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Crocs Traders Thread Tuesday 1st June (RYA)     

Martini - 30 May 2004 11:37

 

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1 Day     2 Day  5 Day   UK News
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Gold/Bond Pivots Markets  Futures Translate
 
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Day 2 Day 5 Day US News

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S&P Futures

Nikkei +208 Hang Seng +150  Asia News
  DAX    CAC     Euro News
 
ukf.gif Calendar:  United Kingdom usf.gif  United States euro.gif  Europe & World
Interims RWS : RWS Holdings SEG : SCi Entertainment Group SYN : SynstarFinals DGG : Domestic & General Group ECK : Eckoh Technologies RYA : Ryanair Holdings PLC AGM/EGM IHG : InterContinental Hotels Group Economic UK May CIPS manufacturing report (08:30 BST) UK CBI quarterly distributive trades survey (10:00 BST) Company Pall Corp. Q3Economic pm BST Auto Sales for May expected 5.2M pm BST Truck Sales for May expected 7.8M 15:00 pm BST Construction Spending for Apr expected 1.50% 15:00 pm BST ISM Index for May expected 62.4 Economic 00.50 BST - JAP Average Lending Rate APR na na +1.546% 02.30 BST - JAP Labour Cash Earnings y/y APR 08.45 BST - ITA Manufacturing PMI MAY prev +52.5 08.50 BST - FRA Manufacturing PMI prev +53.5 08.55 BST - GER Manufacturing PMI prev +55.3 09.00 BST - EMU Manufacturing PMI prev +54.0 10.00 BST - EMU GDP q/q Q1 BRUSSELS EU Commission to publish Q2 and Q3 GDP growth forecasts
Note to Traders - Shares going ex dividend tomorrow 2nd June (ABU) Abacus Group 3.50, (AGS) Aegis Grp. 0.80, (AIG) 6.50, (AN26) 45.00, (ARD) Austin Reed 5.50, (ARR) Aurora Inv.Tst. 2.85, (AXN) Alexon Grp. 5.17, (BOS) Body Shop 3.80, (BRAM) Brammer 3.00, (BWY) Bellway 9.30, (BYG) Big Yellow Grp 1.05, (CKN) Clarkson 10.50, (CNT) Connaught 2.80, (COB) Cobham 19.80, (CRDA) Croda Intl. 7.83.(CTG) Christie Grp. 2.00, (DEL) Deut.Lat.AM.Tst 0.70, (DSC) Dev.Secs. 3.60, (EDIN) Edin.Inv.Tst. 8.95, (ETI) Ent.Inns 2.60, (EUP) Eurocopy 0.55, (FDL) Findel 11.40, (GLE) Gleeson (MJ) 7.02,(GNC) Greencore Grp. 5.05, (GPOR) GR.Portland 7.00, (GTG) Get Grp. 2.85, (HVE) Havelock Europa 2.10, (ISU) Ivory&Sime SM. 3.00, (ITRK) Intertek Group 5.90, (IVS) Inveresk 0.25, (JCKS) Jacks(WM) 2.50, (JGIZ) Jpmor.FL.I&G In 2.25, (LMR) Luminar 8.87, (MAL) Malcolm Group 3.30, (MER) Mears Group 1.00, (MKS) Marks & SP. 7.10, (MLG) Maclellan GP. 0.75, (MLRI) Merrill L.Inc 2.06, (MNZS) Menzies(J) 12.60, (MOSB) Moss Bros. 1.00, (MSLH) Marshalls 7.35, (NBP) Narboro.Plnt 0.36, (NGT) National Grid 11.87, (PAQ) Prop.Acq.Mang 2.00, (PNB) Pubs'n'bars 1.25, (PTY) Parity 0.03, (RDM) Radamec Group 2.00, (RM.) Rm 1.00, (SCR) Securicor 0.86, (SCS) Schroder Split 1.40, (SDX) Sondex 1.20, (SHB) Shaftesbury 1.51, (SLNG) Slingsby H.C 30.00, (SPW) Scot.Power 6.25, (SRH) Scot.Radio 7.00, (SSW) Sth. Staff. 34.40, (SUS) S & U 21.00, (TCSC) Town Centre 1.80, (TON) Titon Hldgs. 2.30, (TPT) Topps Tiles 2.00, (VOD) Vodafone Grp. 1.08, (WBY) Westbury 9.55, (WOLV) Wolver.Dud. 12.00, (WPP) Wpp Grp. 4.40, (YULC) Yule Catto 7.70,
Data Download FTSE Intraday Calendar US Zone HTML Edit Currency Calc Dividends Director Dealings Broker Upgrades / Tips

