Shoosh not so enthusiastic, the SP will go up. It's reverse logic for this one. Tried to explain AIT's merits but my friend's eyes glaze over, guess you have to be there.,
1.5M BUY AFTER THE BELL.. The genius anaylist who downgraded ARM today may be the same guy who stated that their business model was different/inferior to IMG, (like 2 peas in a Ipod).
I dont think it's a secret WB likes to buy on the cheap You don't mention Kraft's lack-lustre performance and Nil exposure to CABR emerging markets.. If KRAFT wont it they must pay for it. WB is a master tactician., hands up all who thought he would say '900p, of course!'
i'm basically Footsie 100 70% BG/BLT/BP/TSCO(adding)/AZN/CNA/DGE/NG./IMG/ARM(both big)SSE/AUT
30% AIT/CEY, Disciple of Mr Buffett.. Stuffing it into ISA & SIPP..
Suggested that a) KRAFT may rebid this W/E.
b) KRAFT results due on Nov 3rd may be a good time then. I like the idea UNILEVER may bid, keep things in the UK family but think it unlikely. Remember CBRY price leapt 40% on bid already.