Morning all.
Oil continued to hit the TV news last night, so it's bound to fall! ;-))
BWY - expecting record year.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700005552B.html
MNA - took profits on these yesterday. Let's see how wrong I was!
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700065936B.html
VAN - new contracts. My new short in jeopardy?
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700025886B.html
HLMA - profit warning? Apparently they did note this currency problem at FY results.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700025848B.html
CSS/BOI - joint venture for 2 biotechs.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700035901B.html
SCE - on the face of it, going fine.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700035908B.html
FNET - jumping on the foreign homes bandwagon.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700065929B.html
NML - diamonds.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700065934B.html
AV. - seems to be going along nicely.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700075949B.html
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700105951B.html
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700125953B.html
PDG - these look very strong. EPS in 6 months greater than last FY and doubled cashflow!
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700075945B.html
ITN - contract extension.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700125952B.html
FKL - a bit of a fave around the BB's. Got their fingers in the Falkland's oil pie too! ;-)
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700135954B.html
ASC - directors options for the years to come.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700135955B.html
ITU - interesting. New contract and an investment at the current price.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700145959B.html
BPRG - this'll get the loonies going! ;-)) Jeez!
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700155964B.html
OPT - interesting one for the greens.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700165972B.html
MGCR - at least they seem to be making money again.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700165973B.html
BSY - I still think these are in bad nick long term, but going well for now?
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700175976B.html
PKL - looks like an interesting outfit. Recently listed and prelims beating the forecasts I have. Might be one to keep an eye on longer term.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700205980B.html
ITL - nice trading share earlier this year, but been stuck for months. Another acquistion and another placing, though. Hmm.
http://moneyam.uk-wire.com/cgi-bin/articles/200408040700436004B.html
http://moneyam.uk-wire.com/cgi-bin/articles/200408040717346005B.html
I'm long AQP, ASC, DVO, HTG, MRS, TFC and short VAN.
Have a good day.
jj - indeed it has, but at least it's just a gentle drizzle on the garden. ;-)