Member Info for Spikeyj

although topps tile volume spike was ever earlier, 13th march.

as below, looks like he used the GSK money to buy into a wide spread of new stuff, rather than just switching GSK into lloyds. the april volume spike in forterra gives one clue on timing. woodford: "Specifically, we view Lloyds as a well-managed bank with a conservative approach to its balance sheet. Its valuation looks very attractive in our view, and it has the ability to pay a very healthy and growing level of dividend. Another new holding is Forterra, a UK brick manufacturer. The UK brick industry has been structurally challenged for many years, with surplus capacity. As a result, the domestic industry has consolidated and Forterra is one of the last remaining players with a solid market position and a low cost base. The weakness in sterling since last summer has meant that importing bricks from Europe is no longer as economic and the long-term prospects for Forterra now look very attractive. We believe the company is well-positioned to benefit from steady growth in the UK construction industry in the years ahead and took the opportunity to buy a meaningful stake in the business at what we consider to be a very appealing valuation. Other new additions to the portfolio in recent weeks include housebuilders Barratt Developments, Taylor Wimpey and student accommodation developer, Watkin Jones, construction materials businesses Eurocell and Topps Tiles, real estate businesses British Land, Hansteen, Londonmetric and Sirius Real Estate, technology service companies Softcat and Micro Focus and retailer Card Factory. We also participated in the IPO of Eddie Stobart Logistics, a business we know well as long-term investors in its parent group, Stobart. The IPO underscores how active and creative Stobart’s management team is in realising shareholder value from its collection of assets. We have funded these new additions through a combination of inflows, a slight reduction in the holding in British American Tobacco and the complete disposal of the fund’s position in GlaxoSmithKline..."

http://www.cityam.com/264637/glaxosmithkline-plotting-8bn-bid-buy-back-division-behind .. the idea goes that glaxo would pay novartis a wodge of cash to buy these consumer healthcare assets, with novartis then sitting on an enlarged way chest which it could use to buy up astrazeneca.

http://www.cityam.com/264637/glaxosmithkline-plotting-8bn-bid-buy-back-division-behind .. the idea goes that glaxo would pay novartis a wodge of cash to buy these consumer healthcare assets, with novartis then sitting on an enlarged way chest which it could use to buy up astrazeneca.

"Vodafone is expected to report a 26% drop in earnings per share, to 4.9p, while revenues are expected to weaken by 3.5%, to £53.9 billion. There may be some discussion of the group’s pay TV ambitions, which reportedly have been junked and cost the company a significant amount in penalty fees. This does not remove the group’s need to continue expanding into all media types, including content, in order to maintain its relevance against rivals. Investors should also look for comments on currency impacts, given it has revenues in sterling, euros and rupees, and needs to maintain competitiveness in the cut-throat Indian market, which could see margins hit. A substantial rally in the shares from the April low has taken the price back to the 200-day simple moving average (SMA) at 211p, which it last reached in mid-March, and fell back. However, the break of the post-August 2016 downtrend that took place in March, which was followed by a sustained pullback that held above the trendline, suggests buying strength, with 215p the first target."

well, some cancer experiences do tend to be nastier than others. i don't really see the relevance regarding 'self-inflicted'? - gives no comfort at all to those ill with lung cancer, or their loved ones.

one! & very good news re lung cancer, a nasty disease.

poor old hikma. : )

gl & atb.

... lead us not into suspension ...

a high divi payer, but shows the value of a high quality earnings stream with some inbuilt inflation proofing. roll on £3.50 by next spring?

baby

div soon.

'never sell shell' .. ? or, alternatively, sell shell in order to buy BP?

on 29th march looks strangely prescient.

The Group will release a trading update for the financial year ended 31 March 2017 on Monday 8 May 2017.

better. more, please. in your own time.

reception to those results continues. welcome to the top chair, emma.

quiet on the western front. i'm still here, snoozing. gla.

that new fund has not been particularly well subscribed. (hard to see what it adds really to funds already available.)