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Traders Thread Wednesday 4th August 2004 (CROC)     

Martini - 03 Aug 2004 21:12

amberjane - 04 Aug 2004 00:19 - 4 of 18

Better order my copy now :>}

jj50 - 04 Aug 2004 07:30 - 5 of 18

Morning all. Rain has moved here...

Big Al - 04 Aug 2004 07:46 - 6 of 18

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. ;-)

Greystone - 04 Aug 2004 08:39 - 7 of 18

I see the market gurus continue to focus on the bad news (or the none-news). Both Aviva and BSkyB put in great results today but are now suffering badly. The devil really is in the detail... ;-)

Big Al - 04 Aug 2004 08:57 - 8 of 18

Busy morning.

Lobbed VAN -5
Lobbed TFC -2.5
Longed PCI 17.5p
Missed ASC addition at 56p - too slow! ;-((

zarif - 04 Aug 2004 10:04 - 9 of 18

morning all

Big Al - 04 Aug 2004 10:08 - 10 of 18

Longed MPH 24.5p

Snip - 04 Aug 2004 14:45 - 11 of 18

re BSY if anyone has updata realtime then look at the daily candle volume chart. The last candle is long and very skinny and says that the stock was being sent as low as poss to test the lower limit. The width of the candle is proportional to the volume traded. So imo the fall has been overdone and will shortly be basing going by the bullish tail now formed

little woman - 04 Aug 2004 18:23 - 12 of 18

Evening all, didn't get a chance to check in this morning, so doing it now.

Nothing interesting seems to have happened today!

ThePlayboy - 04 Aug 2004 18:54 - 13 of 18

Nothing interesting LW? BArc, BSY, lloy....................

Big Al - 04 Aug 2004 18:54 - 14 of 18

lw - LOL!

Jumpin - 04 Aug 2004 19:23 - 15 of 18

Crude oil moves to its lows of the day... Down over 1% to $43.35/bbl, the commodity has been prompted by Bloomberg reports that Russian court officials have authorized Yukos, the country's largest oil exporter, to use its accounts for payment of crude oil production and transport.

zarif - 04 Aug 2004 19:33 - 16 of 18

is that why the Ym is flying up atm -reckon sheer manipulation at times.
But who are we to question -they can do anything and be right.
rgds
zarif

little woman - 04 Aug 2004 22:30 - 17 of 18

I stand corrected PB, my excuse was my brief look, this evening. Nothing
caught my eye, so I didn't look any further! And of course there was not much posted on this thread during the day...............

ThePlayboy - 05 Aug 2004 07:18 - 18 of 18

You are forgiven LW:)
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