Member Info for jamesmaggs

Morning bud,looking good then?

Ahoy there,wondered when you'd pop back in. Good mini-bounce today,need loads more to break-even but it's a start. Predictions for tomorrow.....let you know after 7am!!! I think the volumes suggest anticipation of something don't you? I'll be happy if they maintain the divi and recover over time but beyond that I daren't speculate. The likes of lloyds dumping a load wasn't good but that doesn't mean the end of days,just a change of investment strategy(doesn't it?!),ultimately,the Market will decide whether it's short,medium or longterm and the so called experts rarely get it right anyway. I am going to stick my neck out on one point that seems to be absent from this board and say that I can't believe the competitors haven't noticed either and if they were viewing acquisitions,now would be a good time? See what happens and I'm out for a curry with the boys tomorrow night anyway so if it ain't good,it won't be so bad,and if it's good then I guess it'll be even better!!!! Good luck all!!

There was a link on cosalt I put on mwana,not enough tantalum in my phone!!!

No news I'm aware of regarding the noventa proposed dual list but I think the update on 23 us big ones might be a trigger and if nothing else remove the fear of a dilution. I'm pretty blind on sync to be honest and not a massive one so happy to see what happens. All my plans are waiting to see what happens with rok next week and jpr shortly and their results pending. Glad work is busy your end,busy for me massively productive,just covering staff holidays mostly. Not planning to buy any cnt,just don't like them and I think any rise may be fragile. I guess I'm allowed to opine that as they're not hawk,emperyan or nostra with their gagging orders attached!!itchY the way there was a link I posted 'always' on mwana on Friday if you're not up to speed on them,turnover down but not dead in the water,can't paste it on here as I'm on the iPhone. Catch up soon bud

Well bud,a few changes on the p/f this week,had to average down on rok unexpectedly,bought some hampson on the drop and added a few more sync,the next monitise maybe and cheap enough to not worry about too much. One of my monitise mates who unlike me stayed the course from 4p to 20-odd has been buying heavily so thought it was worth a few more. Noventa seems to be languishing the summer blues along with many others and mwana has a new target of 30p and back down to 8ish! I'm hopeful roks results won't be as bad or better still they'll have some takeover approach on the current low valuation so I can get shot of them,amazing how the investors chronicle has persistently been their greatest fan and now washed their hands of them this week(if they'd just said something like,sorry all those of you that have lost a fortune,hopefully things will pick up...but they wouldn't would they!). Interesting that 3 oilie minnows including hawk have issued rns,s threatening legal action on defamatory posters on bulletin boards,can see both sides but my overall view is they should stick to trying to find oil and gas rather than running to the teacher,whoops another lawsuit headed my way,didn't mean it honest,was merely quoting in the third person ha ha! Anyway bud that's the weeks update,hope things are good with you and catch up soon.

Exactly mate,we just don't know but I guess that's part of the fun?!!!! Good luck with yours mate

Only problem is,as you know I'm a vogger too,so whinge I will ha ha!!! Donkeys doing fine thanks,apart from the heavy showers of course,have a good weekend too bud

No worries mate,let's see what happens next week. I agree the 'connaught effect' may have contributed to the drop but don't forget they've got plenty going for them apart from this one problem and if the transparency of reporting the problem is proven to be just that and no other issues,I'm sure the sentiment will recover,how quickly remains to be seen!!! With any luck they're cheap enough to be a takeover target for one of the bigger players,stranger things have happened,that's not a prediction just a thought by the way,just hope I don't have to average down any more than I already have!!!! Welcome to lse by the way,good luck for next week!!

