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Piece on Wandisco today: https://www.telegraph.co.uk/technology/2019/08/13/wandisco-boss-david-richards-explains-firms-focus-cloud-just/

Thanks Harhoo - are they involved in Heathrow expansion too (another one where Boris has blown both ways)?

How dependent is Costain on Boris and HS2? It mentions delay to HS2 in the RNS, but what about if it gets cancelled?

I think many buys appearing as sells (mine included), but odd that no tick up in the s/p in that case. Liberum have kept as a buy albeit lowering their target to 210.

Adept discussed as a key player in this report: https://marketresearchupdates.com/2019/05/30/service-robotics-systems-market-slated-grow-rapidly-coming-years/
Not read it myself - has anyone else?

More likely to be Brexit rebound after May looks like holding on tonight? Airports/airlines would not fare well under a hard, no-deal Brexit.

Seems much more likely to be Brexit bounce. Both TCG and Interserve are very tied in with the UK economy and events in Parliament yesterday now mean a very hard, no deal Brexit is much less likely.

Reported on Citywire today: http://citywire.co.uk/money/the-expert-view-cineworld-stagecoach-and-lsl/a1073567?ref=citywire-money-latest-news-list#i=6

In the Telegraph Questor column today.

Tipped here: http://www.morningstar.co.uk/uk/news/163171/top-smaller-company-stocks-for-growth-investors.aspx

Well yes, but you have to give the restructuring process a chance. I think it could have been a lot worse and at least the dividends have not been cut too badly. It's a hold for me.

Some good news today re.Emirates order.

The vulnerabilities story seems like storm in a tea cup - old software basically being discontinued (with clients having been advised previously as such), so no big deal. Like continuing using XP on your PC. I think most of the recent fall in s/p is the court case as guntoncliff suggests. But Friday's fall seems odd - maybe some people saw the vulnerabilities story and were needlessly spooked. But more likely to be a response to possible interest rate rise I'd think (which makes some high yield shares less attractive and also makes new/re-servicing debt cost more). Anyway, sitting on paper loss but will wait for court case when, if in Inmarsat's favour, I expect s/p to rocket.

same question, in reverse!

Mind you, receivables from related parties (as opposed to payables to related parties) are higher!

It's listed in those interim results too - the total liabilities seem rather large or am I missing something?

So nothing major then. I'm often surprised about how much broker vies can shift the dial.

Any ideas?

Any explanation?

Is she having Thursday off (with the s/p heading up again)? :) Now let's think, Berenberg or Milly, whose advice do I go for?