Member Info for TexasPete

Yeah, but look at the date, trades from 9th and 10th, that's odd isn't it?

JLG tipped in The Times last week, GLA

Invested here earlier this week as with all this money printing going on and Governments wanting growth (i.e investing in infrastructure) this share has to be a good bet for the future, backed up by decent results today too. GLA

Tipped in Shares last week, stating Stv is highly cash generative and digital revenues are forecast to grow 30% in first quarter, only on p/e of 9 vs. itv on 14

agree, this is great value, surprised by the drop, but a bad day for the markets in general

Good results published by ITV today, hopefully this gets us past the 380 mark here

... and I am surprised this hasn't risen higher than the close

Struggles in GKN's Land Systems (LS) division are providing a drag on investor confidence about the engineering firm, though broker Numis Securities still reiterated its 'add' stance on the stock. The broker said that LS is the most cyclical and therefore lowest-value part of GKN and "should not undermine the value being created elsewhere". The underlying performances of the auto and aerospace divisions are still improving despite softness in the defence market.

.....no one seems to be selling here

They did draw down 8m of a 25m banking facility earlier this year, so this may account for the net debt of 4m vs. net cash of 1m this time last year, however, looking at the half year report, gross profit increased less than sales, admin expenses went up by a massive 1.4m of which there is no explanation for and 700k was spent on severance or restructuring costs. Seems they like spending the cash at the moment! Overall Basic EPS was down too, I thought it was amusing how they promote underlying EPS in the headline of the report. I have invested here before as I really like the product, the numbers just aren't doing it for me and as you said, £7 is nearly here, not sure if I'll invest again until I see the next set of numbers.

Aerospace and automotive group GKN should be able to weather any impact on its car parts business of economic weakness in Europe, according to Westhouse Securities. Westhouse analysts, who met investor relations executives from the company on Tuesday, said they left feeling encouraged about its markets, revenue and margin trajectory of GKN’s key businesses, in particular drive-shaft business Driveline. "While slowing economic data from the Eurozone and Asia is likely to have some impact on global vehicle production if sustained, we believe the impact on GKN may be modest," the broker said in a note. "We leave our earnings per share estimates and 450p price target unchanged." Shares in GKN fell 10.5p or 3.4% to 294.9p at 12:19 in London.

at 175p too

Great news on the vote, should see this return to where it should be and more

Its the sector rather than just tate, allthough a recovery would be nice! AB Foods continues to feel impact of lower sugar prices, FX Food, ingredients and retail group Associated British Foods was a big faller despite reiterating its guidance for profit growth in the year to 13 September despite the continued impact of lower sugar prices and currency movements.

My longest share I've held, fundamentals have always been excellent, true value has finally been recognised, very sad to now be out, but what a ride. Good luck to the company with the new owner.

I hope so, a fund raising that has had a positive impact on one of my shares, that hasn't happened before :)

"Clearly, the concern for minority investors is that the familiar faces of the past are no longer with the company and there is little certainty over quite how things will proceed in the months ahead," Mirabaud Securities analysts wrote in a note. The brokerage, however, said Khotin's clout in Russia may benefit the company in the longer term. Exillon's shareholder list has seen considerable churn since December, when founder and largest shareholder Kazakh businessman - Maksat Arip - sold his stake to Khotin.

I would like to think so, but my feeling is it will fall further to begin with as people digest the news about the director resignations, it is a real crappy situation here

Investec has lowered its target for Fenner from 380p to 375p and maintained a 'sell' recommendation, saying that the company took a "cautious" tone in its second-quarter update. "We consider that the valuation is still too rich for a low-teens margin business with rising net debt and a recent history of downgrades, and a 5p cut to our […] target does not change our 'sell' stance."

Yeah, maybe someone can table a sensible offer this time :) ....well done to all holders here, this is a great company and nice to see the SP finally reflect the true value of this company