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Registered:
12/06/09
Seen:
24 mins ago
Followers:
9

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295

About Me:

Overseas childhood, Mod Langs Uni, 25+ years M East banking, now shuttling between UK, US and Spain, trying to earn a more or less honest crust investing.

Mainly UK shares, predominantly oilies + 'special situations'.




Extrader's Latest Blogs

Hi all, A bit like waiting for a bus.... http://www.guardian.co.uk/business/2010/nov/14/premier-oil-korean-talks GLA



Extrader's Latest Comments

Hi MadDutch, ...it must be a rather big pimple! Or a humongous arse.... ? ATB

Hi again, Paul,It looks like you may be right and that Inflection Point is an exGS investment fund. That being said, the CV of the principal isn't too shabby :..... Charles Elliott, (1985) joined Goldman Sachs to start and run their Japanese Equity Research Department, with a strong continuation of this work. Key ‘multiple-bagger’ recommendations made over the period included Nintendo, Tokyo Electron, Shimano and…

Hi slarty, Look at time of posting and remember that Paul warned yesterday that he was going out for' a few jars' with an old mucker..... 'Nuff said ! ATB (to you both !)

Hi Paul,Hope the running is (still) going well !Like you, looking forward to IND's next results announcement / update.The new 3% stakeholder may be more significant than first appears : it's a Goldman Sachs owned entity whose investment strategy is : " ... For a long holding the valuation should be sufficiently low, and the potential for earnings surprise sufficiently high, that we believe it…

Hi John, An interesting take ! I guess a lot depends on the nature of RR's growth, going forward : to the extent that it adopts a Gillette model ie sells a lot of engines, then relies on a 20+ year service contract for visible profit streams (plus maybe a lower R + D spend), there might be a case for a more generous dividend…