Member Info for myepic

As far as I can see the slide is re the issue of equity which is fairly large and does therefore create dilution, also, as has correctly been pointed out it is being used to settle options rather than to raise funds to invest , that said I think it is overdone and will bounce back over 10 fairly quickly then meander back to mid 10's , without news the 11's may be a little way off but if I was looking for fast I guess I'd be trading derivatives!

mmm ,I must agree that I don't see 1200 in the next few weeks without some pretty serious news , my question was really more about why two other sources of info are so much more up to date than LSE? Assessing the info - especially broker ratings is obviously a dyor item but I want to have the info and make my own mind up I've held Clinigen for quite a few years and am not unhappy with their performance at all , try looking at the 5 year chart and tell me where the bad is?:-)

And another view of broker ratings - dramatically more up to date than LSE !!???? ____ http://www.hl.co.uk/shares/shares-search-results/c/clinigen-group-plc-ordinary-0.1p/broker-forecasts

https://weekherald.com/2017/11/30/clinigen-group-clin-receives-buy-rating-from-n1-singer.html This links to weekherald , who, to be honest I have never heard of I found it because I googled "Singer coverage clinigen" simply because the news announcements on my brokers charts show Singer giving a buy rating Target Price 1225 ..... so why does this not show on Broker rating??

MMM..... Sports Direct don't seem too worried about the shorters?

https://seekingalpha.com/news/3306848-bhp-says-hunting-copper-meet-electric-vehicle-demand?app=1&uprof=45#email_link

nil illegitemi carborundum ! ;-)

Hi Highland Matt Interesting question , over recent years I've noticed some weird reporting of buy/sells , mostly I buy and hold - mixture of growth/value/dividend payers , occasionally if I see one of my favourites get pulled down by irrelevant sector or sentiment moves I take a deep breath , clench cheeks and buy double up lots as it heads down then, hopefully ,sell out in a chunk once it is back up , in the process of doing this ,especially with less traded shares I am sometimes making a trade that should be easily recognized by its volume , I have on several occasions noticed them reported in reverse re buy/sell , I'm not sure whether this is some great MM conspiracy or simply a "glitch in the machine" - maybe to do with how sells buys via nominee accounts are viewed??

Soo.. I expected to have around 1320 shares bought back - my broker has credited me for 881 bought back ... so I contacted them as below - their response below that , anyone else have a similar experience? "dear broker" - sic 4496 tendered Basic entitlement 16.29% x 4496 = 732 Remainder = 3764 shares 3764 x 15.65% (as announced by LMS) = 589 732 + 589 = 1321 I accept that LMS does say approximately 15.65% - when seeing two decimal places it is realistic to expect that approximately will mean very close to the whole number eg. 14-16 % So why 881 ??? RESPONSE FROM BROKER After the basic entitlement was fulfilled, which was also the case for your account, a further 15.65% of all the shares of all holders were tendered as well. Please note this does not mean that this was evenly spread throughout all shareholders. There is no specific explanation from our side why exactly 149 additional shares were tendered in your case, as this was the company's decision, but as far as the corporate action notice explained, this is correct. Thank you for your understanding.

I really don't see any substantial bad news in the report , a bit of "'what if the whole economy vaporizes ?!" kind of dribble floating around , looking at the after closing trades at end of yesterday a well structured dump and pump wouldn't surprise me - everyone's a bit jittery after Carillion so good timing for one .......

