Member Info for mark-expat

sorry... that was the record date , goes ex-divi tommorrow so good jo I bought in today

You must have nerves of steel alongside good foresight to have spotted this one. Let me know what happens when it happens, GL

RSA has been on a recent slide and goes ex-divi Friday for 4.53p so there might be a further fall , who knows , but I think they should recover should they fall to 120 from 125 my buying in price. I think that this company has strong recovery play and the only downside that I can find thus far is c.£100m or so in CDO's that has not yet been devalued and as all insurance company's have asked to show their hand with reference to CDO's and the like , I do not think that this exposure is of concern.

http://www.independent.co.uk/news/business/news/branson-warns-us-that-protectionism-will-make-europeans-rip-up-open-skies-treaty-790935.html

This link says two things to me. Firstly increased competition against BAY , like it or not , through the Open Skies agreements that will play on margins and second , that BAY's slots are worth alot of monies which are not listed in the books. I still think it is too early to get into BAY for the up , but everybody is entitled to have their own opinion. http://business.timesonline.co.uk/tol/business/industry_sectors/transport/article3480029.ece

it looks very tempting as it has now reached the price of 250 whereby others have looked at this as a price to start thinking about buying into. EZJ had a little bounce on the back of a well published sharebuy back prog over the weekend , but for me , I still do not like the proposed strikes over the open skies agreements and see that as now the american pilots are lending support to negotiaitions , that more bad news will continue. Alot of sentiment also hangs over the successfull opening of T5 , passenger numbers , increasing airport charges and fuel , etc. I do not think that there be a huge risk on buying in at these levels , but for me , I am tempted to wait a little longer and see the world markets fair this week as it has not been a good opening session and u could see 240 this week more than 260 imo.. but either way , not a bad price to start adding if you feel such an urge.

I like this stock as it has continual movement which is great for a day trader. I shorted again as there has been no good news and only drag associated with strikes, fuel , and less people seemingly wanting to fly due to less spending monies , etc. I do think though that as DonAce pointed out that 250 would be a time to start buying in for the up. With T5 comming on line soon , etc , I do not think that anyone buying in at todays SP will loose out short term but there is a 10% risk or so. There is consolodation within this sector and BA does have a several billion pound asset in its slots that is not written into its book value , so say , so I think that despite the gloom and doom , BA is set to rise...

many people would have taken alot less. As I trade on a daily basis and not 'hold' shares , the likes of NRK became less attractive as you would have been tied to your holding and the monies not being of use either way. A sought of loose loose situation. Normally NRK would have gone into recievership and the liquidator would have sold the assets , probably for a lot more monies than shareholders will get under nationalisation / eventual re-entry into privatisation. With any stock there is risk , but right now I am buying into NG as I see a bounce comming on , byeeeeee

Bid is what people want to buy the share for and Ask is what people want to sell the share for. If somebody wanted to sell NRK for say £1 somebody will get in the cue and say well yes I want to buy NRK but I will only give you 5 pence , so the asker / the seller will wait for somebody to give £1 or sell for less. In NRK's case , all shareholders knew that NRK would possibly end up being Nationalised and took the risk that they wanted to keep their shares in such an event in the hope that they would get more than the 90p or so that it closed at.

buy out hopes , maybe , but generally rated at £4. There is no doubt that all banks are going to be squeezed and I think the general feeling of A&l is one of hope rather than performance.

as previously posted , I cashed in my long position at 300 and my short from 300 was cashed in just. With the news of strike action, high fuel costs and the bedding in of T5 to happen, I think that this stock could well fall towards 250 but for me I think that there will be more of a posibility of a lingering around session between 260-270 which is of no interest to me. Should the stock drop to sub 250 , then this could , as DonACE as pointed out , be the time to start looking at buying in again on the long.

... could be an interesting day for A&L

just to let you know that I sold all holding in BAY at 300 as I did not see the SP being driven much further given it's recent gain. I see continuing pressure on this stock due to recent downward trends in airline stocks generally and will look forward to seeing BA getting some good news when T5 is online and airline stocks begin to recover.

I posted this board at 09.17 yesterday asking anyone to guess a target price and it looks like Citigroup replied with £4 an a sell which matched with my price target.

..you should have received a mail from sharedealing@hotmail.com , mark

If not already read have a read.. this basically is a warning shot from the BOE to the banking sector in reporting. This could be why B&B came out with as much losses as they did but the article also states that B&B beleive that further writedowns from the likes of A&L , etc , could occur. Also goes on about capitalisation , something which is rumoured that RBS will struggle with and might have to do a rights issue of c.£12.5b although this has so far been denied by RBS.. Barclays c.£6.5b , so rumour has it... http://www.independent.co.uk/news/business/news/boe-tells-banks-to-restore-capital-position-782097.html http://www.independent.co.uk/news/business/news/boe-tells-banks-to-restore-capital-position-782097.html

go-ahead giving bad look for trading , all transport stock taking a hit

With B&B comming out with debts that were a surprise and their SP being hammered largely because of it's failure to disclose such prior , with Alliance & Leicester comming out a few weeks back to say that it has at least £185m to write down against expected profits of c.£595m , profits would come in at say £350-£400m if nothing else was untoward. No doubt the SIV hits will continue this year as well as reducing margins in raising funds , although A&L have said that it has enough cash to 'keep going' for the next 12 months , wow. With reducing margins could £4 be a realistic target, anybody? I do think that the likes of B&B and A&L have takeover value, but intodays climate , what added value could this represent , interesting period.

I am a great fan of buying in on weakness , if the company has value. This stock has dropped 40% in a few weeks. A&L has what others need to meet growth targets.

looks like someone like BA today..