Good Hunting all

Pre Market Futures FTSE +1 DAX+10 DOW+25 S&P+2.9 Nasdaq+7

Martini - 30 May 2004 11:38 - 2 of 39

 

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SUNDAY TIMES * Philip Green stakes 1 billion on his Marks & Spencer dream; BHS could be sold to clear way for the deal. * BAE Systems has held talks with Italy's Finmeccanica about taking a stake worth up to 400 million in AgustaWestland * Sibir Energy expected to tell investors this week they will have to absorb a 55 million hit on a joint venture in Russia * Managers at Red Funnel, owner of the Isle of Wight Ferry, have bought the business in a deal worth 60 million * Lastminute.com has linked up worth mmO2 to offer a location-based 'Dealfinder' service to mobile phone users * Amino Technologies plans 70 million AIM float on 9 June * Multimedia Television appoints JM Finn as broker and hopes to raise 2.5 million from an AIM listing * Apax Partners is backing Vueline Airlines, a new low-cost airline for Spain * Ladbrokes is set to launch its own betting exchange website in competition with Betfair Inside the City: * Britannic assured of a bright future - SSL International: if Gary Watt trips up then a trade buyer is likely to move in.
SUNDAY TELEGRAPH * Wal-Mart and Tesco head the potential rivals for Marks & Spencer as Philip Green prepares to put 1 billion into his bid and lines up HBOS and Pearson chairman Lord Stevenson to persuade shareholders to back him * Brascan has bought shares in Canary Wharf secretly in an attempt to frustrate the plans of Morgan Stanley * Software group SSD Global is considering a stock market listing in London and New York that could value the business at up to 1.65 billion * Car accessories retailer Motor World is planning a stock market flotation * Nelson Resources is aiming to raise around 80 million through a 500 million flotation * Channel 4 to launch radio station with Pop Idol creator Simon Fuller Equity View: * Book into Hilton Group at 265.25p - Buy GKN at 229.5p - Buy Kensington Group on further weakness - Buy Blavod Extreme Spirits at 36p - Sondex is a long-term buy at 175p - Still worth buying Greggs at 33.83 (Look Who's Trading) * Sell Vedanta at 284.75p Taking Stock with Edmond Jackson: * Why Mid-Caps offer a happy hunting ground: ICAP - GWR Group - Oystertec - Wellington Holdings. Other comment: * Profile Michael Edelson pioneer of cash shells - Vodafone's chief executive Arun Sarin is under pressure to buff up his company's tarnished halo in Japan - Cable & Wireless set to restart paying dividends - Interview Philip Green who plans to take over Marks & Spencer.
OBSERVER  * Philip Green to bid 9 billion for Marks & Spencer * No role for Andrew Neill at a Barclay brothers owned Telegraph * Legal & General plans 100 million bid for Forensic Science Service * HSBC poised for $1 billion stake in China's fifth largest bank Throg Street: * It is not inconceivable that Northern Foods and one of its competitors such as Hazelwood and RHP may eventually merge - Exel looks to be on an upward trajectory - Best hope for Cable & Wireless investors would be a share buyback and an indication that the company is ready to make acquisitions of such as Energis or Thus.
