Member Info for jamesdean1989

added another 250k shares in - ddint think it would go this low tbh - average of .82 now upwards and onwards lol

Have just bought 1500 shares - this will bounce back to £16/17 area fast probably by close of play tomorrow
with others cutting back and metro growing - they will take share fast - we recently moved all our company custodial accounts to metro and their excellent

Very interesting here
Hold tight

have also bought in two tranches averaging 66p now
the settlement with alnylam although lower than expected - provides a clean slate and small royalties of perhaps $15-20m over the product life. - given the cash in the bank - this is stupidly undervalued - and id be very surprised if this wasn't bought out this year at some stage

latino .. what assets ?
the Company needs cash fast

then just wait for the fund raise and buy then

Johnny - exactly and £191m of that is fuel hedging value - which is now outdated and more likely to be around the £170m mark

so thats why CDS prices have doubled this morning ? trust me debt holders are expecting a fund raise or worse

bfaith yes cash is king - hence why TCG will be raising a load - hopefully sooner rather than later

TIGER - yes your right new information - the fuel hedging valuation is likely to be much less now given the fall in prices since the valuation date thanks for pointing that out.
it may be that someone like fosun stumps up the cash in a placing or rights issue - but this is going much lower

1bn in cash is irrelevant when debt is 1.4bn
the real killer is this
net assets £291m of which 198m is revaluation of fuel derivatives
this will spiral down fast - heavily discounted fundraise coming up

own up whos the muppet that got rapped taking 0.5p for 3ks worth lol poor sod

have just managed to buy 5000 shares at 90p - both showing as sells
current share price severely undervalues the prospects here .
and if theres substance to the takeover - this could be the wobble before the announcement - just like what happened to shire with takeda - see my early postings there

hopefully that flushes out a statement if true

BT Group
Share price likely to keep climbing

11:17 am
BE

Yep, maybe!
11:17 am
BE

Or not. We don't know. TO BE CLEAR.
11:17 am
BE

All we can say currently is this: there's a suggestion being heard from multiple places in the market that Deutsche Telekom has recently been working with advisors on the long-rumoured full takeover of BT.
11:18 am
BE

It has also been rumoured in multiple places in the market that high-level discussions have happened between the companies very recently.
11:19 am
BE

Now, clearly, there are a lot of moving parts to this theory.
11:19 am
BE

Firstly the BT-DT standstill agreement, which doesn't expire until next year.
11:20 am
BE

Secondly the DT-Sprint regulatory process, which is ongoing.
11:20 am
BE

Thirdly, it's far from a new idea. Chris Williams at the Telegraph has been writing it every other month for half a decade: https://www.telegr...t-for-Germans.html
11:22 am
BE

All we can say is that there's definitely a specific rumour in the darker corners of the market right now suggesting things have moved and, by making it public here, we are only seeking to let sunlight be the disinfectant.

https://ftalphaville.ft.com/marketslive/2018-11-06/

specific rumour around that Deutsche Telekom has been working with advisors this week for a bit - explaains the turn around 5 mins ago

seeing impatient bad traders selling and taking 0.81p - have a little patience

better to wait to see if the bottom was in - which i think it was - even if it gets to 18p im happy
atb

The two 100k chunks were mine - I strongly think we will be back above 20p within the next few weeks.
atb everyone