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Loglorry's Latest Blogs

Readers of this board might like to know that if you have suffered losses resulting from relying on public information the Co-op bank disseminated which they knew to be false e.g. the 2012 accounts then you can make a claim against the Co-op bank for loses. I think it is time for everyone affected here to take action and make a claim against the Co-op…

We have some quite dramatic drops today in the Oil and Gas sector providing some bargain values (depending on your point of view) for many stocks. On my watch list, I have:Europa Oil & Gas (LON:EOG) is down 10% (after a big fall yesterday) to 27.5p. It is looking very likely that West Firby will come online around about expectations putting Core NAV around the…

This blog has been setup for general discussion of many different oil and gas companies similar to the TMF thread here http://boards.fool.co.uk/oil-gas-companies-50029.aspx. The thread is intended for general market gossip and chat on a variety of subjects which are perhaps not suitable for the company specific blogs that already exist. For example comparing two oil companies which have similar assets. The thread/blog welcomes light hearted…

Following the recent rights issue I belive there are now 2.1Bn shares in issue and the share price is now 25p. Thought I'd do a bit of finger in the air arithmetic to see if the shares at this price are worth buying. Turnover has never really been a problem for DSGi and stands at a whopping £8.1bn but obviously they need to make a…

So we now have the incredible situation of 27bn shares in lloyds in issue! Lloyds have sacrificed shareholder value to aquire HBOS because it gives them huge market share only to find that EU competition regulation mean they might not be able to exploit this monopoly.Blank has gone (or is going) which I suppose is a good thing but no doubt he'll get a big…



Loglorry's Latest Comments

Ramridge - liquidity. There might not be enough depth in the market to buy what they need.

Re Indigo - the lumpy sales revenue stream is an excuse which we have heard before and I've some sympathy for this since Indigo sells to large corporate/gov clients. However the real danger here is that a ramp up in spend on the sales side was supposed to feed into much higher sales and that itself should have had a smoothing effect. My worry here…

Don't want to hijack this thread as its the small cap thread but others have and its a fascinating subject. I bought some SBRY yesterday in their lurch down. What I don't understand is how do Aldi/Lidl sell so cheaply when SBRY/Tesco etc. already claim to have very low margins yet Aldi sell well below them. Are Aldi really buying cheaper than Tesco? The answer…

Anyone got a good estimate of current cash position? I'm sure they burned a lot of cash on the last appraisal and don't they have another drill to do. Could explain the lacklustre response today.

£/€ comparison a bit tricky since economic numbers from Eurozone have been weak lately esp. the powerhouse Germany. The ECB has been particularly dovish and kept rates low and hinted at asset purchases. Short term rates even in Ireland have gone negative. This has meant a weaker Euro and to some extent I don't doubt weaker £ too (nothing to do with Scot independence vote)…

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