Member Info for mark-expat

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http://business.timesonline.co.uk/tol/business/columnists/article5226529.ece In general I felt that the RI was pretty small yet heavily discounted and the divi issue neither here nor there, If , as has been muted by STAN that it was prudent to raise capital to hold in reserve for any continued slowdown and also to have on hand for any attractive comercial aquisitions , whilst its main markets are slowing the economic boffins are still predicting 6% growth in such and the extra monies , in today's markets, really seemed to me like a heavily discounted petty cash raising exercise rather than a strategic fund raising play. Either STAN are very robust as they have stated and have good forward vision and clarity of any exposure they may have , or they may come back to the shareholders again , who knows. One thing on the PBR I liked was to review the rules and regs to RI's to enable companies to speed the whole process up. The downside of this begs the question that , as a result of any changes imposed , will this encourage companies to do smaller RI's more frequently , giving an illusion to some shareholders that things are not that bad until shareholders get wise? RBS and BARC'could do quarterly ones with their results ,lol?

... looks as if the capital raising required was not as deep as it could have otherwise been so worth just watching to see how the market reacts over the next few days. FTSE 100 is relatively strong today so I would expect these to possibly drop off some more on weakness. Of all the UK banks though , I do see STAN as being one of the most worthiest of investing in , but like all the financials not a strong sector to be in unless you are looking long term , buying in on weakness and where dividend yield is asured which will give the SP some additional level of support. I have just sold my LTSB position and also consider that there are very short term trading trends to take advantage within the banks , but only when sharp weakness's in the SP's present themselves and as shorting / hedging is still banned on financials within the UK and taking profit a must.on the swing to the upside as I do not consider any real sustained recovery in SP for the likes of LTSB/HBOS , RBS in the short to medium term.

http://www.telegraph.co.uk/finance/markets/marketreport/3288296/Morgan-Crucible-up-9pc-in-volatile-market.html http://www.independent.co.uk/news/business/news/norris-loses-us-extradition-battle-but-says-he-will-appeal-877866.html .. a couple of interesting reads , one on a bid rumour the other on the ongoing US price fixing charges. Citigroup put out a buy notice on 13.11 and a target of 240 and there has been another director buy on 18.11. Down a whack again today so picked up a few from the lows. Do not understand why this is going on , maybe potential liability against the company over price fixing if proved correct?

if they need to raise capital , as has been muted , then wait on the sidelines or just dip your toe in as these could fall off considerably if they need to do an RI.

- Standard Chartered is considering raising billions of pounds of extra capital to bring it in line with the swollen balance sheets of other British banks, says the Sunday Telegraph. I do not think that in the short term anybody needs to be worried about missing the boat on any bank shares for a while. Banks at best speak with forked tongues , do not know where their elbows are and generally lacking in all quarters , they are special , very special. Worth following STAN though as of the bunch they do not sem to have their heads as far up their bottoms as the others. If they seek to raise capital , then this will of course weaken the SP considerably. I personally consider that STAN has a better chance of recovering quicker than the other UK listed banks for varying reasons that I will not bore you or others with , but also consider that all banks shaould be generally avoided for a while further.

http://www.digitallook.com/news/rns/2462530-14363/CPW-Interim_Results.html

http://www.digitallook.com/news/rns/2462508-12012/IAP-Interim_Results.html

.... a couple of of interesting articles for those reviewing STAN. http://uk.reuters.com/article/businessNews/idUKTRE4AG31220081117?feedType=RSS&feedName=businessNews&pageNumber=1&virtualBrandChannel=0 http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/3474079/Bank-lending-least-profitable-in-a-decade.html

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I can't find any reason why , searched press state side aswell , no patern to sells either ... as I said . I have gone in again but heavier than I normaly do so we shall see... a sound company and undervalued , imo.

know on knows in this market , but they are well capitalised , making profits , are growing , paying a decent dividend yield , will benefit from the strengthend dollar , have been approached several times over their c.120 years as a listed company , directors buying , well positioned in markets that are traditionally defensive plays. I really do not see call for weakness so I have bought in a reasonably sizeable chunk for me , target , should easily see 25% short term , but as I say , who really knows today , but everything stacks up , can' do anymore than that accept take the risk and buy in my book.

... took profit last week picked up again for the ride this week , hopefully.

http://www.digitallook.com/news/sharecast/2459964-213598/GEMD-Gem_Diamonds_could_post_loss_for_year.html

http://news.bbc.co.uk/2/hi/business/7732752.stm

http://www.independent.co.uk/news/business/news/carphone-ponders-163900m-spinoff-of-talk-talk-1021809.html

http://business.timesonline.co.uk/tol/business/industry_sectors/banking_and_finance/article5168200.ece

http://www.telegraph.co.uk/finance/newsbysector/banksandfinance/3465450/Standard-Chartered-share-price-fall-triggers-capital-review.html

another advantage with CFD's is the fact that IG Markets pay the divi the day it goes ex. Again, many posters will dismiss this out of hand , but again most are traditional traders and do not want to open their eyes. There is nothing wrong with changing with the times as the times dictate and taking advantage of trading tools. Morality is something that has good grounds in certain times , but if the markets have changed in trading method and moral stance , then either change with it or if one is so principled , get out. Whole economies are changing alongside political alliances and free market controls. Technology and innovation , habitual platforms , this is a period of true change and whilst it adjusts and the future remains uncertain , if making monies is important to you , make it where , when and however you can in these markets and be broad minded or get out as it is a traders market and holding stock for traditionalist value has little place until the market place drops significantly further and those applying such traditional methods will , in all liklihood , see such investment return as a liability. A sobering thought to end , in europe over 2 tril euros needs to be re-financed within the next 3 years and against current backdrop, this should be fun alone to achieve and will create many other hurdles if achieved. Is it all doom and gloom , not if you are properly trading the markets.

Finally , under the greatful for advice , all of which i have given not specifically to yourself but for others that might pick up on this thread is dividend strategy. I once tried to share the advantage of applying guaranteed stop losses on some companies going ex-div and buying in on the last minute. You will see it under general chat. There are other advantages also to focusing on ex-div dates and certain companies. For example shorting the stock the day it goes ex-div , not the day before otherwise you will have to pay the divi yourself, on a stock such as Aviva if the market looks like it is going to nose dive. Open the short 0750am in pre-auction if the price you want is available and short. Another investment is dual listed companies. If the market is down in Australia , for example , and RIO is hit hard , short it where is is listed elsewhere if it looks like the related indice is opening weak. If its strong contra strategy. RBS weakening , it will weaken stateside , etc. If in rally mode contra. These markets are full of ops , but if you can't hedge or interact with the marketplace as a whole , monies will not work as they could and you could be sat around for an awful long time to see a return.