Member Info for Grezzz

@J_B_83

Enjoyed reading your information regarding metallic titanium. Quick question - Am I right in thinking that the higher aerospace grades are mostly obtained from rutile mineral?

I'm underwater, but it's one of the very few in my p/f in which I'm disinclined to average down. I don't think hooch is going the same way as tobacco, and Guinness sales are robust, but I want to see some momentum here before I increase my position.

Never look a gift-horse etc etc....

Couple hits of RTV instead... ;)

Maybe Jebus is coming back to fix all our dodgy joints and heal our wounds?

Seems pretty good. Not sure if it's a cava or Champagne breakfast though...

Could be worse, but no Champagne on ice this morning, for ITV at least...

Oh-oh....

Positive update this morning :)

One of my daughters has an unfilled limit buy at 337 open from yesterday. Not sure how lucky she's feeling this morning...

Dooz - Damn straight! 'No one got rich by wasting money!'. The late great Ronnie Barker's tv ad for Sekonda watches has stayed with me my whole working life...

https://www.youtube.com/watch?v=a9sSx1NIjzY

BTW - Copacabana is nothing like that... and I could never bring myself to wear a Sekonda ;)

Grez and Grezz not available, apparently....

Aimtrue - "Apologies for the noob question or if there is a simple search for this answer. Are there any meet ups planned in London?"

The question has been raised and hard-working Rotherby is aware that there is considerable interest, but if I understand correctly, no one has yet suggested a suitable venue for London/SE. I'm a very infrequent pub user so I haven't been able to come up with a good suggestion myself. Search 'Rotherby's posts for more information :-)

As irritating as the Oak Bloke might be, one can't accuse him of not paying attention:

"Sadly no one answered Grezzz’s question, until now. This one’s for you Grezzz.

Oh, Grezzz, thou dost cast a shadow upon The Oak Bloke’s verdant verbosity, deeming my pun-laden prose a thorny trial! Yet, let me weave a tapestry of flowery retort: my quill, dipped in the ink of wit, sprouts puns that blossom with mirth, making the arduous trek through my tomes of articles a delightful gambol through a lexical grove where you may graze Grezzz.

As for my prognostic prowess, fear not. My probing unearths winners with a regularity that rivals the best, though I cloak my words in petals of playful rhetoric, where every pun is a bud bursting with insight - as you says Grezzz!

(Do thy own research and thou makest thine own investment decisions, innit)" - Oak Bloke

It's a shame he can't employ just a modicum of Jeffersonian brevity - "The most valuable of all talents is never using two words when one will do".

Cheers!

Hikma derating is overdone, says Panmure Liberum

The sell-off at Hikma Pharmaceuticals has been ‘overdone’ as the market misses the positives, says Panmure Liberum.

Analyst Seb Jantet retained his ‘buy’ recommendation and target price of £25 on the Citywire Elite Companies + rated stock, which was trading up 2%, or 36p, at £18.12 at the time of writing.

‘The market hasn’t been kind to Hikma over the last six months, with the shares having been comprehensively derated,’ said Jantet.

‘The main driver is concerns that the injectable growth engine is stalling and while we acknowledge that recent performance has been a little lumpy and that risk is higher than normal in full-year 2025, we don’t think the drivers are structural in nature.’

The shares did warrant an ‘element of derating’ but a 25% decline since February’s peak ‘feels overdone to us’, he said.

‘Furthermore, the market is missing the fact that Hikma is largely insulated from tariffs, the potential for the changes in the RX (generics) division to increase the quality of earnings and the value of Hikma’s significant US manufacturing footprint.’

With the sell-off overdone, a ‘reassuring trading update should act as a catalyst’.

I don't take PANR's caution as negative. I think (hope) lessons were learned with the the exuberance over Megrez. I think we are a more mature and experienced operation now with operationally experienced board members being mindful to portray PANR as a very professional and serious long-term player in Alaskan energy. A false-dawn by reporting a small, wet flare which is the equivalent to a fart would not do our credibility any good at all.

Https://www.proactiveinvestors.co.uk/companies/news/1081515/tt-electronics-takeover-plot-thickens-after-rejected-dbay-advisers-offers-revealed-1081515.html

Indeed -refreshingly upbeat! :)

Squealing, LOL. I hear banjos.... (Deliverance)

Personally, I'm very relaxed. I welcome the opportunity to add, without the noise of a ramp...