Member Info for Dinoken

New roles for 500 people, including 170 drivers. That is a big RDC. Coop must be very pleased with existing WIN contracts to award this new one to WIN. There is a lot of competition around. Impressive.

How many more skeletons in cupboard ? How much will this cost ?

RBS sued in the US

Reuters reported yesterday that RBS and Bank of America were sued in the US over their alleged roles in a conspiracy among eight banks to rig prices in the $9.4 trillion European government bond market. The proposed class-action complaint accusing the banks of violating federal antitrust law was filed on Monday night in District Court in New Haven, Connecticut, and followed a January 31 announcement by the European Union’s antitrust authority accusing the eight banks of being part of a cartel to distort bond prices from 2007 to 2012.

While the commission did not identify the eight banks, the newswire said that media reports had suggested that Bank of America and RBS are among them.

'PQ Birch Phase III trial will read out before the end of Q1 2019'. Thats in the next 3 weeks ! Fingers crossed for great end of month ...

Another repeat? Sounds like the same contract that WIN won from ESL about 3 weeks ago. Both RNS mentioned concrete products, are they really referring to different deals?

Canaccord raised MARS from Hold 105 to Buy 115, on grounds that based on the price Fuller's got for their brands and brewery (24 times profits), this means that MARS is undervalued.
Broker believes (like me) that Marston’s Brewing is 'potentially a strategic asset to an international brewer seeking a market entry to the UK.' With that in mind, together with appearance of a double rainbow appearing in my pint of Pedigree just the other day, I think that 115 is a bit low ...

Agree with Berensen's new target of 340p on grounds that 'directed buybacks can offset headwinds from the government's stake sale'. They anticipate buybacks of £1.0bn in 2019, rising to £1.5bn thereafter and believe RBS could return about £3.8bn of capital over the next three years. Would have been sceptical of these projections just last month but for once, RBS appears to be delivering.

Sp to tank as result of need to hold even more cash for Brexit uncertainty (ie to follow government mantra but more impotently, to guarantee bonuses for next year). Cannot see a special divi or any other good news myself. Hoping I am wrong but this is a govmnt controlled fiasco.

I do not need to top up - other than beer in pint glass. Just did a calculation on back of beer mat and found, to my surprise, that savings from visiting Marstons pubs for lunch, dinner and valentines (tomorrow) with Marstons card amounted to a £200 per year (£200.89 to be precise). For my holding of Marstons, this equates to overall yield in excess of 10% (10.6 to be precise). Best investment ever - and fantastic beer to boot. Whats really worrying, is that in addition to the great Hobgoblin, the pubs I visit (Star at Sidcup, Jenny Wren, Mast & Rigging, Poppy Fields) all serve a fantastic fish and chips ! Staff at pubs keep asking me about shareholding, and cannot believe the yield on Marston's shares which seems safe (to me). Must rush now, off to pub to boost profits...

Amazing win. Any idea what the root cause was for the breakdown between ESL and Aggregates ?

Asahi paid high price for Fuller's brewing business. Marstons next?

Looks like RBS was pressurised into liquidating SMEs by the APA (Asset Protection Agency) which was an arms length department of the Treasury closed in 2012. APA existed during both labour and coalition governments. Can only speculate whether government will now be sued instead of RBS ...

Fingers crossed for tomorrow's trading statement. Hoping its not named after the excellent beer I am drinking ...

What price are they buying them back at? If higher than market price, this would be a rip off in terms of shareholder funds but then the government is the biggest shareholder ...

Agree that curtains for Anglesey nuke is good news for storage industry, thus good news for RED. Think its also good news for RR who make mini nukes.

Positive RNS today - good news on sales and revenue. Looking at how the promised clinical news is receding into the future (yet again), I am suffering from a jam tomorrow allergy which only AGY can treat. Having said that, the peanut vaccine could be a blockbuster.

Could not follow previous link in this thread. This one works fine … Surprisingly good achievement by FLYB
https://www.businesscornwall.co.uk/news-by-industry/roads-and-transportation/2019/01/flybe-top-for-punctuality/

Woody - know someone who is dyslexic who tells me that apparently, the virgin R*****d is also dyslexic, completely useless with figures (apart from female) and been known to mix up gross and net profit during business meetings. Find latter hard to believe, bearing in mind how successful he is. Could you ask your girlfriend if he really is dyslexic or have I been told a load of bulls**t down the pub ? Cheers

NAV 37.5p ? Really ? You work for Virgin ?
NAV is 55+, DCF is £1+.
6 week avg share price (from 18/10) is 14+
Add on 50% gives 21. About right for opening bid ...

Not only is it blue but its blue on XD day. See WIN Reuters news from this website for article describing the rush for Brexit warehouse space that is fuelling the sp upwards. Much further to go IMO. Most brokers have forecasts above 300 ...

Since when has a 7% drop been steady ? Same bearing as yesterday on my chart ...