Member Info for GedW

ARX. weejock R U still with us? or have u succummbed 2 the highland fall down stuff. Are you still with this one and has your research uncovered anything new?

EPO. Some good ambitious buying mid morning/day. Perhaps the tide has turned. This Co is at the Heart of the On Line Gambling Scene, it processes the mega small payments/wagers. But a word of caution it needs finance!!! This is why I am tempering my enthusiasm.

OILQ. Did anyone trust to my advice yesterday and ditch their holding only to come back in at a weeker price?

PXC. Enjoy the success of your wisdom !!

PXC. Hi westsider, hear you knocking at the door. Perhaps when the press condescend to run the reported news, the potential of this growing tiddler will be recognised. But in the meantime, it is good to hear you are out there. Enjoy the ride. Are you an investor or voyeur?

PXC. My footprints here have been very much singular. In the words of "AKON" of the music fame, i am feeling ever so "LONELY" I am so lonely, all on my own.

HHO. As you will be aware a Rule 3 Disclosure has been published. And as we also know, to the best of my knowledge at least, TAML own 15.8% of ISC. Now that Mr KM owns 15%+ the substantial acquisition rules kick in, these dictate the timing of further share purchases by the individual owning those shares. However in accordance with Rule 5.2 of The City Code, there is absolutely no restriction on Mr KM from poaching the shareholdings of "single shareholders". If I am correct and TAML do still own 15.8% then They can expect a call from Mr KM's advisers making them an offer "they can't refuse" I have tried to fill my mouth with cotton wool to add effect, just like Marlon Brandon in the Godfather, so imagine the scenario !!

HHO. just to clarify this mornings RNS release. Sarah Hobkinson at Collins Stewart Ltd, officially released the SAR 3 release. This confirms that MR KM has a total holding of 62.895M voting shares representing 19.89%. Now that Mr KM's holding has gone above 15% The Substantial Acquisition Rules kick in above and beyond Part V1 Companies Act 1985. Should Mr KM's holding rise to exactly 30% or more The City Code Rule 9 kicks in, a Mandatory has to be made. I would expect Mr KM to keep his holding to under or on 29.99% this way he can control the timing of any approach to the Board and sound out other investors for their holdings discreetly.

AD. Hi tim20006. No you are not on your own out there. I am still totally unsure about this stock. Has the recent enquiries been totally put to bed. There are other exciting developments out there at the moment, all of which are as exciting. I had that feeling of having no mates, see my footprints PNC Telecomms & Pipex. See you there.

OILQ. As predicted the shares of this oil minnow have fallen out of bed, totally in sympathy with Northern Petroleum, whom OILQ is so dependent, as there has not been that much selling of the stock. The Sandhills 2 site has not as yet delivered up any appreciable oild deposit find. I am inclined to sit this one out until more positive drilling results are filed. Next NOP drilling update scheduled for next Wed morning.

HHO. Mr KM would have had to make an substantial acquisition announcement not a "disposal". For "TASM" read "TAML". Apologies for the faux pas

HHO. A holding of 19.82% it is possible to launch a Bid at this level of holding. But the terms would have to be juicy to induce holders to part with their shares. Ideally the holding should be around 29%. Keep a watch on further accumulations. By my calculations Trafalgar Asset Management Ltd ("TAML") still holds some 15.8% of the ISC. If Mr KM or anyone else acting in "concert" were to transfer their individual holding to him, this would be outside the scope of SARs pursuant to Rule 2 of the substantial acquisition rules.These are the Individual disposals this month. 1) MSSL on 16th Aug disposed of notifiable interest 2) Gartmore on 16th Aug disposed of their notifiable interest 3) UBS on 19th Aug disposed of their interest 4) Fidelity International Ltd likewise. "TASM" announced that they have a holding of 15.8% on 8th Aug. I would be interested to learn what happened to those packets of disposals, they did not go to Mr KM as he would have been obliged to make a disposal. TAML seem to be the keystone to Mr KM's strategy perhaps? Can anyone verify my obs on this.

HDD. These shares are probably up in sympathy with Bodycote which reported a jump in first-half profits to £29.2M up from £22.3M

HHO. Mr KM has made his intentions quite clear. This is to be his next investment vehicle. Do not let your nerves get the better of you. If you are in stay in. Part V1 of The Companies Act 1985 on Stakebuilding and procedures for announcing 3%+ stakes is quite is quite clear

HHO. It was announced today at 7am that Mr Kelvin MacKenzie has increased his holdings to 19.82% or 62.895M ISC. Further action is now certain. Wait for next "BLINK"

PXC. Of the 3.83M shares traded, only a few thou were sales. Price should move up in early trade tomorrow, there may be some trades that missed the boat today. This Company is making all the right moves to be up there with the big boys.

IDD. It's Woodpecker Ltd letting us know thay have bought 3.7% or 40M of the Stock. Hungry for action!!!!

OMH. Hello amos/tim20006. Your long term hunches spot on. So much so Schroders now owns 12.23% or 150.635M as just announced ISC & Gartmore Investment Managers Ltd have snapped up 12.69% and own 167.228M

HHO. That is a hefty and brave trade & is a clear signal that the as well as the other hefty trades earlier today , leads me to think that An announcement of some sort is imminent.

BS. Hello Dhillon. It should if Mr Crispin Barker's 8M buy as announced 12th Aug is anything to go by. He now holds 54.75M ISCor 6.5%. There are a lot of shares in issue, this may hold back the price though?