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Traders Thread Monday 26th July 2004 (CROC)     

Martini - 25 Jul 2004 14:01

foale - 26 Jul 2004 07:24 - 34 of 158

morning all

david 2000 - 26 Jul 2004 07:38 - 35 of 158

Santander releasing results 2 days early right now. ANL announcement should follow it , surely??? Its a paper bid by all accounts. Could be and interesting morning.
EDIT sorry its BBVA the "other" Spanish banks results coming out. Getting a little over excited!

ALSO
*PRUDENTIAL UPGRADED TO 'BUY' FROM 'NEUTRAL' BY UBS

*ROYAL & SUN ALLIANCE UPGRADED TO 'NEUTRAL' FROM 'REDUCE' BY UBS

*HHG DOWNGRADED TO 'NEUTRAL' FROM 'BUY' BY UBS




Limbowagon - 26 Jul 2004 07:44 - 36 of 158

Morning All
These women will be moving the furniture around next
Well Done All
L

fulhamken - 26 Jul 2004 07:48 - 37 of 158

morning all - short barc short nxt

Big Al - 26 Jul 2004 07:48 - 38 of 158

Good morning boys and girls.

Loads of news today and there will be for the rest of the week. Just a few small snippets:

WLF - looking forward to strong growth.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700161958B.html

POG - share price stalled after a good run. Maybe this can give them a lift.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700101945B.html

GLI - nice trading update. "Sales for the start of the current year significantly ahead"
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700091943B.html

ASM - has gained exclusive rights to cancer drug.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700091942B.html

EXP - new partnership.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700091939B.html

BBY - new contracts.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700071928B.html

TLW - busy little outfit, handy little update.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700071927B.html

ACE - interesting market this lot are operating in.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700071921B.html

PYM - gained orphan drug status from FDA.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700071919B.html

CWK - AGM seems to confirm what everyone already knew. There was a fire in the sausage factory at Cottingham just in time for the B-B-Q season - handy! ;-))
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700071930B.html

PLR - secured new credit facility.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700051910B.html

VPC - going from strength to strength IMO.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700041902B.html

HCEG - should be more good news.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700021800B.html

EAS - more traders!
http://moneyam.uk-wire.com/cgi-bin/articles/20040726070000PD6DF.html

RB. - doing well (double-digits) and share buyback will be increased. Might kickstart the recent pullback.
http://moneyam.uk-wire.com/cgi-bin/articles/20040726070000PC6D8.html

AGG - still showing increases despite adverse dollar and oil effects.
http://moneyam.uk-wire.com/cgi-bin/articles/20040726070000PB429.html

RYB - looking OK for a tech mob.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700051908B.html

MSN - seemed to be doing well, but the divi being chopped might get punished.
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700111946B.html

LCI - FY not likely to re-ignite the run?
http://moneyam.uk-wire.com/cgi-bin/articles/200407260700131954B.html

Have a good day.

david 2000 - 26 Jul 2004 07:52 - 39 of 158

It was thier results!
*SCH GIVES NO DETAIL OF ABBEY OFFER IN RESULTS STATEMENT

Kyoto - 26 Jul 2004 07:54 - 40 of 158

According to the BBC1 Business News this morning ANL will not be making an announcement until 09:00, to quote, "nothing sinister, just the lawyers need more time to draft the details". Sounds like it could be a complicated offer.

david 2000 - 26 Jul 2004 07:58 - 41 of 158

ANL crossing at 5.52 ATM with 2 mins to go.

foale - 26 Jul 2004 08:03 - 42 of 158

ARM level II yellow strip out of line with detailed prices?
Or is it me?

Maggot - 26 Jul 2004 08:05 - 43 of 158

Morning all. Expect to spend much of today setting up new terminal views. Long NFDS for the div, and long LGEN and (still) DCG (unfortunately).

Boyse - 26 Jul 2004 08:17 - 44 of 158

sold Jrvs long very nice :-)

Big Al - 26 Jul 2004 08:35 - 45 of 158

Regretting jumping out of JKX.

A few small oils looking strong today.

IanT(MoneyAM) - 26 Jul 2004 08:38 - 46 of 158

Foale,

Sorry I missed your posting earlier - ARM looks fine this end are you still having problems?

Ian

Martini - 26 Jul 2004 08:44 - 47 of 158

oops sorry about header changed

fulhamken - 26 Jul 2004 08:52 - 48 of 158

this is all a very narrow range on FTSE - closed Barc short +3.5

Maggot - 26 Jul 2004 08:54 - 49 of 158

Quick, but small, 10.5 from RB. long.

david 2000 - 26 Jul 2004 08:56 - 50 of 158

It will break one way or another this AM. 4330 battleground for 9am-10am time frame

foale - 26 Jul 2004 09:01 - 51 of 158

Ian its fine now thanks

What thread should I post those sort of Level II comments to?

axdpc - 26 Jul 2004 09:03 - 52 of 158

Morning all.
JRVS had a good morning so far.

IanT(MoneyAM) - 26 Jul 2004 09:04 - 53 of 158

Foale,

There is a Level 2 thread, but this was just me being slow on a Monday morning :-) if you post here I will normally pick it up pretty quickly.

Ian
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