Dumped my entire holding this morning @ 43.01p as sadly the outlook described in this morning's RNS is not great, and with bargains galore at the moment it is time to reallocate capital. Pity as this still seems a good company but held back by external pressures which, according to RNS, are not yet fully in the financials. Am keeping my pref shares for now as these pay me a tasty 8.7% - at least while the cash lasts.
29 Apr '15
To see these back to where they belong ! Gla
30 Mar '15
Yeah, hanging on. Nice to see things moving a bit.
30 Mar '15
you guys held up 10% since then
9 Mar '15
Risk: Cold War or cold turkey ?
A very honest assessment of risk...sadly it's not asymmetric : if Russia doesn't back down( unlikely with Putin) then very likely balance sheet will be further hit by valuation downgrades.Also didn't like the signal that may be forced to accept rouble denominated in lease renegotiations which could hit earnings & operating CASHFLOW on translation.A good business stuffed by poor macro economic outlook.
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