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  • FIRST POST
    darkpool
    Last Share you Bought?
    • #1
    • 14th Apr 12, 9:32 AM
    Last Share you Bought? 14th Apr 12 at 9:32 AM
    I thought it would be interesting to see what everyone was buying and why.

    Last week I bought:

    Firstgroup, because of the stonking 12.5% yield and 7.5 PE ratio. I think with austerity people will use public transport more, I also think it likely the Government will encourage more people to use public transport. Quite a few possible minuses with this one - reduction of subsidies, and a high fixed costs business

    British Land, just because I think it's a good long term holding. It owns a lot of dull dependable Tesco stores etc. On the minus side I think property companies will have a few bad years because the banks don't have money to lend for development it would be a 'mare if BL couldn't rollover debt when it matured
Page 8
  • markwilkinson
    I also hold some Lloyds ordinaries, and am up 40%+ on them, but these are obviously lower in the capital structure and don't benefit from the steady tick tock of dividends.
    Originally posted by gadgetmind
    I'm still kicking myself for not buying them 2 or 3 months ago, I was really tempted at 29p!
  • Masomnia
    I'm still kicking myself for not buying them 2 or 3 months ago, I was really tempted at 29p!
    Originally posted by markwilkinson
    Everytime it dipped below 30p I wanted to buy more and talked myself out of it. Still the right decision at the time as I'd be 'massively overexposed', whereas now I'm just 'slightly overexposed.'
    Last edited by Masomnia; 03-11-2012 at 5:49 PM.
    'I'm on a whisky diet. I've lost three days already.' - Tommy Cooper
  • Masomnia
    It should be 4.625p.

    Whether it makes more sense to buy now or later depends on whether you want dividend income or capital gains.

    Of course, you could diversify into NWBD. This has a slightly lower coupon but the Ts&Cs mean that a skipped dividend is unlikely and would actually better for holders in the long term.
    Originally posted by gadgetmind
    I'm thinking the fact that it'll be 6 months from the next divi will be priced in; whereas I don't mind holding for the 6 months, others might be thinking there's an opportunity cost to holding that long and choose something else in the meantime. We'll see!
    'I'm on a whisky diet. I've lost three days already.' - Tommy Cooper
  • gadgetmind
    I'm still kicking myself for not buying them 2 or 3 months ago, I was really tempted at 29p!
    Originally posted by markwilkinson
    ISTR I bought my first wodge at a shave under 40p and a slew more at 22p. Yes, I averaged down, and not for the first time, which is something I need to keep an eye on!

    I now hold small amounts of Lloyds and HSBC ordinaries, and eye watering amounts of bank preference shares. Enough.

    However, my overall portfolio is fairly well balanced as I hold loads of stuff that would send the younger guys here into a catatonic sleep.

    HICL anyone? Or CGT? SLXX?
    I am not a financial adviser and neither do I play one on television. I might occasionally give bad advice but at least it's free.

    Like all religions, the Faith of the Invisible Pink Unicorns is based upon both logic and faith. We have faith that they are pink; we logically know that they are invisible because we can't see them.
  • sabretoothtigger
    I have heard of HICL, Questor recommends them. Its an income thing then, the drop in 2008 makes me wary of risk/reward for it though

    http://www.telegraph.co.uk/finance/markets/questor/9626187/Questor-share-tip-HICL-worth-its-place-in-a-portfolio-for-the-long-term-income-stream.html

    They mentioned here, with APF which I do have:
    http://www.stockopedia.co.uk/content/nice-but-dull-four-dividend-super-heroes-69094/
    Tokyo residential prices have gone from 4x London in 1990 to London in 2014
    There is no other agency of government which can overrule actions that we take
    by Greenspan, Federal Reserve
  • gadgetmind
    Alongside HICL, I also hold JLIF, INPP and BBGI. Can't be taking risks with steady stuff now can we!
    I am not a financial adviser and neither do I play one on television. I might occasionally give bad advice but at least it's free.

    Like all religions, the Faith of the Invisible Pink Unicorns is based upon both logic and faith. We have faith that they are pink; we logically know that they are invisible because we can't see them.
  • sabretoothtigger
    I sold some CAZA for 161% gain, I think they can gain more so long as the fracking is ok long term and especially if they continue to get results like this from future drilling they got lined up

    Bought some AAZ. Also some RRL recently, too cheap even without Somalia and unpopular now. BG group, it might get cheaper but its fair.
    Today I think BP was a buy before ex-div and POG might gain from here, Im waiting for Gold to drop out to 1666 and scare people ? before a rise to 2000

    Market is negative most likely, look for salmon stocks
    Last edited by sabretoothtigger; 06-11-2012 at 1:16 PM.
    Tokyo residential prices have gone from 4x London in 1990 to London in 2014
    There is no other agency of government which can overrule actions that we take
    by Greenspan, Federal Reserve
  • Masomnia
    I couldn't have been more wrong about LLPC, it's made up getting on for half of the dividend! Could fall in the next few days but I doubt it. Not sure I'm tempted by paying 110p.
    'I'm on a whisky diet. I've lost three days already.' - Tommy Cooper
  • gadgetmind
    If you think that LLPC has done well today look at NWBD!

