Member Info for GoldAnOil

...from the Budget with £270m being pledged for training in Robotics and CV. It shows that the belief in the future is there.

Drop was expected with the demotion and anybody who got in at 510p did well Sadly I'm ISA'd out at the moment and had no spare for the SIPP. Certainly was a good buying opportunity. I think the worst is over and a slow return will be the order of the day. As to a take over...Hmmm, who would be in a position to do that then?

http://www.investis-live.com/capita/589341ff955aac0a00cc3272/xyqo

...effect will be short lived I feel. The fact that funds will have to sell cannot be escaped, but others will take up the slack now that the changes have been confirmed. Positive news and with the income from the sales, the company will be stronger and more focussed on what it does best. Good luck to Andy Parker, maybe the job was a bit too big. It is time for someone else and it will be interesting to see who.

I didn't think he would stay after the debacle over the last few months. To suffer a SP drop due to profit warnings is bad enough, but to suffer a further drop a few weeks later due to bad management understanding of the finances, a further UNEXPECTED 20% fall in earnings! Really! This shows that someone was severely negligent and Cotton had no choice. It was his cock on the block. Let's hope the new people in charge can turn things round.

...The RI has been scheduled for April, so we can use next years ISA allowance to take it up. The RI price offers a good discount, but I think we can expect a drop initially as the results and implications are absorbed The '4 for 5' is a good opportunity to increase ownership, if you believe that the company is headed in the right direction. I'm sure PM will be sold to a Chinese buyer and the proceeds used to strengthen the CV division. That seems to be the future growth area. IMHO of course.

I think that the bad news should have been out by now and possibly we may see confirmation of contract renewal. I wouldn't expect a sell off given the recent history and would even suggest a modest increase on Thursday followed by sustained recovery. As other posters have mentioned, support from Neil Woodford is a reasonable cause for hope.

Nothing major here. Most of this was known and priced in. Steady increase will continue IMHO.

...to see so many of the big players bailing out. I agree that it seems a good buy at this price, but didn't we all think that at 185p? not so long ago. I have a nasty feeling that all is not right. I'm 60% down and reluctant to put more in to average down. Did that with Hampson Industries a couple of years ago. Massive company, making wing jigs for Boeing, went bump! Need to see some big buys.

...the Interim is safe, but what chance the Final Divi being cancelled? Would have been advisable to get all the bad news out at once.

Gosh...that was nasty surprise! Logged on to check my ISA following good news on Capita and found I'd lost over £2k in my SIPP on here. Shocked and stunned Gary, shocked and stunned. As mentioned, the Bod appear at best incompitent, but are more likely a bunch of to55ers!

... John Watkins spending £50k backing the future. Personally I still feel that TRAK are on the radar of LRD and when (if) the RI is complete and LRD sell the PM division, we might just see an offer. IMHO of course.

It seemed to me that Carmen Chua was appointed to sell PM to a Chinese buyer. I'm convinced the deal is done and is only awaiting the announcement. The proceeds will either help pay down the debt or enable LRD to bid for a CV based company such as TRAK. The RI may or may not take place, I think it will, which will put LRD in a strong position and could change the direction of the company and give us a good foothold in the CV camp. All IMHO of course.

...be getting better at GK. The Spirit integration will give considerable savings across the estate and profits should be on the rise, which SHOULD be reflected in profits and more importantly, the dividend. However, the elephant in the room is the Hungry Horse chain. I've visited our local HH 3 times and have hated it every time. Mediocre food, indifferent staff, cheap and tacky decor and parents who cannot (or can't be bothered to) keep their children under control. That is the target market and sadly it is what it is. Pile it high, sell it cheap. If the standards were raised, it could work well, but until it is sorted, I can't see a return to the SP of a couple of years ago.

Buy now, re-invest the divi's and in 5 years you will have doubled your investment. (IMHO) That's my strategy these days and I love it when a big name puts out a profit warning. BRSN dropped to 770p a few weeks ago, today they are back over 900p. STAF, BVIC, ESNT, LRD and NCC have all been on my shopping list and are all recovering. The big gains aren't on AIM these days, they are on the 100/250. Buy cheap and hold! EZJ, COB and possibly BT will be next.

...been in the 186 / 188 range most of the day, regardless of buys and sells. With the brokers recommendations, I wouls have expected some movement North. Hey Ho, Friday factor!

...to call the bottom here. I've been in here on and off since 2009 and have done pretty well, but I'm out at the moment and can't see that the current SP is justified with the amount of restructuring required. The graph seems to still be heading south and until I see a major upward trend, I'm still wating. Should be OK long term though.

I have to agree about the food (lol), however, with the fall in the £, tourism should benefit, which should in turn mean higher footfall for RTN. If they can manage to bring the standards up to a reasonable level, and keep a tight hold on costs during the re-vamp, the prospects should look good. F & B is well past it's sell by and I think a more 'Trattoria' theme with proper Italian food would do well.

...details will be announced in March with the Final Results, so I would think they would run it during April, to allow for ISA funds to become available again. Like many, my ISA allowance is used up for this year and it would be a bad idea to offer the RI if nobody can take it up.

3793 to buy !