Member Info for Patexd

This broker probably shorting this one-they always have it for UU. There are not many places where you can get this much except in the Prefs and a few corporate bonds but nomany worth having.unless you predict recession and deflation Where else PIBS. I admit to having a mere 150 of these and 150 too many as they sit. You have to have very long investment vision over 5yrs to have a chance of seeing the dizzy high prices of over £7.00 again. Very soon there will be a very good buying oportunity in these -it might be at the previous bear market low -about 360p. But never bank on that because the company could announce anything at any time and you get cut off by the tide. What is for sure they could not stay at 360p for long . If there were even a dividend cut at that price they would bounce like AVIVA. Difficult options -dump and try to get in lower or hold and continue adding. There are better ones to hold at the present time.

Not on here but are on Sharecrazy & maybe on Hoodless,showing good progress for period up to 30.06.09 Buy ratingposted from Seymour Pierce broker

Of the 40 million GDR's the biggest holdings are with Credit Suisse 6.4m (18.93% ) HSBC Global nominees 3.11m (9.13%) James Capel nominees 3.02m (8.87%) Chase nominees 1.51m (4.44%) The Dhaka price today 166 TKS P/E ratio 46

There are two Preference Share series ANLA and ANLB. These have dividends of over 10% and over 8%. The B series which I hold are about 90p. They haverisen in the last day a couple of pence following the good results from the Abbey National business. You do not have any euro complication with these as they are sterling stock but part of Santandar

I dropped this one after the dividend ex date at 293p -not as much as I would have got if I had been quicker to make up my mind. So a little gain from 257p. I think I was perhaps a bit enthusiastic about its defensive qualities and the dividend. It is apparently rather more cyclical. Having said its reached quite a lowish price for long term but one cannot hold everythingpand there is a question of the rebased dividend cut quite hard and no interim. The recovery according to the BP chairman will be slow and drawn out and so says Mervyn King of the Bank of England . Sp whileI am sure they will survive and be good down the line -short to medium think it might be a frustrating one to be in,

May be connectedwith results due 31/7 I read somewhere. Good Luck

Does any one know any special reason for the 8.5p rise today ? !

Up a bit again today. I still think that the Pharma is Beximco's best unit . This is the one that has international scope that has been shown by its recent progress selling abroad. Success begets success. Without taking big risks you have to be optimistic -this looks like the flagship.

Thanks. I take your comments as well intentioned. AIM stocks can be very treacherous at the best of times. I have not committed very much to this so Idon.t worry - however important to watch the informationflow from there and any lack of it . Good luck with your LLOY !

Long Term winner

Ofwat not very generous. Final determination by them in November. A 0.6% cut by Ofwat over 5yrs.-a reduction in fact next year. Whilst the company may manage to keep present yield unless they get their fingers out on unregulated work what will there be to drive the SP up over coming 5 years and meanwhile we get a LOT OF INFLATION from 20ii/12. Cheaper this morning but with yield just over 7% any lower SP price is better for yield on new purchases.

Nice reds today 38p 28p 18p 8p bxp BANGI BINGO !

Well soon Shoan it will be back to 8p and we can start all over again !!!!!!!!

In the list of trades today we got several trades for yesterday usually red sells. Why is this? Maybe Admin know

I am convinced the value of this stock does in the long run depend upon its convertibility. Its value at present can hinge on enjoyment of yield respective to SP and there is a history of stock dividendsand recent cash dividend. However unless the issue of fungibility is actually addressed by a change in Bengali law prohibiting sale of this stock inBangladesh then there is limited upward vision. The last dividend of 10% cash plus 20%stock divi amounts to about 7.6% at current share price.( please correct my mathematics if wrong) I am certain looking at the Dhaka exchange stock divis were paid in recent years as much as 15%. and presumably will continue to be paid onthe GDR's

With respect unless you dispute the figures the last accounts showed a turnround iand profits. They have paid stock dividends previously so payment of a dividend is nothing unusual. As the SP was as low as 6p because nobody knew anything -what share was not depressed in March. There is history of corruption in Bangladesh but they know that if they are in international markets they will sink or swim on their transparency. If you have a good business you do not set out to shoot yourself i the foot -not even crooks. If there is any deviousness they would surely wait for a bigger jackpot than this' SP

Yes a good tree shake would be welcome I would like to add. My Bengali friends tell me things about Beximco history but you have to understand the history -surviving in that country-put yourself in other peoples shoes. But this is a pharmaceutical company making good progress as an international company. It produces under licence for Glaxo. Biggest company there is Square Pharmaceutical but not listed in UK . Have some -it has low input costs and is an opportunity but just don't hang shirt on it !

The companies recent statements have been as transparent as you get from any company. They have a goodbusiness here in an area with low wage costs still and in a part of the world where there is catch up potential. See some cashed in on a rise today but I will be happy if my 350 treble in value over ayear or two. If only investing could be like that!

Well done! Pity was not spotted at 10p in March! My buy was the little 350 !

CEO Philip Green said yesterday that an asset sale of £800m may commence in September of some unregulated units. This is something they sometimes do but why they are doing it now puzzling. Assetsales involve a return of capital a share consolidation whereyou gain nothing.It is possible they wish to reduce company debt in the bond market so they can maintain dividends as they arecaware this share is held for dividends in a tougher regulatory environment.