Member Info for easyp

http://www.lse.co.uk/sharecast-news-article.asp?ArticleCode=27450666&ArticleHeadline=Eli_Lilly_to_buy_biotech_Armo_Biosciences_for_16bn Biotechs with sound products eventually get purchased by Big Pharma. One day OXB will go the same way hence I hold and might buy a few on any dips from profit taking.

Yes but what if OXB shares are purchased by Woodford Patient Capital? Sell signal! Joking aside, enjoying the ride but would like to see some more news on product trials etc. Content to hold or buy the dips.

Just an observation but looking at the 3 month share chart and ignoring the Stobart Bump I see a steady upward trend in share price. I suppose that reflects a fairly widespread view that the drop to 30p ish was over done and the near future suggests an expectation of 40-60p.

Thanks for replying my current punts include OXB and COS. One nicely up the other a bit down but I did my own research whereas investing here relies on the management team getting it right.

Tempted to buy back in at this lull! Potential still good for the longer term shareholder. Oil not just a commodity but part of the petro currency wars unfolding.

I hold Cameco and Energy fuels in my HL pension. Cameco has had a good run. Energy Fuels UUUU is turning into a Vanadium play on Redox batteries, interesting times plus Trumpy Factor!

Another example of a poor deal = no deal? http://www.hl.co.uk/shares/stock-market-news/company--news/norwegian-rejects-two-takeover-bids-from-iag Remain cautiously optimistic for Flybe, have just broken even by buying more after the Stobart rejection and willing to wait and see how the summer unfolds.

https://seekingalpha.com/article/4169277-catalysts-upside-uranium My personal view is that until Merkel is out of office I cannot see Germany reviving its nuclear power plants. I do believe Japan will have to re start more nuclear power plants in the next 18 months because of energy costs.

And also.... "The 11 analysts offering 12 month price targets for Tate & Lyle PLC have a median target of 665.00, with a high estimate of 850.00 and a low estimate of 630.00. The median estimate represents a 13.75% increase from the last price of 584.60."

I think you are right to urge caution over the valuation of Flybe it's a hard business to price. I suspect had Stobart floated the idea of a bid of 55p last month they would have had a fair few takers from small investors!.

Debt to total capital ratio still high at 52% but down from nearly 90%. I prefer no or low debt companies but tucked away under financials in the FT data for 2017: Book value per share 0.7002 Tangible book value per share 0.6448 Hence I feel the sp undervalues Flybe and a bid should be pitched at a minimum of 70p. Is it possible Stobart and Warwick Brady attempted to bully them into accepting less last month and the Board said no?

https://markets.ft.com/data/equities/tearsheet/financials?s=TATE:LSE Basically I like the fact that net income is rising strongly and debt going down. Debt still higher than I usually invest at "Tate & Lyle PLC has a Debt to Total Capital ratio of 31.75%, a lower figure than the previous year's 53.08" But the recent drop in sp made buying an attractive punt.

Kymriah and share consolidation good news imo. Partly due to good scientific news and that consolidation makes OXB look less like a risky penny share!

From the FT tearsheet, revenue in excess of �500pa, No Debt, pays a dividend of 4% and a return on equity of 9% plus. Net Income down but thats about the only bad news.

16 analysts following WMH forecast a share price with a high of 380p, median of 338p and a low of 268p. Starting to look cheap imo.

Look at the share transactions over the past month. Any sign of someone building a stake? While I hope this company is rescued by a bid its not building as far as I can see. More drilling, more oil per day and more cashflow needed to boost sp and perhaps attract a serious bid.

Agreed, not betting my shirt on it but worth buying at these prices imo.

https://markets.ft.com/data/equities/tearsheet/financials?s=AMER:LSE Not a bad financial situation.

Some progress on the strike. More reserves purchased recently. Hecla will benefit from inflation and a weakening dollar. Now is not a bad time to trickle some money into Hecla.

Key Highlights Achieved a new Company milestone: record high average quarterly Colombia production of 35,075 BOE per day ('BOEPD") in first quarter 2018 ("the Quarter"), 23% higher than 28,481 BOEPD in first quarter 2017 and 2% higher than fourth quarter 2017 (the "Prior Quarter") The Company brought 5 gross wells (4.2 net) on production during the quarter with the first one onstream on February 26, 2018. The Company exited the Quarter with $160 million of cash and cash equivalents. Continued significant exposure to oil price strength with oil representing 100% of total Company production in the Quarter. Demonstrated ongoing strong financial performance in the Quarter: Net income of $18 million compared with net loss of $41 million in the Prior Quarter; net loss in the Prior Quarter included loss on sale of the Company's Peru business unit of $34 million Funds flow from operations1 increased by 8% to $75 million compared with the Prior Quarter and 66% from first quarter 2017, while the Brent price only increased 23% from first quarter 2017 Active quarter with capital expenditures of $73 million; funds flow from operations in the Quarter were $2 million higher than capital expenditures; capital expenditures in the Quarter were as follows: