with the government about outsourcing the recovery of billions of pounds worth of loans under the bounce back loan scheme to debt specialist companies it is only a matter of time before the Government announces that an agreement has been made as they will be keen to get it off their books at the first available opportunity......company and personal debt is not going away any time soon. Booming market for ARW - just hasn't been acknowledged by the market yet. 23rd March will be key. Enjoy the ride.......

Seems to only be heading in one direction - at 100p+ clearly the market believes another offer is likely - they certainly won't be getting it for 105. Makes the weekend a bit more interesting.......

This can only be good news as will remove the USD100 million worth of liabilities currently associated with the Airline as well as the monthly cash drain
https://www.ch-aviation.com/portal/news/100276-irelands-stobart-air-to-be-sold-this-month-esken

Just touched 98p - looking interesting.....

Anyone else inclined to sell if it hits £1? I am inclined to but have always been relatively risk adverse.......

Bodes well for Marstons - https://news.sky.com/story/covid-19-economy-will-be-unlocked-gradually-after-english-schools-reopen-says-vaccines-minister-12

Got to be good news for STOB - https://news.sky.com/story/covid-19-economy-will-be-unlocked-gradually-after-english-schools-reopen-says-vaccines-minister-12208197

Platinum have until close of play on the 26 February to make a formal offer - will be interesting few weeks

Marston's PLC on Friday confirmed it has received a unsolicited non-binding proposal from US investment firm Platinum Equity Advisors LLC for a possible cash offer for Marston's entire issued share capital

Starting to gain some attention and traction - unfortunately the £214k buy was not mine!!

Strong statement today - trading ahead of management expectations in Q4 2020 and plans to restore dividend in 2021. Confidence is building in the market

Be interesting to see what the cash collection numbers look like on Thursday as well as what progress has been made with their target of over €10bn funds under management by the end of 2025. Given they secured a record number of debt servicing contracts in 2020, key will be what what progress they are able to demonstrate around working with the banks and UK Finance on the initial round of bounce back loan collections. Market is certainly tipped in their favour - just a case of whether or not it is reflected in their figures on the 21st or if it is going to take another couple of quarters to work its way through. Either way, good luck all - could be a bumpy ride!!

Matthew Dumigan: AO World - interesting read on Motley Fool
https://www.fool.co.uk/investing/2020/12/01/top-british-stocks-for-december-2020/

Interesting RNS out today - bodes well for 2021

Jefferies analyst Andrew Wade has increased his full-year earnings estimate for AO by £4m to £68m and upped his price target on the shares to 400p from 285p.Jefferies rates AO as a "hold"