Sat 8:24pm


Occupation: Private Investor

Interests: Asian Markets, Emerging Markets, European Markets, Funds, International Stocks, Oil, Property, Stocks, US Market

Location: Surrey

Fantasy Fund: Gus 1065's Fund

About Me:

Ex investment banker specialising in ABS/RMBS and Principal Finance. Now a slightly less stressed house husband, dog walker, long distance cyclist and scuba diving PI.

Gus 1065's Latest Blogs

All share recommended offer (looks like a consolidation/merger of comparative equals) just announced at c.28% premium by John Wood (LON:WG.) for Amec Foster Wheeler (LON:AMFW) . First of several in the sector perhaps? Gus.

Link below to MGW's 2017 bucket list picks for the Oil and Gas sector together with a review of the selections made in 2016. Stockopedia metrics don't really work so well with these kind of mainly exploration and development energy stocks - just take a look at the stock ranks of the top 5 in the list - but together with the mining/other natural…

All cash 50% premium offer announced this morning for Fyffes (LON:FFY) by Sumitomo Group. RNS details below. 37% premium to previous all time high so looks a reasonably full price. Best, Gus.

One of my stocks, Sound Energy (LON:SOU) , has today announced an underwritten placement of about 5% of its current share capital. As part of the book building process, they have included an offer to PIs with a minimum £1,000 subscription, to participate via the portal on similar terms as institutional investors. Presumably this is a cheaper and quicker means to tap the market…

Idle musings for a foggy Sunday morning (well it's foggy here in deepest Surrey anyway) in the run up to Hallow'een.We're probably all familiar with the notion in Chaos Theory that potentially the biggest events can be set off by the most trivial of root causes (the classic example being a distant butterfly wing beat setting off a hurricane or something like that). Likewise, there…

Gus 1065's Latest Comments

Reports overnight that Canyon Bride (the Chinese backed fund that Trump recently dinged from buying a US technology company in the interests of "national security") has offered 182p share in cash. Decent result for employees and short term speculators, maybe less so for longer term holders out of the money. Gus.

It's a metaphor for a share that seems attractive to buy at face value but which once purchased can prove difficult to sell at a reasonable price when you want to exit the position due to illiquidity etc.. A lobster pot is a trap (for lobsters) which is a typically a round wicker basket with a narrow entrance at the top that is usually baited…

A few thoughts on the results of the placing as set out in the attached RNS. Looks as though the offer found a home at 230p, about a 9% discount to the last pricing point. Given these new shares are not eligible for the 6.5p dividend, the effective discount is about 7%. I see this as a very positive outcome given the size of the…

Hi Carcosa. I think your Q&D on the debt quantum is on the money and I agree the proposed financing package is reasonably conservative. Given the shares are still suspended until Monday, however, hard to gauge overall market view on the transaction. I note the majority of the Central Asia Metals (LON:CAML) board are onside (with the exception of one NED who looks to be…

Details of the proposed transaction set out this morning via RNS. Central Asia Metals (LON:CAML) is acquiring Lynx (lead/zinc producer) for $402m by way of an underwritten book build placement of 36% of its own equity plus a fair chunk of new and assumed debt. Resumption of share trading scheduled for 25/9. Current CAML market cap at time of suspension c.£280m, so clearly a large…

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