Member Info for northernfund

Really not sure which way SP will go. Not much early confidence shown in trades. Hold on to your hats.

If we all had a crystal ball.....Don't beat yourself with a stick. We have all been there. I'd hold....I dont see a disaster. ADN are well managed and well financed. But they are exposed to international, and emerging markets more than others so its a difficult call. If you have a better share ( more stable/ better growth) id probably reduce ADN, otherwise hold on tight to the roller coaster. Next time when you are in decent profit, set a stop loss to retain some of it.....and expect the price to rise after the SL kicks in....it always does for me!

Thanks Spottelurcher.....keeps the hopes up. I reckon nothing will come out of CUP until early March so I'm holding my shares with a very low Stop Loss in my head. Prepared to take the medicine, but.....you know....I think this could just shake out of the doldrums after the Y/E results and, given a following wind, it may recover to 75/80 this year. If so, 2015 could see better times. CUP management really owe their shareholders an explanation. I expect/hope they have put to good use the income from the asset sale, cut their running costs and improved their marketing and PR. If not, a big divi payout to shareholders....some hope! This is a huge, growing industry (dating on line) so with their experience and systems, and funding, they must be in a good place. But we need information.

I suppose its because Bellway is a company that keeps producing the goods, year after year, without a fan fair. Just moving with the FTSE but in a very well balanced way. Decent divi, good fundamentals, well managed. Lower PE and PEG than most other national house builders showing that its not overvalued. In fact I think its cheap at 1548. But let's see what happens. Depends on government policies to, perhaps, control house price rises or mortgage availability. But Bellway is still my choice.

Ah, well another day for sure

to my 425.....

Hi Jinksy.....Well...its a long story. I sold 1000 at 411 on a stop to collect a bit of profit, then watched it go down and took pity at 403 so bought them back. Really should not do that. But turned out OK except for a few quid costs. If I can get to 425 I'll sell more again. I dont recommend this as I usually find when heart rules head the share goes into immediate reverse as soon as I press "buy".......just slightly lucky this time. But I need some luck after last Friday and Monday killing fields. Really not sure what ADN will now do. Just watching it......

Ouch!

Just one of those days. Can't see a quick return to my average for Aberdeen (415) so may take a hit early next week and see if grass is greener elsewhere. Lots of opportunities after today.....but perhaps more to hit fan next week...........just trying to keep calm! It will get better. It always does. Now for that glass of wine...........

I agree, but if you are not at your screen and s**t hits fan when not able to sort it, stop losses are useful. If its free fall, you still take the hit, but it works for me.

Got to be worth a shot at this. (Limited investment with stop loss). Looking at accounts any effect from potential CIT revenue did not take place until Nov 11 before when the sp was based on existing trade and was around 300p. With a bit of good fortune and following wind, 200p plus should be achievable....

A 50,000 share buy this afternoon.....someone know something?

this morning with a few buys. Anyone here? Silence from CUP board is still deafening. They must have Y/E 2013 management accounts now so could something..........

CUP is a real enigma. Just makes no sense, which worries me. We need information. But hey…..why worry! Life is too short to worry about “shorters". Still waiting for the TA that will probably not be as good as we hope for, but Im holding my shares with a revised, lower, stop order in place and a glass “half full” view ……..at present. Now for that glass of Rioja….

New to this forum. Should have introduced myself. Just a small private investor hooked on the process of share watching! I try to keep clear of anything with poor track record; I follow those with reasonable P/E, hence decent growth, and lowish PEG.I try to keep the PEG below 1.00 but have made exception with this one (1.21) as I like its prospects ODX looks "fairly" safe ....if there is such a thing!, but has decent trading history and exciting potential. Chairman's views 27th Nov 2013 are : "We recognise that our ability to make a step change in our future growth is highly predicated on successful outcomes of both our CD4 and IDS-iSYS projects and we are at sufficiently advanced stages with both projects to be very confident that both will deliver significant shareholder value in the next financial year" Sounds like a confident approach, not claimed lightly.... All in all, I think any potential downside at 18p is overridden by exciting upside......but we shall see! I have some at 14.5p and a few more at 18p Monday. You need some interesting ones in the portfolio as well as the much larger percentage of safer FTSE shares and funds to keep up the interest.

CUP need to release a TA. Get on with it. Shareholders have been kept in dark since the September 1/2 yearly report. Im not over concerned about the divi.....just need trading update in line with promise of "Robust continuing business which is expected to return to growth and profitability in 2014" That should steady nerves.

I like the fact that ODX has a solid foundation and seen growth since 1987....not a fly by night AIM. Profit growth (although modest) and asset growth. Acceptable PEG. Unlike some AIM's this is an established company with proven management. Good news with CD4 will be icing that should light "blue touch paper"..........let's see. Hope to hear soon..... I'm in for a few more.

David Surtees CFO moved out (notice today). Hopefully a new broom will clarify numbers. PER is still a major player in this market. Keep cool.