Member Info for Opium

T/O rumours, the usual suspects/Egyptian interests.

Think you have it right on AU. Followed your lead.

Thanks, for your insight. Still got my AIT, intend to hold to the bitter end. I've doubled my FPM & NOP stakes. Having a small dabble in SXX too.

Do you think in time SSE may want to do a CENTRICA/VENTURE Takeover? Have you any Jnr Golds? I hold ANGM CRND & PGD.

Why bother with PMG, what % do they hold of FPM? any other TANGIBLE assets? Trying to work out what AU. s 14% of BLNX is worth too, any ideas?

Target of 700p, added to J P Morgans Pan Euro list.

'British Gas' is a marketing name owned by Centrica, there is NO Parent company. British Gas Group BG. is now a completely SEPARATE company. Keeping the name was a very smart move by Centrica to retain goodwill.

Believe this is positive for Drax, given Ex energy minister running Havana Energy co.

Boys, I applaud your choice of a Gas Major explorer/producer but the Company supplying you with gas to heat your homes is Centrica, spun out of BG. but still trading under the name 'British Gas'. I hold both. Just a little clarification unless you were fooling.

Enjoying my triumph, except for the slave standing behind me in the chariot whispering 'You are only mortal'. I share Napoleon's views on Luck, happens to people in the right place at the right time...

Think the MFTG Bull about IQE T/O is feasible, I've taken a minimum punt. Might have a bit more AU. fror the reason I gave below.

Sure it's in the frame but so is another big deal, Board under pressure to do one or the other. Just relax with this core holding. Mining enthusiasts will note that BHP produces more Silver than anyone else, mostly as by-products, some Gold, and of course Oil too.

Cheerup! Mr Buffett still has a large stake as far as I know. It may start to pickup this year, IMO.

Different animal, BLNX software, IQE hardware. I believe they manufacture the silicone wafers chips are mounted on/in. I won't chase ANY share regardless of price, 'Margin Of Safety' etc, specially not Tech. Consider this:- AU. are little more than Jan 2010 price, but their remaining stake in BLNX must have tripled. (BLNX was spun out of AU. ). Brokers are promoting AU. on fundamentals as we speak, so get your skates on if you want a modest punt.

And BLNX of course, I hold more NCC and some AU. as the're FTSE stocks. ARM is my largest holding and about 20% of my PF.

Running with NNC & EDA as my jnr tech. punts, feel they have more unique appeal. Can't get excited by IQE in the same way, did have a brief look before and It seems solid. I'm an Old Bull and can't serve all the heifers I would like...

The retained BLNX holding must be worth 3x what it was a few months ago...

Recent Inv. Chron. talking it up as 2011 growth pick. Opp. page has a puff for TSCO, as a steady eddie. The last 2 deals I had bought before reading the article, weird or what? Keynes used to like buying stuff in opposite sectors...

'Give every man your ear, but few your voice..' 'Good night sweet Princess and crowds of Angels hymn thee to thy rest.'

As Holmes said to Watson, 'Though not luminous your self, you are a great reflector of light...' Best explanation so far, Nickctaylor/'What it is' 2009-01-29, which you pointed me to. It can be ignored, except as a guide to Opening Price the next day. If you like NPE what about a small punt on NOP or FPM? (I hold both).