Member Info for fatprofits

Think you mentioned 2 Euros at some point?.

I'm not having a pop btw, but whatever people think about Michael
boy does he know how to run an airline.

Look at the extraordinary SP divergence between EZJ and RYA
since March 2020.

Back to BT, news needed to turn the tide, still no word
on the CAPEX partner, but we are only midway through the month.

Likely to have some impact on a scheme of this size.

That is not intended in a disrespectful way, my better half works
in frontline healthcare and has been with 7 people passing from COVID -
aware of the horror of this. Hopefully over the worst.

has opened up?, on a 2-3 year view?.

Intend to add on a bad day, had to provide ii with an Irish passport
number when I made an enquiry re RYA.

Most welcome, you put thought behind your posts.

tbf Poker's post looked well reasoned and concise,
even if you disagree with his conclusion.

BT must be the ultimate in a contrarian trade,
they need some positive newsflow.

10% to my holding.

pap, I suppose it's always buyer beware,
I stay away from anything particularly speculative,
just bought a few Clinigen and that is probably the
most racy of anything I hold atm.

n/m.

Just added some QQ, BAE, I'm hovering!.

BAE is not a get rich quick stock and being a UKX constituent
it's likely to take a hot on wider equity volatility, on say a 2 -3 year
basis risk reward looks reasonable.

TATE looks interesting fwiw, barring something untoward.

there is none.

How does S4 command that multiple?,
completely missed that one and well done to
those you saw it early.

I bought a few WPP today! and some GSK,
up to about 60% of my holding here now,
but only buying on the basis of the 2022 split,
without that doubt I would touch it.

BAE I am beginning to like, anyone like IGG or
think it may be worth a look?.

£ that is.

I don't know the LSE rules on holding disclosures,

whether a holder has a certain amount of time to declare, etc.

THere would be a holding announcement at some point if so,

not aware of the rules on timing after such an event.

Is Mr D still in....?

current price looks reasonable providing no big cost overruns
on major contracts.

And you also need to take wider equity market direction in to account.

At least another £2 BN bought back if that's the case,
plus pay some off debt.

opinions frequently are.

A line from the great Jesse Livermore.

Price is truth in other words, which I think is also his saying.

I will not be buying back in here, their threat is underestimated.

India have banned Shein, from memory.

Luck to holders.