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https://markets.ft.com/data/equities/tearsheet/financials?s=PMG:LSE Owned Parkmead a while back and sold for a small profit but now feel that oil and gas oversold and will buy back in today because I believe the UK will need more gas this winter, gas storage facilities limited and supplies from Qatar look uncertain given the politics of the gulf. As always DYOR and any "investment" is a punt/bet etc.

Yep, a dilemma but decided to wait until there is news post 12 July on the basis that I will pay a premium once the news is out but see this as a long term buy and hold if all is as we hope. I am also tempted by Novartis which is a safer bet.

https://www.ft.com/content/00092dde-578c-11e7-9fed-c19e2700005f Well done to those who stuck with OXB and enjoy the winnings and the kudos I stop lossed last year but kept watching. The Investors Chronicle suggested selling at 9p while I am thinking of buying! My view is that I should await news from the regulators on 12 July before investing and the FT article does suggest that this area has become a bit heated. Some very positive news has pushed the sp up I want to see what comes from the 12 July before buying, any thoughts? http://www.oxfordbiomedica.co.uk/press-releases/oxford-biomedica-notes-fda-advisory-committee-to-review-ctl019/

The oil sector is unloved and underappreciated. Cairn and others have potential, we live in an uncertain world with an unstable situation in the Gulf. Oil and gas demand is a concern over the longer term but trucks, cars and power stations still major markets for oil.

https://www.theguardian.com/society/2017/jun/23/online-gambling-clampdown-cma-investigation I have bought some more, while there is a risk that the clampdown will impact on 888, I think the sp is cheap given the potential for consolidation and the possibilities in the USA.

Market Report: Shares in Ladbrokes Coral jump as JP Morgan names bookmaker its 'top pick' Buyers of Ladbrokes Coral were back in the saddle as JP Morgan named the bookmaker its “top pick” in the gaming industry. Shares galloped 1.1p, or 1pc, ahead to 115.5p, as the US investment bank began covering the stock with an “overweight” rating citing earnings per share growth and attractive valuation. In a wider sector note, JP Morgan said that gaming stock valuations appear to be pricing in a consistent growth premium for online players and a bear case regulatory scenario only affecting retail-exposed players. “Online players are not immune from regulatory risk,” analyst Jaafar Mestari said. Bookmakers have been bracing for a regulatory hit on profitable gambling machines. A government review of fixed-odds betting terminals was called in December, but the result was delayed due to the general elections. JP Morgan also issued an “overweight” rating on 888 Holdings describing it as “an attractive online pure-play”, while it began covering Paddy Power Betfair and William Hill with “neutral” ratings.

Market Report: Shares in Ladbrokes Coral jump as JP Morgan names bookmaker its 'top pick' Buyers of Ladbrokes Coral were back in the saddle as JP Morgan named the bookmaker its “top pick” in the gaming industry. Shares galloped 1.1p, or 1pc, ahead to 115.5p, as the US investment bank began covering the stock with an “overweight” rating citing earnings per share growth and attractive valuation. In a wider sector note, JP Morgan said that gaming stock valuations appear to be pricing in a consistent growth premium for online players and a bear case regulatory scenario only affecting retail-exposed players. “Online players are not immune from regulatory risk,” analyst Jaafar Mestari said. Bookmakers have been bracing for a regulatory hit on profitable gambling machines. A government review of fixed-odds betting terminals was called in December, but the result was delayed due to the general elections. JP Morgan also issued an “overweight” rating on 888 Holdings describing it as “an attractive online pure-play”, while it began covering Paddy Power Betfair and William Hill with “neutral” ratings.

Topped up as mentioned below on the basis that they are sat on cash, reserves and the market is speculating the price down rather than on true supply and demand concerns. Might be wrong but until I see far more electric cars on our roads I am going to assume oil is not dead yet...and one has to wonder how the Gulf embargo on Qatar is going to play out.

You mean GVC the more natural predator for WH? Not sure but own both 888 and WH so could gain either way. have followed 888 for many years, a well run business.

Brief positive mention of Cairn on Saturday. Took profits two weeks ago, half still invested here. Might buy some more on any dips. Oil out of favour but the reserves held away from the gulf which is looking less secure by the week and cash make Cairn an interesting prospect.

Toshiba jumps 8% after deal to cap US reactor liability - https://www.ft.com/content/889d3470-4a72-3039-9450-9602bd2faef1 via @FT Uranium miners need reactors to feed, this is a little piece of good news.

Steady flow of good news but with such a thinly traded share it's not going to have a huge impact. Hanging on in the expectation of either partnership or buyout.

https://www.ft.com/content/27f8676a-4b52-11e7-919a-1e14ce4af89b Encouraging news which may indicate a shift in the position on nuclear power. Not holding my breath that German Power Plants will be brought back online but this is helpful.

I have been following the share for a while and was quite interested to see directors buying in quantity not long ago. Yet share price has declined, ok small stock perhaps not that liquid 10% spread etc, so why no news and no progress?

company announcement re share allocation? BERKELEY ENERGIA LIMITED AIM RELEASE | 26 MAY 2017 | AIM: BKY Issue of shares and Appendix 3B Berkeley Energia Limited (Company) announces it has issued 22,222 fully paid ordinary shares. Application has been made to the London Stock Exchange for the new ordinary shares, which rank pari passu with the Company's existing issued ordinary shares, to be admitted to trading on AIM (as depository interests). Dealings are expected to commence on or around 1 June 2017 (Admission). The shares have been issued to a key consultant as part of their service fees. The Company's issued ordinary share capital following Admission is 254,512,198 ordinary shares. The above figure of 254,512,198 ordinary shares may be used by shareholders as the denominator for the calculations by which they will determine if they are required to notify their interest in, or a change to their interest in, the share capital of the Company, under the FCA's Disclosure and Transparency Rules. The Company today also issued 400,000 Performance Rights to key employees and contractors pursuant to the Company's shareholder approved Performance Rights Plan.

William Hill and 888 share price is within a few pence of each other. WH still my favoured partner for 888.

Thin trading as per usual but up 9% which is handy. News in the FT suggests some optimism with regards bringing more rigs back into work and the recent agreement by OPEC has lifted oil prices. So, down a bit on my original buy but happy to remain on board and see what transpires.

https://markets.ft.com/data/equities/tearsheet/financials?s=CNE:LSE I purchased a modest amount yesterday and will top up if the share price keeps falling because according to the FT tear sheet this company has a tangible value per share of 209p give or take and is sat on a pile of cash, some decent reserves and only has to pay the wages of a small number of staff. A settlement with India might be a bonus but more likely a bid will emerge based on current valuations.

Article in The Times Business suggests some more consolidation possible from Amaya (Poker Stars) who are in talks to hire Robin Chhabra of William Hill.... Could involve 888 or William Hill but when?

Out of idle interest, invested before lost money and bailed, I review OXB because I am a sore loser and there had been a fairly recent flurry of Director Purchases. I noticed that the institutions appear to hold 61% of the company. This suggests to me that they think it will come good as an investment but begs the question of when???? https://markets.ft.com/data/equities/tearsheet/profile?s=OXB:LSE