Member Info for oldbutnowisa

...not Ed -at least that way you get a useful powder!

...in case the 7 weeks runs out. Possibly a Debenture issue of more than needed with at least a three year redemption term and an attractive option to convert. Just enough to get this in Profitable production. £10M?

....Topped up again. Now one of top 5 in the old p/f.

It's been common knowledge for years that any 'growth' figure the Chinese announce for their economy should always be subject to a 5% deduction because they lie. That's why prudent investors keep out of Chinese stocks.

Hi Brad. Still own 500,000!

They know what they are doing!

....why the FOR SALE sign does not go up on Tant Valley and RNS. That at least would stop the SP rot.

....Exit two villains in Ferraris followed by a mob of screaming shareholders... on foot as usual!

Many thanks, Meconopsis. It is rare here for someone with your knowledge of this complex business to express an 'informed' view,

Like many here I hold both these and Aviva with the latter being no.1 in my IA and LGEN being no 2! I have benefiited greatly from your posting and am prepared to give the new Chairman ample time to settle in as he has requested, unless the SP wobbles too much.

....so, as usual, it has drifted. Not too bothered for now because aware that because of where it invests, there will be downs as well as ups. Will review again in a month or so.

...after the results. If and when interest rates start to fall, I expect this (and many other properties) to rise, but longer term expect interest from overseas bidders.

Expecting a bit of short-term action and, as usual, unless results wildly good or bad, retrenchment afterwards.

The thing with this co is that although hardly large and well-known, it has expertise and many overseas contacts.

This gives it the potential to find new work and, perhaps even more important, to attract bids while small enough to be a nice 'bolt-on'. Definitely one to hold.

Thanks Silverblade. You drew to my attention again to how undervalued INPP is even now. Fortunately my ISA holds a bit of cash with more on its way from the takeover of City Pub Co. Looks like a perfect time to top up before results, even though I do not expect INPP ever to blow the lights out with good results. Having held it for so long I shall be delighted with a decent Chairman's Report, another tick up in the divi and a few 'pundits' causing a bit of long term buying!

.....is starting to look interesting. I am no expert but if these now break £17 and stay there, looks to me like there could then be a breakout depending on the figures to nearer £20. About time!

Npwharf - managed to pull out a bit of cash here before the SP fell. Really cannot see this falling apart but CAN see that we may suffer yet more dilution to get to production. Just hope that doesn't happen. Not much liquidity anywhere right now.

Just been on the Manolete Partnership site. Even in THEIR business the shares are dreadful. Who would have thought?

Fingers and legs crossed!

Hello unhooked,

I know the feeling! I am a retired solicitor and thought these were a great money machine. I have had at least two bites on the way down and really feel, after reviewing the last two RNSs, that the market has not really understood them.

This year they are doing well and expanding, but the effect of this will only start to be apparent in some six to nine months and they don't fall over themselves with updates. My p/f is not really for me but my son who is mentally disabled so I maintain a fairly strict level of discipline over my more adventurous side! If they fall to under £1 though, and other stuff in the p/f allows me, then I might get tempted yet again. Best of luck matey!

Now read in full and need the money within two months. Since my holding is over 700,000 I have tried a limit bid to sell a proportion just to lower my risk, even though fairly sure they could keep digging up the cash to avoid insolvency if pushed.

Says little more but welcome anyway. SP nice and steady and most of us 'lifers' have averaged down to the point where we can either sell part for a teeny profit or wait for better hopefully round the corner. This should encourage some newbies hungry for a killing!

Meetings are what KZG needs if they are to become an ACTIVE investment vehicle and Central London is where most of them are based, not some industrial estate in sheep territory!

Now Aviva is largest holding in my ISA p/f at around 13% (and showing modest profit) closely followed by LGEN at around 11% (at present showing small loss). Not ideal but can live with it!