Member Info for Opium

IMT is one of several m&a punts I have at the moment, but I have upped my stake a bit because of tobacco's defensive qualities. But the next 10 years will be a rougher ride than the last decade,IM.

As chief advisor to the Fed,BOE,Osbourne etc. I have to say YES, unless it is decided to repay our creditors with a honest return rather than de-value our debts with inflation in the time-honoured way. 'You can't print gold'.

The name that crops up is Jap Tobacco, FYI.

Via link provided by QueenElvis. See her previous post, Thur 21:06. Topped up my BG@1012p approx, last week.

5-7% up after doubling down last year. 'Aged Ps' should hold, IMO. Divi. Will be improved. PRtners guity plea after 2.5 years silence! Will be a game changer,IMO.

- but on that same link another analyst is very upbeat about BP, considering them undervalued. I hold BG & BP, BTW.

Chancellor Osbourne in Gordon Brown Mini-me mode has destroyed PNN SP with will-we/won't-we regulatory deliberations. Having destroyed North Sea Tax revenues with a windfall tax, he now turns his attention to Water Utilities. How hard can it be to be Chancellor? As Churchill said they give you the figures, you just supply common sense..Tracker funds are forced sellers as a result of PNN relegation from the FTSE100, so I've just topped up.

We are the good guys for once. Taking majority holding in De Beers looks like a very shrewd move from our much underrated previous CEO.

A TV special just before Xmas featuring De Beers, may open the people's wallets..

Not over until the fat lady sings, unless you sold. Did you?

Guess what I paid in April this year? Yup. £5.00. I have seen this pattern before. You buy buy an AIM stock on a bullish MM report, price falls of a cliff for no obvious reason, glowing reports continue ,etc. Then guess what? A takeover, at a premium to the now trashed SP. AIM stocks are pants.

The SP on all my overseas based AIM stocks languishes through lack of visibility in the UK. The offer sounds good, IMO. Pity you're not Infamy, then you could reply 'INFAMY! INFAMY! - They've all got it In for me' , if 'Trolled'.

All imported from the USA in ships. Why not burn all the dead ASH trees in the UK?

Drax can charge customers DOUBLE the current electricity price - for power generated from biomass. The Green feel-good factor dos not come cheap..

Drax would love to burn coal, but this Green mad coalition penalises companies that do, preferring to subsidise imported wood pellets from the USA. He who pays the Piper calls the tune. Drax's expertise in hedging is often overlooked & the contribution it consistently makes to profits. More certainty in subsidies for biomass must enhance Drax's attractiveness to any predator, IMO.

Selling off component intellectual property.

Do you have any ARM,old man? You seem to like the AIM stocks best.

'Enter Rumour, painted all with tongues'. GE was mentioned in press Sep.26,2012.

If the BOD take up their rights, I would be inclined to take up mine. But small company, small bet is my strategy. Won't be talking serious money.

Yup, terrific set of results! Losses turned into profits, etc. And the SP? No reaction at all..