Member Info for Gerry65

LTI - and your view on Tusk's later comments ?

Expect to see a lot of debate and discussions by MP's on both sides tomorrow. It's going to be a very tight call on the vote on Saturday, be interesting to see what amendments are put forward.

G

Lti - what do you make of Tusk's later statement, on the subject. " If there was a request for an extension, I will contact member states to see how to react".

It's all supostion atm. More fun and games tomorrow, leading to the Commons vote on Saturday.

G

Lti - should be an interesting few days, it's a moving feast. Did Tusk later indicate that he had a different view than Juncker should an extension be necessary.

G

Doni - in your latest post, if I am I reading it right - you don't have a balanced portfolio and are presently looking to exit BAB ?

Presumably at present levels at a personal capital loss. That said it seems your strategy is to talk down BAB on this bb. May I ask is this in an attempt to reduce the value of your holding with the aim of creating the maximum personal loss for yourself ?

I once bought a car I decided I didn't enjoy driving, so I advertised it for sale and moved on. I didn't put " this car is useless" in my sales ad though, as this would have been somewhat self defeating, would you not agree.

Balanced cogent discussion is welcomed on these bb's. Can you understand why some struggle to understand your motives.

As with all share purchases, when we want to move on we need to find a buyer. Not sure your your strategy is a winner for you - this observation is based purely on the personal info you have presented to posters here.

Best of luck with your strategy, I'm guessing you are not employed in any part of the marketing and sales industry.

G

The no's in Parliament for the latest deal are very tight. Particularly with the present position of the DUP. I suspect there will be ongoing horse trading bet the Govt and DUP between now and Saturday.

If Boris has the numbers then it will pass. If not then other courses of action may come to play. Which could include a vote on a confirmatory referendum. ( Possibility the Boris deal v remain ).

Having secured a deal, and with the Benn act is "no deal" actually still on the table ?

We live in interesting times.

G

To add to the Doni debate, I'd be guessing that as a seasoned investor, his BAB investment would have been part of a balanced portfolio, where hopefully, each individual share would comprise a maximum of say between 5 -10% of the overall total investment structure. As such like many of us, there may be the odd share that has to drop into the bottom drawer, with a higher dividend reinvestment % helping any short term downturn the the sp and easing some of the pain.

No doubt most have us have got the timing wrong on an investment at some time or other. However, I'm not sure compounding the initial investment decision with a strategy of contually knocking a share in one's portfolio would appear to be a cousre of action that any level headed individual would consider logical !

Generally all posters have an agenda, personally I don't buy into the "self harming" persona.

Perhaps, Doni is Boatman in another guise. Who knows.

G

All very much in line with expectations, in both the Energy and Aviation divisions. STOBART just getting on with business. Strong hold for me and buy on any dips

G

Volcano - I totally agree, those that posted, to disrupt in the 1.00 - 1.10 range - have had two chances to make real money, this summer, there was the run up to 1.26 in early July, now the run up to 1.40 today.

I suspect many are wishing they had joined the party two weeks ago, when the sp was sitting at sub 1.10.

G

Volcano - its looking that way, all the signs are that STOB is on track - for its bio mass output and passenger no's at Southend.

Bring on the interims.

G

200 MORE JOBS ON OFFER AT SOUTHEND AIRPORT:

Glyn Jones confirms that passenger numbers are up 46% on this time last year, and on track to achieve this year's target of 2.5M passengers through its doors.

https://www.echo-news.co.uk/news/17876152.200-new-jobs-offer-southend-airport/

The growth story continues. Well done to all who've got in at bargain prices this year. Be great to hear more news, on Southend, together with Energy division figures, and an update on Connect progress with the T/O of flyb, at the next trading update.

GLA

G

Looks like the market is anticipating a strong trading update, with positive numbers in both the energy and aviation divisions. There could be a break out coming, though I've been quite happy trading STOB and adding to my shareholding, over recent months, whilst it has been in a tight trading range.

G

Tav - what's your ave here ? I've had this on my watchlist since a recommendation from Moniman over on the STOB bb when this one was sitting at 2.40.

Volcano - are you in atm or are you waiting for trading figures. Mcap down to £340m @ 1.70. Had a quick look at the last annuals. Net asset position - ( £421M includes intangibles @ £387M ). With half decent figs, debt should be serviceable, but maybe a div cut.

