UK Stockmarket 2009 and beyond

sabretoothtigger

This is their managed Scottish widows pension fund I suppose. CAD must rate as pretty high risk for such an investment

Beowulf is up 20% today for no apparent reason on good volume

I wonder who has been doing the buying?

nobody directly hence the price fell as market fumbles the ball and we get to pick it back off the ground. I guess market makers play around with the price with some buys.
slow weak recovery so far, no confidence

JamesU

Amost certainly part of Lloyd's derisking, article in the paper today. They have just off-loaded £1billion of private equity assets aquired during their takeover of HBOS, link below.

http://www.guardian.co.uk/business/2012/aug/15/lloyds-private-equity-assets

JamesU

gadgetmind

I'm in profit on Lloyds ordinaries and chocked with LLPC/LLPC that are doing nicely on capital and utterly brill on divis.

It's all down to buying at the right time.

sabretoothtigger

Private equity wouldnt be public shares then surely. Or maybe this is something they had left over from setting up the company.

It would be very bullish to find price weakness came from a forced seller not good reason

StevieJ

StevieJ wrote: »

Looks like Lloyds have been quietly unloading millions of Cadogan shares, I wonder who has been doing the buying?

I guess we know now So between the hedge fund and these two that is more than 50%.

Salik 7.33% to 17.55%
Meeus 4.98% to 6.93%

http://otp.investis.com/clients/uk/cadogan-petroleum/rns/regulatory-story.aspx?cid=46&newsid=265966
http://otp.investis.com/clients/uk/cadogan-petroleum/rns/regulatory-story.aspx?cid=46&newsid=265967

sabretoothtigger

Thats quite a concentrated ownership. Depends if they cooperate and how rich they are, if they can self fund with banks I guess we might be screwed but my guess is Ukraine is high risk and they could use the equity value also as bank loans will cost a bit

Why is Xcite paying 14% and they are in the north sea


I found an old stock pick from 2 years ago on the Fool website. Seems not terrible to me but my ranking is 25/100




I bought some IGG recently as market is quiet and its fallen. They gain on sharp movements, also pay a nice div soon


Watching Obama campaign waffle and it seems he will win by default. Only a nasty downturn could save a careless Romney and QE3 is soon likely the FED says ?

Gold broken resistance since Feb could see gains I think. POG crashes on its now usual awful results

coastline

A surge on Wall Street...just broke through earlier highs...all time high within sight...

JonnyBravo

So I'm still holding CAD (down plenty but still waiting to see what the grand plan is) and AAZ (only been good, and more good news today. Interims due next week and 60p by end of year IMO).

Anyone else got anything I should cast my eye over?

sabretoothtigger

Is Firstgroup woth a buy today on 20% fall for losing their contract
They dont lose money from that

Maybe they bid so high its a good thing though I thought inflation was a reason it'd work out for them.
Yield is 11% and PE 5

gadgetmind

First group are probably worthwhile for those patient enough to wait.