Member Info for Gerry65

Enjoy your break Volcano. I wouldn't be allowed so much time on shareholdings if my other half was with me on this holiday lol.

Yep been watching airline and travel co's. Looking back - I closed out my Tui shares on the run up to the ex div date on the 11th Feb at 9.56 . Bit lucky there I feel - could get them back for 6.72 atm .

Am lending more towards rya though now fallen sub 12 euro.

STOB will also be on my trading list, but atm up sitting and watching the sector and virus news.

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Just been offered 50.24 to add, 50p broken on the ask. Spread still tight.

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CEO Zvi Marcon holds about 20% of these so if added to institutional holdings then that takes out about 63% of shares available.

Availability of shares could be tight here today.

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I got just a bit over 45p

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Just checking over on the ncyt bb to see if today's bvc r n s has been spotted.

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Volcano - have you had a nibble at bvc today ?

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TF - it was always likely to be volatile over on ESL for the first week or so. Talking of volatile shares I see that trading in NMC has been suspended following the overnight news.

Lots of traders over there will be scratching their heads today. There was money to be made, but as with bur after the mw reports, I gave them a miss.

Be interesting to see how the Boris Brexit plans to down with the EU today.

Gls

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TF - got to say I really do commend your stickability over on the esl today. How do you think you fared, dealing with the serial rampers and those along for the ride, though without any knowledge as to why, except that it looked a bargain and that's what they were being told / sold.

There were some classic lies, mistruths, false statements and an all around lack of research on display. But hey ho, many of the crew made a few quid and will be off to pastures new in a week or so. I say this genuinely wishing esl all the best and a long term recovery. Where the esl sp will settle will become clear over the next couple weeks.

I particularly liked the battle that broke out when you explained about the brand ownership, priceless.

If you thought that was bad take a look over on the esl adfvn bb Comedy Gold over there, with expectations of "massive dividends from these levels"

Todays's trading shows money can be made with next to no research, no understanding of potential fundraising to come. What's debt ? - who cares, not those trading the bejesus out of it.

But hey ho - I didn't trade anything today but the ramping crew managed to get their slice of cake,

Got to love share trading !

Gla

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Bblurker - as you say cases popping up around Europe. Think I mentioned yesterday, whilst it's distressing for those who have lost loved ones. There will be better data on infection and mortality rates, from the outbreak in Italy.

Not sure of the data from China, possibly a fair number of non reported cases to the authorities over there.

I'm flying back from Tunisia on Friday, I had a rough and ready temperature test when I arrived at the airport over here. Be interesting to see what happens when I land at Gatwick.

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Volcano you been trading this week ? Bet your pleased you held off on saga. Think you said you felt it was getting to a good buy price but that you felt it could go lower.

Tav - yep there are quite a few solid co's out there where divs are at 5 - 6 %, and improving due to sp's falling.

I particularly like the quarterly div payers in these markets - less time between pay outs, they seem to me to ride out storms a little better, and recover from ex div drops quicker. Though it may be my imagination.

I've still got a chunk of the money I took out of the market back in Dec. On the Boris Bounce still in cash, ready for the reality of the commencement of the EU trade negotiations in March and the likely mud slinging, threats and chest beating. Hadn't expected the virus to add to the uncertainty. 2020 looks set to be a volatile year.

Wherever you place your funds - best wishes to you.

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TF - Ref esl - I'm surprised it took "degsyAlmond" till 14.23 to enter the fray. Prob too busy pumping on ncyt.

Prob the worse serial pump and dump ramper I've come across on these bb's. just watch at him go at it once he has the bit between his teeth. From experience there will be no way he'll let facts get in the way of a good old pump.

Think you may be wasting your time over there, atm, he'll have all his usual spin lines ready to go.

It's going to toxic for while lol

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TF - you still holding those matd shares, I've been in and out over there in the past. It's a trading share for me on drill news, getting out before the next placing / dilution for future funding needs.

Keep an eye on free cash on the balance sheet. I see "captain Stanley " has just popped in over there with a post, that will probably get quite a bit of response from lth's. He can be a little annoying buzzing around the aim oilers bb's I guess, but he raises some interesting points. Sure he'll get shot down lol.

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TF - yes it is a bun fight over on esl.

The serial rampers are over there, using all the tricks in the book. Few seem to have an understanding of the recent history, nor it would appear have read the rns ( though coneonvig tried to highlight the proposed fund raising by 20th May in his 12.50 post).

Some of the regulars will make money today, I see one or two have now jumped ship, with their profits.

Have you seen the various sp predictions. Someone even suggested it may end the day blue !!!

