Member Info for JohnLewis79

Def close up on the day awaiting tom payment...

Morning JFT. I'm as bemused as you, outside of the casino hour and the weaker oil price the mrkt is ignoring good news so whatever the reason console yourself that G continues to pile up the cash at a decent clip. YoY the avop is well ahead of last ($77 v $50 May sales) and fcf / debt reduction keeping our bankers happy. So many positives, is the mrkt deliberately.looking for bad news....? I dont know. I guess the days of positive Co news is not what the mrkt wants to hear. I have too jaundiced a view to make an assessment as to sp mrkt moves. It's mostly conjecture on my part. I rely on the published figs to do the talking that sooner or later the sp will reflect the underlying value which it sure aint atm. FCF could hit $150m (given a steady $70 oil) that's c.20% of the mrkt cap for Gods sake. Show me another.... No effn chance.

$71.95...wither $100 oil?

265....? Best start borrowing $2bn Reporting neg cash flow, profits warning and another big down grade....should put a rocket under the shares...ankwers!!

Better vol & trades as you'd expect 131.4 paid but sellers coming in. It's the 'casino' hour for the day traders to have fun, most lths look on with amusement and a fair amount of scepticism.

273/5...

It's the 'roulette wheel' hour where anything goes.. let the day traders fight it out.

A 35k sell at 123 looked a duff call imo, perhaps the seller is banking on the f/y nos priced in? Could be but I'd be punting on the upside...soon see.

Oilheadgame we have been discussing this for years and nothing ever happens. What patently makes sense to you and other G men is ignored by the respective boards. Come the gas G will be in a far stronger position to repel boarders. Atm whose gonna pay us £8-10 a share which is the nos most think G equity is worth. Just too many stumbling blocks atm as most oil take overs are of the agreed type. I would have bid 250 for G when it was sub 70 and headed for the knackers yard bwtfdik?

Very pleased with those nos! Solid % increases all round the business which looks ready for the next upward move. Expect further acquisitions this year which has started 'robustly.'

Excellent news via rns for G holders especially the CEO's comment "we expect Peskabir to continue to surprise to the upside" as production jumps 66%! Shorts will be running to the exits first thing scrambling to close out. Looks like the mms have played this perfectly.

Politics took centre stage yesterday. T.Maybe surviving the white paper vote by 3 after she caved into Brexiteers demands. Now in the unenviable position of being 'piggy in the middle' satisfying neither wing of her party, she faces further votes before the recess. Helsinki saw Trump backing his best buddy Putin against his own security / intelligence services causing uproar back in the US. "Traitor, shameless" we're but just two of the printable comments by US Senators. Luckily no one believes a word Chump says. Both countries have been meddling into each others affairs since the 1900's. As to whether he is a Russian mole thats la la land imo. A certifiable nut job, yes...but a double agent...c'mon! Back in the real world London was hit by miners and oils (ftse -61) on weak Chinese data and speculation that Trump would sanction the release of oil from US reserve supplies. Oil slipped to $71.80.... currently $72.14 & sterling $1.323. The Dow closed up 45, 3rd day running on back of JPMorgan Chase, Bank of America & Goldman nos, as well as good retail sales nos (+0.5%) for June. So far so good seems to be the consensus of Q2. Netflix (-14%) took the shine of Nsdq (-21) on poor subscr nos. In Asia, Tokyo is playing catch up (+187) on a weaker yen while HK and SH are both lower at mid day reacting to the lower oil price and weakness in energy shares. Japan and the EU are about to sign a new trade deal as the IMF warn on slowing global growth. G after 2 days of rises was ripe for profit taking and the 5% fall in the OP did the rest. A decent payment today should stop the rot by not the volatility. G has been a firm favourite of the day traders punting both ways leaving lths looking on from the sidelines. Morning all.

Yea agreed sparks, while the range is c.270-300 plenty of scope for the mms to satisfy buyers and sellers, so no need to up the price with a 2 spread and so so vols why would they?

Last year nos....in case you have forgotten. Rev £27m. Ebita £6.9m. Cash flow £8.9m. Net cash £4.2m Final Div 0.142 making 0.21p.

Idea results could hit the news stands on Wed.

Shares slipped back initially after a good run on Friday as Chinese economic data suggested the world's second largest economy may be running out of puff. The economy slipped back to 6.7% expansion from 6.8% in the 2Q with June industrial production at 6% down from 6.8%. Coming at a most inopportune moment....China gearing up for a protracted trade war with the US (talks cont) this has severely dented investors appetite for stocks. Local chit-chat that Beijing and Brussels may form an alliance to face down the US looks wide of the mark. Shanghai opened lower but at mid session is off 13. HK fell to 28135 but is on the way back (28477) and Tokyo is closed. Oil is little changed at $74.83 and London is called up 5 at kick off, Mr Jones up c.50 & sterling $1.324. G men hoping for a bumper payment this week (April avop $72) to move us towards 300 but as we know from past expierence this don't always happen. Morning all.

F...the tennis. Go Croatia...no betting interest but hell...no way can I back the frogs.

H....chill out son! We get the message....Bloody Anderson don't! C'est la vie. You know and i know that as much as i agree with your 'reasons'....we need the wider mrkt to buy into the G story and so far so good... It's taken many a year given all the red flags pis have to contend with, so with a fair wind a lot North of here should be on rhe cards. However there's many a slip between cup' n lip so a modicum of bullishness is advised but wtfdik.

Fed out....Williams out...arsefiddler out....I'm going with the flow. Anderson at c.9/2 to cont the trend.

I'm swerving the 2's on Eng. Too late to recoup WC losses.