4th Dec '15


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Hi Paul my notes from an earlier posting (21/9) of yours: PS 21/9 a PER of 7.4 and divi yield of 7.4% are very attractive, especially as these results show profits were fairly resilient, and the outlook sounds reasonable. So I'm quite tempted to have a dabble here (81) Did you dabble?

Just a short note to show my appreciation for the video reports. Adds a new dimension to understanding!

Tosca Fund buying heavily into IMO, big chunk earlier this week, now hold 27.79%. I think something afoot. Regards Paul

My sentiments entirely, the surplus aircraft will remain a problem for some time yet. Regards Paul Cant

Wow! how things have changed. Talk over a takeover would have been laughed at 18 months ago. Like Alex Ferguson at MU, Terry Leahy knew when to leave. As to possible suitors I find hard to believe someone would want to, certainly not Walmart as they own Asda (monopolies etc)

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