Member Info for MattTheBrave

DS1 - I suspect your post would be taken more seriously if you could actually spell satellite correctly.......

Thanks David. Nice to speak again. I was a long term holder hear from 2011 through to 2016 when the profit hiccough (caused me to sell, with 100% profits). However, the latest set of numbers has persuaded me to re-enter the stock, funnily enough at about the same level! If this one goes as well as our other shared holding, RST, then we'll be laughing...;-))

LordAdam - Been reading your posts below and I'm afraid to say that they don't make a lot of sense to me. Firstly, the share bonus scheme is an excellent way to align investors and management. Secondly, it's not hidden, but extremely well publicized. Thirdly, buybacks are a very efficient way for Companies generating excess cash to effectively pay the money back to shareholders and push up EPS. Finally, I think the management here is good, with a very long track record of decent earnings growths. That's why the FTSE is up 20% over the past 10 years, and S&N 130%. I don't know GCP, but note that since 2010 (when GCP launched) it has returned about 20% and S&N 130%. In summary, not sure what your problem is, but probably best you sold given your dissatisfaction. I hope that GCP fares better for you (but the last 5 years wouldn't give me much confidence...)

So, how does L&G look today? I think the businesses their in and the trends which they are exposed to remain positive and growing. their regulatory capital position is strong. Consensus for full year earnings is 25p this year, but after 16p in the first half, this looks over-cautious to me. If they simply match H2 last year , we get to 27p, so let's be conservative and use that. Focus will soon turn to next year, when I think 30p per share should be achievable and I believe 12x this should be very justifiable as a current price. So, I believe that this stock could easily justify a price today of 360p, and on that basis I'm very happy to continue having this as one of my largest holdings, and would buy more on any weakness. I'm still hopeful that my prediction in May that the stock will have a '3' at the beginning by year end will be borne out!

GCC - do you ever post anything other than trolling me? If you just decide to repeatedly disagree with a poster just because its them, you simply belittle yourself. People here aren't stupid you know, and recent posts here have made it clear what people think of you and your approach. Can I politely suggest that you desist.

MM's are free to quote whatever bids and offers they like, and investors can choose to take them, or not. Where's the manipulation power?

...regarding new vaccines plant. Might provide a recovery point after a year long struggle...??

Nice. Can't see any particular news mind you. Anyone else?

Hi Dubs - I tend to agree, particularly as URI is currently trading at a 10% PE premium to AHT as well. Like you, I'm sticking with it here.

Angry at this Company? No, why would I be? I'm not a holder and have called this all the way down from 10p. What makes me angry is complete amateurs making calls on stocks which inexperienced investors might follow, not realizing that the 'tip' comes from someone who knows nothing about the Company and its context/history. Perhaps they didn't have a 'stop-loss' in place like you have (apparently) and have lost money. There is a very good chance this stock goes to zero - you should remember that next time you decide to start making recommendations. Day traders like you are just a nuisance IMO.

Yes Riv, I think so. My 250p target for year end looking a bit conservative now.......!

Yes, I hadn't quite appreciated what a problem the lice are. However, I'm also unsure whether BMK have the definitive treatment either. Found this Independent article which is quite interesting. http://www.independent.co.uk/life-style/food-and-drink/news/salmon-sea-lice-plague-outbreak-fish-farms-global-stocks-depleted-acquaculture-industry-a7955326.html

All time low in informational content within a post. Congrats Charty, you muppet!

......though not quite sure why..?

He's always been a big holder of PFC. He likes buying quality companies at distressed valuations.

How right you were Nimrod - up 16% today. Time will tell whether there's anything concrete behind this, or just a bit of speculative white noise.

Once again - as expected :-))

Good question Fatty. As far as I'm aware, he's a financial investor rather than predator or operator, although he does tend to take chunky stakes in the small and mid-cap stocks he invests in - however, I don't think he'll be launching a bid, and hence I suspect he won't be buying much more, if any. He is clearly very positive on the stock, and I don't blame him: Lowly valuation, excellent run of new orders, nice dividend yield, reducing debt etc etc Mid-caps are always at risk of springing a nasty surprise, but I do think the risk reward ratio here is excellent. I'll but more if we go back to the 55 level.

Will we see �30 today. I hope that this rise signals excellent early uptake of the new troponin test, but time will tell!

Thanks Miti. Interestingly the HCM price hasn't really caught onto this yet but I guess it's probably beyond the average investor to make the leap between the AZN announcement and Savolitnib. Definitely won't be profit taking below �50 now...;-))