Member Info for johnpwh

Thedriver
I have no real need to intervene here as I am well aware that adoubleuk is more than capable of looking after himself.
However your questions are bordering on the personal, you'll be asking how many shares we all have soon.

Agree with that reasoning Dodger
Anyway...………
Getting back to PMO and PoO, Brent is looking stable/slightly stronger on (presumably) the Asian markets. Not too worried that there is no big dramatic rebound, I think stabilising at this level is very important. Some of the big losses the other day were, in my opinion, caused because it wasn't known how far the plunge in PoO would take us. I would imagine there will be a slight recovery in oilies tomorrow if the current stabilisation holds.

Its not definitely doomed, all I am saying is that I like to sleep at night and using my personal logic I wouldn't touch it with a bargepole! Others on that board are enthusiastic about it being a multi bagger. and whilst I have severe doubts I hope they prove me wrong and enjoy a successful investment.

Rotational speed is the same but the speed of an atom in the blade is directly proportional to the distance from the centre of rotation

Was anyone except me expecting a video interview with Dr S following the recent results? I had it in the back of my mind that we usually get one.

Trouble is that doubt surrounding an Airline or a Travel company becomes a self fulfilling prophesy. Its one thing going into a failing shop and walking out with a couple of workshirts, but quite another to book the summer holiday for your wife and two kids in 6 months time and hope they will still be in business then. The customers (at least the ones who think) will simply go elsewhere to avoid the risk. My view is Thomas Cook will go, I personally wouldn't throw money at it no matter how cheap it goes.

looking perkier

Was only kidding Wulbert!
ps I'm 62!

Nope. Giving up. Beer time

Wulbert
Loving the nonchalant mixing of SI and Imperial Units!
I find 159 mm very hard to believe after extending the rope buy only a metre. I have a maths degree and I cant disprove it at the moment!

You sound like me. Everything totally logical but somehow never turns out that way.....
Thanks Dinoken for the reply

Quiet 'ere 'innit?
Ok, I'll tell you what I had for my lunch. Fish finger sandwiches. Lush

Me too realturbo
Had these shares a long time, obviously well in the red. Am doing my occasional Sunday review of the best way forward.
I find it a good approach when considering laggards (ignoring their use in CGT liability management) to ignore my purchase price and ask myself the question 'If I didn't hold these shares would I be tempted to buy at their current price?'. If the answer is no, I would sell, if the answer is yes then I may as well continue holding. That probably proves I'm a bit simple but seems logical to me! There seems a basically good underlying, secure, cash generating business at the base of CNCT, not sure about growth prospects, but seems worth giving it a few months to see whether progress is sustained post shedding the 'distractions'.

I agree Van. That is why I am here, and why I hold more shares than I originally intended. However I do have what I think you sometimes see as a pessimistic view - I prefer to call it realistic, objective and questioning. I don't think HM2 is inevitable, far from it, I don't think POG will double, treble whatever. I am here for precisely the reasons you say, the company is worth more with its known assets and I believe in the management. Anything else will be a (lucrative) bonus.

Van
We don't actually mow when it is do we, or is it scheduled?

Thanks Van. Appreciate what you say but unlikely to go unless something exciting happens in the interim, I have only just been to a London presentation as you know. As usual I expect there to be a disclaimer about expecting no new news at the meeting. Be happy to receive feedback though

ouch

Well I've done my best, bought back in this morning on 2 occasions after selling about a month back when it spiked.. But this is like trying to catch the proverbial falling knife! Its not even if PoO is that weak, yes its down but not plummeting. Oh well. Chin up chaps, fundamentals look good provided we don't have huge drop in PoO.

Thanks Dinoken. Bit of a wait then! May be tempted to shuffle off after receipt of the divi. I still think this is a sad end for a pioneering British Company.

Andy (simpson) can I welcome you to the board. Most who post here are decrepit old farts (myself included) so good to have you along. We like new blood....
As time has gone on (and on and on) I have overindulged and ended up with about 33% more shares in HUR than I originally intended. If the SP seems favourable I too plan to have a bit of a trim on FOIL, if only because there will be a significant time, I believe 6 months, while they appraise the well characteristics and we watch paint dry (again).
Plus of course there is the old principle of 'its better to travel than to arrive', and we may have a bit of a post FOIL dip. Maybe....