Member Info for easyp

"The 4 analysts offering 12 month price targets for Flybe Group PLC have a median target of 45.00, with a high estimate of 50.00 and a low estimate of 35.00. The median estimate represents a 36.36% increase from the last price of 33.00." The FT might be wrong but having watched the news and sp I see this company as a reasonable investment at today's price. If you purchased them a year or two back then Flybe is a dog. Timing helps and patience rewards?

Floated this idea on Stobart board some weeks back but no response there. I thought the 20% drop in Flybe sp overdone as they continue to make profits and on the basis of today's news have purchased another 5,000 a few minutes ago. At worse I see Flybe making modest profits over the whole of 2018 and given the crap state of UK roads remaining an option for business customers. FT tearsheet suggests 35p the bottom end of their forecast range hence I see it as a cautious buy.

Hi, tempted at 630p but would like to hear chartist viewpoint from others?

Agreed it has been a dismal time for uranium but new reactors are being built and a world full of electric or hybrid cars requires more clean electricity and metals like copper, lithium and cobalt. My expectation is that nuclear power will remain a significant provider of electricity. I would to see Trump back this up though.

Nearly 10% rise this morning but in an illiquid share this is nice but not unusual and volatility might see it drop in 24hrs. I remain of the view that the technology and order book suggest POS should be much higher than this and this remains a buy and hold for the patient investor.

Cobalt stand-off key to future of electric vehicles - https://www.ft.com/content/ebf70f78-b014-11e7-aab9-abaa44b1e130 via @FT More news from ft on cobalt shortages, its price has risen 80% in a year while uranium has gone down.....

In todays FT a story reporting that VW had tried to buy a 5 year contract to purchase Cobalt at a discount and received no bidders. Cobalt might be the next big driver for Aura rather than recovering uranium prices. http://www.proactiveinvestors.com.au/companies/news/173967/aura-energy-reviews-high-cobalt-values-in-mauritania-173967.html

Yes the ft must have got the number wrong, .30% silly. Remain a fan of Cairn and happy to await further developments.

A few weeks back there was a deal of doom and gloom about Flybe and the sp predictions were down yet here we are above 40p once again with Monarch gone and Ryanair struggling with crew shortages. While Flybe is not perfect the company and its staff have held things together and deserve support from shareholders for that. So much for my optimism, what might drive the company forward possibly a bid or further industry consolidation?

"Cairn Energy PLC appears to have little financial risk as the company holds a substantial amount of cash on its books. In fact, 0.30% of the market capitalization can be attributed to its 334.90m and debt could be paid in full if management chose." While they are not producing oil right now they are sat on cash and proven reserves. When will they start producing or will they attract a bid from a major player? FT forecast them to outperform and the company is covered by 2 dozen traders.

http://www.hl.co.uk/news/2017/10/12/top-oil-mind-convinced-$75-to-$110-oil-by-early-next-year It is a view, very positive but that does mean it is correct. Remain of the view PMG a buy and hold share to enjoy over the next few years not weeks.

http://www.hl.co.uk/news/2017/10/12/top-oil-mind-convinced-$75-to-$110-oil-by-early-next-year It is a view, a very positive one but not one I would bet everything on. See Cairn as a buy and hold.

Notwithstanding the sale below by Sinitus other brokers say hold with a sp of 260p. ShareCast News) - Shares in 888 Holdings fell on Wednesday after Sinitus sold its entire stake in the online gambling group via an accelerated bookbuild. Sinitus sold just under 46.3m shares in 888 at 243p each, raising gross proceeds of around �112m. JP Morgan and Morgan Stanley acted as joint bookrunners in connection with the offering and settlement is expected to occur on Friday. At 0805 BST, the shares were down 4.9% to 246.30p.

As of today what is the asset value of PMG? What is it worth in terms of cash and reserves? If the answer you come up with is well above 40p a share then its a buy. I looked at the FT tearsheet data when I bought back in earlier this year which suggested around 70p a share, they might be wrong but I felt this company was undervalued and that was before the encouraging news from the Firth of Forth.

Hammond is getting squeezed by the need to splash the tax cash on the voters in the next budget while some want the betting industry clobbered. Betting taxes I believe raise about �400 million pa. Can he afford to levy punative taxes or conditions on bookies? Suspect not, will find out soon! I remain invested in WH for the reasons below. I also hold 888 and Ladbrokes.

What to expect in the UK�s Clean Growth energy strategy - https://www.ft.com/content/7d0f7824-ad04-11e7-aab9-abaa44b1e130 via @FT Basically the article says the uks clean energy policy will include nuclear. How much is open to debate.

What to expect in the UK�s Clean Growth energy strategy - https://www.ft.com/content/7d0f7824-ad04-11e7-aab9-abaa44b1e130 via @FT Basically the push for clean power will include nuclear.

The FT tearsheet says "Aura Energy Ltd has little financial risk as the capital structure does not rely on leverage" so as long as cash pile lasts until production starts next year a reasonably safe picture. A rise in uranium prices will help the sp and might even tempt a larger company to swallow this tiddler up on the cheap.

From the FT tearsheet on OXB. Below is good research imo, I see the share as a long term accumulate and hold. Yes there will be ups and downs driven by news and speculation but drugs and delivery systems take time to develop. "The 4 analysts offering 12 month price targets for Oxford BioMedica plc have a median target of 13.00, with a high estimate of 21.00 and a low estimate of 10.20. The median estimate represents a 43.01% increase from the last price of 9.09."

It's not just what Paul says on the evening but his body language and the vibe you get from him and others present. Feed a few extra drinks into any junior managers present and see if they burp up something of interest! .Look to see if there are any reps from the larger investors and listen to what they are saying. If you are attending treat it as intelligence gathering exercise.