Member Info for oldabutnowisa

Bayer has sold the Seed business to BASF. May not make a lot of difference but BASF paid a full price so will want to work the assets.

f15jcm The price did not go down on the news of first sales. It was the Placing of another 12M shares at 10% below the then market price which moved the SP down. Us medium termers have nothing to complain or worry about. Its all looking very good.

Down 15.5% at close. See my last posting. Any more like this and we could poke in a 1 for 2!!

Reckon there's a deal coming. See my post on PIM

Just looked at Plant Healthcare's SP which has fallen again and whilst I am a newbie who knows little, the two sets of execs obviously know each other from Seminars etc and a share only merger might make sense. Wouldn't be surprised if there are mutterings already. Not that this would necessarily do much in the short term for the SP, but adding a bit of bulk to the turnover (even if there are a few competing products) and shedding some duplication from the expenses column might well transform the accounts for the combined entity. If the SPs diverge any more, PIM could even put in a cheeky takeover offer (7 fo10?)

RNS today for Round 2. If they time this better than Round 1, we could see them back at �10 soon.

Thank you Peakview and pintofhsb. Your views are very comforting and the current market supports them. However, it is a market and no bells ring to warn before it turns adverse. I suppose I am just a worrier!

Thanks for your message about Plant Healthcare, Greedisvgood. Well, if nothing else, they could merge I suppose. At first sight they both seem to be finding it hard going. and would only need one lot of management! I know it is extremely unlikely but the comparison is useful. Shall stick around here for a bit and think about a stoploss.

Cannot tell on this site why - no huge sales (and my purchase this morning recorded as a sale!) but chunky markdown. What have I bought into? Oh well, time to grit my teeth for a while. At least I can afford a small stake in a loser to offset some gains.

Come on market - down 3p with this new on screen!! See my last message. �65 coming up quite soon.

Well I trebled up my rather modest first purchase. Now I have digested the figures I see where d1no is coming from. They spent too much last year and ended up with a �3m loss. But if they are right in their plan (big IF) and they do gross �13M next year and reduce the spend, there is scope for a turnaround. The R&D may well come up with new product too. This is a science-based share being run as a microcap so there is always the risk of more cash being needed but the end-product should be sought after and they have been around long enough now to know how to exploit it. There is also the possibility of a takeover. I am in for at least a year.

Buy in now for a punt on St.Theresa doing the Brexit deal, administering a K.O to Jeremy AND winning the next General Election.

Note that in spite of a claimed 0.06% spread, when the big fellas dropped 290200 on the market Fri at 4.28 the spread meant they had to take much less. Time for cool nerves here. I have a goodly % in Infras for the income and suspect I am not the only wrinkly! Let's hope these don't catch Theresa's cold. A few steady weeks and they might creep back. Not sure we can expect any favours from Europe!

identical buy. See my post 22 Sept.

Previous years have seen it creeping up through to end Sept. Should be coming soon. They don't have many of us privateers so please themselves. Figures here seem to be pretty meaningless so they no doubt wait until they have a nice morsel of news to release with it!

Very interested to hear no-one is being scaled back. That indicates to me there are very few small shareholders in PCA. Soon the co has promised the listing will change to Main Board and this should create more interest among all types of shareholders. My reading indicates the pros think the management here are playing a risky game, but they are very experienced and deliberately specialise in out of London secondary commercial property so should have done their homework re effect of Brexit, interest rates etc. Big London may wobble but not this. Lucky I applied sensibly for some excess and did not stag it. Do not expect too much when new shares list!

FT Weekend list of cos reporting has this for 9th Oct. Lets hope for a decent annual profit.

Ha, ha, Pyramus! Then you will have to get the job as his interpreter so that the rest of us might understand him.

It appears we may have RNS as early as that.

Apologies for getting Brubaker name wrong. Just heard his Oct last year interview online and virtually all sales are in foreign currency so benefit from sterling's fall. Also noticed market has spare stock today from 'large' sale so figured I could try and get my foot on the rung quite cheaply. Probably the smallest dabble I've had for years but at less than 27.4p I thought it was worth jumping aboard. (At least I can't lose much right now!) Now I have an interest I may well top up depending on news etc. Will now diarise probable RNS dates.