Member Info for RogueRiver

The fact it is still live trading 18% up on the U.S. market would tend to suggest it ain't fat finger.

Melrose is a British company and probably could mount a successful takeover - and add a lot of value to RR.

Given that the sp is up by over 5%, that 'dump' is most likely a buy.

I took a punt and invested my 50% profit from when I closed my holding here last year. Quite risky though. Even if the war goes away, the Russian government might still impose very heavy taxes on the Russian elements of the business. Still, the price is attractive.

Could easily halve on negative news - and there will be plenty of that over the next few days.

Value trap. If this doesn't get hammered via sanctions, it will do so thanks to crippling 'special' taxes from Putin.

Cebo. Fair point. Assuming this goes through, I will be holding onto the GXO share allocation and may even apply for a few extra (which the RNS suggests will be possible under the offer). We are certainly in a very different place to a couple of years ago, when I was cursing the underwhelming performance of the Clipper sp (which then dipped even more sharply in the Covid crash). I won't be ecstatic if the deal goes through, but nor will I be too disappointed, having more than doubled my money.

I too am unimpressed by the offer (920p in total). The cash offer part is based on the average sp over the past 3 months, which conveniently for GXO, has been somewhat depressed after the highs of last year. The Clipper board may be enthusiastic, but they will need the agreement of IIs, who may not see the offer as good enough. In my view, anything less than £10 is unacceptable, given that the sp could probably hit that price within 2 years and perhaps £25 in 5 years. The only silver lining is that the GXO share offer means holders will still have some exposure to Clipper's future growth prospects.

I bought in last year, only to watch them fall by 11%. Glad I held on.

I do not think Putin will invade, as it would present too many political and economic risks. The perceived risk is unlikely to go away anytime soon though. I still think the biggest risk to Evraz is that of the Russian state creaming off more taxes from steel producers. The relevant minister said a few months ago that they were looking for a more permanent higher taxation structure for firms like Evraz. Why should Putin worry about UK shareholders and their divis? In any case, Russia isn't getting any more politically stable these days. I think the sp would have to drop considerably (sub-300p) to regain my interest. The new risks still aren't reflected in the market cap.

Political concerns are clearly weighing on the sp. Putin's adventurism in Ukraine could end up being very expensive and he might be tapping companies like Evraz for even more in taxes. He might do so regardless, given previous ministerial comments about taxing steel producers. In the event of an invasion of Ukraine, further sanctions against Russia could also impact Evraz. I wouldn't touch this share with a bargepole these days.

Nice rise today. I doubt the ULVR bid is going anywhere, but it has probably fired the starting gun for other bidders. I'm holding fast here. I took the opportunity to top up my ULVR holding though. It's only a few months ago since GSK was stuck in the doldrums, like ULVR is today.

Silly overreaction. I doubt ULVR will continue bidding for GSK and the IIs will keep up pressure on the board performace-wise. This company will continue paying great divis, long after the current negativity has passed. Took the opportunity to double my holding today.

I agree. Share buyback is a great idea, which seems to have boosted many Footsie companies lately. Clearly, TW's strategy of giving an annual special divi, while ostensibly attractive, was not working and served only to enrich traders. An increase in the standard divi wouldn't hurt though. I hope Elliott will keep up the pressure. The company is fundamentally very sound, but just needs a more dynamic CEO.

I think think Breedon could escape this inertia if it moved from AIM to the main index. It is a well managed and well regulated company, which would have little difficulty moving up. Meantime, it will continue plodding.

I was looking for Lloyds share chat, but I appear to have found the Daily Mail comments section instead.

"Less" should read "Leas" (auto correct).

Less
I bought likewise, having had my buy limit set at 140 for several months. I’m just grateful it bounced back after the recent bout of ministerial verbal diarrhoea.

BERENBERG RAISES HOCHSCHILD MINING PRICE TARGET TO 160 (130) PENCE - 'HOLD'

Seems fair, now that the dust has settled after 'Closuregate'. I think we are just going to have to be patient here, until updates and results have eclipsed the political noise and scare stories.

It would be a lot more horrid without the Atome 'divi' to sugar the pill.