Member Info for Dinoken

Y ? Cannot just be reaction to recent results. Add to that, withdrawal from Scotland and buying new uniforms, I fail to see what could have propelled FLYB to perform so well today. Anyone any ideas ?

Knew GSK were looking at Pfiser's consumer arm but only just found out that they and Reckitt are the only two names left in the frame. If GSK decide to go for it, this will indeed be goodbye dividends. However, must admit it would be a good fit the Glaxo's own consumer lines. Article from yesterday. "LONDON (Alliance News) - GlaxoSmithKline PLC and Reckitt Benckiser Group PLC are the only two companies to have submitted non-binding bids for US drugmaker Pfizer Inc's consumer business after other candidates walked away, Bloomberg News reported Saturday. Bloomberg, citing people familiar with the matter, reported that French drugmaker Sanofi, Switzerland's Nestle SA and US consumer goods company Johnson & Johnson were among companies considering to bid for the unit, however, the firms decided against making an offer for the business. Pfizer plans to open a data room for Glaxo and Reckitt to start due diligence on the assets before submitting final offers in the next few weeks, according to the news agency. The deadline for non-binding offers for the business - which owns brands including Advil ibuprofen and ChapStick lip balm - was Thursday last week. Pfizer's consumer business could fetch USD15 billion to USD20 billion, people familiar with the matter told Bloomberg. However, potential buyers expressed concerns about stagnant sales at the division as well as the challenge from online competitors such as Amazon Inc. Representatives for Glaxo and Reckitt declined to comment on the potential transaction, while a spokesman for Johnson & Johnson confirmed that the company had withdrawn from the bidding process, Bloomberg reported. Shares in Glaxo were down 1.6% at 1,290.20 pence on Monday, while Reckitt was down 1.9% at 6,586.99p. https://www.bloomberg.com/news/articles/2018-02-03/glaxo-reckitt-are-said-only-bidders-for-pfizer-s-consumer-unit"

Knew GSK were looking at Pfiser's consumer arm but only just found out that they and Reckitt are the only two names left in the frame. If GSK decide to go for it, this will indeed be goodbye dividends. However, must admit it would be a good fit the Glaxo's own consumer lines. Article from yesterday. "LONDON (Alliance News) - GlaxoSmithKline PLC and Reckitt Benckiser Group PLC are the only two companies to have submitted non-binding bids for US drugmaker Pfizer Inc's consumer business after other candidates walked away, Bloomberg News reported Saturday. Bloomberg, citing people familiar with the matter, reported that French drugmaker Sanofi, Switzerland's Nestle SA and US consumer goods company Johnson & Johnson were among companies considering to bid for the unit, however, the firms decided against making an offer for the business. Pfizer plans to open a data room for Glaxo and Reckitt to start due diligence on the assets before submitting final offers in the next few weeks, according to the news agency. The deadline for non-binding offers for the business - which owns brands including Advil ibuprofen and ChapStick lip balm - was Thursday last week. Pfizer's consumer business could fetch USD15 billion to USD20 billion, people familiar with the matter told Bloomberg. However, potential buyers expressed concerns about stagnant sales at the division as well as the challenge from online competitors such as Amazon Inc. Representatives for Glaxo and Reckitt declined to comment on the potential transaction, while a spokesman for Johnson & Johnson confirmed that the company had withdrawn from the bidding process, Bloomberg reported. Shares in Glaxo were down 1.6% at 1,290.20 pence on Monday, while Reckitt was down 1.9% at 6,586.99p. https://www.bloomberg.com/news/articles/2018-02-03/glaxo-reckitt-are-said-only-bidders-for-pfizer-s-consumer-unit"

Newchurch - interested that you mention BP being even more down in US. How do you monitor US BP prices ? Own thoughts are Monday may be last chance to buy below �5 - finals on Tuesday - because do not think POO will be going down anytime soon, and BP appear to be moving ahead with right strategy and financial approach. Could be famous last words ...

Gerry mentioned Woody's horse - just remembered it's name was Bullseye. Perhaps Woody should take advice straight from the horses mouth rather than the CPI Chairman when it comes to great dividend stocks. What horse would not have chosen GSK over CPI ?

Not a leak. Fall due to Norway's Aker BP, in which BP holds a 30 percent stake, reporting fourth-quarter earnings that missed forecasts. "OSLO, Feb 2 (Reuters) - Norway's Aker BP posted a 5 percent rise in fourth-quarter core profit on Friday, lagging market expectations. Earnings before interest, tax, depreciation and amortisation (EBITDA) rose to $509 million from $485 million a year earlier and missed the $528 million expected by analysts. The independent oil company, 30 percent owned by BP, also missed expectations for net profit, which came at $34 million for the period, up from a net loss of 67 million a year earlier. The company said it would pay in February a quarterly dividend of $0.3124 per share, representing a total dividend of $450 million for the full 2018."

