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I took profits at 20p and purchased 30,000 a minute ago at 15.6p ish. So down about 12% this morning on total stake but accept small explo shares are volatile.

Content with cash and GVC shares from my Ladbrokes stake.

Hi I am a Ladbrokes and 888 shareholder and for what its worth have made this error with 888. I held for 8 years then a couple of years ago after two directors sold stock at 180p I followed suit fearing the worse. After a few months and having re assessed the fundementals I bought back in. Go with the Buffett mentality and when you find a well run and profitable company plan on buying and holding for decades. I am long on GVC and expect to get more shares when Ladbroke options come to fruition.

How many uranium mines are there within the EU? How much uranium fuel for EU reactors comes from Russia or Russian friendly places? What is Trumpy going to do about his trade war? While the delays associated with political turmoil in Madrid are frustrating I am inclined to hang on because the mine will produce relatively cheap fuel at a time of rising prices and politically driven trade emargoes and tariffs.

Here is why I am cautiously going to average down on BKY and buy some more today....from the FT "A new company planning to make a big bet on the price of nuclear fuel uranium has announced plans to float on the London Stock Exchange. Named after the raw form of the commodity, Yellow Cake is seeking to raise between $150m and $200m from investors, according to people familiar with its plans, which it will use to buy 8.1m pounds of the radioactive material. The company has already struck a deal with Kazatomprom, the world�s largest uranium producer which has also been studying a listing, to buy up to $170m of the metal at a 7.7 per cent discount to the current spot price. It also has an option to purchase a further $100m of uranium each year from the Kazakh miner for the next nine years. Uranium is one of the few commodities that failed to benefit from a broad-based rally in commodity prices even though several big producers, including Kazatomprom and Canada-based Cameco have announced plans to lower output in an attempt to bring the market back into balance. Uranium has been in a state of near collapse since 2011 when the Fukushima disaster upended demand projections for the fuel as Japan and other countries such as Germany closed operations or cancelled new projects. Since then, the price has collapsed from more than $70 a pound to $22.75."

I hold OXB as wel as IMM because i believe this sector will produce ground breaking treatments. The recent trial result was disappointing but the sp drop was overdone imo hence I bought in. I am confident that IMM will be releasing its own news in due course. The RNS below resulted in a 17% sp rise for OXB. Oxford, UK- 06 June 2018: Oxford BioMedica plc (LSE:OXB) ("Oxford BioMedica" or "the Group"), a leading gene and cell therapy group, today announces that it has entered into an exclusive worldwide licensing agreement with Axovant Sciences (NASDAQ: AXON) to develop and commercialise OXB-102, a gene therapy developed by Oxford BioMedica for Parkinson's disease utilising the LentiVector� platform.

Immunology a pretty hot research area for example, in the news a woman "cured" of terminal breast cancer by T Cell modification. Perhaps the question is not just if a large pharma group might buy IMM but rather does today's price look like good value? I believe the recent sp drop was overdone given the facts and hence I purchased a small stake.

I also joined the band this morning buying a modest stake (2000) because my research (FT finance tear sheet) was encouraging and the hunch below might come off.

https://www.independent.co.uk/news/health/breast-cancer-cure-tcell-immunotherapy-tumour-treatment-disease-world-first-a8382806.html Encouraging story above, from the OXB website patented "LentiVector� platform can engineer patients� harvested T-cells" so interesting potential development.

https://seekingalpha.com/article/4179357-shell-makes-big-bet-deepwater-norphlet Interesting technical article, quite critical of fracking.

https://www.offshoreenergytoday.com/plexus-wins-contract-extension-from-shell/ Article in Alpha Returns today about Shell going for more deep water projects in the Gulf of Mexico. Shell an important Plexus customer.

Slightly off topic but having followed both Stobart and Flybe a while I have just purchased 2000 shares in Stobart. Why? Because while the board are arguing over who runs the company someone might come along and make a bid. I wondered if Peel Group might be interested in Stobart? What has this to do with Flybe? Well Stobart and Peel have aviation interests and Flybe would compliment both organisations. Peel might view both Stobart and Flybe as under valued. Hypothesis or personal hunch, nothing material to back it up feel free to critique.

https://www.peel.co.uk/investments/transport-logistics/ While all the little piggies were squabbling in the boardroom out of the forest came the big bad wolf and he gobbled them all up. Well perhaps a bit childish but is it possible Peel Group might want to make a bid?

It is good for board members who have held faith in CNE to be vindicated by the broker ratings. Given the uncertainty over the tax case it is hard to predict a valuation but my gut instinct is about 270p year end unless....a major makes a bid to snap up the Senegal Reserves. The latter quite likely imo.

888 seems to be drifting downwards despite the potential of business from the USA. It seems to hit support at around 270p so will watch, wait and buy more once the sp has flattened out.

Early days, we need some news to push the sp along. Hopefully some more trial reports this summer but broadly content to hold as the science news has to date been positive.

Agree, something occuring not clear what but in the medium term Stobart not the potential bidder.

Until this battle is settled I do not see Stobart making another bid but content to hold and wait. "Some of Stobart Group�s biggest shareholders have requisitioned to nominate billionaire entrepreneur Philip Day as its chairman, in the midst of a heated boardroom row between the infrastructure company�s management and former chief executive. Several shareholders, including fund manager Neil Woodford�s Woodford Investment Management, have put forward the owner of Peacocks and Edinburgh Woollen Mill to replace the current chairman Iain Ferguson. The management of the FTSE 250 company has previously said it is backing Mr Ferguson to stay on in the role. The move comes as a boardroom battle escalates at the top of the company that owns Southend airport and is the UK�s biggest biomass supplier. Last month, Stobart�s board published a statement highly critical of its executive director and former chief executive Andrew Tinkler, who is spearheading an attempt to oust Mr Ferguson."

Just purchased a modest 10,000 on the basis of the FT tearsheet data, trial results and board chat, thanks for your views.

https://www.independent.co.uk/news/health/prostate-cancer-men-survival-immunotherapy-pembrolizumab-tumour-growth-deaths-disease-a8380846.html https://www.keytruda.com I noted the price drop over the trial result and was interested in bottom feeding but did not buy in. I now intend to buy a small stake in IMM because of the news story above. Follow the links and one realises that Keytruda was never formulated for prostate cancer but bizarrely the anti immune drug does cure some severe cases. My hypothesis is that an anti immune drug trial which disappoints does not = failure as such but rather might suggest that the disease and compound do not compliment one another, the compound might work on another condition.