Member Info for Dinoken

Who here is really interested in becoming an offshore wind farmer ? Too expensive, high risk and high maintenance to be worthwhile. ARL should stick to tidal power which has enough potential of its own rather than to lose focus by touting offshore wind which does not generate electricity on a consistent predictable basis. Think they have taken their eye off the ball.

You were certainly right about the sp.

Article in Daily Mail today about Green subsidies to be reduced in UK as existing contracts end. Mentions wind farms specifically, but no doubt will also affect wave and solar. This will save households £110 pa, and help steel industry compete against imports. How will this affect ARL ?

Source888 - any idea on what impact of this might be on BVS sp ? Merger or dutch auction ? From Times : "Schroder Investment Management, Bovis’s second-biggest shareholder with a stake of about 6.4%, is understood to have written to Berkeley Group, a bigger competitor, urging it to consider an all-share merger. The move could lead to Bovis being unofficially put up for sale and flushing out takeover interest in the FTSE 250 company, which has a market value of £1.1bn. Redrow, another rival, is believed to be monitoring the situation."

Is recent fine for misselling of diabetic foot ulcer treatment just the tip of the iceberg and/or is sp decline down to Trump tweets ? Further to go (down) ?

From Motley Fool Falling dividend cover At first glance, satellite communications services company Inmarsat (LSE: ISAT) appears to be in better shape as its dividends have consistently been fully covered in past years. But, when we dig deeper into its earnings outlook, its dividend sustainability doesn’t look all that secure. Revenues from its new Global Xpress satellites have been growing much more slowly than earlier expected and the company’s profitability continues to be impacted by ongoing legacy issues. As such, City analysts have been busy reducing their profit forecast for the firm. Currently, analysts expect underlying EPS would fall to 42.5p this year, which implies its dividend cover would fall just below the one times minimum sustainable level this year. However, Inmarsat may still avoid a payout cut as long as earnings don’t fall too far short of dividends for too long.

Roger Many thanks for the excellent links. Your view on chance of an existing ISAT satellite failing ? I always thought that this was virtually zero.

Another good one with good prospects for coming year. Nice to see residential completions now on tap - another string to their bow. No brexit effectnin sight. Must be time for an upward rerating.

malteaser Agree with you about Trading Update. However, do you top up before or after May Tuesday, that is the question.

May Tuesday coming up. How do you think her speech will affect ISAT sp ?

Brexit speech. Likely effect on sp anyone ?

Another Friday 13th just gone and noticed that PPIX has multi-bagged x4 since last year - clearly a good investment after all. Kondia purchase also looked sound. Trump elected. Things appear to be going SIXH's way.

Trump inauguration on way. He's bound to tweet green flags for some new infrastructure projects. Think this is not the time to sell.

Anybody any idea what effect her Brexit speech is likely to have on BVS ? Time to sell ?

Brexit speech bound to effect $/£ Time to buy ?

Agree - seems completely crazy. Bought 5k.

Anybody ? Is it due to Berenberg recommendation of Hold 740 yesterday ?

Analyst Robin Hardy at Shore Capital said that Ritchie's exit "comes as no great surprise" given three profit warnings "driven by poor execution in a period when other house builders were reporting unerringly positive trading". "We have long been concerned that there was something structurally wrong at Bovis and that for reasons that were not wholly clear from the outside, Bovis was struggling to keep hold of key resources necessary to execute its growth plans. It has long been suspected that there were cultural issues that ran right to the top of the organisation and that the business was less able to function freely and take best advantage of market conditions because of too much control." Hardy said he felt the "deep set" problems at Bovis are unlikely to improve significantly

Hope so. Worried about missing a trick here. If Thursday's results are that good, then MKS may become airborne. Just seen latest broker rating - HSBC keeps at buy with a 465p target. Top up time or not ?

J Agree with your comments. Some of that analysis was indeed Foolish. Right about low P/E and dividend yield though. Any idea why spike late pm ?