Member Info for Patexd

NAV now around 91p ! Recovering well and still undervalued !

Good profit taken. Good time for me to stand back for a while anyway.

On Russia -if troubles with Russia increase this could get cheap. It needs to because the Fed want to raise rates as soon as they see it safe will not be a moment too soon. When that starts to generate more yield gold down to £1000 or less. How much does it cost to produce gold at HGM ? Figures unclear -some figures seen as 913 some seen as 700 -that suggests costs are rising.

Might create buying opportunity. Even though less sensitive -it stops many flying.

It will be interesting to see how much stronger sterling has affected the foreign earnings.

These appear to be out of date . The actual figures and a study of balance sheet show the figures as better and the dividend covered . You are dependent upon these investments all delivering and as most of dividend paid out further development has to be funded by issuing new shares

P/E 63.69 EARNINGS 0.84 P DIVIDEND 5.00P -did I read that right ? $ earnings sometimes tempting but there are iffy UK earnings too. This divi so generous is a gamble on earnings taking off fast -no evidence for this -could collapse like a pack of cards anytime -what will it be paid from ?

Would be a nice top up !

Tate and Lyle sugar is still sold with the Tate & Lyle wrapper and with a Tate & Lyle address. I suppose its ok as same sugar and most people think its still made by Tate & Lyle unless they know. But most don't I think and still prefer to buy the sugar because they like the brand -real cane sugar. and probably still buy the shares-nott that the sugar business was their bright spot ! Under the cloud with stronger sterling but a buying opportunity as cheap as you can when you can.

Jarvis doing well at the moment. Jarvis also say they are looking at ways to send corporate actions stuff by email.

I received my stock div but still awaiting cash. Why all the sells ?

Yes but still waiting for mine !

Does it come on a rickshaw from Dhaka ?

Sorry -this was taken by me from a post on LSE from a Leebong on ADVFN referring to an announcement of July 9th.This post now appears to be either an error on his part or deliberate -I don't know but it does mean you have to be careful never to act on anything on these boards without checking it out from the horses mouth.I shall from now on be doubly careful myself

Good news. Hope Santander dividend will continue to grow along with earnings

Whilst there is recent improvement in the prospects for this entity -the trend has in recent years negative - the investment remains speculative and whilst dividends may be maintained -if you are buying for this reason longer term it is not guaranteed at all. So many have been piling into this and pushing up the SP -and many are taking quick profits and getting out with their money to avoid further uncertainty.

I am inclined to agree that with bonds one needs to know if the company could pay you out if it were liquidated -but with equities is it not the EARNINGS that are the essence of VALUE. So might it not be with % rates around 1.5% on cash in the building society if you look hard -that any share is undervalued if it is paying out more than 2% in dividends from earnings that cover it. On this basis where would the SP of BRIT be ? -double treble what it is now ? I put HOLD because this is just an Opinion !

This is a chance for mediocre restaurants to increase their turnover at cost. Problem is once bitten twice shy!

I think this will recover its been over sold because some investors like me sold a few bought some BRITS for diversification.

Now at IPO price. Above NAV but with potential high yield whats it really worth. Probably quite a lot more but will we get a sell off again to buy a few more .