Member Info for MarchFish

Https://www.rudaw.net/english/business/16022024

whatever that might be. Looks like a positive final results on 24th June (IMHO) was taken as the moment when a strategic sale could realize the maximum possible cash. Intel want out - possibly for competitive reasons - but retained a small holding to steady the boat. It can take a while to work through an off load like this one. Basically, you may need to draw the attention of a lot of new PIs or several IIs, so I am not really expecting much of a sustainable bounce for a while.

Yes, best to hope for no more than a brief period of heightened risk as Russia is a key player in the global economy. Apart from the direct political risks, Russian companies wishing to roll over debt are reported to be finding reluctance on the part of Western funds/banks to take up new bond issues. http://www.iii.co.uk/news-opinion/reuters/news/162559

Wenlock I have tried to understand what is really happening in Ukraine. I can now better see how Russia viewed the removal of the pro-Russian president in Kiev and why the stand off has ensued. It was only the de-listing threat that made me sell my JRS. I like your approach to taking a small JRS stake first of all and then, presumably? buy more if the price drops or if the risk diminishes. Good luck!

The trial at Spire Healthcare should have been running a couple of months, so hopefully it seems unlikely to be stopped now. Nor does there seem to be anything but benefit to the reputation of Spire to continue such a study.

Talk of delisting companies made me realize I did not adequately understand the Russian approach to investment or the impact on my share values and I have sold out today. Only made 2.8%, but that was done within 3 weeks and now my capital is no longer at risk of political instability. Must admit, cannot see how de-listing can help the Russian economy as the original listings were done to benefit it. I would love to buy back in later, but only if the market seems investable to an non-specialist like myself.

Not yet Wudi but, like Oldharrystamper, I will wait for any market dip in few weeks time. Not only do I like TMZ, I rather respect the way it has been finding a niche and running its business without so far being crowded out by the big companies.

I can't speak for the big seller, but I held off selling on Friday (it would have cost me 2013/14 CG tax) and sold this morning at 5.07p a share making 40%. Frankly, for an AIM share on the burst, this one might easily go to a higher price, but to sustain it for the next 18 months will need a PR job of exemplary performance with frequent RNS telling of mega-sales. I currently think that, just for now, any price above 5p is a risky buy, even an uncertain hold. Long term, this share may shine unless competition from a big player shunts it out of the way.

Tim you did well to sell at 524p, and nothing wrong in getting back in lower as you exceed your trade and tax costs. But AV. really isn't often the best choice of short hold 'trading' share'; market cap is so high that it gives it a degree of stability (only when first the government and then the FCA put the boot in). Look to Friday the ex-div day, offering 9.4p per share - it adds a little to your returns! SP often drops after of course

Tonight's RNS gives us an element of perspective among the panicked selling. It is clear, gives a quantitative assessment and shows that Aviva profits will not be destroyed. Good communication.

A few weeks ago I emailed LSE about why my own purchase of another share had shown up as a sale. They said that the London Stock Exchange do not communicate whether a transaction is a buy or sale to anyone and that would presumably include LSE, ADVFN etc. LSE said that they estimate what is a buy and what a sale. Clearly, with different MMs offering slightly different prices, sometimes confusion occurs.

Always true of the industry, can one recoup developmental costs before competition forces further expenditure on development? The TMZ partner, IMG, is seeing exactly this cycle. Against that, the time to invest in TMZ could be just as sales are taking off. Today's RNS on Sensium Vitales is decision time for me to top up (initial holding has been low - just enough to maintain interest) as I believe that once a few hospitals report improved patient recovery rates/times due to enhanced monitoring, the other hospitals will feel urgency in getting the same kit. This equipment is disposable and affordable (£25?) and proven effective; a salesman's dream.

Annuities sank to new lows because they had to be based on gilts, and gilts were cynically devalued by Quantitative Easing with no regard to retirees. The government are tacitly leaving the blame with the insurance companies. Everyone is now assuming that Aviva simply loses most of this business, but unless Aviva management are the walking dead (and the new management have shown great promise) they will rapidly devise alternative instruments involving a more mixed bond/equity/etc mixture and compete on ingenuity. Throw in some emerging market options - Aviva is well placed.

The current price seemed quite understandable given the falling stock market generally, dilution, uncertainty and the fact that the share went ex-div on 12th. What I did not understand was the way the share price stuck to 270p like a plateau over the last few days till mid-way through Friday - maybe some major buyer had finished buying? I was waiting for what seemed like an inevitable easing, and was happy to get back in at 262p.

Buying other companies can add value and you may well be right - COST lacks nothing in quality but does lack size compared to some competitors. However, markets only generally react well if purchases appear rational, well priced and not just geared towards empire building. If any of these flaws is suspected, expect a sudden drop in SP

Sounds like the Joy has finally played itself out today. Looking a bit tempting, but will see whether the Ruskies are going to let off any fireworks tonight before I risk getting my fingers burned

Despite selling at 8.10am on 27th Feb, I have apparently still qualified for an allocation of 'entitlement shares' at £2.25. Can that be right? If so, I will certainly take these shares up - and I will also consider whether to buy further shares at current prices. I am still annoyed that the action was known to IIs and not to PIs ahead of time, but it is true the balance sheet will be strong from here on in.

This was simply too large a % rights issue for a company that did not need a rights issue. As usual, the large institutional shareholders were in the know while the small investor suffered a big nobbly thing.... I sold at 8.10am this morning at £2.88 and cursed myself for delaying so long.

That was true of my purchase yesterday. Exact time and quantity - must have been mine.

The RNS reminds me of the recent agreement of Tesco with a local trading partner in China. This feels like a well balanced decision by Aviva. A quick search indicates that Astra International is pretty big by Indonesian standards, and it may have goodwill due to the number of people it employs there.