Member Info for oldbutnowisa

Dennis is still there. Let's not be too harsh on him (yet!)

He seems to have the right idea. I am still trying to be patient,

Total recorded deals today -3. No. of shares sold - 682

No of shares bought - 0.

Market reaction - Minus 4.06%

Bonkers!

LSE gives the PE here as just over 15 which, for the outfit most heavily geared to defence in the world as it is right now is not just cheap. It ranks as a 'must have' in any rational investor's portfolio!

....once the buyback closes there's a great RNS for us with all the speccies rushing in to inflate the SP. And I find a goldmine in my garden!!

.....re new possible drug approval for type of endometrial cancer deserves much better than another 1%+ off the SP.

Without the nagging Zantac issues, GSK would be priced at £25+, IMHO.

Following Ilica on and off for long while and just noticed it has linked up with Mpac to progress its new fangled battery (which nearly wiped it out a while back) Now this will, hopefully not be make or break to Ilica but only one project to Mpac, which for a modestly sized outfit, has a decent spread of interests and connections. Also it would not cause indigestion if it was itself on the end of a takeover bid! Finally I noted that, in common with a large number of other 'industrials', Mpac's NAV looks tasty. So a reasonable purchase has been made for the p/f.

Fintech: If it looks like a Ramp.....

CMET doesn't need this right now. It has a huge outfit carrying it, very well connected in the East and I assume you know this. So....the sooner you take your chips off the counter, the better for us long termers! I hope to live long enough to see this 25-bag for me.

Perfectly argued, Fever, but my gut told me most of this so, at long last, I got out before I read you!

,,,,explain to me what sends the SP of PRM up or down day to day?

I am not complaining and realize that it is a small, tightly held share which will, hopefully, go on to be a star, but i a strange ride!

Sp rising on another grim day here. A million bought after 4pm today. I am trying to damp down the excitement!

,,,their massive cash pile is likely to be well spent in this lousy market. They have held it so long that they must have a wish-list by now. AI is already stated to be within their interest.

Glad I did not actually buy yesterday. There is nothing wrong with this co's bolt-on, except that one must be very careful about expanding into a falling market. Stays on my Watchlist.

....hold back some brass to topup if the SP dives over the next 2-3 silent weeks! Nothing ever happens that fast abroad.

You can be sure the cases that settle make commercial sense for GSK to whose finances they amount to a mere minor irritation. To the claimants, however, the drawn out litigation is a major worry. GSK retain top level legal advice and KNOW exactly what it takes to drag these cases out and get rid of them as 'economically as possible.

You are right, Likeit, I have made cash available in my ISA and am surfing about. I came to this after reading Michelmarsh Brick. These are a bigger outfit and do look well run. offer a decent well covered dividend so why not invest?

Well, they seem cheap at 47.50 but in this market could go even cheaper (could be said of practically all right now!) And then there is our winter, which usually means less building work. Finally (probably not), there's the political timetable. So I may just add them to my Watchlist for now, but certainly of interest.

...a big buyer here as the SP has slipped. Will do a bit of research if poss to see what this Director knows!

Lost a packet on these when they first transformed. Sri Lanka is not the most sophisticated capital market as can be seen by what has recently happened to their plans! I strongly suspect that those still making money at this point will be cashing out rather than hanging around for the next instalment of gov't trickiness.

Admittedly not on huge turnover, but sufficient for some to be thinking Gilbey will have a plan. Perhaps he will tell us that it is to proceed with the ground works as far as the money will go and release the (I hope) good news about the rate of gas flow as he seeks more cash to bring the operation to profitability, I cannot see how he can hope to get further without releasing the oas flow figures.

...to say zilch about the Chinese cash, zilch about the diamonds etc. I doubt they are thinking of giving more RNSes each better than the last, to move up the SP. So why not even few words on each now? Suggestions please.

....taking their chips off the table. Pretty stupid, even for them.

At least they should wait for the weekend gossip sheets.

I prefer to play the long game and hope there is a contest - three ways would be nicer than two!

Pretty stupid now, before the weekend gossip rags anyway.

I am in for the