Member Info for Dinoken

Another bidder ? Who have you in mind ?

On reflection, I think you are right, that the ppix stake is not worth enough to affect the sixh share price. In addition, canot establish a worthwhile market value for the ppix stake because trading in ppix is so illiquid that the dealing spread is 22%.

Bearing in mind the increase in PPIX share price, surprised that this not reflected in share price of SIXH, which is a major holder. Anyone any idea why ?

PPIX reported a profit this year in mid March and their shares soared. SIXH is a major shareholder in PPIX but SIXH shares actually decreased. Anyone shed any light on this anomaly ?

Looks a perfect fit for itv, who have not denied an interest. If they were to bid, what premium do you think they would offer, or is it already priced in ?

Rising every day. Events have indeed transformed the outlook for OCN (e.g. Brazil corruption busting, possible impeachment of president, soaring stockmarket, increase in Real against Dollar, recovery in commodities). What a difference three months makes. Chart now (amazingly) points to 1200 by end May xd !

Very positive on all fronts.

Margins and ROCE improved with more to come - this stock looks best pick in housebuilders IMO. Apologies to Dako for earlier post, jpmorgan did indeed keep 'Overweight' not 'Underweight'.

Core business producing excellent results and now housebuilding coming on stream in area of high demand. Looks very undervalued to me.

Might be due to broker : Jpmorgan reduced target to 1200 from 1300 keeping underweight. But lets face it, last novembers rns about margins and planning delays resulted in 9% drop which is enough to make anyone wary of tomorrow's rns.

With Sainsbury's likely to sell Homebase (if it succeeds with its bid for Home Retail Group), it has been reported that Dunelm has held talks with private equity firms about buying the DIY chain and carving up its store estate! Sounds like a very serious mistake to me. No wonder share price muted.

Surely WTB are expected to grow not by innovative ideas but by expanding Costa and Premier Inns overseas ? As for selling their brewery business, that was a master stroke because the beer they used to make was like making love in a punt, f* close to water !

Assuming Dunelm had good XMAS and New Year, the Q3 results should be good. So why share price so muted ? At sub 900, these look a steal.

I have not seen a copy of Westinghouse's note, but on this very site, I have seen their recommendation for 35p re-iterated after the latest results (dated 3/12). Surprised to see sharp price rise over last two days for no obvious reason other than very thin market.

Must be. Cannot think of anyone else buying them. Wondered why they had not bought in earlier. Will find out soon enough when rns issued. Thinking of buying back in but not above 10.

Nor do outside shareholders - sold today.

However, Westinghouse have kept both their rating of 'buy' and target of 35p ! Seems steep rating for company hoping to scrape up an operating profit this year.

Good strategic decision at right price, assuming approval is in the bag. Following on from yesterday's results, this is good news.

Brl has depreciated by 40% since this time last year, and some forecasts expect it to go further down in 2016. In light of this, satisfactory trading in Brazil is nullified by currency devaluation. Anyone any view on what effect this will have on profits/divi for year ending dec 31 2015 ? Wondering whether this should be viewed as an investment portfolio with shipping company thrown in for free rather than the other way round.

I second your question, why on earth was the offer deadline extended when the offer had already been fully subscribed? I actually cancelled my IPO order when I received the news (and am glad I did).