Member Info for Opium

Always happy to discuss the biggest holding in my PF. I am a Buffett disciple who believes in a balanced PF, (RISK/DEFENSIVE), and happy to act as a sounding board about any of my other 30/50 stocks.

ARM is MY Coke, 'A wonderful company with a big moat round it'. I'm holding 'til death, but the meaningless gyrations of MMs means I will shortly do what they do, and trade an EXTRA portion, buy about today's price, 513p and sell above 600p, 'til I get bored.

Welcome aboard our submarine, less visitors to this BB than the Marie Celeste! Try to explain this punt to your friends and watch their eyes glaze over ..

GDF owns 70%, so may not need to pay much more than offer, IMO.

may contribute to ABG downgrade, but the mob invasion was in 2008, and much Community investment has been made since then. ABG trades on an undemanding 10x earnings at current price.

Profits 10% short of expectations, target price cut to 570p. SP down 12% to 485p, ??

They still have the Temp. power generator from compressed air, thingamagig. A bit awkward for me , I sold VPHA to buy EGX as a triple play.

ABG posted inline results and are upping the div. I think low volume of trades produces these disproportionate swings in the SP.

Record results at De Beers too. The boys in dark glasses are having a pop at anything that moves but this drop seems unwarranted.

SP fluctuates with price of gold, so you might as well guess about that. However, gold mining shares have yet to catch up with that price, and operate at a discount to it, as my astute fellow shareholders are no doubt aware.

Scope to become as dominant as 'Intel, Microsoft or Qualcomm' mr Buffett was asked what was the best price he'd ever sold Coca-Cola shares for - His reply 'I've never sold any'. ARM is my Coca-Cola.

Any more info?

- and disconnected to Gold price, Bloomberg Fund Guy, 5 mins ago. I believe this story and overweight in ABG. When the sea is this rough I leave the little boats in port until the storms clear. Hang on and hold, for me, with perhaps the odd swap.

ANGM BLNX CRND EDA EGX FPM GWP IGAS IQE MONI NOP PGD REH SRT SXX. Some of my zombies have started to twitch!

Of course, I too have losses in AIM stocks - but unlike most PI's I try to stick to a 'Big company, Big bet, Small company Small bet' strategy, a 2 tier approach, in short. I think my PF is about 90% FTSE, 10% AIM, UK listed only.

That may well be a better, less obvious strategy than waiting for $2,000 an oz like me and many others. I DO think that commodities in general will continue to act as proxies for paper currencies. To quote Buffett, 'cash is always a lousy investment'.

No. I think Gold will go to 2,000 an oz, but not in a straight line. What I meant is that Markets will fall as the Euroland deal, is seen, (like Chamberlain's agreement with Hitler), as a set of vague promises that cannot be delivered.

Used my Northumbrian Water cash for this M&A target. Perhaps Cash-My-Cheque would be interested in DRX too? Remember he is not allowed to own more than 1 WATER Utility.

'ARM could have 4% of the PC market within 3 years'.

So Mr Bond, a whole new ball game for HP and others. What value will analysts add to ARM SP?