Member Info for Mr.Pepper

India has entered into a strategic partnership with France - this is the value of the contract not easy to quantify. It is thee relationship value that has added impetus here, and France has the contract. BAE should move on.

Perhaps we all can chip in and place an order for 150 Typhoons then that might the share price ticking up! Well..... it's a thought!

You should read between the lines. Rafael was not simply the cheapest option. The Indian Air Force has an embedded set of French MIrages, a tested infrastructure, and a pathway to the next model i.e. the Rafael. They are building a relationship here that they are content with. Same will go with Malaysia and Korea - they will stick with their asset providers and build on these. Similar case with Japan. The military space is stagnating into low risk. Drone, satellite, high tech lasers and the like are the future.BAE have the expertise, they should prosper in this market.

Constain is up today. THAT is how to run a company!

I have to admit I simply do not know how to go about reading this market. The only 'signals' are background noise, which convey zero value. The only option is to set oneself a target price, and play according to that. Good Luck.

Dassault wins $20bn Indian fighter jet contract - Rafale beats Eurofighter’s Typhoon to win hotly contested deal

How the deuce can you return half of something that someone already owns? It's like giving a leg to someone who already has tow, and that leg belongs to the person with two. So, the shareholders are giving themselves back their own shares or cash equivalent? Someone is making money on these financial contortions.Why not just build up the business? That's the job of management, isn't it?

Volumes are light. Signals therefore feeble. The market is looking for direction. Perhaps we should follow Athens in its quest to conquer the world.

As always, people trading on inside information. Retail investors are always the last to know. What a totally corrupted and tarnished game this is.

Very early days, and by all accounts and indicators, the UK still has a few quarters of sluggish growth, so while the tick up in share price is nice, management needs to focus on building up the company, not hoping for a takeover at this stage in the economic cycle. Focus on what is realistic, and not speculative wishful thinking. Do what is right, and the offers will come when things have stablised, and sen to be stable by sound companies, such as Constain, with competent management at the helm.

OK....

That's a surprise! A nice little earner for some lucky souls....!

Jan 20.........?? (Laconic, I know. But you can't beat the Spartans)!

Final, final, final...... final-most word soon! OK!

OK.

No one is going to take Mouchel over. At best, they will wait aside and hope to cherry pick. No. The solutions to Mouchel's woes lie with Mouchel. It redemption lies in reconstituting a firm with a strong core, and building up from there. It's best to be honest here. The economy is subdued, banks reticent to lend, buyers weary and wary. And let's face it, who want to buy a headache at this moment in time? A masochist? Everyone is just sapped out. Only the speculators are having a good run, and they always do.

India confronts economic headwinds in the short term. Ditto Pakistan. So I see the GrandStrategy postponed in the short to medium term. There is no reason that, given these economic constraints, two neighbouring nuclear states won't reach some agreement to curtail these rather extravagant purchases and indeed to 'spread them out' over an extended period of time. Economics wins hands down. We will see.

Normal Thursday, and Indian Thursday, are two entirely different things, I fear.

We now know the reason they did not merge with Costain. Consolidation was not only rational but compelling in this industry to buck the downturn. Clearly, there were things awry with the accounts, and Mouchel management (at the time) knew that the takeover would expose the flaw. They wanted time to clear up the mess before merging. Unfortunately, the market got there first. Some can call it bad luck. I call it for what it is - a total dereliction of duty to both the company, its employees, bondholders and not least, the shareholders.

If ever there was a screamingly obvious case for a company to get back to its roots, this surely is it. If donkeys led this company, it would be in much better shape. And the share price is starting to trickle down again....