Member Info for Ups1de

I guess a lot if energy cos in the list & that's too 'casino' for me.If you reflect on candidates in other sectors & want a 2nd opinion let me know.

Please tell me more

Likewise.Dont worry if I beg to differ I will.Like your 3Ms though from bitter experience I head straight to the balance sheet first.Timing losses I can stomach; wipe outs give me real indigestion.

For me the most encouraging news( in amongst a few) are the productivity gains- improving margins & strong cost management.Once this focus gets ingrained in company culture the lt benefits will flow.No doubt it will get re rated if it continues which would lift it an easy +30% from open this morning.thoughts?

nice one ,sir! Excellent set of interims with obvious tail winds.Encouraging set if common sense actions from management.Will sit tight for future market reevaluation

I reckon the big boys looked at entry @3p.Getting close to that would be a result...but maybe I am greedy .the more shares in issue the more likely some will twitch when the short term going gets tough.Some big sells at close of play.

Lets hope the turnaround shows us the money tomorrow! Management team seem focused & certainly signalled continued momentum.I hope we can successfully share a few more boards.

Simon Thompson breaks out the investment case.Now the carbon credit liability has been quantified & with plenty of cash to cover( no recourse shlders)!the underlying assets value will be recognised.

I just got to see the very reassuring results this morning.Has significantly more assets than share price,cash nearly equal to share price & carbon credit liability looks like it will be less than forecast.Also board not going to be bullied into fire sale on private equity portfolio.Patience required but upsIdes.

Took an opportunistic punt on this one given recent bullish management comments & green shoots of recovery.Anyway around 40p seems a decent floor for nuts& bolts company with book value if 8op.Heres hoping?! still lots of straw clutching over in Magn.

Good luck with the INTERIMS.They had better be good as this company has a shocking record on Roa(3%) & Roc(8% )

Why gives you renewed confidence this time? They appear to have talked up BT win (& £9 million sales pipeline) for over 12 months.Analyst tipping them suggests even in 3 yrs PE could still be over 15.Thanks

Like yourself genuinely want to share ' light not heat' & help my fellow serious investors beat the impatient wide boys through relevant research & insight.See you on Globo & posted response on GDP.Enjoy the sunshine.

I like your trading philosophy...what makes you a fan of DWhA?

An obvious value trap.Bottom line is ' boys pastimes' have moved from the mechanical dimension onto online.I recall the optimism for London Olympics when they made their underperformance excuses last year,Time to realise they operate in a diminishing segmenette & shed the assets profitably,

Its a great disappointment but I'm so glad I took the money@ 148.Have a look at the size & scale of sells today.Going to be lots of shares slushing around which cannot be good for short term outlook

The world - especially the emerging markets- that neighbour ENRC home market - will always need their products.It looks gloomly currently but that's surely the ideal tie to buy in.I have!The right strategic decisions- like strengthening the non execs,reducing capex,maintaining dividend at an affordable level- are being taken,When it inevitably bounces it will be significant.Tuck way now at such low valuations .

Admire your optimism but this will remain in doldrums for some time.Very weak market outlook,pricing under severe pressure.Run by decent management but they've done the wrong thing paying out divis when they should have been conserving cash.Next leg of euro crisis could Knock it down again as why would anyone buy in the short term.

Eros has a strong track record but the switch to USA exchange & euro concerns have depressed it.Many shareholders are forced/ want to sell as they don't want the complication of holding foreign shares.But for those of us who trade internationally this is a fantastic entry point - less than 8 times forward earnings - extending their footprint through smart acquisitions - moving to an exchange that understands & values entertainment cos - with current £ sterling strength possible currency upside - proven hands on management what's not too like?

It is battling hard in tough mkt but looks like an increasing pension deficit will swallow any cash generation positives.Dividend maintenance rather than a winning strategy doesnt fill one with confidence.likely to dip further if market fears persist.