Member Info for taudelta

in my town, nice looking carpet, but will look terrible in 6 months and won't be replaced for many years.... can't understand why they don't buy JHD flooring!!

just to let you know there's somebody else looking here occasionally!! Sorry, nothing to say, but waiting for next set of results and hopefully further increment in the divvy, GL

has been rising strongly over past couple of days... no-one saying why... wonder if news soon on the BOD situation?

today, TFW is managing the industry-wide/customer-wide transition to LED lighting systems rather well, it seems ... good regular divvy increase plus a special div on top ... this co has a really nice ROE especially if you exclude the huge cash pile which is earning next to nothing ... so there is plenty of money to invest in the biz while continuing the excellent dividend growth record............ the MM's spread is rather large, so this is strictly for serious long term investors...

wrong board, GL all IRON people

4;20 not 4;40

plus going to bookies to bet 5% of what I've just invested on yes at 7/2, so hedged for a 17.5% drop (to approx 33p). Did this just now rather than at 4:40 pm as think there will be bear closing and on balance we will be higher at the close, who knows? DYOG (for "guesswork"), GLA......

Excellent result, good hike in divvy .... a class act....

just opened a position... my main concern was Afren but in the end I decided I can live with that, figuring that worst case is a slight delay to OPL310 owing to Afren's preoccupation with cleaning out the stables... if Afren became seriously non-functioning, I reckon the Nigerian government would help to "engineer" a change of operator, but that shouldn't be necessary, as they ought to be able to appoint new permanent (& competent) CEO and COO fairly readily.

Yes, excellent. They note a slightly slowing trend in the 2Q and into the new half... I think this is an industry thing (worth studying the recent Greene King RNS).

Draw for CL group stage pm today, fingers crossed, in 3rd pot so could be tough! GL all

goal ratio 0.5, CL experience .. don't think BR and his coaches will stand for any nonsense at Melwood (at MC he was managed by a fellow Italian).. if trouble I won't be surprised if the sale is at a profit again, Boston are in on this and they know how to manage the $ side of things ... GL all

The federal government and the provinces are still at loggerheads over proposed federal legislation to remove licensing powers from the provinces. There don't seem to be discussions under way between the two parties (Kirchner and the YPF CEO Galuccio on the one hand, and the governors of the oil provinces on the other). I can't find anything more recent than the following on the La Nacion newspaper website (what I've just said is a fair summary of it without going into detail)..... http://www.lanacion.com.ar/1715188-rebelion-de-gobernadores-por-la-reforma-del-sector-petrolero ....

... where you will find what's relevant to SDRC

Yep, AIM very poor, as is FT250 ... Blackrock have been major sellers of many different good quality shares, chucking them out at pxx I would consider very attractive .. perhaps they don't own TRCS! Best to be a long term player (like Brendan!)

Agree, I guess i'm saying that maybe if EM has a 1-in-3 chance, it's still a risk, albeit a diminished one ... I'm very well except for a bad stomach after suffering that 3-1 to our friends at the other end of the Ship Canal... thankfully only a Mickey Mouse trophy (appropriately played in Florida).

Thought this Telegraph article an interesting perspective on the "back-door renationalisation" issue ... sorry folks to dwell on a negative but IMO Labour populist agenda is a relevant risk. Fortunately though, TRCS has interests in OZ and US and is flexible and opportunistic, so if the UK were impacted (and it would be gradual), TRCS would be able to place more emphasis on overseas biz......http://www.telegraph.co.uk/finance/newsbysector/epic/nex/11007985/National-Express-boss-attacks-Labour-move-to-renationalise-railways.html ...... (right click, choose "search with Google")

Hi ... don't visit this board that much, hence late response! Basically SDR is a very sound business with global client base and good balance between institutional clients and retail clients (they don't sell direct to retail, but distribute through financial intermediaries). If global markets rise, the asset base rises and hence fees rise... so EPS is geared to market levels... therefore the SP rises faster than the market... it is a "high beta" share. If you believe stock markets will rise over the long term, you should own this..... but be prepared for SDR to drop more than the market if there is a market correction...... cheers....

highly satisfactory...

Think that EDR would have to be a lot bigger to be taken over ... most majors haven't been interested in UK shale at all up to this point... I don't think one should be in EDR for its takeover prospects at all. Really not sure about next licensing round as think that the most attractive blocks have already been licensed. What EDR has going for it, is the possibility of hydrocarbons leading to SP upside in the following areas: Wressle & Burton (conventional, 2014) and then in 2015/16 in the following areas: Biscathorpe, P1929 (conventional) and Gainsboro Trough (shale). See Edison Research for full analysis.