Member Info for Kozz

PMO and TLW hedged well, if this pandemic eases and demand returns, price goes back up both will regain ground despite the debt. IMHO for what it’s worth, TLW have sold a key asset to reduce dept, where as PMO have been derailed from investing in one. It’s hard to pick a favourite here but I see both as favourable given the potential risk vs reward.

From last RNS update....
Premier has hedged c.30 per cent of its full year 2020 oil and gas entitlement volumes at an average equivalent price of $60/boe, including almost 50 per cent of the Group's oil entitlement production for the second quarter of the year at $64/bbl.
I’m surprised PMO so tanked, and so little back up so far. (Said tipping fingers impatiently)

Thanks titan, this is likely to be my biggest regret, I’ll look at brown.

Looks like he only sold to cover the tax from the options LTI. Regardless of that, I’d have preferred not to have bought

I may be missing something here, looking at the director dealings I don’t see sales, just buys and transfers. No intention to support or slate Arrow, I already admitted my error to buy!

Appreciate your post, well thought through and agree on the unknowns, I think one positive not mentioned is the offset of costs resulting from the lockdown, fewer accidents etc. And there would have been policies taken, non refundable where events or needs where as such cancelled.

It would be fantastic to hear position news and confirmation, from an investment point I’m probably too late. A director lowered his stake at 8p, and with the spread I see little quick wins here, maybe a good one for the longer term. Regardless, my fingers are crossed for good news to come.

Hills... Nice to see someone working in AML who want the company to do well. Stock are a funny thing, I rely on fundamentals with a little emotion, it’s probably 80/20, but with Aston I’d be more 60/40, in that I love the brand and the history of such an iconic brand, but despite this can’t see a big lift in the short term outside of a major buy in. So I am sitting on the fence right now. If if goes up I’ll hold off for better news having missed the current opportunity for a bargain but may still invest later, if this goes down further this week, I’ll definitely buy in, but either way I hope it’ll go well.

Thanks Fredr, I’ll keep my fingers crossed! Strangely if you search here for arw - you’ll see 2 tickers, they look as if the same co, but one is a PLC. Is very weird as both have diff prices but similar fundamentals. Agree with the pre Covid prices, is a gamble but may pay off in the long run. .

To stick or not to stick, that is the question. I bought ARW in error when having issue with my app, I didn’t notice the ticker was wrong until after I placed the order, I got in at 1.24 :(
In 10 years of dabbling, I am happy to report I’ve not yet lost on any stock and with healthy margin so I now have a sense of pride that makes me willing to ride this out. What are the chances of a 20% hike in the next 12 months?

Thanks Asat, I see the link with JnJ, that’s been ongoing for years. It’s the immediate link to the JnJ/BARDA I referred to.

If this is right, I’ll jump in quite heavily as their would be a longer term upside, but I am struggling to see a direct link with HEMO and JnJ/BARDA. Defo keeping at eye open on HEMO.

Hi All, as a quick introduction, I’m a newbie here, but have been an off/on investor for some time, with he recent down spiral bringing me back in.
I’ve been watching HEMO now for a few days, I bought in at 3.5 as gamble but beyond the Covid bubble, and sold at 8 same day, so can’t grumble. The main reason for selling was that while many are positive, I could not find any validated/official information to understand the sudden jump. No RNS, Not on Co Web, can anyone share a link for me/us?