Member Info for Spikeyj

good run. cashed in a thin slice just now, still leaving myself with a wedge.

hard to rule anything out in these more volatile markets. i think perhaps less dependent on fluctuations in current oil price, and rather more to do with market's judgement whether shell really, really is going to be sufficiently fierce on cost and staff cuts, and in disposal of more marginal assets, to maintain the divi. shell needs to be seen as ruthless.

lol, i think you do ok. main difference between us is just perhaps that i am far more cowardly than you? recently, most of my equity money has been in seriously dull, high quality ftse 100 stuff like astra, gsk and voda., relatively little in the smaller stocks as i'm scared. i am still running a few positions in lower cap stocks, but relatively small ones. my eckoh still fairly chunky.

yup.

that update wasn't bad, to be honest. was slightly surprised at the size of drop, so bought smallish, on a medium-ish view. i found it encouraging that the bank sale does seem likely to materialise soon-ish, i was initially nervous post-brexit on that.

still hate this one. wish i understood why. seems pleasantly supported ahead of the results, tho suspect mainly on $$ strength.

https://www.youtube.com/watch?v=gazW7MOqHzQ

long and nicely blue, bought some more this morning in hopeful anticipation re the interim results out next thursday, 'though perhaps too rash.

.... and back to chiltern & george's oct sell point.

inclined to agree with bigtimber2 21.22. replies seem to encourage him, on the whole.

been a decent recovery from that initial brexit panic. i hold.

good update. slightly surprised not more move in sp as a result.

significantly higher today, someone has been dumping.

nope. (... addicknt, some folk don't want to learn, eh? atb)

onwards and upwards. reality is that brexit has very little relevance to prospects for these kind of healthcare IP early stagers on a long-term basis, but short term investor appetite for different asset classes is very volatile. -- what was that word then used again, 'patient'?

i am interested in eric's opinion, if he chooses to offer one. (i don't tend to regard anything said by anyone on these boards as 'advice'.) it's up to you of course whose thoughts you are interested in.

still tempted, but concerned there seems no bottom. looks cheap in terms of assets, but it keeps on sliding......... ? what do you think still needs to be shown by this company to create some base for investor confidence?

"So £900K market cap pre placing + £500 placing =£1.4M; market cap on 20/5/2016 after placing = £2.74M. So adding in the placing receipt, a near doubling of market cap, not insubstantial on no news" yes, there was a price spike, which seems v. hard to justify. and yes indeed, it didn't last, just drifted back to £1.65M. so stripping out that .5M approx, RRR has only gone from £0.9M - £1.15M (exc. those new funds) which is pretty much error margin on AIM, lol. but anyway, enough of RRR, the poor lil thing. i'm sure you're right that some consolidations do work out well. but plenty don't, and it does seem that many pis rather dislike the idea. would be preferable for NCT if they could manage release some of the exciting, positive news that you have been anticipating for a while *before* they start getting into capital re-organisations etc., else some will just see it as preparing for another raise.

sure. i was just suggesting that your comment that: ".... their current market cap 6 months after doing their consolidation and fund raise is still not far short of doubling their pre consolidation position. On no real significant news." - could be misunderstood by some if they didn't fully appreciate the extra half million pounds that were raised. (otherwise, someone might think that the mcap going from 0.9M to 1.65M was more to do with consolidation, when actually most of that is simply because RRR did a massive fund raise.) the other thing that needs to be factored in, of course, is the changing price of oil. even if there is 'no significant news' that is purely company specific, all of the oilies have been subject to some significant 'news' re PoO over that period.

this week coming: (share cast news) "Goldman Sachs added buy-rated BAE Systems to its Conviction List, saying the defence outlook was improving and the company should enter a phase of 4%-6% per annum organic revenue growth from 2017. "We believe BAE's product portfolio offers an attractive mix of long-term stability, secular growth and short-term optionality," the bank said. It lifted its earnings estimates for the UK and international divisions to reflect a richer margin mix in the UK as programmes mature and the renewal of a long-term services contract in Saudi Arabia. The bank pointed out that BAE remains inexpensive compared to its aerospace and defence peers while the earnings outlook has been boosted by the drop in sterling versus the dollar following the UK's vote to leave the EU. GS said the company's investor meetings at the Farnborough air show on 11-13 July could provide positive indications on progress on key programmes such as the F-35. In addition, BAE's first-half results on 28 July could include an order announcement, such as the renewal of the RSAF support contract that expires this year. Goldman upped its price target on BAE to 653p from 599p."