Member Info for Opium

Upgrades target from 645p to 750p. 15 mins ago.

I put a number of irons in the fire for a basic punt. If the SP falls I might buy some more. I won't SELL until the BOD says a definite NO to all bids,(Mouchel). I DON'T listen to the MM who impatiently shout 'SELL' at any slow turn of events,(AUT,Northumbrian Water,C&WW,ABG etc.). AUT went up in minutes of the HP bid, so you would have missed the boat if you'd sold. You can't trade your M&A punts.

Please get your chimp off the keyboard! Explain how you can buy & sell many times without the risk of missing the bid, if it comes.

Frankie Howard says.. ARM will run out of steam soon! No Missis!! I mean it this time. . What is they do anyway manufacture chips or something like that? I'll keep this theme up until confounded by their next results (as usual).

Despite a shed load of dosh to spend, the IT gal, (ex-TESCO), seems to be getting her defence in first, regarding a replacement for the 'tortured' Amazon system currently in use.

Postponement of Olympic Dam may make Oz Gov. think they were a little hasty in vetoing the potash deal.

Not big enough. The master-plan (which I bought into) is the MERGED Glen/Xtra having enough leverage in their combined asset value to go for AAL in a shares/shares & cash deal.

Thanks for tip, Dylan Thomas. Please punctuate your crazy stream of conciousness..

Apparently they were shown the door for offering under 500p.

That the FSA would have been all over an AIM company that went up 20% in a day without a 'Confirm or Deny M&A' RNS. Surprised at lack of same from BOD.

The recent rights issue screws these comparisons.

Don't pin your hopes on my generation falling off the perch in droves. Even bread was rationed in 1946! Sweets rationed 'til 1954, I think.. but enjoyed free concentrated orange juice & milk and cod-liver oil caps. at school til the 1960's. Walked everywhere! Only fat kid I knew was Billy Bunter. Look instead at the Amy Whinehouse generation, a lot will be lucky to see 30, live fast - die young. Alcohol & smokes or tablets made by the local Dr Feelgood?

COAL = 31% of UK electricity, of which SELBY contributes 7%. Not enough biofuel wood pellets available to meet producers demands, so DRAX decision to co-burn it with coal made perfect sense while the Gov. was dicking about, deciding future incentive prices. Plan B means DRAX will convert one unit at a time to run Bio only. Same end result, different route. The increased clarity from Gov. proposals will make DRAX more attractive to a predator IMO.

Correct me if i'm wrong, but I thought 70% of electricity produced in the UK last year, came from COAL.

For a 5th read a 20th. No cure for Greed & Fear. Big buys after the bell, today.

Follow my math: APRIL 2012 figures for 6 top named drugs = 681m. Divide by 72M (VPRIV). VPRIV = under a tenth of total product sales. Lets say they lose half to rival, that's a 5th of total sales. But their top drug VYVANSE ALONE, is expected to make 1billion in a full year. MARKET OVER-REACTING?

MSOFT Isurface tablet using ARM graphics? its NOT using IMG. The BIG question!

Shale-gas biz = 9% of total profits, share price drop 20% - must be better targets for shorters!

There is only one Uk water company in a position to trade water to others - go figure..

1) My first ARM buy(RISK) was deliberately balanced by my first TESCO (DEFENSIVE) buy. I try to keep loosely to this approach. You will see Fund managers sell RISK to buy DEF. when the FTSE falls, and vice-versa when it rises, I avoid this by balancing my PF in the first place. 2) Comparison with INTEL is nuts because they MAKE chips, NOT licence designs. Ditto comparing with ARM's CLIENTS in that sector. Neither Mr Buffett nor I can value IT stocks in a conventional way. I can only say I view ARM as unique and will never sell. 3) I think APPLE much more likely to buy the rest of IMG, they already own about 5%. IMG licence their designs in a similer way to ARM, but are are more limited in scope. I am giving simple answers, but always happy to elaborate. I have ISA, SIPP & trading accounts in which I hold actual stocks.