    OK, low liquidity stuff like these jiggles around depending on whether the last trade was a buy or sell, but I think this is the highest clean price we've seen since 2008.
    I am not a financial adviser and neither do I play one on television. I might occasionally give bad advice but at least it's free.

    Like all religions, the Faith of the Invisible Pink Unicorns is based upon both logic and faith. We have faith that they are pink; we logically know that they are invisible because we can't see them.
  • sabretoothtigger
    Natwest likes Obama, he will never raise interest rates
    Tokyo residential prices have gone from 4x London in 1990 to London in 2014
    There is no other agency of government which can overrule actions that we take
    by Greenspan, Federal Reserve
  • Masomnia
    If you think that LLPC has done well today look at NWBD!

    OK, low liquidity stuff like these jiggles around depending on whether the last trade was a buy or sell, but I think this is the highest clean price we've seen since 2008.
    Originally posted by gadgetmind
    By a long way! This is why I don't do 'trading' btw
    'I'm on a whisky diet. I've lost three days already.' - Tommy Cooper
    • JonnyBravo
    • By JonnyBravo 12th Nov 12, 12:48 PM
    • 3,859 Posts
    • 10,701 Thanks
    JonnyBravo
    Sold AUL on Friday. 40% in 6 weeks will do. There is the potential for lots more or to simply sink back to under 9p so that'll do me.
    Originally posted by JonnyBravo

    Correct decision (for once). Poor deal for AUL (IMO) announced today.


    Even better than that sold half my LRL today for 37.5% gain in 3 weeks or so. Another couple of pence and they can have the lot!
  • sabretoothtigger
    Why is Lloyds doing so great lately?

    Not that long term this is true just wondering as it has a positive bias recently and the market isnt.
    I bought for mid twenties in spring and now its mid fourties with apparently the wind in its sails set for 60 even ?

    I sold 5 seconds before close just a bit I had bought October while waiting for market to drop, its risen 20% since then just about. For a big share thats fairly remarkable, I think finance is positive now..

    Bought a tad more AAZ and POG I think is cheaper without reasons. Chesapeake is last lot I bought (and probably shouldnt) extremely asset rich but cash poor from oversupply but improving

    Last edited by sabretoothtigger; 13-11-2012 at 6:23 PM.
    Tokyo residential prices have gone from 4x London in 1990 to London in 2014
    There is no other agency of government which can overrule actions that we take
    by Greenspan, Federal Reserve
  • Masomnia
    No idea, but my Lloy shares are in profit for the first time in years after today's rise, so I'm certainly not complaining. Normally a huge rise on no apparent news is a sell signal to me, but I'm sticking with it.

    Hanging in there with Emed too, I still believe AS will happen and the de-risking will boost the price. I've decided I'm going to sell a significant chunk if not all my shares when that happens, as I'm a bit fed up of all the shilly shallying that's been going on. Maybe AIM shares are not for me
    'I'm on a whisky diet. I've lost three days already.' - Tommy Cooper
    • JonnyBravo
    • By JonnyBravo 13th Nov 12, 9:19 PM
    • 3,859 Posts
    • 10,701 Thanks
    JonnyBravo
    Hanging in there with Emed too, I still believe AS will happen and the de-risking will boost the price. I've decided I'm going to sell a significant chunk if not all my shares when that happens, as I'm a bit fed up of all the shilly shallying that's been going on. Maybe AIM shares are not for me
    Originally posted by Masomnia
    Sold the vast majority of mine in March/April and sold the rest this week. Not convinced they'll make it to AS without another cash call. Made money on them but not the large sum I thought I'd realise at one point. Will keep an eye out for joining again after a cash call if it happens.

    Got most of that cash in AAZ nowadays. What's due with them before Xmas? Waiting for the deal re the copper (and silver?) to be announced, an update on the AS plant (expect it to be ahead of target and under budget) and then in early Jan the production for Q4. Those three items could see 60p IMO.
    Last edited by JonnyBravo; 14-11-2012 at 7:45 AM.
  • sabretoothtigger
    I dont even know what AS is If they lose 9p on no good reason it might most sensible to ditch, of course its better to sell on strength

    This is a range of commodities, helpful to gauge share performance though 6 months aint much.
    I do think copper is negative, not sure how much AIM co. moves for that but KAZ has been awful maybe its worth a swap if you can exit EMED at nice profit.



