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Sold out at £1.90 last week as felt the possibility of the bid failing was disproportionately skewed to the downside (c. -25% on SP of £1.90 ---> £1.40). Bought back in this am at £2.07 (downside to £2.03 only 2%). The immediate response by Deltic to the bid RNS indicates to me that they are still serious about the merger/take over and I would personally…

Paul,Graham Great job, both of you. SCVR - Early v Late The argument here seems to be characterised by whether readers want speed or quality. I don't understand their dilemna. What you are offering in the new format is not one or the other but both. 1. An early (more speculative?) analysis highlights early opportunities you have identified and we as investors can follow up…

RBG.Well done unwarranted pull back in the share price based on "fixable issues" had the ne'er do wells and doom merchants out on the "boards", so full marks to you not only for justifying your positive initial view of the company but also topping up when the S/P hit the fan!! As the saying goes "form is temporary class is permanent". Congratulations.

Hi Paul any chance you could check out Eagle Eye who issued a T/U today. Generally positive though still cash burn + increased marketing spend. The S/P has dropped 5% today to £2.35 so the mkt quite negative.You looked at them in Nov when the SP was £1.30,anticipating an equity call (which came in May, £6m raised at £2.25) and said you would consider investing…

VCP scheme withdrawn by directors at the EGS AGM. London buses comes to mind! Good luck with the move Paul, though thought after your 12 month you might have afforded a butler and couple of footmen to do all the packing!

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