Member Info for Tiptree

From my very first day as an entrepreneur, I've felt the only mission worth pursuing in business is to make people's lives better.

Useful link vis-a-vis takeovers, FTSE-listed companies:

https://www.slaughterandmay.com/media/39320/a-guide-to-takeovers-in-the-united-kingdom.pdf

Appendix 4 is helpful

Only three months ago, Flybe reported '8.8ppts improvement in load factor to 81.3% (2017/18: 72.5%)' and '2.4% decline in passenger yield to £70.16 (2017/18 restated1: £71.89)'.

Last week's announcement records '...improvement in load factor to 84%' and c.2% decline in passenger yield, (half of which was) due to removal of credit card fees'.

After the earlier (July) statement, SP remained rock steady at c.40p, where it had been since May this year. If the SP was worth 40p then, isn't it worth rather more now?

Go figure.

How can a business with such strong brands continually disappoint? Maybe PIs are missing something obvious? Does anyone at PFD love their brands?

Tryied to sell at 9.15 but no quotes available. Makes you wonder what is happening.

Even when there's no money for other things, pet owners will pay fortunes to look after their dog/cat/rabbit. Welcome to the world of £6000 surgery bills, paid for by insurance of course. Emotions drive decisions.

Different challenges call for different solutions. PFD seem to be continually painting the door of a house that needs renovation. Sometimes it's a good transformation specialist that's needed. Working with what you already have can certainly be effective, if leaders will accept their own shortcomings. PFD has brands with real strength, they just need to understand how to adapt them, and fast!

It is a strange one indeed. Were we to see this for the first time, we might be forgiven to think here's a buying opportunity if ever there was one; it has so many of the signs, yet even as a LTH, I have little confidence in where the business is going.

That was on Bloomberg yesterday (Search for 'Apple is secretly developing its own screens for the first time') But almost at the end of the article it also says 'Ultimately, Apple will likely outsource production of its new screen technology to minimize the risk of hurting its bottom line with manufacturing snafus'.

Adjusted diluted earnings per share 3.36p, was 2.89p Diluted earnings per share 1.95p was 2.52p Without the recent upheavals and notwithstanding report caveats, this would on the face of it be a highly investible business. Is there no competition in their main sectors?

It's been an interesting and at time scary ride and I have no idea how the story will unfold from here. Two thoughts: 1 Are those holding short positions a) better taking a loss than trying to buy and thus pushing shares higher in a thin market; b) juggling small trades to make it seem like there's a trend developing? c) buying anyway? 2 How do shorters such as those attacking IQE select a target and is there sometimes genuinely no basis for their attack?

Excuse my ignorance but can two very large sales just after market closed today be linked to shorting?

Buy at.0305 apparently

What a quandary with ten minutes of the week remaining.

Can't be the only one to have noticed the number of 200,000 trades recently.