Looks like the market has priced this in. Though as has already been said on many bb's, any poor forward projections by any co's atm the moment are being jumped on, to mark down the sp.

we live in uncertain times.

Will judge the closing price tonight, and look in tomorrow, for a possible bounce opportunity.

G

Supercharger - My holding here continues to grow, all shares are owned on a free carry. By buying a tranche at low levels then recovering funds on a sale at higher levels - keeping the profit shares adding to my holding, being doing it since Mch 2016.

Have no intention of selling my holding, whilst STOB develops its Energy and Aviation divisions.

Any dips and I'll buy into them.

Volcano has traded this one for quite some time now, and makes good money on his trades.

It was to me a no brainer when it dipped to sub 1.10 last week. An easy trade. Happy days.

G

Volcano - like your style. Nice trade. well done.

Money to be had here trading on the dips.

G

POLY and HIK are looking shoe ins for promotion, to the FTSE next week. MGGT has dropped away a little and prob needs to get back to £6.23 per share, to secure a place, the the auto promotion zone. So its at least 2 possibly 3 co's looking at the drop.

I use the link below (unfortunately its not updated every day ) :
http://www.stockchallenge.co.uk/ftse.php

So who is in the relegation dog fight. at the moment probable 6 co's are most at risk.I took the mid range prices in the last 45mins.
Co Mid SP Mcap
SBRY 198.45 £4.378bn
KGF 195.50 £4.126bn
CNA 69.72 £4.053bn
DLG 284.70 £3.915bn
MCRO 1119.00 £3.798bn
MKS 192.40 £3.752bn

It's a moving feast, MKS is a regular battler at the bottom and has lived a charmed life for some time.
CNA seemed a goner last week but the MCRO crash has given it renewed hope.
MCRO could still escape the drop with a possible rise into its ex div day.

It's all to play for.

G

Today's rns and sp reaction takes mcro straight into FTSE 100 trap door territory.

G

hi Volcano - think you did ok on fxpo last time round, and i have crst on my watchlist too, i said i'd look for sub £3.50 and that's where it is now i've missed several good opportunities over there in the last year - oct 18/ dec 18/ jan 19/ mch 19. Really must press the buy button, soon. I sat on the fence today, and didn't trade anything - was a bit distracted with the political news.

Got a little bit of a brexit cash war chest ready and waiting to go. Am sure the next few months will give lots of opportunities.

Will be looking for more top ups here between now and the interims, which if positive which i think they will be,on Bio mass, and passenger numbers at Southend should provide re rate for STOB.

G

Hi Volcano - another good price for you, are you holding on to them or looking to take a quick profit.

I got some more on Fri at around £1.08 - closed that trade this afternoon, maybe a bit early at around £1.14, but again retained the profit and added additional shares to my free carry.

As well as the Wizz news we have the additional routes announced last week by Ryanair, and the Govt. Subsided Derry routes switched from Stansted later this year.

Mark Parker - saw your question re xpd, I'll take a look at it but to be no honest I have a fair number of researched shares on my watchlist ATM lol.

Gla

G

Yep checked again and i'ts definitely planes flying in and out of Southend, I have detailed below todays arrivals and departures, 35 planes coming in and 35 planes leaving, and absolutely no Eddie Stobart lorries either landing or taking off !!!

https://southendairport.com/flights/departures-and-arrivals

STOBART AVIATION VIDEO :
https://www.stobartgroup.co.uk/divisions/aviation/

STOBART ENERGY VIDEO:
https://www.stobartgroup.co.uk/divisions/energy/

GLA

G

Thruthfactory - I was expecting sub 50p on re opening for esl myself. Particularly in the first hour of re commenced trading. Where the esl sp settles in the medium term will depend what is announced.

As I said earlier the esl bod and auditors, will be providing the market with a clearer picture in early Sept, I believe the rns over on esl suggested that timeframe.

Perhaps you'll find out more from the esl bb. Until an update rns is iissued over there, everything is speculation, and second guessing

Chill man you'll stress yourself out, you don't hold a position on esl, if you do pop over to the esl bb to discuss the position with any pi's maybe, take it s little easy on them. Remember how you feel on aaog when posters come onto that bb, where you do have a position and a paper loss. You don't seem to appreciate their glass half full comments, do you, which I can understand.

In any event it's all about waiting to receive more info, I'm sure the esl bod will be looking to get the detailed facts to the market as soon as practical.

G