Glad to hear I am not the only person who has posts deleted without any reason. Shame on you Samantha Bailey !

Live south of London, astonished to find that bottled Cumberland (deep gold) actually travels well from Lake District - where I have drunk it before. Excellent beer.

I agree. Quite frankly, air systems are critical and not optional/discretionary. In addition, must thank Putin for sending his warships through the channel - shadowed by a plastic RN mine hunter - you could not make it up.

News in Guardian today that UK defence funding has massive hole over next decade. Anyone any views on impact on TPG, which seemed remarkably unaffected (BAB droped 2%+) ? Mentioned submarine projects. " The Ministry of Defence could face a shortfall of more than �20bn in its equipment budget over the next decade, according to a National Audit Office report. The MoD�s financial plan for equipment was unaffordable and did not provide a realistic forecast, according to the report, because the government failed to include a string of costs, including an extra �1.3bn for five Navy frigates. The NAO said the cost of nuclear-related projects could destabilise the plan because of their size and complexity, noting that costs for the Dreadnought and Astute submarine projects had risen by �941m in one year. "

Think Porridgeoats is right. Apple are halving iPhone X production and have told suppliers (including LRD) it has cut its production target from 40 million units to 20 million, the Nikkei reported Monday. As a result, Newton's law of gravity has affected not just Apple sp but LRD et al.

Broker note today forecast 105, sp still dropped by 10%+. Not only FX headaches, but copper still on the rise.

Alternatively, buying opportunity ? Technically, looks oversold.

Q4 Thursday 1/3. Find out more then.

Pleased to hear this, may be rare good news for Flybe (via Stobarts). Carlisle airport re-opening and flights to Lake District from London could start in June. This is much better than current situation where you need to fly to Newcastle and drive along Hadrian's wall. One article covering this (inews) below. Caveats are that apparently, Southend counts as London (but then surprisingly it is closer than Gatwick/Heathrow) and Carlisle counts as the Lake district. Of course, of interest to everybody here, Southend is owned by Stobarts ... "Cumbria will receive its first commercial flights in a quarter of a century this summer when Carlisle Lake District Airport reopens on 4 June. Flights from London to the Lake District were announced this morning, as well as services from Belfast and Dublin. While the London airport has yet to be revealed, Southend is a strong contender. The Essex airport � previously RAF Rochford � was bought by Stobart Aviation in 2008, the Carlisle-based company that also owns Carlisle Lake District Airport. It revived Southend�s fortunes by investing more than �120m in a new terminal, train station, control tower and extended runway. The Cumbria Local Enterprise Partnership has committed �4.95m to the development of the Lake District�s new hub. Lake District zip wire will endanger fighter pilots The airlines operating from Belfast, Dublin and London to the Lake District haven�t been announced but could well be Flybe and Aer Lingus, airlines with which Stobart Air has franchise agreements. The flight time is likely to be less than an hour, compared to a train journey of three and-a-quarter hours from London Euston. Manchester currently offers the most convenient flight hub for the Lakes, with train connections to Kendal and Oxenholme taking between 90 minutes and two hours. Kate Willard, Stobart�s head of corporate projects said, �We look forward to working with partners in the visitor economy over these next months to help develop packages and promotions to make sure that our air services match the needs of our visitors; that we�re able to attract new visitors to Cumbria and the surrounding area and that we are able to support the local economy through the development of a sustainable and really fantastic airport.� Read more at: https://inews.co.uk/inews-lifestyle/travel/flights-london-lake-district-launching-summer/

CEO offloaded 2 mill in November - timely heh ? Believe the next bullet will be RNS covering stock re-valuation. You will find the support level then. Could be a) the end or b) another KIE (15% rise today). Hoping for option 'b'.

Hasiba - you were spot on.

Heard many comparisons between KIE and CLLN but one difference that sticks out is that there is no notifiable shorting of KIE (zero according to Short Interest Tracker) - or have I missed it ? In addition, KIE is a past master at integrating companies with failing public service contracts (May Gurney). KIE sp rose after they took over MG. Hoping for the best tomorrow.

Many Thx for your reply Bamps.

Bamps - not having been a shareholder in 2010, what exactly were the 2010 levels that you refer to ? Has Marstons started to utilise all/any of the free capacity at Charles Wells ? On a lighter note, every Brewery related AGM I have been to has been a mercifully brief affair prior to a mass stampede to the free bar - hope you got there before beer ran out.