Seen it all before - more recently on Thomas Cook, Flybe, Debenhams, carrilion and many aim oilers. Best bet is to let them get on with it but log down names of dodgy posters for future ref. Lol

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Tav - I'm not buying long term holds until, the news on the virus changes. Would rather buy on a rise than buy in too early to hear worse news.

Kaz and fxpo are on my metals list as short term trades at the right price.

I want more ulvr / sn. / Ferg / gsk in my portfolio of long termers but I already hold all these at lower levels than they are presently trading at, so maybe another 10% needs to come off their prices.

I ho!d quite a lot of BP. But as it moves towards £4 would be very tempted. Again with Lloy would take another chunk sub 50p with both of these, there's the div to pick up if there isn't a bounce.

Think it's maybe a case of profit taking on recent surges with the precious metals and house builders atm.

Rya is moving back into my buying territory, at these prices mental Micky is getting lots more shares off the table with his daily buy backs.

These are just some of my personal go to options, and are deffo in no way recommendations.

All the above and several other more risky plays are on the table for me, but at the right price and with less disturbing news on the virus. Am sitting on my hands atm - but what do I know I like STOB as a growth share ! Lol

I guess everyone can see a bargain or today, but will they be bargains if the ftse were to drop to spring 2016 levels. That's in the back of my mind. I've bought nothing this week, holding back cash ready for entry points and better news out there.

Gla

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TF - agree you only have to go back to market concerns over China back in2016 to see the ftse at 5600. Didn't stay there for too long though but was an excellent time for bargains.

Don't feel this is the time to be taking too many trading chances, though I am waiting for news on one or two.

The safer time to pick long term bargains is surely when any future good news about containing the virus is out there. Safer to pick opportunities up on a rise from any bottom than go searching for it. Might miss out on a few % here or there but better than getting locked in to further possible drops.

Been reading the ESL bb, and see several known serial pump and dumpers are on there today, quoting dum ass sp rise predictions. Know you are doing your best over there to quell their enthusiasm, I'll bet half of posters over there today didn't have esl on their horizons yesterday. I'd also bet 80% haven't read the main rns in any depth.

Got to love human nature though lol.

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Most are just buying to trade and dump.

Hi Volcano - yep esl back for trading. I thought it was due to open at 6p. So slightly higher atm than I expected.

There is mention of possible further fund raising, with shareholder approval by the end of May, as part of the restructuring, within the Business update section. Let's see how it all pans out for them.

The STOB rns confirms the previous position re the bond.

Never a dull day here.

Ftse down to 6900. Am sitting on my hands and keeping an eye on my watch list. I'd expect greater bargains to become available over the coming weeks depending on how things go with the virus.

Gla

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TF - hopefully the STOB rns re the bond has put your mind at rest, though in truth I struggled to see what you found unclear in the previous statement on the bond by the bod.

Pleased you find the confirmation today useful. But it pretty much reiterates the previous rns which left you fretting.

Matd generally wakes up around Feb end to March from its winter slumbers. I read the latest rns today on the update to the Heron 1 test.

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TF - yes on hols in Tunisia, I am chilling at a lovely resort. Unfortunately my wife is 10 years younger than me and enjoys her career so can't get away for my breaks in February, so apart from enjoying the sun and the all inclusive good and drinks I have time to chat on here. Guys you show check out Tunisia at this time of the year the resort's are very quiet and it's cheap as chips.

TF with the publication of the esl interims, you have the change to digest the financial data.

You also now have the latest rns from STOB confirming the position regarding the £50m bond.

Hope the info helps - I know from your posts over the last few months the lack of communication was leaving you a little stressed, judging by you posts. Plenty for you to read and get your teeth into my friend lol.

Gla

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Hi Compass, we have the revised interims to 31st May 2019.

ESL never stopped trading during the period that the shares were suspended from trading, the lorries kept rolling and the 6500 workforce remained at work.

Shares in esl re open for trading first thing this morning - should be fun and games.

Lot's to read in that rns will re read it later.

Gla

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TF - guess what I ran out of space again, in answering the points you raise. No doubt all this is becoming very boring to other readers of this bb, but I'm happy to continue to engage with you.

I do have a feeling of deja vu, though my friend as I'm confident these are areas we have covered and recovered over recent months. Still as with all our debates we gradually find areas of consensus do we not. Then there are those areas where the actual facts and figures are not yet available which allows for conjecture and speculation.

Until the next time I'll provide one further thought. At the present sp STOB's mcap is £328m. We had the independent valuation of the Energy Division at £237m as at the 30th June 2019. If we discount any major value of the rails and civils division for ease of calculation, and keep the remaining non core assets at their present book value of £80m. What value would you place on rapidly developing Southend Airport ?

The sp is where it is. Esl is where it is. Flybe is where it is. The effect of the virus is what it is.

Gla

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