Member Info for davwal

Bit of a day trader’s jamboree today. It’ll pass and the upward movement will kick in once more, with skates on.

No, still in limbo.

16th January 2020 was the date last time.

Holding up well today, all things considered. Gives a bit of encouragement for the sp moving into better territory as things improve.

There was no voter rebellion which is a good sign. Otherwise, yes a formality. The interesting bit comes in January.

Don’t find it where?

Unless it’s a design and build project A builder can’t be held responsible for problems not of their making. They simply build to an architect’s speciation. Therefore there can be no legal recourse against the builder. In my experience builders sometimes suggest better processes or materials but are often ignored on cost.

Management has set its stall out and really has to produce now. Simple. Otherwise positive sentiment will be lost pdq.

Talk about smoke and mirrors.
I took it that while the Alliance family would take none of their basic entitlement they would combine their entitlement under a concert party arrangement. It seems under this arrangement they can divi up their total to their liking. So the son could end up with most, a far larger wedge than his personal allocation would have been, which would make sense (to them) given the old man’s age. The allocation numbers are still bloody confusing...

Maybe the OO has done really well and that’s leaked. The result of the offer should be announced tomorrow, I believe.

Well, with the no deal doom theme being peddled, just think of the money bus companies will make shipping all those frantic Europeans currently residing here to airports and ports. Hmmm...

Whitegates obviously doesn’t do irony....

Well it’s certainly comprehensive, but it does appear to be an attempt to improve matters between authorities and contractors in a professional but pragmatic way, and for the benefit of all parties.

Nice to see some realism in the procurement guidance regards cost and value:

Evaluation – and evaluation criteria – should focus on value over cost. Value for money is defined as securing the best mix of quality and effectiveness for the least outlay over the life of a project or programme. It is not about minimising initial capital costs.
When considering ‘outlay’ the key factor is whole life cost, not lowest purchase price. Whole life cost takes into account the total cost over the life of an asset, including capital, maintenance, management, operation and exit, and can be very different from the initial price. Paying more for higher quality may be justified if the whole life cost is advantageous. Contracting authorities should determine whether increased benefits justify higher costs. Affordability will always be a key factor.

Ohh, at least 250...!

I’ve ordered mine today with a few extras, having like many others sold the equivalent number in the 60s. HL take instructions up to midday Thursday, but I decided there’s no point in waiting. The partial selling and repurchase by many PIs should mean quite a healthy take up of the OO. I think last weeks spike could have been created by MMS in order to trigger the sale and repurchase opportunity. It boosted the OO prospects while also providing stock for new investors. Win win.

Now, if we could just get an announcement of the sale of KL to Guy Hands at a decent price, coupled with a confirmation of the previously mooted RI no longer being considered, it really would be brown trousers time for the shorters...
The trend is good, stick with it.

I’ve only held since the update when it dropped. I see this as more of a Steady Eddy that can be held on to rather than trade, which balances of some of my more volatile stocks.

I also took more - at 579. I think this stock will be ‘discovered’ when the gold rush elsewhere finishes and investors notice Sage is still languishing.

Things are suddenly on the up, presumably following the Capital Markets Day presentation they held this morning. Hopefully they managed to convince any wavering potential holders/attendees of the upside of the forthcoming acquisition of Liquidnet.

I think too many investors are chasing quick bucks to be interested in Sage at the moment. The quality here will show through, however. Could still recover quite well by Christmas.