Member Info for Grayling

Given the good news about the Australian Navy contract! Price seems to have moved in response.

You are partly correct in that the XR value calculated after dilution was 691p and they are currently trading below that so any gain on the difference between 518 and the current price is cancelled out by the loss on your existing holding. However, how much the share price drops now is dependent on the uptake of the RI by existing holders and, as this was fully underwritten, any shares not taken up will be sold on the open market by the underwriting institutions. All together the RI in itself is not necessarily a money making exercise BUT it may improve the underlying investment case for the enlarged company giving potential for a re-rating of PHNX and yielding a higher SP and hence a profit going forward. Finally, don't forget the very generous and progressive divided policy. This is a high yielding stock. My strategy has been to take it up but not to reinvest the dividends in PHNX going forward, but accumulate them to invest elsewhere.

"More influx of EU nationals" surely you mean less! EU immigration has been falling steadily post referendum. Foxtons is commission-based and sales volumes (and values) are both on a downtrend. Of course they are debt free what do they need to borrow for?

Foxtons! You must be joking. With the London property market in a severe slowdown, Countrywide just issuing a second profit warning and Nationwide stating "house prices fell in London in the second quarter of the year, compared with the same three months last year with house prices down 1.9% in the capital over that period - the only area of the UK that recorded a fall." Dream on mate!

Well its official, GE is to sell 50% of its business "yesterday the company said it was selling off its healthcare and oilfield services businesses, meaning it will roughly halve in size. A bold move as GE healthcare was a flagship division a few years ago and at the cutting edge of medical and scientific instrumentation and healthcare informatics!

I see Coca Cola have suspended production due to CO2 gas shortage. Surely this must also affect FEVR at some point? Hope it does not cause massive disruption.

3 months from the settlement date of 27th March so 27th June (next Wednesday) is when his sales restriction period ends. Question is does he need anymore ready cash having just trousered 90M quid? I guess we will soon know.

I see at least one of our major competitors is not exactly enjoying the best of times either. The GE share price has halved in the past 12 months and they have just been removed from the Dow Jones Industrial Average. I realise that GE is far more than its aviation division, but it cannot be good for staff morale even if your bit of the enterprise is doing relatively well to be tied to a ship going nowhere fast. At the moment they seem to be divesting themselves of a number of assets in an attempt to restructure and return the conglomerate to profitability.

Asperger 1 you could do worse than buy into Phoenix Group before the cut off date for the impending rights issue (7 shares for every 15 you already own at a price of 518p). Prospects excellent, dividend yield is good and current SP is 780p. You have until the 22 June to roll your LLOY holding over. You will not regret it as money will flow your way long before LLOY twitches into life (if it ever does). As per usual DYOR blah blah fishcake.

Sold the lot at a small loss today. As a UK-facing business with as yet unknown liabilities from PPI this can only suffer further as the Brexit fiasco slides into chaos both political and economic. There are far better places to invest than this, plus it is a bonus not to feel obliged to look at the pointless drivel on here.

I see this board is about as lively as Tim's pubs then?

Why the surprise? It is usually the case that an announcement of a reduction in headcount coupled with a projected saving to the company is regarded as good news by the markets and that the SP gets a (maybe temporary) uplift.

So Tim is to stop selling Champagne in Wetherspoon pubs in the run up to Brexit! I am sure that is going to make a whole bunch of difference to the clientele of our local JDW outlets most of which are frequented by people frittering away their Giro's on cheap beer and nipping out the front door for a quick Fag! LOL

Speaking from experience of trying to second guess the market I have found it to be a mugs game. Tried it with AZN a few years ago and managed to at least stand still, but in the end just not worth the angst. I admit my finger hovered over "sell" when it passed �6 but I stayed put. I wish you luck with your efforts to outsmart the market but General Hindsight is the best strategist on the battlefield and all too often those who claim to have the knack are just gambling. They are happy to remember (and crow over) the "wins" but they very conveniently forget their other losses.

Great shame that this did not meet expectations, but just underlines the complexity and difficulty of researching and treating this debilitating condition. Still there was no expected financial upside priced in and final year guidance remains unchanged. Let's hope that work continues quietly in the background towards a therapeutic angle for AD.

I see from today's RNS that RR have a "Head of Investor Relations" and also an "Assistant Director of Investor Relations", which strongly suggests they also have a "Director of Investor Relations". I think you can see where this is going............LOL

Looking at the 3 year chart, I see that the inexorable rising trend has quietly resumed after the recent blips!

Maybe but as Unilever are re-domiciling to the Netherlands it will all be posted out TNT!

Grade A nut job...........filtered!

Anything sub 800 and I am adding. Interesting the way the headcount is trending. Since 2016 the only named location where RR employee numbers has risen is Germany (10,600) with "rest of world" also significantly up. If the projected cut of 4K goes ahead then the UK headcount will fall to 18,500. Post Brexit maneuvering? Either way, if true this is lousy news for Derby.