Member Info for Grayling

Bye!

"GSK has made further good progress this quarter with CER sales growth in all three businesses, improvements in the Group operating margin at CER and Adjusted earnings per share growth of 14% (CER). Strong commercial execution for key products and new launches, notably Shingrix, together with an effective focus on cost control is driving this improved performance and we now expect 2018 Adjusted EPS growth of 8-10% at CER. Looking further ahead, we remain confident in our ability to deliver the Group outlooks for sales and EPS growth we previously set for the period 2016-2020."

"People WILL always buy food and when money is tight they will treat themselves at Xmas.Tesco superstores with 40 odd tills against the likes of Lidl with 7,no competition in the important Xmas build up." DOH yes and their 40 odd tills come with a footprint 5-6X the size of Lidl with all of the associated costs in staffing, distribution and business rates. Wake up and smell the coffee! Its called competition and I don't see any evidence of Tesco recovering its previously dominant market share anytime soon. As for "Jacks", that move smacks of sheer desperation.

"Shares in Rolls-Royce have dropped as much as 13% today after Bloomberg reported that there were delays to its engine production for the Airbus A330neo jet." Hope this reported delay in engine supply is a transient problem!

Anyone who bungs all of their £40K redundancy settlement into a single share such as LLOY is barking mad. That amount of money should be spread over 10-15 shares in different market sectors (and preferably countries) in order to spread the risk. That said the current downturn is a good buying opportunity for those who can hold shares for the long term (5-10 years). So by all means buy into LLOY but not with your entire windfall.

As I write this the market is flat (up 0.04%) and yet AZN is down almost 5% so it does seem to be specific to AZN. In contrast GSK though off as well is only down 1.47%.

Helped no doubt by Erdogan who has clearly taken a backhander from KSR here and no further revelations will now come out. Hardly surprising given his appalling record of repression, particularly in targeting journalists hostile to his govt. I wonder how much old king Salman had to shell out? As you were. Life really is rather Dickie Roperish in the sandpit.

Erdogan has plainly taken a backhander from KSR here and no further revelations will now come out. Hardly surprising given his appalling record of repression, particularly in targeting journalists hostile to his govt. I wonder how much old king Salman had to shell out? As you were. Life really is rather Dickie Roperish in the sandpit.

We do seem to have been picked out and hammered this am? Has POTUS Fart come out and said he is capping drug prices in the USA?

Well it has crept up a tad over my buy @364p on the way down and is doing so in a falling market. Happy to hold at my new much lower average price.

Good luck with the £25 :-)

"Whatever happened to the Buy British Campaign" I cannot afford to buy a British car as Aston Martin, Morgan or Bristol are way beyond my price range, the rest are all foreign anyway. So much for British manufacturing, that boat sailed a long time ago!

Lets see what Erdogan comes up with today. If he really spills the beans on the crown prince expect a drop in all stocks with defence sales ties to KSA. This will affect BAE systems far more than RR, but will still exert negative pressure on the SP.

At last NG is beginning to behave like a defensive stock again!

Not quite. Although most welcome the Quatari order is by no means any kind of replacement for the sheer volume of sales over a long period of time that BAE enjoys with the KSA. BAE also employ 6000 people directly in KSA, which gives you some idea of the depth of the ties and the amount of cash (approx £2.6B alone in 2017). Trust me if Edogan spills the beans on Tuesday the shit will really hit the fan and BAE will be the first to suffer. That said old Erdogan is clearly angling for financial aid from KSA in the form of debt relief and if he gets it he may keep quiet.

This is the payoff from AZN's aquisition of the Cambridge-based biotech company Kudos back in 2005 for £120M. They developed olaparib (Lynparza) through pre-clinical studies of efficacy and although Kudos had other programmes (ATM, ATM and DNAPK inhibitors) it was the PARP inhibitor that flushed out the cash. Nice to see it finally proven effective in cancer patients after a few false dawns, largely caused by sloppy pre-trial patient selection.

What has an order (however big it might be) placed by Quatar got to do with BAE's ongoing contracts with the Kingdom of Saudi Arabia?

Looked at Crete a decade or so ago but land ownership is too complicated there. Most of the best land/properties in the SW away from the package resorts are tied up in families where they all have to agree to sell and there are too many other restrictions. Bottom line is the stuff that is easy to buy usually plonks you into a gated expat ghetto which is my idea of hell on earth.

Arsenal17.......The best way forward? Buy a house in Spain/France/Italy or even Greece and also apply for an Irish passport. My choice is Spain.

My view is that the Tories have screwed up royally and if it really goes to pieces and she falls then there will be a GE and neither CON nor LAB will come out with a working majority. The UK will essentially have become ungovernable and the blame lies very squarely with David Cameron the useless chancer.