Hansteen sells out of Europe Hansteen sells out of Europe The release of full-year profits for Hansteen Holdings (HSTN) was overshadowed by news that the commercial property landlord is to sell its portfolio of Dutch and German properties at a 6 per cent premium to the December 2016 valuation, and a 30 per cent premium to their value 12 months previously. After expenses, this will leave Hansteen with around £650m, a substantial proportion of which is expected to be returned to shareholders. The sale will leave Hansteen with a UK portfolio valued at around £677m. An upward revaluation in the property portfolio (although not as large as in 2015) and higher rental income pushed adjusted net asset value per share up by 16 per cent to 128.9p at the year-end. Demand for smaller urban distribution and light industrial warehouses, as internet retailers seek out appropriate 'last mile' distribution centres to facilitate deliveries, helped to drive normalised income profit or recurring earnings up by 29.4 per cent to a record £61.1m. On top of this, asset sales netted a further profit of £4.7m. Acquisitions included the 18.2 per cent of the Ashtenne Industrial Fund Unit Trust that Hansteen did not own, for £49.7m, and after the year-end it made an offer for Industrial Multi Property Trust, valued at £25.2m. Analysts at Jefferies expect adjusted NAV to reach 132p by the year-end. HANSTEEN (HSTN) ORD PRICE: 122.7p MARKET VALUE: £913m TOUCH: 122.6-122.8p 12-MONTH HIGH: 130p LOW: 95p DIVIDEND YIELD: 4.8% TRADING PROPERTIES: £10m DISCOUNT TO NAV: 1% INVESTMENT PROP: £1.72bn NET DEBT: 79% Year to 31 Dec Net asset value (p) Pre-tax profit (£m) Earnings per share (p) Dividend per share (p)* 2012 81 46 6.2 4.5 2013 86 65 9.1 4.8 2014 99 131 17.6 5 2015 105 171 21.3 5.25 2016 124 120 14.8 5.9 % change +18 -30 -31 +12 Ex-div: 20 Apr Payment: 18 May *Excluding special dividend of 3p a share paid in 2016 IC VIEW: Even without the asset sale, Hansteen was paying an attractive dividend. Yet the shares still trade at a discount to forecast per-share net assets. Buy. Last IC View: Buy, 116p, 23 Aug 2016

So company announces disposals in progress as planned and net asset value expectation well above current SP , then SP dives 12 % , any clues anybody??

A question I have been pondering as well , with no answer , VM sp does seem to react excessively to any ripple in the market , hence I managed to buy in at 212 post Brexit , but I don't really know why , fear of rising borrowing costs perhaps? But I would have have thought that they are large enough and established enough to not suffer any more than their peers ? Is it maybe investors who managed to ride the big upswing post Brexit dumping at the first sign of a dip (or of course trailing stop loss users)? Perhaps international concerns over the efficacy of all holding hands and singing Rule Britannia really loud in the pub? - but one wonders why that would target VM? all in all I don't know , but would love to hear others thoughts

I really wish I hadn't googled Chovdar , the Alieyev girls look way too much like Gulnara Karimova!

Is anybody else being plagued by Adchoices pop ups on this site?

Hi Daisan I do have a reasonably limited holding as a percentage of portfolio , I have held for a long time through the deep dip so still underwater for a while yet I actually know an Azerbaijani here in Australia , when I was chatting to him about the Ukraine , he said yes we are all watching that one closely , we also chatted about the CIS in general - I spent a couple of months traveling independently through the whole region in 98 , I said , "You know I got the impression that the soviet days were nowhere near as bad as we were told in the UK in the cold war years" His response "yes In fact quite a lot of people are actually talk fondly about the old days , for the everyday person life was better in a lot of ways as part of the USSR" Obviously this is the thoughts of one person , others will have different views , but it does make me wonder how much resistance there would be to returning to the old days - what that return would mean for foreign investment is also up for debate - Putin is definitely a bit more capitalist friendly than the old guard As I mentioned previously the whole Oxus gold and gulnara karimova saga leaves me a little twitchy about these situations

Hi Rising Star , no it does not explain , it does though as I mentioned mirror my question of Why? This one is better - although written by an author who clearly declares himself as being lon on AZN http://seekingalpha.com/article/4025891-astrazeneca-buy-hits-new-52-week-lows?ifp=0

http://www.coface.com/Economic-Studies-and-Country-Risks/Azerbaijan

Today's market overview News & Tips: AstraZeneca, Mitchells & Butlers, Compass & more Shares in London have added more than 1 per cent in early trading as investors follow the lead from over the pond. For The Trader Nicole Elliott's latest views on the markets, click here. IC TIP UPDATES: This was it 22nd November Investors chronicle update AstraZeneca (AZN) has got its head and neck cancer drug trials back on track after surprising side effects forced the group to halt recruitment last month. The shares have dive bombed since - unsurprising really since management had put so many hopes on the success of the drug in question. But the drug is just one constituent in Astra’s very impressive oncology portfolio and we think recent share price weaknesses merely highlight the current buying opportunity.

Nice to see others share my confusion! http://www.investorschronicle.co.uk/2016/11/22/shares/news-and-analysis/news-tips-astrazeneca-mitchells-butlers-compass-more-YONEbBmanH5ArLdGOSo7MM/article.html?utm_campaign=ICDailyEmail_2013&utm_source=emailCampaign&utm_medium=email&utm_content=