MAIL ON SUNDAY * Marks & Spencer shares probed as Philip Green plots 10 billion bid * Robert Tchenguiz to launch his own bid for Odeon Cinemas this week * NTT DoCoMo is searching for a new partner after ditching its stake in Hutchison Whampoa's 3 UK * SSL International on bid alert as predators circle * Countrywide wants to buy a rival 291-branch chain that has been put up for sale by Bradford & Bingley * Tony Mason, an investment banker for Merrill Lynch, is aiming to raise 5 million for Meridien Petroleum * Citywire Secret Dealings: Ashton Bradbury's Old Mutual UK Select Midcap fund now controls 0.49% of Bellway Midas Column: * Buy GW Pharmaceuticals at 130.5p - Tuck Floors-2-Go at 48p for the long term Updates: * Sell Wolfson Microelectronics - Hold Carillion
THE BUSINESS * Hutchison Whampoa considering exit from 3G in the UK * NTL signs Microsoft deal to target web sofa surfers Benchmark: * Why Vodafone can't put 3G in profits picture - The case for a placing at France Telecom is overwhelming - Shell's reserves are more likely to move in a positive direction than most Inside the Market: Value Investor: it look like writing on the wall for the London Stock Exchange and if a bid comes the price should be 5 and up; Small Cap Investor: RPS Group is a long-term buy; Aim Investor: Buy Centurion Electronics for the long term Other comment: * Ryanair will report this week that full-year profits have contracted for the first time - AWG in red but looking to improve - Shell's UK bosses join push for single board - Could Philip Green be the saviour of Marks & Spencer?
SUNDAY EXPRESS * A boardroom split is set to emerge at Marks & Spencer over Philip Green's estimated 8.5 billion takeover approach * Daily Mail & General Trust and private equity groups Apax and Candover in talks to join forces in bid for the Telegraph * Duke Street Capital is to build a 500 million war chest for acquiring companies investing in the private property fund sector * Carphone Warehouse to accelerate its store-opening programme * Caudwell Communications to unveil a series of price-cutting measures and promise customers an extra hour off peak time * Cable and Wireless back in profit in the UK * Profile Stuart Chambers of Pilkington Glass
INDEPENDENT * Roger Holmes and Luc Vandevelde to go as Marks & Spencer fights 9 billion takeover from Philip Green * Advertising agencies to cry foul if Daily Mail & General Trust buys the Telegraph * Sir Richard Branson sets 1.3 billion price tag on Virgin Mobile * BAE Systems holed below the waterline as US firms get signal for 3 billion Royal Navy contract * HHG's Towry Law closes offshore arm under legal threat of mis-selling allegations. * AWG goes back to basics after getting soaked in other markets * British Energy back from the financial abyss * Interview Dipesh Shah, new chief of UK Atomic Energy Authority * Business week feature on Bertelesmann * ITV scores early but can it stay ahead? * Will Philip Green go for M&S?.
INVESTORS CHRONICLE Tips:Buy: Allied Domecq (ALLD.L) at 455p - Aveva (AVV.L) at 509p - Stagecoach Theatre Arts (STA.L) at 85pConsolidated Minerals (CNM.L) at 42.5p - NetBenefit (NBT.L) at 50p.Sell: Clarkson (CKN.L) at 473p.
SHARES MAGAZINE Plays of the Week:Buy BPB (BPB.L) at 371p - Stanley Gibbons (SGI.L) at 69pVantis (VTS.L) at 126.5p - Get Group (GTG.L) at 200p.
 

