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TSX Lithium explorer International Lithium Corp prepares to drill at Raleigh Lake
Exclusive: Hardman & Co Investor Forum - Severn Trent, Calculus Capital, Volta Finance, Residential


Member Info for Andyagogo


Send a private message to Andyagogo

Member Since: Thu, 26th Apr 2012

Number of Share Chat Posts (all time): 887
Number of Share Chat Posts (last 30 days): 38

Last Posted: Mon 14:24


Post Distribution over the last 30 days




4 Jun '19

Once CAPEX and the pension contributions are accounted for.
Net debt is increasing as a result. This is all in the accounts,
and with respect very rudimentary.

The market is well aware of this, which is why so many of the actively managed income
funds no longer hold. The UKX tracker funds are obliged to hold.
4 Jun '19

You make an assumption the current BT dividend will be held, unlikely imv.
And before anyone shouts ...when I questioned VOD's dividend sustainability previously
I lost count of how many times posters said ...it will never be cut!.
3 Jun '19

Is a joke imv, particularly given the net debt.

It's also questionable whether NGP will make a significant contribution,
currently loss making.

Questioned the dividend policy here a couple of years ago
but on they plough with the 10% annual increases.

With volume losses on the conventional stick business,
I would not view this as safe longer term, unless NGP profitability takes off.

Having said the above, there may be trading opportunities for the nimble.

As always, all just imv only, please DYOR as always.

I'm not clicking a Sell given the rapidity of the recent SP fall.
3 Jun '19

UKX demotion looks about in the price to me, give or take 2-3%.
Back to the oil price and any sector updates, plus the wider equity
market backdrop. Oh, and the b word!.
2 Jun '19

Two incredible semi finals, had a feeling the final might disappoint.
Just a shame the early penalty was conceeded - Liverpool fans will vehemently disagree!.

EZJ looks set to be relegated from the UKX, if reports in the weekend press are accurate.

Below 8.60 will add another small amount, if given the opportunity.

EZJ benefits more than RYA from the falling oil price, on the flip side EZJ
has arguably larger exposure to UK consumer sentiment.
31 May '19

This was posted elsewhere this week, so I better just summarise rather
than copy the post, remember this is just one person's opinion only :

A sideways move in RYA for another week or two, would set up a potential reversal at 62% of the 2008-17 rise at around 867,
if that fails look for another potential reversal just below 8.00, which is the 2014 breakout level.

Only if the later level fails, would a multi year H&S pattern come in to play - on this scenario no target was given.

There is another view that RYA made a double bottom part week below 10 - that view looks on the optimistic side
to me, but let's see, none of us possess the gift of prescience, unfortunately!.

Have a good weekend guys and as always please DYOR.
30 May '19

Extensive comment on EZJ, that is.
30 May '19

Apologies if already mentioned - extensive coverage in the FT today.
Some earnings downgrades following the RYA numbers last week, RYA also
mentioned briefly.

Just in case people are not aware, that part of the FT is free to read, just create an account,
quick and easy.
30 May '19

* famous.
30 May '19

Hoped aboard the jet this morning, 8.80.
Very small amount.

Monitoring RYA, it's refusing to dip under 10 atm - fanout last words.
27 May '19

Sage, interesting, and yes I would agree that SP lows tend to be seen while news flow
is continuing to weaken - provided the company is sound financially.

TA is not my area at all, so could not even attempt a TA view. (If anyone else can would be interested to hear).
27 May '19

This is just out of interest and what follows are two views I've read over the last
week...make of it what you will:

The more bullish current view is that RYA last week made a double bottom
at just below 10 a share.

The second and less optimistic take (at least short term) is RYA is in the process of
a yet to be completed massive head and shoulders multi year pattern,
which would target somewhere under 8 a share.

On considering the second view on fundamentals....if the UK were to leave without a deal,
the risks of which are rapidly rising, and there followed a guidance cut, that type of level is possible.

I mentioned a few months ago that if the UK were to leave without a deal, the SP may start
with an 8, and I would stick with that view fwiw.

On either of the above views, there should be some very nice longer term upside.

All of the above represents guesstimates, nothing more. However, whatever your politics,
keeping some cash on hand for October time might be a good idea.
24 May '19

Sage, thanks. Much appreciated.
I was very fortunate in a way, worked for Bupa at the time and had access to
private treatment, without that doubt I would still be around.

Anyway, life goes on and many have more to deal with.

The BBC2 documentary on Thatcher is worth watch.

Hatton Garden on ITV also quite good, although could probably have done with one episode less.
23 May '19

* excuse the typos - late night coupled with dyslexia - not a great combo ).
23 May '19

Hi Sage, yes longer term I have little doubt. And this is coming from someone with depression (on medication).
I'm not given to optimism!.

To answer your question on the b word( EZJ board,) my concern is it's just all consuming
and there are some really some pressing domestic issue being ignored, or not given priority. I read a recent report
from the National Crimes agency which can only be described as chilling, highlighting how organised
crime is increasingly weaving itself in to local communities. Just one issue.
23 May '19

Two buys today, 9.97 the lower one.

I was tempted to be less cautious in buying quantity, but have attempted to stick to a plan.
It's always much easier to see clearly with hindsight!.
23 May '19

Exeter, you might count yourself fortunate not to be living here atm,
because I'm not sure what's happening to the country - that's not a political point,
it's just very sad to see.
23 May '19

Exeter, yes, do they have a subsidiary there?.

There is an easy to read summary from Blevins Franks on Portuguese tax,
easy to find on a quick Google search.
23 May '19

Savills have produced a guide on the tax advantages of living in Portugal,
for those worried about a Labour government, it may be of interest.

UKX review is very shortly from memory.


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