Member Info for Mostyn

Bloody auto correct ......tread, but, period!!!!

For a takeover now. We may well yread water or even dip a bit, nut within 6 months we'll be near 210p. Busy christmas trading prriod coming up. Low debt, plans in action. Realistic costs are all budgeted into accounts now. Im hoping for steady growth and increased sp.

Oh well, I suppose I'll have to make do with the dividend then as the sale is not going through. The good point is the divi is a high yield.

So now that WTG have filed their case, and from the looks of it S&G have a flimsy case, if this is decided in WTG's favour (which I think it will be) We will get the money in escrow and also be awarded damages in due course. So hopefully our 100p divi will be back on the agenda in the not too distant future

Fair points. This industry as well as a few others are holding thier breath. The gov aren't helping things either. I'm sitting tight. The divi has been fairly good, hope it stays that way.

Agreed CBB, What is your average if you dont mind me asking? My average is 145-150p but im not too worried. The last divi bridged my losses a bit and the next one should put me back in the black. The MD is fairly straight talking and I've seen a few of his interviews which I like. Im going to keep holding for the Divi. I think they'll be fine. ALB

Yeah pretty tidy shape this one. Pies and the like do well in any environment but I prefer the veggie pasty. Its awesome. Current SP is in a steady range and probably wont rush much further ahead for a couple of months, but next year we could be a lot higher if the company offer a special divi or a buyback, and as u say falling knife, Greggs have indicated they will do this so im very positive. ALB

In line with expectations, so the boards budgeting is on track and the divi will be maintained. Should be one of the bigger yields about.

But it is good to see directors buy in the grander scheme of things. They have a better picture of the longer term outlook (we hope) and it means they have more skin in the game so our aims are more aligned.

Do you have any comment about your incorrect Manchester information Rylidan? Did you deliberately try to confuse different companies, or was it just a mistake? Thanks

Both the revolution and Bar de cuba places in Cardiff are always busy. On the weekends there is always a massive queue to get in. International rugby and football players regularly frequent them on the weekend, followed by glamorous ladies and that brings a whole other genre of clientele. Needless to say they turnover a hell of a lot of money. With the recent Revs refurbishment, I'd say this trend will continue.

*Amazon*

People kept saying Jeff Bezos and amazin wouldnt make investors any money and look at them now!!!! Alibaba and tencent are 2 chinese examples of successful internet businesses and BNN is accumulating a huge database and setting up many different revenue streams. If you think this will skyrocket in the next coupke of weeks then you're a fool. Rome was not built in a day. This share is a long term hold for me

Solid business which has had plenty of time to adjust to changing regulation. Good margins and a very high sustainable dividend. Definitely a buy at this price.

Glad I got in this for the divi. Great reasons to remain a holder.

Yes the sp has dropped, but it very cheap now and over sold imo. The company has spent the last couple of years refocusing due to the online lottery ban and has some very important relationships that money cant buy. BNN's apps are facilitating a growing number of transactions for an ever growing range of services, so keep an eye on growing revenue and expanding streams.

Very nice pies at Greggs. I actually like all thier offerings. You can count on this type of business in any economic environment whether its boom or gloom, people will always grab a pie or sarnie. Good divi stock too. Look out for share buy backs and special divi's

Highly cash generating business with steady dividend and low number of shares in issue. Great profit margins and the potential for the parcels collection/returns service to grow substantially now that we can work with other carriers apart from Yodel. will cost a wee bit initially but should pay back handsomely over time. Business is booming in Romania and has the potential to go big in other Countries too. IMO

Going forward, after parting from Epiris, what chance does the internal investment team have of matching the success enjoyed by Epiris. Its been pretty phenomenal of late and also what investments do Electra actually have left? I'm keen to invest, but looking at their list of current investments on their website, it seems that most of those are now sold??? Any advice from other posters on this thread would be greatly appreciated. Many Thanks Mostyn

Thanks londoner, Well my broker has nothing for me in my account unfortunately. I was going to hold, but the missus convinced me to tender on the last day as I would have been gutted to get trapped in IAE when there's other opps out there. She had a point, but Im still gutted IAE is sold :-(