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Interesting post - thanks Can'tEatValue.With regard to Judges Scientific and your emphasis on management's superior capital allocation skills I've just started looking over their web site, and I wonder if succession issues give you cause for concern? David Cicurel (CEO / founder) was born in 1949, David Bambrook (COO) in 1952 and Ralph Cohen (FD) in 1948. Unless Cicurel has a Buffet-like atttitude to retirement…

Could there be tax implications? Not for UK tax, though I suppose it is possible that there could be a US tax benefit. I'd be inclined to doubt it, however.

I added about 20% to my holding at a variety of prices yesterday, having sat on my hands following the TGD failure. I did this by way of spread bets expiring next June (without using much leverage - I like to keep spread bet positions 70-100% funded in the account). Time will tell whether these bets need to get rolled. Given the large discount to…

It appears that Telegraph hacks will listen to Dana PR output as well:http://www.telegraph.co.uk/finance/newsbysector/energy/oilandgas/7945838/Rival-bidders-line-up-for-Dana-Petroleum.htmlAnonymous "Canadian oil company" and "energy group from India" said to also be considering a bid. Talisman, Nexen and ONGC tentatively fingered.Next week ought to be interesting.

Dana have referred to various not-publicly-disclosed info on "significant, well advanced, non-public and valuable activities", and supposing KNOC walked and the SP dropped to £14 or below, TC might be under pressure to improve Dana's disclosure. It might appear that TC was deliberately holding info back in order to make analysis only fuzzy to prevent a bid, to preserve his own employment. I don't really…




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