Aurelius's Posts

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11:43 13/06/2014

Q: What's the definition of a stock that has fallen by 90%? A: One that fell by 80% and then halved.

08:18 30/04/2014

No news from Jaipur yet, but not surprising- the last one took place from 26-30 Sep but want announced until 10 Oct, so news might still be another week away.

07:57 30/04/2014

correction- Kames were at 4.9% in Jan, not 5.6%

07:56 30/04/2014

Re SP action in April, it seems to be driven more by a couple of big institutional holders reducing their stakes rather than aggressive short-selling (although tech rout and QPP must have had an effect of retail investor sentiment too). Kames went from 5.6% in Jan to 3.72% on 10 Apr and then to 2.55% on 16 Apr. TT went from 5.6% in Jan to 2.72% on 22 Apr. As they dont have to notify further changes once they are below 3%, the selling could well have continued after that. Slightly worrying that they both decided to sell at the same time, but I wont read any more into it unless I see that the other big holders- Fidelity, Wellington, Schroder or GLG- have also begun to sell.

19:32 28/04/2014

I agree with all Lummox's points in his 22 Apr posting. I would only add that with even risky bonds yielding not much more than 5%, a secure dividend yield of 8% makes this an exceptional income stock once the FCA debacle fades into insignificance. It's my biggest holding now and I'm expecting at least 10% capital appreciation for the rest of 2014 plus the 8% yield on top.

20:17 27/04/2014

I dont own QPP and I am not shorting it. I'm a retired equity analyst with 30 years City experience. I think there's a significant risk of complete capital loss for shareholders and if I owned it I would sell asap.

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