Martini - 30 May 2004 11:38 - 3 of 39

ukf.gif  United Kingdom  - Calendar: 31st May - 4th June usf.gif United States (GMT) euro.gif Europe & World (GMT)
Bank Holiday

 

Chicago PMI  
Interims RWS : RWS Holdings, SEG : SCi Entertainment Group, SYN : Synstar, Finals DGG : Domestic & General Group, ECK : Eckoh Technologies, RYA : Ryanair Holdings PLC, AGM IHG : InterContinental Hotels Group Economic UK May CIPS manufacturing report (0830 GMT) UK CBI quarterly distributive trades survey (1000 GMT) Auto Sales Truck Sales GMT Construction Spending GMT ISM Index  
Interims CBF : Cobra Bio-Manufacturing Finals AWG : AWG, CW. : Cable & Wireless, EXR : Expro International Group, NFDS : Northern Foods , PEA : Peacock Group (The) PLC , UMC : UMECO , VLX : Volex Group, AGM SUN : Surgical Innovations Group Economic UK April consumer credit (0830 GMT) UK April final M4/M4 lending (0830 GMT) UK May CIPS construction report (0830 GMT)    
Interim Ex Dividend: BWY : Bellway - 9.3(p), GLE : Gleeson (M.J.) Group - 7.02(p), NBP : Narborough Plantations - 0.36(p) , SCR : Securicor - 0.86(p), TCSC : Town Centre Securities - 1.8(p), TON : Titon Holdings - 2.3(p), Final Ex Dividend: AGS : Aegis Group - 0.8(p), ARD : Austin Reed Group - 5.5(p), AXN : Alexon Group - 5.17(p), BOS : Body Shop International - 3.8(p), BRAM : Brammer - 3(p), BXTN : Brixton - 7.25(p), BYG : Big Yellow - 1.05(p), CKN : Clarkson - 10.5(p), COB : Cobham - 19.8(p), CRDA : Croda International - 7.83(p), CTG : Christie Group - 2(p), DSC : Development Securities - 3.6(p), HHO : Highbury House Communications - 0.49(p), HVE : Havelock Europa - 2.1(p), ISU : Ivory & Sime UK Smaller Co's - 3(p), ITRK : Intertek Group - 5.9(p), IVS : Inveresk - 0.25(p), JCKS : Jacks(William) - 2.5(p), MAL : Malcolm Group (The) PLC - 3.3(p), MLG : Maclellan Group - 0.75(p), MNZS : Menzies(John) - 12.6(p), MOSB : Moss Bros Group - 1(p), MSLH : Marshalls - 7.35(p), PNB : Pubs 'N' Bars - 1.25(p), PTY : Parity Group - 0.03(p), SLNG : Slingsby(H.C) - 30(p), SUS : S & U - 21(p), TLT : Tolent - 2.75(p), WBY : Westbury - 9.55(p), WPP : WPP Group - 4.4(p),
Interims DMGT : Daily Mail and General Trust PLC Finals ALT : Applied Optical Technologies, CPW : Carphone Warehouse, ESH : East Surrey Holdings , FKI : FKI, GNS : Genus, JMAT : Johnson Matthey PLC, JMAT : Johnson Matthey , OXIG : Oxford Instruments PLC, PCF : Private & Commercial Finance Group, SDY : Speedy Hire , WAGN : Wagon, AGM AAP : Alpha Airports Group, AZM : Alizyme, CRX : Cyprotex, CSTL : Collins Stewart Tullett, KGF : Kingfisher, TFG : Taylor & Francis Group, Economic UK May CIPS services report (0830 GMT) UK BRC May shop price index (around 0930 GMT) Initial Claims Productivity-Rev. Factory Orders ISM Services  
Interims None announced Finals None announced AGM SFR : Severfield-Rowen SMG : SMG Economic UK Deloitte/REC reprt on jobs (0930 GMT) Average Workweek Hourly Earnings Nonfarm Payrolls Unemployment Rate  
Trading Thoughts For The Week Ahead  - Sunday 30th May
This week guest 'Diarist' and 'Thoughter' David Jones aka Limpsfield Chartist has kindly stepped into the breach. If anyone else would like to be the guest 'Thoughter' next week please let me know. Tuesday Ryanair results on Tuesday should be interesting reading not so much for the numbers but how they see the state of the industry at the moment. EasyJets share price got hammered in early May as it adjusted its guidance for the full year to cautious due to the increasingly competitive market place caused by unprofitable and unrealistic pricing by airlinesWednesday Cable & Wireless are due to announce full year figures on Wednesday - its third quarter trading statement announced at the end of January showed that revenues came in at 854 million, slightly down from the previous quarters 879 million. The share price has suffered since and the market will be watching to see if it can reverse this trend.Peacock reckons it will be on target for market expectations when it reveals its full year results. Despite a slightly weak fourth quarter, expect pre tax profit to come in around the 35 million mark. AWG results should not hold any surprises but they may chose to expand on how the recently announced massive price hikes to water customers in the years ahead will help their bottom line. Thursday Carphone Warehouse was bullish back in April and this week will see if that is borne out. The company has said that it expects to report pre tax profit at the top end of market expectations, and it reckons its earning per share will beat the range expected by the market.Johnson Matthey is expected to shrug off currency fluctuations and deliver results in line with market expectations. The company took over the AMC group of companies at the end of March for $43 million but it is probably too early for this to make an impact. Friday Hornbys strong run from last year has hit the buffers in 2004 - the results should reveal a bit more about how the company sees the takeover of Spanish company Electroten adding to the bottom line. .

Thoughts FTSE It was another choppy weak for the FSTE 100 and theres nothing to suggest this is going to change. 4480/4500 continues to be a problem and at the moment 4400 is the floor. We need a breakout from this range to set up a reasonable move at the moment up one day down the next looks set to continue.

