Member Info for Dinoken

Thnx for link covering poorly attended AGM with no indication of future plans for capital in terms of either buy backs or growth, which will be announced by half year results. For 40% UK shareholders there will be an informal AGM in UK by end of year ! Brokers regarded Q1 results as so so, Chinese property/credit concerns not helping sp. Barely positive just about sums it up...

Great news that First Quantum pressing ahead with feasibility study for this monumental copper development in Peru of which Rio has a 45% stake.

Thanks Mike. Not sure what next for NWG. Will current rate of HMG divestment continue before/beyond election ? Before maybe but afterwards ? Based on recent electoral history, HMG may end up retaining a sizeable stake for next 13 years !

Election 4th July. Anyone any views on whether the promised Retail Offer will now take place ? IMO it wont. Will Labour stop further divestment of HMG stake ? IMO it will. What next for sp ?

Fastest rise in sp since takeover speculation last year ...

Money pit ? Wish it was a massive opencast quarry rather than an underground mine with ludicrously long tunnel. Could start operations far quicker on a much lower capex.

Checkricky, have not seen any specific date for offer mentioned before so what is June 24 ? Announcement, application deadline or start of trading ?

The very bank that has invited me to follow and participate in the NWG offer via their trading platform has raised its target price for NWG from 330 to 400. Remember thinking 330 was optimistic but 400 ? IMO removal of gov interference means its probably worth it.

Suspended

This years AGM is in HK on 25/5. No doubt they will metamorpise the Greek Goddess Prudence icon into a more Chinese visage next. They already have the red head band.

Does this mean that offer price will be market price and the 'Bonus' shares awarded after say 1 year are the 'discount' !?

Barcing Bank just invited me to join their email list for the NWG Offer ! Heard nothing from NWG about it ...

Post offer, removal of existing 'gov interference discount' will benefit sp.

Double trouble - broker price downgrade to 100 and read across to Melrose where revenue stalled due to lower demand for components. IMO already factored in ...

Guess who is pulling billions out of UK market ahead of parent NatWest stock sale ! Further selling pressure on the UK market at a time when valuations are already depressed. You could not make it up ..

Everyone's got a plan until they're punched on the nose ! Hilarious quote from one of Rogues articles below attributed to Mike Tyson. IMO cannot see AAL lasting longer than Round 3 ...

Typically, the mega-merger deal playbook goes like this. An initial offer is rejected. The suitor returns with a higher bid, which may also be turned down. Sometimes, other bidders throw their hats into the ring, a final offer wins through, or the deal gets shot down and the target’s share price dives.

With Elliot accumulating, the biblical propecy seems apt.

Highest broker forecast 330 at 15% discount = 280.50.

52 week high 281.

Glass ceiling ?

Possible Altice firesale holding sp down ?

Held