To answer your question,it looks like lloyds have reduced their indirect holdings. This share has gone from being a steady eddy,high yielding small cap with a good chance of SP recovery when the whole Market recovers to being a roller coaster opportunity in play on the SP volatility for me' now. I believe anything could happen so think in terms of worst case to best case,worst case unlikely to go bust but could take a while to recover,best case a larger predator circling and some t/o speculation that takes them to new highs! Clearly I have no idea but I'm invested heavily here and averaged down on the drop and anxiously await Tuesdays results along with everyone else,wouldn't normally follow them that closely bit clearly Tuesday will be an important day in the calendar. Will be watching the trades leading up to then with a view to adding to my existing ones,though I'm stuffed with my ISA ones unless I sell something else.....time will tell,good luck with yours too

Fingers crossed,as you say,they seem to have been transparent and upfront on the issues,so in theory it gets better!!!!!

Cheers for posting that,best news i,ve heard all week!!! Lets hope the results reverse the sentiment(and the SP) on tuesday!

Watching closely,resi market out of favour with the surveyors report the other morning,looks a bit overdone,have been in 355 out 390 twice recently both times with the intention of holding as i favour these over all the other house builders,deal with them professionally and have always in the past been active on shifting the stock with px,s and incentives. I understand they,ve played down a lot of debt,cracking landbank,only hesitation is profitability with the inevitable costcutting they,ll have to undertake to shift the plots as from my own experience in these things,its a bit tasty out there at the moment,buyers market and all that,however in the past they,ve been leaders in my area and i,m sure the discounting is factored in and they were quick to cut staff costs too,so as a business my own experience of them as well as what i,ve read(dare i mention this) in the IC,is that they represent a good investment,even though i,ve tended to punt them a bit. Subject to funds ,i,d be happy to tuck a few away at any price sub-350 and at this level they are a screaming buy as an investment,as a punt not sure in the short term as the sentiment is that noone will ever get a mortgage and no one will ever want to buy a house again(sorry but been listening to negativity all day except when messing around with shares)!!!! so maybe a few points lower then i,m in. No investment advice intended and "dyor" etc etc.....

Like the fundamentals on persimmon,have traded it a few times recently for quick profits but on the buy and hold list if it gets much closer to it's 12 month low,5 days huh????

I could add a few to that list mate!!!! Must stop reading it.....PSN,looking well cheap,tempted but too many other juggles in the air this week

cheers for the stats mate,results next week will be the decider i reckon,drift up prior then???? Be interesting to see if IC comments this week as its one of their regular tips!!!!

Excellent result,had a similar one myself and a fuzzy head to deal with today. I'll leave the predictions to the experts and as ever the Market will decide,just hope I don't end up having to buy more today!!! Good luck all.....

Surely you,re not referring to our other recovery project cosalt,hmmm!!!!! What an investment thats proved to be,longterm mate,longterm....as long as they dont go t@@s up,i,m happy to wait,well maybe resigned to it rather than happy,propping up the bar actually sounds like a good idea after a quick perusal of all my shares which seem to be following the market into an abyss of worthlessness today,mind you all those contract note make excellent firelighters!!!! Just spoke to a mate on the phone about these and the only thing blue were my expletives,clearly not to be repeated on here, come on bounce a little you "expletives deleted"........good luck too bud,i fear we need it!!!!

We must meet up on one thats going up one day and compare profits and say "i,ve been in these since.....!". Okay,original strategy,sit comfortably on a fat div waiting till they start building rather than repairing and maintaining and then parachute out at over a quid,i think thats gone out the window somewhat!!! New strategy,keep the ISA ones for a longer term recovery and yield if it ever happens again,trade the other ones,bound to be a decent bounce on the over-reaction,split the pack on before and after results to de-risk the whole project.........subject to change at any given moment and no investment advice intended,blah blah blah.........whats your strategy bud?

Phew,was beginning to worry i was the only one! Averaged down too but stuffed on my ISA ones as no room to add in that account. Please tell me its a massive over-reaction and the results will be "not as bad as we said they were going to be" on tuesday i dont care how bad just better than bad!!!! Hey,do you reckon they,ll raise the divi to make us feel better?

4 large buys just gone in,just under 50 grand a pop,can we confirm