Member Info for Tiptree

Thanks, that's interesting. TSTL was sound before Covid-19 and for that reason, worth accumulating in my view.

Which countries are bringing new lockdown in please - missed that?

Rudey he said all of that, very clearly. In truth though, it's a good example of how different people can listen to exactly the same thing and not agree on what was said.

But then Gilead already has revenues of maybe $20Bn.

!msn - do you know from L2 if the approx 6.5m share 'buys' late today really were buys?

And potential for businesses to need re-testing every month or two months. So CF just said. All sounded very plausible. If Roche is in a different market sector (NHS), why no mention of Abbott tonight? When things sound as good as this, you have to try to find downsides but I'm struggling. Maybe should top up in the morning.

Me too, listened intently from start to finish. Favourite comment from CF was that they don't intend to "fall in love with the businesses". He also noted that he had been looking for an out at c. £100m but as they were already there on that one, he was excited about the coming months. Look out for cash being returned to ALL investors during the remainder of 2020 too, if he is to be believed. All in all, an excellent business-like presentation, especially for PIs.

Sadly, not for individuals. It seems to claim 100% accuracy: can that be right for an antibody test?

Fallingknife thanks. It's interesting today - can buy at 497, sell at 491.5, an apparent spread of just 1.1%. What to make of that?

If correct, it might explain change in trading pattern this afternoon. Let's hope so.

Not sure I'd agree: if Medmal14 received information from someone within NCYT prior to RNS, surely that's not right and proper?

Quite a few rich people do just that as they might have assets but not cash. Check out JBR Capital.

With £30k deposit for a DB11, you might pay £1,000 a month for two years with a final payment of £100k. Just saying.

I thought RR aero engineering and RR cars were entirely separate now but might be wrong.

FWIW, I think adg1979 has got this about right. It wouldn't surprise me to see the SP drift a little for a day or two as it probably rose too swiftly last week, but medium-term, it could be a winner. The new factory for DBX is open and they're being proactive on current dealer stocks of other models.

Upside is that the price had already fallen much too far and that people with the money to buy an Aston (or sometimes several) aren't really that bothered about the economy. They don't buy these because they're good, they buy because they're attractive.

Even bigger upside is that DB might be thinking of a buy-out. I was wondering earlier this week if Stroll would be receptive to selling the road car business to DB in return for getting the Mercedes F1 team for Aston Martin F1. Bit of a long shot.

Don't be fazed by short term falls on this one, it's been all over the place.

It's not a share for the faint-hearted and I suspect some are in love with the image rather than the business.

Did you plan to ask Markymark3344 and sirow08 or is it just me because I don't happen to agree with you? I've been watching this share since it launched over a year ago, occasionally day trade it too. Beginning to think it wasn't a wise decision to voice an opinion. Sorry.

Cracks me up.

OK, next week SP will go 55,57,60. Better for you now?

Do you really think that what any of us say on this BB will make the least difference to the SP? Chat again Wednesday evening perhaps.

How would you know? I day trade this one and don't feel any great emotion to the brand. I suspect the build quality will be vastly improved now and I think the DBX will be a much needed relative success. However: if it's emotive commentary you want, how about the DB11, launched at circa £175,000, selling for £70,000 after three years. The car is mostly irrelevant here as you know, it's about brand value.

Just giving a considered answer to a reasonable question. Too early? I don't know yet.

50. 48.46.

notnow20: that's an interesting concept. I usually hold long term with the more conventional shares but: do you think that would also work with a cross-section of the COVID shares, NCYT, AVCT, ODX, ORPH etc? I've been trading them with no more than moderate success and wonder if it's better medium-term to just hold, take a few losses in return for some big gains.