Member Info for ismalia

Not a P&D IMO and more like a start of a rerate ahead of some good news.

I think we need to get the interims out next month which will demonstrate the huge potential here.

Grossly under valued with all of our prospects looking good and Glenover or Ferber will break with positive news shortly.
Also the mining/resource sector is on the move.

Staff out and selling?

Yes I saw that but who are they?

So all we get is another sale.

Do we think that anything has already been lined up prior to the raise?

The longer this goes on the worse the result will be. Administrators will sell the showrooms if there is anyone to buy them but before that the staff will migrate to another company. Net value ... Zero.

Some strong buying at the end of the day for this very insignificant stock.

We have WN, Biscathorpe and North Kelsey which could be big and is drill ready.

Interesting ahead of the AGM. I wonder if it will continue.

Perhaps the

Perhaps it is the £12.5m of Tax Losses that may appeal to RBD as no doubt if WN works out it could be financially helpful

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If there is so much potential interest, and RBD may have also spotted it, perhaps Spencer should take the 84% out at the current level.

Thanks Fortitude. How strong do you think the BS is. It seems as if we have borrowed a fair bit over the past few months and this will need to be repaid. Car stocks being reduced to 50 will assist in positive cash but will result in less choice in the showroom. Why more pubs - if investors like me want pubs I would buy Marstons. I liked the idea of Transend, but that's gone now having taken the investment out. If I wanted construction I would invest in Galliford Try. BARK for me was going to be a special vehicle but I fear it is not working out. Also I fear we may see Directors leaving. More money will be needed which is not the fault of the BOD if the dream is to be pursued, but it is a fact in my view. But I'm in for the long term.

Here we go. I have had for a long time a reasonable position in RBD and UJO but only a small interest in Cluff as ot was. Over the years I have held DELT I have expected little and got nothing. I have added more DELT as I saw it as a cheap way into RBD if the deal was or could be done - I realise it could become dead money but I beleive in S&S and feel sure they would only move for the benefit RBD holders . Also I feel they would offer more for DELT. I try not to ramp/deramp as I'm not sure I would be very good at it - If I were I would have made a fortune by now. If RBD can wake the sleeping DELT, get some more cash which they may need, some offshore prospects and Taz Losses it could be good news. I rate S&S as being a lot smarter than me and am quite happy to follow their interest in DELT. In any event we should know a bit more by 12th August. If not invested take a look at UOG and Brian Larkin - I think that could be a ramp. GLA

Ruby, why do you hope the RBD offer is withdrawn?

Seems to be a bit of buying ahead of the results which I suspect will not be very good.

Interesting to see RBD moving ahead, so that could make any offer better. But I still feel it was only a shot over our bow from RBD and we can expect an increased offer over and above the 1.5 shares for each.

The last couple of days has seen a fair amount of positive interest and I am wondering if there may be an interesting update on its way.

So we cannot beleive what we have been told previously. NFI is now down 10pc rather than up 12pc and this situation would have been better known at the time of making the original announcement.. We look to be heading for another bad year. MB needs to stay away from Proactive Investor.