Member Info for Rosebush

I was last in this at 65p. It was being tipped much even up there and with oil prices around these levels. If you're a contrarian investor this has got to be around the most bearish (=good) time to buy in ever. Prospects of higher oil prices yet etc. will be well priced in. There's applications where only gas turbines will do. We have one on my ship as an 'emergency' generator (they could'nt fit a V12 in the compartment and high frequency vibes were preferable to low for especial reasons). I'm trying to do a reasonable assessment of ascertaining where all the reasons to buy in here then have since gone? In my world view, you are likely to want increased efficiency of essential prime movers if the price of your fuel increases. We are still going to fly. Is the technology aging? I would'nt have thought too much has changed engineering wise. Perhaps its the law of diminishing returns, i.e. subsequent improvements having correspondingly lower return. Judging by aircraft designers who obviously do their upmost to 'tweak' airflow etc. for every last improvement I would have thought the prime mover is still always going to want most of the attention. Just my thoughts, more research required. Option for a small flutter. I won't bet the farm on it.

You're proving to be a nice little earner ARM. FTSE up, FTSE down does'nt seem to affect you at all. If you do have a 'day off' (as it were) then I'll be adding to you. I'm do find I'm much fonder of blue on my board than red, thats just my personal preference, of course but for this reason alone I rate you a four star Bobby B Dazzler.

Can you get more positive than that? Miracle is an over used word but not in the 'miracle cure' context you posted here. Makes me feel good investing here. I can see this doing especially well once the Yanks siphon their heads out over the (non-existent in my view) 'moral hazard'. Onwards and upwards...

Its a good strategic Caspian Sea oil and gas play, with 'easy' customer routes in all directions for the gas especially. Something one cannot say about the Falkland Islands for instance. ENOC wanted the gas play off my fellow shareholders for free and sensibly their approach was rejected. So the conspiracy theories being mooted re ENOC back in 2009 even on 'intelligent' investor sites did'nt happen, i.e. There was no need to defend your shares in 'red neck' fashion until they were 'clawed from your cold, dead fingers'. It just took shareholder power. Gas is at its cheapest since almost ever, but this situation should change during this year. Especially if a predicted bad hurricane season in the Gulf of Mexico plays out. Gas is also the cleanest practical hydrocarbon fuel and must be utilized for moral reasons as well as financial. ENOCs running khybosh on other potential bidders for DGO ends in 2011 is'nt it? They probably will not manage to swing the shareholders behind them without a significant bid upgrade, which they probably cannot afford. It is unlikely ENOC will choose to be suspended in financial stasis, which is what they are looking at after their bid was rejected. Holding these has got to be a good idea at least until 2012. Congratulations on your wise choice.

Biotech is a sector that may well pay dividends (in the metaphorical sense) in 2010. Its going to be a bouncy year for cyclicals, but patience will out! Some people may deride stem cell research as unethical, the same kind of people that derogate Darwin. I believe this view is erroneous, its potential for good is enormous. All the best to like-minded patient people for 2010.

... is creeping down at around the same speed as the oil price creeps up. They got hit by the weather over Xmas and if 'UNITE' calls a strike when it shold've done i.e. when business travellers start flying early Jan then its going to start hitting profitability good style. Perhaps the 'strike prospect' as Damocles sword is worse. I rather like BAY staff, always found them cheerful and helpful, somewhat let down at both ends - a union that needs to think a little meets a company that needs to manage a little. A share for the incurably optimistic... Have fun...

...on this share price, cheapest gas prices since almost ever, and in a cold spell!!! More to come from the arctic. Natural gas is far cleaner than any current technology coal burning, and I believe we import the coal for Drax. The very fact Drax exists reminds us of the very poor energy planning of this government. I'm afraid it'll take more than a divi to keep me here...

generates a mad blue mist... I spent some time reading up on technical journals on this subject. Its a good outfit and a good example for UK business flag waving. However, as a takeover target, it is not so cut and dried. Many posts on the web on the subject enjoy your research.

As you say, for a ''takeover target'' this share did a rather good submarine impersonation. It looks a case of 'no the story is bo**ocks' from a senior level and thus those in the know jumped ship (some quite large tranches ditching the stock after hours as well) ramping a share does'nt only appear on bulletin boards generated by malicious 'little' people sometimes it's at trading floor level. It runs for a bit then... I ken your surprise and sympathise with your chagrin. Hows it go? 'Buy on the rumour, sell on the fact' ESPECIALLY when disproved! We little people lose money in the info lag. Still probably worth a punt but NOT as a CFD (unless you have insider knowledge).

Does a hit to Dubayys credibility mean anything to ENOCs credibility. It could affect their ability to buy DGO out. I sure hope so!

In the North West here we are baffled anyone would want to actually pay money for water. I have a river the size of the Severn and the Trent outside my hoose right now. Allow me to pipe it to the swimming pools, Lidos, bog gardens and saunas of the rich but thirsty South for a veeeery special price...

Apparently not, as today the share price should be ducking and diving (as are the poor people of Workington etc.). I understand Car and Household insurance not a core of Prudential (the Prudential component now part of Churchill I'm told). Not found much info on it. I'm just a day trader on this share not a long termer, seems to be better than your average company. Believe insurance companies back on the 'recommended' list by some brokers.

Good calls gentlemen. Nice to see the offer rejection has momentum. Especially when the possible appearance of any 3rd party players has been nobbled (in the short term). The Gulf states have very short memories and fail to understand the vital elements of democracy. It was'nt long ago there was a Saddam Hussain stomping around threatening to cramp their style rather.

Pls check out DGO BB on iii.co.uk to get up to speed on the issues concerning this share. Generally regarded as at least 'hold' not 'sell'. It is under probable take over state by DGOs main shareholder ENOC. They may be forced to pay more for it than their current bid of 455, which they may do. If they do not then there's still upside to its gas reserves which are not priced in at the current bid (as I understand it). Decision must be yours.

Cheers for that. I imagine iii.co.uk will be buzzing with that news. It reflects the consensus view over there for some time (plus some conspiracy theories). Still, it looks better for a revised offer if ENOC has the cash that is. I also heard a theory the real reason for the wests presence in Afghanistan is to ensure a non Russian or Iranian route for Caspian resources. This is from one of the vocal American sites. Looney maybe I do not know enough to judge.

Keep the faith. Moneyweek thinks its a gud 'un. Cyclical stocks have had their turn, defensives like this one are steady under fire (usually) and hopefully will move back in fashion.

read good to my Fred Flintstone level brain but Mr Market seems to be in doze mood. Anyone out there with a more contemporary overview of the pharma-biotech sector care to comment? http://www.btgplc.com/Investors/207/FinancialResults.html

I did just the same a couple of days ago with some of my Dragon oil holding. Then today it gets a bid and ups 9%. Still some things are scheduled and some come out of the blue. I think this is a core holding like most Pharma or established Biotech. You can always get back in. RENE and CRYO promising too.

Sudden perkiness in this share this AM. Gleaned no news on enquiries. Anyone?

I have it in my SIPP, expect it will be ISA-able when process complete. I shall enquire of H-L uk.