Member Info for schwee

Not necessarily. Russia will divert supplies to China, who in turn will not need to buy as much from the Arabs, who in turn will sell more to the West. All theory of course but with winter nearly over, we have got a few months to get our act together, especially with gas.

A merger with MKS is one answer. I doubt if the Competition wonks would object as MKS market share is small enough not to move the dial.

Smacks of panic to me. These announcements are ordinarily made at 7.00 a.m, and not at 4.15 in the afternoon. Perhaps the BoD have fallen for the charms of the snake oil salesmen in the City.

The logic was and still is the legacy issues, which the interims fudged. Whether that is the right tactic or not, time will tell.

BP and Shell would be better advised to avoid share buybacks if they want to push back against windfall taxes.

Answer is down until the BOD gets a grip, which probably requires a change in personnel.

Sudden burst of activity this pm, and given the size of the deals, institutions or a predator perhaps?

Bod has no credibility following appalling mismanagement. The executive who made most JMat's profits jumped off having been looked over for the top job in favour of an outsider.

LIO is empire building on the back of its highly rated paper. Mr Market has rumbled this now, and quite rightly is not happy.

Their costs are ridiculously high, and the acquisition of MAM is mainly in shares of Liontrust whose price has collapsed since the deal was announced.

What a fabulous company!

Not sure where a p/e of 4 came from. Just doubling the half year eps of 4.9p would give a number nearer to 11.
Because of its name somebody might have a go for DLAR as its pension deficit is minimal, and cash will always be king, more so now that inflation is ripping through the world economy.

Buyback not the wisest of moves having just announced another £150m outflow from closing its batteries business. The BoD are a shambles.

SEC made some underwhelming actions to address their discount last year. So they have two choices now. Either throw in the towel with OIT or make some serious proposals of their own.

If this was an isolated temporary setback, it would not matter. But this is the latest in a long list of setbacks. Despite new management, their credibility is wearing thin now.

The SDR share price has gone nowhere in years. So let's try an overpriced acquisition instead of tackling the nuts and bolts of the existing sprawl.

On the never never, with another huge loss. The BOD are hopeless.

But the SP is down 30% for a reason. RTO are clearly overpaying hence there own share price rapidly heading to its own 30% decline. 80% of acquisitions destroy value to the buyer. Clearly this is not one of the 20% exceptions to that rule.

A new CEO, a new CFO, an acquisition in which the Circular suggests declining sales and an exit p/e of nearly 40x. No wonder shareholders who stumped up 485p per share before the full facts were known have headed for the exit.

Jam tomorrow for the umpteenth time.