Aurelius's Posts

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19:39 08/10/2015

One of the PMO shorters, GSA Capital, has started to cover- down 0.2% [link]

11:05 20/08/2015

The retail bond (PMO1) has gone crazy this morning, fell from 84p as low as 73p, before recovering a bit. The annual coupon cost of £150m at 5% is only £7.5m and with Premier's cashflows, I cant see them having to default on it. Even at 78p latest, the YTM (2020) is over 10%. Good opportunity for buy and hold or short-term recovery in my view.

08:34 26/07/2015

Sunday Times: New York hedge fund Cerberus teams up with Sportingbet owner GVC to gatecrash agreed takeover deal with rival (article behind paywall)

07:15 22/06/2015

Very disappointing auction result- at least $10m below expectations.

19:23 04/06/2015

bwng

20:01 09/02/2015

Diamond prices firm as Dubai banks fill funding gap - Gem Diamonds Reuters Reuters – 35 minutes ago. Good news for PDL too as this issue was the main factor behind the recent selloff.

13:30 14/01/2015

Worth picking up the retail bond at these levels- just bought at 80.6, yielding 9% to maturity in 2020. Ticker PMO1.

07:26 03/12/2014

RNS: good aquisition, fits the strategy well, nice price. Shares should be up in response.

07:58 15/10/2014

Good results and an interesting collaboration with Amazon on Pass-my-Parcel service. Stock very cheap indeed on 7.0% yield on increased divident, 7.5x statutory EPS. Singificant valuation upside- fair value in the 200-220p range.

09:03 24/09/2014

Good buying opportunity- bought more at 366.6p

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