Member Info for Kitesurfa

There is an agreement by BG management as to the terms of the deal. Later this year or early as 2016 all shareholders of both BG and Shell with need to vote on it. Assuming no regulatory hoops are cross in the interim. I would imagine they have covered off quite a few of the hurdles associated with M&A being multinational. Yeah Shell Share price will bias this. Tempted to take profits but I am mindful as Woodford is still buying shell and oil prices are potentially at their lows. Nothing is a sure really but its looks positive if you don't need to sell right now. GLA DYOR

Taking profit I suspect. Its not a done deal for a while yet so there will be up and downs I suspect.

Good opening. I'm still holding but it will take some time for this deal to go through assuming no issues regulatory or otherwise. GLA DYOR

Should be interesting..... GLA DYOR

Interesting article: http://www.macworld.com/article/2900880/killing-the-cable-bundle-wont-destroy-television.html

I think you just nailed it. RIO costs are hammered down through automation and scale. 2016 should be interesting.

Good upside today. Sold a 2848 position for 2950. Happy with that. Good luck for all holding for Chinese data tomorrow. Reentry lower 2800s. GLA DYOR

Personally I don't think its one broker. Just some question marks about how 'over the top' services will disrupt the cable marketplace. I still use a STB over over services as it consolidates channels behind a single UI plus the content is fresher. I think the dedicated media server/STB still has legs but how that could affect growth longer term we've yet to see. The UHD market will be interesting but the phasing in will be gradual as folks won't be in a rush to ditch their 1080HD tv's en mass. GLA DYOR cheers KS.

All eyes on oil. :-). Great buying op IMHO. GLA DYOR

crude prices will drive this one way or the other. Failing any entropic doom style news.

I think oil, $-Euro are all weighing in too. Batten the hatches down and keep some cash aside for more bargains :-)

Always tough to call bottom. Bought more at 871. If we get nearer ~800 will buy more.

In at 2848. Next entry ~2700p if we continue to fall. GLA DYOR

Rocal, indeed :-). Just a case of being sensible about entry exit points. I try not to be greedy then set a limit and leave it. Certainly for a sell that works well. My buy in this round was around 2900p but rolling the dice for a bit lower. As you say its far less painful than quite a few others. At worse case you might get stuck and have to wait or year or so but generally these cycle in a week to ten days. Good luck :-)

I checked my facts with our old friend google. Should know that to be fair but I do now. Thanks for the response and enjoy the RIO cycles. Sitting on my hands until a suitable entry point as came out at 3100 and 3250 which appears prudent with a modest profit. Good luck and my the cycles continue.

ah...just checked my facts and I was talking rubbish. Time for another cuppa :-/

If you are a divi player then would this not be a time when people get out as well as ex-div? I might be missing something but thats my take. :-) Good luck also!

I suspect will be another drop post divi record date which is tomorrow.

Looking at historical data this is pretty much the trend. Spikes near EOY results then drops until April. Great to ride the cycles but timing is everything. I sold two positions at 3100 and 3250 so roll on sub 2900p. GLA DYOR Cheers KS

I jumped out having done ok since 2011. Good numbers but moderate projections and I see this industry meeting quite a few headwinds. I listened to the call and had mixed feelings. Its still on my watch list and hope the valuation hits a more realistic intrinsic value of 400-450p. GLA DYOR Cheers KS