    There is hope of a copper bounce here, if such things can be predicted. I like how JJC looks but I probably just kidding myself
    Tokyo residential prices have gone from 4x London in 1990 to London in 2014
    There is no other agency of government which can overrule actions that we take
    by Greenspan, Federal Reserve
    • JonnyBravo
    • By JonnyBravo 13th Nov 12, 10:39 PM
    • 3,859 Posts
    • 10,701 Thanks
    JonnyBravo
    I dont even know what AS is If they lose 9p on no good reason it might most sensible to ditch, of course its better to sell on strength

    This is a range of commodities, helpful to gauge share performance though 6 months aint much.
    I do think copper is negative, not sure how much AIM co. moves for that but KAZ has been awful maybe its worth a swap if you can exit EMED at nice profit.
    Originally posted by sabretoothtigger
    AS = "administrative standing" which is a recognition EMED need from the local Junta. The price of copper is ok for EMED. They just need permits. They'll come, I remain convinced of that. Just not sure they'll be before Xmas. I've exited EMED with a modest profit on my last shares but its been good to me over the last 4 years with the rollercoaster share price giving plenty of trading opportunities.
    Not sure copper will be unusually strong anytime soon (it surely needs a convincing rebound on the Chinese economy) so I'll stay clear of KAZ for now.
    • JonnyBravo
    • By JonnyBravo 14th Nov 12, 7:46 AM
    • 3,859 Posts
    • 10,701 Thanks
    JonnyBravo
    .....and sold the rest this week.
    Originally posted by JonnyBravo
    Fail. Sigh.
  • sabretoothtigger
    I was wondering what triggered you selling them now. Not that I can say thats wrong, for all we know markets can crash any time and so on

    Anyhow deal done for future revenue, Im not sure if this is at fixed price but nice to see shares sold at a premium not a discount for once!

    Surely government wont stop a job maker going ahead with certain business waiting.
    I mean this is why Spain is in a mess that they are obsessed with Euro and regulations and government rubbish, more business please will sense prevail?

    Price was up 15% at first but its falling back now. Im only going to be impressed if EMED gets to 20, 30 and higher

    If we close 12p or higher today (or friday) I have hope otherwise we will probably repeat the same disappointment of previous months

    Not sure copper will be unusually strong anytime soon
    Copper is potentially a monetary metal at the extremes its possible to see very large rises beyond expectations but I dont see that happening exactly. Gold could drag it up basically, if silly things happen it could knock on in surprising ways
    I will be checking if these contracts are fixed or not though because I think copper should rise over years even in more normal conditions, so long as world gdp is positive
    Last edited by sabretoothtigger; 14-11-2012 at 8:28 AM.
    Tokyo residential prices have gone from 4x London in 1990 to London in 2014
    There is no other agency of government which can overrule actions that we take
    by Greenspan, Federal Reserve
    • JonnyBravo
    • By JonnyBravo 14th Nov 12, 10:01 AM
    • 3,859 Posts
    • 10,701 Thanks
    JonnyBravo
    I was wondering what triggered you selling them now. Not that I can say thats wrong, for all we know markets can crash any time and so on

    Anyhow deal done for future revenue, Im not sure if this is at fixed price but nice to see shares sold at a premium not a discount for once!

    Surely government wont stop a job maker going ahead with certain business waiting.
    I mean this is why Spain is in a mess that they are obsessed with Euro and regulations and government rubbish, more business please will sense prevail?

    Price was up 15% at first but its falling back now. Im only going to be impressed if EMED gets to 20, 30 and higher

    If we close 12p or higher today (or friday) I have hope otherwise we will probably repeat the same disappointment of previous months


    Copper is potentially a monetary metal at the extremes its possible to see very large rises beyond expectations but I dont see that happening exactly. Gold could drag it up basically, if silly things happen it could knock on in surprising ways
    I will be checking if these contracts are fixed or not though because I think copper should rise over years even in more normal conditions, so long as world gdp is positive
    Originally posted by sabretoothtigger

    Well I sold most originally due to the local election results. I sold my last shares this week on funding fears and my expectations that it would be done at discount as usual. My fears over those months have also changed to a simple opinion about limited upside. There are now 1.2bn shares. I just dont see it hitting 20p anymore. Even on AS unless it is a transitory visit.
    They have horribly underestimated the amount it will cost to get the plant working again IMO (based on the simple fact they've never delivered anything on time or target) and so see it settling around 15p with AS.
    Todays limited share price movement is just another example. There are just too many people who now want out IMO.
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