Member Info for ecovest

I'm with jay111s. Small pharmas are a binary play - if they find the cancer cure, you're minted , but if they don't, you've probably lost it all, unless they have more decent stuff in the pipeline. Oilie explorers are much the same with drills, but here with DES, the difference is that RKH have already found oil in Sealion and hence DES's acreage is worth something decent which will support the price. It can only really go up from here with farmout, drill anticipation, or takeover.

When will you get back in? 52?

Been too busy at work of late. I bought KENZ yesterday instead in the end, which comes out well on earnings yield and ROCE (the so called magic formula). But yes, agree that more upside in RIO than BLT when people stop panicking about the sky falling in. Still hovering and will no doubt miss these lows by the time I act. IRV also came out well on the magic formula. Mining, oil services and support services sectors all look good value at the moment in an otherwise still toppy-ish market.

Greetings - hope all well. Here or BLT - which is best in your view? BLT more diversified and fewer management wobbles? Did you buy any?!

Nice to see such a steep rise - anyone know why? Could it be the Chatanooga choochoo? http://timesfreepress.com/news/2013/jun/05/hiring-homeserve-to-add-100-jobs-at-local-office/ 30% growth per annum sounds good.

Yes, all high yielding utilities suffering on both sides of pond due to rising govt bond yields - basically, as bond yields improve (if Bernanke turns off tap, then with prices no longer propped up by the US Fed, yields would improve as prices come down) then high yield stocks will suffer as bonds are a safer haven (though people have been forced out of them into stocks in search for decent yield, with bond yields at near-all time lows of late). That said, I suspect it will be gradual as bond yields should improve more so people won't rush to buy yet.

I assume from what you know there is no truth to brunobrooks' allegations then. Who knows, could be good news just around the corner and he just wanted to get in lower before the rise. But agree, he'll be in trouble (and should be). I hope someone has reported it.

Jolly annoyed I had not got back in earlier ... Had you?

Still going strong. Div was pretty decent anyway, but 12.5% increase in interim makes it all the more attractive. One of the few AIM shares that you can safely buy and hold at the moment, with the div providing a decent incentive to do so.

will only go that low with no finance? And if no finance then it's another NVTA? I see you've been on the LOND board - is that one you've punted on? Lots of broker recs. I did well on AMI and LOND on the last iron ore rise and sold both at top (for once).

Indeed - nothing like seeing a s/p you sold at a slight loss tumble much further to actually make you feel good! Not one on my watchlist for repurchase ....

sdl and vlx a bit too volatile for me at the moment. If sdl heads down then yes, looking promising at that level.

frr doing my spirits good. HSV not so good (still like it long term, not sure whether to hold or sell short term though). Did you look at OML in the end? I see you have reboarded the bus with no wheels?

No need to shout.

I too jumped off this and zincox not so long ago. Been putting my money into high yielders of late and done well so far. In VOD so that was good today, but also in QPP (smaller amount) but not so good ... What do you make of OML as an africa play? I'm still at the bus stop on this one.

At last a reassuring RNS - hopefully we can move up a bit now. I think the s/p pressure may only rise in a big way once the pipeline pressure has eased off allowing the oil to be sold. Glad I stayed patient here.

Yes very odd - I take it you've not been stopped out? I remain in, but would rather not see 10 breached! The big buy the other day gives me some confidence here.

Coming back in to land ... mind you, still blue and FTSE down.

U sold or staying put?

Big money is buying - quite a few 200,000 and 150,000 trades going through. Sells mostly scared smaller PIs or impatient traders?