Member Info for Grayling

If that Loofah-faced s***gibbon who is supposedly running the USA gets into an altercation with Kim Jong-Il then a few brokers comments (or share prices in general) will be the least of our worries!

TMF is merely low level clickbait for advertising revenue and is not to be read with any degree of seriousness.

Top riser at market opening this morning to now down 1.7% by lunchtime. What is going on here? I thought the results were OK with numbers meeting expectation and a 2% uplift in the dividend to 8.8p.

Figures look solid to me, even if the currency hedge has worked for rather than against them this time. I will have a large G&T by the pool (Fever Tree tonic of course).

Those big "trades" you see on many shares at precisely 4.35pm are the standard "uncrossing" end of day auction (marked UT) and b----r all to do with market manipulation.

Insider info on tomorrow's results or just investors guessing the news will not be good?

Thought I had missed the boat getting into these at £15 and that swiftly followed by the May interims, price stutter and Roll's big sell. However today's numbers look extremely good and having watched the Rolls interview at Imperial College I have every confidence in these guys and their business plan. Onwards and upwards!

Long piece about VOD turnaround in Sunday Times. Very positive, even on the India debacle (stabilising). We may see some upward movement in the coming months if the good news continues.

http://www.itv.com/news/2017-07-18/not-a-brexit-horlicks/

Well it looks like he is staying, at least for the time being. If he was off then the Co would have to have made some sort of announcement by now surely?

This is a strange one as normally any rumour that sent a FTSE100 share down nearly 5% would prompt a swift denial/confirmation of same by way of an RNS. None has been forthcoming, so I suspect the report is correct and AZN are preparing an announcement that Sorryhat is leaving. Not a disaster IMHO as long as everything else is on an even keel. We shall see. I would be tempted to buy more, but this has performed so well over the past 5 years that I am way overweight in this already and have been diverting the dividends elsewhere for the past 18 months to reduce my weighting in the stock.

RBS agrees £3.65bn settlement over risky mortgages in US. I guess you could say this is positive and draws a line under the whole sorry affair. However, I was glad to get shot of these back in April 2013 for a 36% loss. I have more than recouped this since by investing the residue elsewhere.

Mmmmmmm. both in a bit of a slump at the moment!

Not bad news for VOD I would say. Ofcom has capped the amount of spectrum that any one operator can monopolise at 37% whereas the smaller operators had wanted the cap set at 30%. As VOD currently only has 24% this will help us close the gap with BT/EE.

Its official, just announced. If this has been holding back the BA. SP latterly, then brakes should be off.

Well the Rolls sale seems to have stalled the SP which has now been stuck in a range since it was announced. Could it be that institutions are expecting Rolls to dump more shares once the 6 month tie in expires? This gives them a grace period in which to shift the existing tranche on to others making a tidy profit on the difference between the price they paid (1625p) and the current SP, but is hardly likely to encourage the SP to rise significantly.

I do not think the drop is RR-specific. The whole market has dropped since the election shambles and yesterday just shows how powerless May is in the face of dissent by her own back benches. The DUP must be seething over the abortion rights given to women from NI yesterday. I profoundly disagree with the DUP position on this issue and they will get what they deserve in the end.

Good news all round for RR employees. Largest single investment by RR for some time now and a sign of confidence in the business going forwards.

There do seem to have been a cluster of issues with the Trent 700 recently. At least this one seems different in nature to the previous two incidents. Lets hope it is poor maintenance (Air Asia have been guilty of this in the past) and not something more fundamental. No panic on the SP though, so things seem to be under control at the RR end.

Mixed news as RR warns investors not to expect bumper orders from the upcoming Paris airshow. Meanwhile, the efficiency improvements continue to pay dividends as East transforms RR into a leaner and fitter company and the continued collapse of sterling post EU referendum should add solid numbers to the bottom line at RR during the protracted process of leaving the EU. Finally, noises off from spreadsheet Phil (in lieu of the cancelled Mansion House speech) indicate a quite different tone in upcoming EU talks, with a soft Brexit and a focus on UK jobs and economic growth the new priorities. The RR board will be delighted if this is the case.