F958B’s Activity

Mon May 19

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 08:01

Re: Increased Offer for AstraZeneca (AZN)

From my postings on the AstraZeneca board:


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Statement on LSE:

[more]

NL

Boards Post

F958B replied to the AstraZeneca plc board. 07:13

Re: New improved offer

AstraZeneca's quick rejection looks like game over:

[more]

Tue May 13

NL

Boards Post

F958B replied to the AstraZeneca plc board. 18:30

Re: PFIZER'S POSSIBLE OFFER FOR ASTRAZENECA PLC

'.... Questor of the Telegraph claims AZ is worth a £100 a share!....'

The FTSE median P/E is around 17x (and the very-long-run average is about 13x). Astra's P/E is about 18x. Pfizer's offer is around 20.
Astra may be [more]

NL

Boards Post

F958B replied to the AstraZeneca plc board. 09:16

Re: PFIZER'S POSSIBLE OFFER FOR ASTRAZENECA PLC

'.....But no more money on the table. Lots of propaganda. Key phrase may be: Pfizer will continue to be disciplined on price .....'

Implying there might be one more bid at a modestly higher level, possibly tomorrow (after [more]

Tue May 6

NL

Boards Post

F958B replied to the High Yield - HYP Practical board. 08:59

Re: Balfour Beatty Trading Statement

It looks like the dividend will be cut in the near future because cover will now be dangerously low from what was a borderline case before today's announcement.

There's a small chance that - if this is just a blip and things bounce back [more]

Fri May 2

NL

Boards Post

F958B replied to the AstraZeneca plc board. 10:57

Re: Pfizer confirms bid interest in AstraZeneca

ASTRAZENECA BOARD REJECTS PFIZER PROPOSAL

The Board of AstraZeneca PLC ("AstraZeneca") has met and considered the letter from Pfizer Inc. ("Pfizer") (the "Proposal").



The financial and other [more]

NL

Boards Post

F958B replied to the AstraZeneca plc board. 08:07

Re: Pfizer confirms bid interest in AstraZeneca

PFIZER CONFIRMS DELIVERY OF INCREASED PROPOSAL TO ASTRAZENECA



· Proposal represents a substantial premium of 32% for AstraZeneca shareholders[1]

· Proposal represents a 39% premium to the closing price of [more]

Mon Apr 28

NL

Boards Post

F958B replied to the AstraZeneca plc board. 12:00

Re: Pfizer confirms bid interest in AstraZeneca

NK104: '....a P/E of 19 is pricey....'

In the current market the median P/E of the FTSE100 is also a 'pricey' 17x and the US market is even more expensive.
AZN's P/E last week as a market-median 17x.

Which is why I [more]

NL

Boards Post

F958B replied to the AstraZeneca plc board. 08:59

Re: Pfizer confirms bid interest in AstraZeneca

£23 for SVT was an amazingly generous offer. It wouldn't surprise me if SVT shareholders have to wait many years to see £20+ again unless there's another bid.
SVT shareholders should vote out their board for not accepting such a [more]

Sat Apr 19

NL

Boards Post

F958B replied to the Gold & Other Precious Metals board. 18:53

Re: Is the secular bull market still intact?

I think gold is slightly to moderately undervalued, US equities are considerably overvalued and UK equities moderately overvalued.

Equities are propped up by investors chasing 'any income yield at any price' and speculators using record [more]

Sun Feb 9

NL

Boards Post

F958B posted to the High Yield - Share Strategies board. 17:52

Somebody asked.......

Based on Friday evening (07/02/2014) closing prices.

A = very good, very strong, very high
B = good
C = average
D = slightly low, slightly weak
E = somewhat low, somewhat weak
F = very low, very weak
G = critically [more]

Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 1184
Recs Received 5904
People who have rec'd these posts 868
Recs to Posts Ratio (last 30 days) N/A
Threads Started 26
Threads Started Percentage 2.20 %
Most Frequent Board High Yield - HYP Practical
Very First Post Re: List of available shares, alongside ratios e (24/06/2010)
Percentage of Posts Rec'd 80.74 %
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