The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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142 for me, Dan leave this be a lesson to you, cheating doesn't Pay lol
Dan I really posted this in order to assist anyone newish to the game reading the comments, it helps I think to sometimes temper enthusiasm with a bit of realism. I have recently read quite a few posts here & on ADVFN of people with supposedly large holdings & little or no diversification whatsoever.
Talking about realism I have I read Mikey correctly or am I dreaming?
Have a good weekend Dan & all, I shall be yomping through the Quantock Hills, possibly in the rain!!
Hello Gary. I think most people on this forum would agree with your low risk advise, so I am baffled as to why you think most on here don't diversify, why do you think that? I get the impression that most on here do diversify. Anyway good luck.
So I will continue with my positive guesses - £1.43 - I feel things are happening and we will continue upwards ;)
I worry, particularly on this board, that some holders don't seem to diversify their holdings enough.
I have been investing for over 35 years & the No 1 thing without doubt that I have learnt is to diversify & have a mixture of share in different categories thereby minimising risk. I also have a mixture of shares & funds, I am prioritising funds now as I approach state pension age (3 years away).
Each to their own but to the novice investor reading these boards please consider this. It is all too easy to get emotionally attached to a share that you have put your hard earned money into.
For example very simply, oil shares are booming for obvious reasons & banks will prosper with the stated interest rate rises which will occur in an attempt to reduce inflation.
A nice rise here though so GL All.
He has only gone & won again after singing the earwig song earlier!!, but well done Mikey, & I agree with your earlier post about a knee jerk reaction to rejecting the bid.
Hi robleo. Me, definitely not. I could always pretend that I did afterwards!! if the sp falls. But he said he is not selling, so I don't know what he means? Hence my question. Many on here talk about trimming down & then topping up, but they never explain there deals. I call it hindsight wisdom! Or I could call it something else?! But Gary might tell ma off?!
Dan, I think what he means by top slicing is selling off his last top up or maybe a bit more, are you thinking of doing the same ?
Prediction Guesses for 11/02/22
Evanescent 127
wm2020 132
DIVHUNTER 134
robleo 136
mikey 138
daniel 144
SO congratulations to Mikey for winning this weeks guessing game
which of these will it be next Friday :-) or :-( smiley or sad face i wonder
Date Close Fridays
08/01/2021 128.44--07/01/2022--114.6
15/01/2021 127.22--14/01/2022--118.28
22/01/2021 127.34--21/01/2022--117.54
29/01/2021 124.84--28/01/2022--127.62
05/02/2021 134.08--04/02/2022--134.22
12/02/2021 133.92--11/02/2022--138.88
19/02/2021 131.16--18/02/2022--
26/02/2021 122.02--25/02/2022--
Hi Android. So what you mean by top slicing?
Well happy with that - have a good weekend all - surely i didnt win the weekly guess
Recently added 7,583 Vodafone shares today, around 138p.
weekend newspapers are made for bid speculations and more drama. I don't think we will be in the red too long. Better to be in Friday eve than trying to get in Mond.
Bernstein analyst Stan Noel yesterday maintained a Buy on Vodafone with a price target of 160p. Noel’s price target suggests 15.57% upside potential.
Consensus among analysts is a Strong Buy based on 13 Buys. The average Vodafone price target of 170.75p implies 23.34% upside potential to current levels.
https://www.tipranks.com/news/why-vodafone-rejected-iliads-bid-for-its-italian-unit
Dan, 'how do you know what the top is? Are you selling today?'
Not selling today. As Frankie says 'shooting stars never stop, even when they reach the top'
Hello Android, You say you are top slicing, but how do you know what the top is? Are you selling today? Isn't this all just a load of crystal balls? Good luck.
Here we go - the midday drop begins
Porsche, agree generally but short term, for example, someone bought 170m at c138 on Wednesday. I am just following the money and top slicing. I wont be following it down to 110 ' if a bid or breakup doesn’t materialise'!
Google is a great company so good luck.
I suppose we are going to bounce around at £1.38 and then make another drop down below £1.37 . Fingers crossed we can hold up today
Unloaded all my Vod shares at 1.39 and changed into USD and invested in Google the other day at under 2800. Goog in 18 months probably 25/30 pc higher after share split, if a bid or breakup doesn’t materialise for Vod it’s back to 1.10. Vod and BT carried high debt becos historically they had better profits, they have had their profits “ regulated away “ from them especially in the U.K. Vod deals always seem to be capital destructive and the management is pretty poor, obvious now the only thing holding the share price up was the dividend, when that was cut the share price cratered, and it has little to no growth. The problem with this U.K. dividend dross is the epic levels of debt, rising rates are going to ratchet up costs and in BT’s case they are basically a giant pension deficit with telecom attached. Owning this stuff is terrifying, there is a real chance with it that it ends up with suitors walking away, riddled with debt, capital raises, dividend cuts and a sub quid price tag. The ftse 100 now only 600 points above where it was 21 years ago, it’s pretty dire, why? Becos its full of stuff like Vod, Lloyds, BT, and “ other assorted dividend or ex dividend rubbish “ as Terry Smith describes it.
Just when you think it may hold nicely - the drop kicks in :( - hopefully it isnt too bad a day
fleccy. Some of the google london stock exchange historic prices are complete nonsense. I have records of all my vod share dealings going back to2013 & also some sp records from before 1999. The vod sp on 5/3 14. about 2 weeks after the verizon sale was about £2.48 , & the sp peaked at about £2.50 before the steady fall. Yahoo, has more accurate historical sp prices, but some are still wrong. Yahoo does correctly give the sp on 5/3/14. as about £2.48. Why do I remember that date? Because I ploughed all my special divi from the verizon sale back into vodafone? More fool me? But as fleccy says, enough of history?
"This probably goes to explain the much higher peaks that people are mentioning, than the ones I remember from the time.
Anyway, enough of history, "we are where we are now" and let's hope it continues to improve."
Yep, even the London Stock Exchange is rubbish at historic charts. My personal opinion is that VOD will see the 220/230's levels again, which is what I'll hold out for, collecting divi's along the way.
Dan, 'Perhaps the market liked the bid? Hopefully it will be increased?'
'Vodafone viewed the proposal as too low, people familiar with the matter said earlier. While Vodafone is keen to participate in any Italian consolidation, it believes the potential synergies that Iliad could extract from a combination would warrant a higher price, according to the people. Iliad said it would “pursue its standalone strategy” in a responding statement, a suggestion it won’t increase its bid.'
Negotiation just starting?
https://uk.finance.yahoo.com/news/vodafone-considers-rejecting-iliad-13-113238436.html