Member Info for Pipk

Why do GSK take two weeks longer to pay out the divi over AZN.....both announced divi on 13th ? Is it a case AZN can count quicker or is GSK saving on tax or similar....

ROCE around 10%, Cap investment looking to be on target, US likely to add more capacity soon.......a great share for my ISA and one I won't be loosing sleep over.

Spent last few hrs trying to calculate GSK worth.....no matter what I try it comes out at around 2100 (post 2016) including the pos benefits in the pipeline, me thinks I wouldn't have got an A+ this time around in my Further Maths.......mind I've left out the advantages of tax benefits to any US predator as impending changes to US laws still unclear.....so will sit tight in the knowledge the divi is not taxed in my ISA.

Based on sales projected for cancer drugs 46+ looks an easy target to attain post 2017, so anything under 43 looks good whilst under 42 'a snip,......no sleepless nights with AZN for long term investors.......in meanwhile 46 may come earlier if a bid raises its head.

14 GBP would have been a fair price for BG even with oil at 50 Bbl. Looks like Shells management are on the ball getting BG for the price they paid....and Shells shares should come along nicely in next 12 mths.

From recent visits to hire companies all seem to be doing ok with renewed confidence, add in the positive lift in Gulf expectations post US - Iran deal then hopefully it will be the glorious 12th come Finals and not a damp start to the day....HSS up 5 % over past month.....AHT also doing ok.

At these prices a snip for the ISA.

New drugs in pipeline, plus cash rich ageing and expanding populations, who are health conscious will ensure this continues to offer excellent returns, at any price below 5000 AZN is a banker for ISAs.

Reminds me of AHT back in mid to late 90's......fingers crossed for a repeat performance...the right party winning election might do it !

At this price still good for the ISA and Pen Pot.

Gas sales increasing, uplift in SAm increasing, decommissioning and/ or mothballing increasing, Rig count US decreasing fast, exploration decreasing, only one way for price over next 6-9 mths and it's not down. Get Shell sniffing for gas and it could be a winner!

Compared to others e.g. TLW the write down as a percentage of market cap is much smaller and TLW has risen nearly 20% from its low so with a safer market I.e. Gas BG looking good for plus 10 soon.

BG deal with KBR a Kick in the teeth for likes of a UK company like Wood Group......seems BG Managers have forgot the company's roots and the potential high costs of contracting an American company...hopefully the CEO in waiting will chop the lot....seems Chris Fynlason was right....exec not up to the job.

Market slow to react to Saudi comments re. future price of Oil....may be with so many getting their calls wrong lately they are now frightened to put their name to a future price.....just the time to jump in for the long ride...if 12 mths can be called long......Motley indicaing BG. TLW and PMO all looking good.....for me TLW has still to get lean as it was some 6 yrs back so will wait for the Cull which must come soon. PMO sitting on some high risk/ expensive ops.....so will be sticking with BG. for my Pension and Hol monies.

New figures available see this another 15-30 higher in next 14 days....with May looking for it to reach 10 +. Add any reports of a down turn in global production pos around July, then 11 is a possibility......expect TLW to have a similar move % wise around 1st Feb. on reorg news and further cuts....add in reduced service and contract costs already being seeing in industry for producers - explorers. Keep away from service providers for at least 12 mths as rates dropping in leaps and bounds. The news on Prem is anther that bodes well for the pens pot.

Based on exchge rates / expansion of business in US 1130-50 a good bet soon......Higher again once the spring DIY,ers get in full swing.

Has still to drop before the big jump come May....June. Ready to top up at anything below 875........could be 915 in next week or do.....had the Rough news now good should follow re. Aus, Brazil, Egypt and Tanz......SA looking for Gas may help price soon......latest drilling by PetroSA being a limited success.

A better buy long term for recovery looks to be Petrofac.......short term i.e. 12 mths not much difference between the two.......a plus for Petrofac are politics in N. Africa, Mid East and poss Southern Africa......a lot of old plants needing refurb very soon......what will hit WG is people leaving for other industries.....high income earners being finished on project.....expect divis next 2 yrs will be under serious pressure.

If BG get same shake up as Tullow, plus a bit more ridding itself of the old guard, cut exploration in unchartered areas, produce what they have got flowing now, then the price will improve....add the fact that a Well takes 2-3 years in the planning and most new offshore exploration plans are being shelved 'by virtually all operator', the Saudis will get their market share sorted in the next 6 months or less.....This gives a three year period of good prices for crude and even more so for gas.....excluding the tech blips from settling the puts, BG should continue to rise over the same period.......debt reduced and divis increased......a good one for the pension pot.....and not one daft Ed can impacted on should by a miracle he ever get in power.....on the Tullow side.....story is still more cost savings thru job cuts to come in next few months, so a bit of a lift to come here yet and soon.

Fundamentals........Egypt - Tunisia - Australia - Brazil - East Africa - signs all looking good for future of BG, might still drop short term but long term now a snip.....