Member Info for Patexd

Do not like your analsis -very myopic. The share price has corrected very substantially recently. This is a defensive international company and trades at a discount to Nestle amongst the food producers and compared with the household defensives. It has substantial global earnings and a rising divi. Double dip gloomis not much of a factor with this kind of company. Strong long term

This company used to have a 6% dividend and a share price around £2. Yet they seem to be unreliable to keep your money in. If they get back to a decent share price and dividend can they be relied upon again Also they are open cast miners -their resources will not last very long -and they have to find new ones. Better places to invest.

Goldman Sachs have a 390p target with their sell rating. Thata about another 10% down. Until we get the next trading satement I will notre-enter these.

Made my first investment in Unilever yesterday at 1707p. Regret not getting in last years slump -that would have been a better yield. Yes the makers of Marmite one of their most known and loved as long as you can think back . Marmite up from 218p for 250 gram jar to 2.72p after a very long time so there is one price increase they will get away with. (Have to say bought 5 jars for £5 in Poundloand the 125gm size not for long and saved myself a bit. Apart from the taste keeps mosquitos off you.Of course they make other things too but think this a good defensive hold better than Tate & Lyle now they have lost their sugar-whatever the analysts say ! But Goldman Sachs have a 390 target on Tate that might be right..

This stock remains a good investment long term. This is on one hand because of the provisions for uprating of both the British and German care home revenues. On the other because theGerman revenues are securedon German assetsthat would survive a breakup of the eurozone. An interestingarticle in the Telegraph today describes the isues being discussed in the German Constitutional Court and thefact that these matters are of very serious concern. The transfers to Greece were contrary to the Lisbon Treaty and the Euro is faces a considerable risk of being dismantled. Well time will only tell and the outcome is a very political matter as well as economic. Southern europe can only go on in the euro with stagnation and pain its peoples will be unlikely to accept. So I am backing PSPI -this stock is undervalued compared with asset values and this undervaluation ought to mean its a very good hold.

Well getting rid of their sugar refining business-it was an underperforming earner they say and will dobetter on other business. Time will tell. However the pension liabiliti es and assets are not included resulting in book loss of 55 milion. Sale proceeds to be used to reduce debt. Have felt this share fully priced lately -but this news will take some digesting.

I know yield is not everone's need -also that SP growth often more valuable. But at current price yield about 29% compared with over 5% at an SP of 8-900..P

I hold these. I actually sold some of my shares losing the dividend and used the money to buy the rights shares so I ended up with the same number of shares and some cash back. However some may remember a few years ago Nationa Grid gave shareholders money back with one hand yet took it away with the other with a consolidation that left you with fewer shares.The share price much the same as now. So what return of capital was it ? Sorry I do not trust them -they are not transparent-I keep a few and no more.Some time in the future they might be worth selling -when there are better opportunities for capital growth. One company that is transparent and are very forthright are United Utilities. However the dispensation from the regulator I think means the shares are currently more than fully valued as I see it myself !I

I still hold these. I like what they do. I have not risked very much here. I think it might some time come OK but it could fail. The matter of some importance is that they borrowed euro when £1 bought 1.60 euro and there is some kind of financial swap in relation to that -this is my understanding. So whilst a recovery in trading in France and the smaller Spanish investment is important so is a recovery in sterling against the euro. Further depreciation of sterling against the euro say below parity could break thecompany's back. If anyone is more knowledgeable than this than me would appreciate comment. As far as managing thev actual business operation they seem to be competent enough. P

Buy between now and end October for less than 220p. £2 would be OK

A ll have taken a tumble recently -BBVA Popular Sabadell Banesto and Santandar. Spanish prices inflated by the euro loads of unemployed tourism spoiled by volcano. I live half year in Gran canaria and see this country needs a long period of deflation to get competitive or leave the euro. Before too long these will be priced into bank stocks but where are the divis coming from? Admittedly Santander has South American earnings but can sdee no reasons for them to go up at the moment.

But they are a Spanish stock. How much are these worth 4.60 ? Any guesses when to buy anyone!

Yes good argument to range trade. 28% of my money in equities . Reluctant to sell because of good yields from cheaper prices . The fact dividends are needed when % rates low for income does support the markets.

Was pleased to read a comment. People do sometimes replyto me ! But I think that what this company does is useful and it is doing something that is forward thinking.ie fossil fuel energy replacement. Well we have had the kind of winter that says -has the gulf stream pump shut down -or maybe its just one of those we get from time to time -but hardly the one for solar panels in Northern hemisphere !! So that hasn't helped. The big question though the company does sell at it appears impaired earnings because of the imbalance in fundamentals between Europe and Japan. I find this very strange how this company got into this scenario. See if the forthcoming agenda is a depreciation of sterling and euro against Asian currencies then -but of course I think devaluations are a symptom of failure and the ECB try to show the flag. Cost reductions are the other route but in the west we have national minimum wage -not that these workers get that -probably more . See I bought this stock in mount and for the reasons I haqve thought about I decided to use the money in something else recently. But I am sad about this -I did it for good reason but is a spell of good sunshine enough to get thisup again.People have short memories !

I think -how can it be sensible that UK and Germany are selling to Japan -two countries with higher costs to a country with a deflation history -where things get CHEAPER every year. I just look for the reason to buy this company for future. Or have I missed something please>

If you have an open mind and just think like me that the unexpected might happen in exactlythe opposite way that many think then I think this is a good one to have in your portfolio - it has potentially a lot of upside. So many are cringing about a double dip or Brown winning the election but they might all be wrong-in spite of the fact we might be in the final stages of a stockmarket rally before it lurches downwards. Now this sounds confusing but the situation is confusing -so one needs to be well spaced and have ones pieces placed in opposite positions !

Class as a weak hold. As long as they pay the divi you are getting a good yield. But the borrowing in this was hedged at about 1.60 and every time the £ goes down the cost goes up -so this is high risk. However if sterling recovers it will be better placed. This is not really a pure investment in european property as a hedge against sterling for an ordinary investor and its heads or tails at present but divi ex date 0.9p I think 17th March for this quarter. Anyone know any better european property plays? I know HMSO is a better bigger one -but smalls ?

Any opinions on this stock. Whilst I was previously very positive about this I see it as over-priced now -indeed the divi is up a tiny bit but see not all their earnings have improved and whilst I see it as OK long term -I still see it as over-priced and that is why I am currently out -and I am prepared to stick with that come what may !

I have been wrong so far !

Sometime in the summer?