Member Info for Raptor_Fund

Darola: Three Points 1) If you hold CAMl directly it's almost impossible not to be 'overwheight' CAMl. It's only 1000th of tiny little AIM let alone the FTSE. 2) I think it's quite rude what you have said about the people who have been killed today and also quite rude to travellers in the UK . Regardless of what they were doing they were human beings and they (v likely) had a family. Hopefully your arrogance is not the type of approach that HUM has been taking to the situation. 3) We still don't actually know what happened, and you seem to have jumped to the conclusion that these were artisanal miners. It seems possible, but it is premature. Your comments suggest a positive bias in your desicion making that might lead to underperformance.

Ouch!! That's unlucky timing Earthling. Also who's the person on this board that holds 100% of their 'portfolio' in this company? Might be fsjcambell? What's you're Sharpe ratio after this eh? I'll hold ( now at 2x cashflow, 3x if you include the debt). Would probably add but I have enough of them as is. Pretty sad at this, it's not a nice idea to think your investments contributed to someones death. I feel for the families involved.

Hum has now fallen to the bottom of my 3 monthly returns and is off more than 15% than my peak return. This will normally prompt me to sell part or all of my holding. But I won't. That's because it still seems so undervalued. You don't get a P/FCF of about 2 in many companies. I took the same desicion to continue to hold with Sirius which I stupidly bought last year at the top of a price spike. I thought the long term value is potentially so great, and that hasn't worked out too badly so far. Also I want a modest exposure to gold and apart from a gold producers ETF. I hold Hum. Hum gives me cheapest exposure I can find and a great risk/reward.

Being the Banker: In my opinion you can make a good case for renationalising water, because it's quite a stable monopoly. However I think energy is not a sensible thing to nationalise. The energy sector requires more innovation and change than water supply, so it's much better to let diverse companies to compete to supply it. Also just look at what a pig's ear successive governments have made of the energy policy, they do control. I.e a ban on onshore wind and building the worlds most expensive nuclear reactor on a '10%' pa financing deal.

It's also to do with rising bond yeild expectations. Utilities are often veiwed as bond proxies and move in relation to bonds. But I am keeping an eye on Pennon and National Grid. At some point they'll be bargains. But I'm not about to bet against the trend. People will also be dumping them because they bought them as 'safe plays' and have lost on them. I started building a position at 900 but backed out pretty quickly when they started dropping.

I don't really know why the price of a share being in pounds not pence changes people's thinking, but I'm inclined to agree with you that it does, even though that shouldn't change the volatility. Volatility is probably exciting for a lot of people. And so far this hasn't been too volatile. But at around 30x p/e perhaps we might be more likely to see some "exciting" (read unprofitable) volatility in the future :)

TLWilliams. I find it hard to believe you could manipulate a 62 billion pound company very easily! The more likely explanation might be that shareholders are not enthralled with GSK's drugs pipeline, or their decision to buy out phizers half of their consumer drugs company, and that the dividend is under threat. If GSK is your only holding it might be worth selling some off and buying yourself a FTSE 100 etf, that gives an ok yield at the moment.

I am gutted that I can't/didn't buy XLM. I spotted it as the stand out quality value stock in a screen I run about 6 months ago. Would have taken a 5% of portfolio position for a starter. The only problem is that I will never buy a company that promotes gambling. Why couldn't this company advertise restaurant's or sell flowers!

I find it strange that nobody talks about this share at all when so far it has performed well for years. You have 100 mil cap miners with literally 100 times more chat on them.

Well a couple of the directors are quite elderly and so the IHT implications of Aim listing could be important for them! Does anyone know whether CAML is IHT except though? Not that I plan on dying anytime soon.

Don't know whether this is good or bad news. I personally suspect a company connected to Kenges Ravishek is responsible for the reverse takeover. Google him and make your own mind up on him. Let's just say he's very well connected... I knew the main risks in this company weren't it's financials so I limited it to 1% of my holdings, but I'd still like my money back and preferably a 40-50% premium to convince me to go ahead.

First time reviewing this company after I sold them earlier this year. I guess COC wish they hadn't bothered now.

A quarternary hospital provides advanced care. For example Addenbrooke's is a Major Truama Centre that receives the most serious trauma cases from around East Anglia and further afield. Papworth Hospital is one of the only places (perhaps the only) where double Heart and Lung transplants take place in the UK. It specialises in cardiology and It's where Tony Blair was treated when he was PM, to give you an idea of it's importance.

mateyboy. As a Cambridge resident and home owner five minutes from the new HQ (and AZN fan) I have to appluad their relocation. Cambridge has an amazing research and business ecosystem, and as a life scientist I've seen AZN very deftly plug themselves into both of these. They've got everything from world leading Machine Learning to two very respected quarternary hospitals on their doorstep. Also no way it takes one hour to get between Addenbrooke's (AZN main) and Cambridge Research Park (MedImmune). Just get on your bike! And there's a new train station at the CRP and likely to be another one at Addenbrooke's. Oh and there's charter flights to Gothenburg every day from Cambridge Airport. Cambridge rules!