6mFTSEChart.JPGDow The downtrend on the US market is clear to see theres scope for a rally of around 200 points from here, but the latest bounce has to be getting near to levels that are attractive to the shorters again so dont be surprised to see this start to run out of steam.6mDowChart.JPGHave good weekend and Bank Holiday everyone. David( Limpfield Chartist)

All the above comments are purely a personal opinion and no investment advice is intended. Please do your own research.

Martini - 30 May 2004 11:38 - 4 of 39

Many thanks for the help I have had in doing the big one -The Weekend post.

In trying to put it together I am beginning to realise how much David put into it with his time and expertise.

Thank you David (Limpy) for stepping into the breach at such short notice and doing the thoughts for the week section.

It is impossible to replace David here but could any of you take on this guest slot for a week?

It does not have to be long and can cover any thing that you think would interest your fellow investors and I can do the HTML and image hosting bit.

Please email me through the MoneyAM internal system if you could please help out here for a week.

I have been a bit stretched having to brush up my HTML again and finding my Frontpage Express had gone now. But a hunt round the web found it again for me.

It is still and probably always will be a long way short of Davids high standards so please excuse errors.

Have a great weekend and bank holiday I need some breakfast now before I have another play to see if I can get it better.

Best Regards
Martini

little woman - 30 May 2004 11:40 - 5 of 39

Afternoon Martini,

Ahhhhhhhhhhhhh, now it all makes sense!

I'll come back later, when you've had time to finish updating.

Martini - 30 May 2004 11:43 - 6 of 39

Phew :)

bush - 30 May 2004 11:47 - 7 of 39

Martini, you have taken on a tremendous task and you are exceeding our highest expectations.

Thank you very much.

porky - 30 May 2004 14:30 - 8 of 39

Great effort Martini,more power to your elbow,croc would be proud of you.
Regards.

Martini - 30 May 2004 14:39 - 9 of 39

Thanks all
I have laid out the papers section again as I could not get it to work right for me. I hope it meets with your approval.
M

Martini - 30 May 2004 14:58 - 10 of 39

10 chart

chart.asp?symb=uk%

jj50 - 30 May 2004 15:35 - 11 of 39

Great effort Martini - so much appreciated. As bush and porky said, more than meeting our expectations. Have a well deserved bank holiday break.

Golddog - 30 May 2004 20:04 - 12 of 39

Martini, It always occurred to me how much effort Croc put into providing us all with so much useful information and you have made a great effort here to, thankyou, i know it requires a bit of ftse stamina to keep it up and if you or someone else keeps it going then total respect to you and whoever. To fill Croc's shoes is never going to be easy.

Teddy Bear - 30 May 2004 20:38 - 13 of 39

Martini

Thank you so much !

teddy

Gdub - 31 May 2004 00:30 - 14 of 39

Cheers Martini, much appreciated.

Midazmidaz - 31 May 2004 07:55 - 15 of 39

Martini you are doing a great job much appreciated.

hijeff - 31 May 2004 08:34 - 16 of 39

thanx for the thread martin.
must point out your divi provider is wrong.NGT/SPW XD this week also.

Martini - 31 May 2004 15:35 - 17 of 39

Thanks hijeff hopefully right now

capt M - 31 May 2004 20:43 - 18 of 39

Hi Martini, many thanks for the effort.

Scottish power SPW also ex div on Wed: (extract from annual report)
Final divi 6.25 pence

INVESTOR TIMETABLE

Key investor dates going forward are as follows:

2 June 2004 Shares go ex-dividend for the fourth quarter

4 June 2004 Last date for registering transfers to receive the fourth
quarter dividend

28 June 2004 Fourth quarter dividend payable

23 July 2004 Annual General Meeting

12 August 2004 Announcement of results for the first quarter

18 August 2004 Shares go ex-dividend for the first quarter

20 August 2004 Last date for registering transfers to receive the first
quarter dividend

Martini - 31 May 2004 21:34 - 19 of 39

capt M - added to header post
Thanks I need all the help I can get.
Regards
M

Bullshare - 01 Jun 2004 06:32 - 20 of 39

morning all

zarif - 01 Jun 2004 07:41 - 21 of 39

morning all
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