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JG68 fair enough.
Will continue to invest. Added today.
Shares rise shares fall, lower end of range, still a play 120/150 and not long until 9th May TU.
The FCF deferral, as far as I can see was mainly expectional one off re Power closure and costs of $50m (24) $20 in (25).
[This programme is expected to generate annualised savings of around $60 million from 2025, with a benefit in FY24 of around $10 million. The costs to achieve this programme are expected to be around $70 million with an exceptional item to be recognised in our first half results. The cash impact is expected to be around $50 million in FY24, weighted to the first half, and around $20 million in FY25.]
Watch Sky @ 1145 - yesterday for the 5 minute interview - buying into the growth story, the annualised savings etc etc.
Patience is all that is needed.
Have bought in the 130 / 136 area so eventually then will be turning. The additions are almost in profit already. GLA all.
That’s better never a weak buy!!
Needs patience a thing most punters lack, it will come good and reward handsomely purely a waiting game
Guess they will be by far from their targets.
This ain't going to £2 Mary without a bid.
The board can't be trusted again.
They've tried to pull the wool over our eyes but the markets seen through it.
Trying to make out all is good upgrading their guidance whilst just missing their latest having only reiterated it a few months ago, after year end.
And they're sneakily pushed back fcf to 25.
135 and I'm out with a loss here. No reason to hold.
Could go to £1 or £2 who knows?
Well, Mary, that's exactly what I did at 132.22p. ........I may regret this one, over ridding my instinct !
Lol race to the bottom 132p now Add & be glad
Been a great roll today, WG. new race tomorrow. Have a great evening and ty LW
Mx
Nobody's opinions should be taken any differently from anyone else's, though.
These chat boards would be extremely dull without the wide range of posters they have. Mary is just enjoying herself and not trying to ramp or de-ramp anything from what I have read to date, unlike a few posters whose names we are all familiar with and whose style of comments and approach follows a consistent pattern. NB: Not referring to anyone here, genuinely.
And even those ones...live and let live I say.
Anyway, as far as this one goes, keeping it on the watch list, but not temped at this price, as I said earlier.
If 134p ish is the bottom, then so be it. IMO, a retest of the year low would not be unreasonable, although I can see myself taking a nibble if it hits 132p-ish. Not desperate though, hence not buying in the 136p region. Plenty of other avenues out there that are equally, if not more, appealing, right now IMO. GLA.
Rhinocol
If you have followed WG. closely I snooker racked in and out very successfully here and called the bid and the walkawy correct. The rest is history.
Gruyere
You must have missed my posts
ITV - turned around big time, a long time ago -very low average
PFC / MCG / VANQ still WIP but improved significantly by averaging down
PRU - turned around by buying and have a nice low average
CBG - fully turned around and out with a heathy profit
888 - average sub 40p atm
SDRY - only have 8000 shares so a small loss
CURY turned around and sub 50p average
Not sure what your point is really.
WG. I was sitting with a 10.11p average holding and have been adding in the last few weeks and trimming too. Have added today all the way down to 134/5 and sold some 1st thing to trim as stated.
Sceptic if you like, but I post honestly.
Mx
Mary B has been pushing this and the others for several years, and miraculously always tells us she hits the bottom and the top. I take it all with a pinch of salt !!
Mary, I'm sure that's a fool proof strategy . You omitted though CUR, SFOR, SDRY, 888, CBG,MCG, PRU, VANq ITV, PFC....which you mention in your 700 plus posts this month. If they are all doing well then bully for you but the reality is no-one gets it right all the time. But if you have the secret, good luck to you but in this case I'll join the sceptics.
No worries Mary
I have not got a twitter account and was going to set one up when you stated yours..I'm a bit of a technophobe myself ..
I doubt whether I will dip my toes into the water here until I see some recovery..
The guys posting below seem to have the measure as well
Buy when others fear.
TUI TRN SPT GNC IAG HBR RR. BP. DLG CMCX IAG the list is endless.
Mr P - it looks like our posts crossed. I haven't seen the presentation but the analysts are perfectly correct to be sceptical - as I said and now you - Jam tomorrow is fine as long as it does come, so far it hasn't.
WG. I tuned into the webcast and Ken Gilmartin (CEO) was very pleased with the progress they had made and, in his view would continue to make. What struck me was the scepticism of the analysts. The "Simplification Programme" costing $50m this year and $20m next to save $60m a year was simply not believed. They had heard that type of talk before although Ken was quick to disassociate himself from previous efforts they were not buying it. They are in the right areas and they are improving but it always seems that its Cash (jam) tomorrow. My instinct is to buy more but somethings says "resist the instinct". Its been a busy day on this noticeboard and a terrible day for the share price.
Hopeless management. Another year of restructuring expenses with £10m of savings to come from Investment Services, which where the headcount increased by 100 last year - so create the overspend in order to cut it and look like you've invented the wheel. The question really is why has that not been done already? Any well managed business would continually keep costs strictly under control. The report is littered with examples of where they made provision for costs they underestimated and settlements that they anticpated but didn't happen.
Debt has almost doubled! Yet more asset sales to buy time for another year of failure but still 5 million more shares added to the share count....wonder who picked those up.
Its all another jam tomorrow promise - but what happened to yesterdays 'jam tomorrow' - because that's now today!!
How's it go...add and trim? Do me a favour.
So disappointed today, come appollo one more bid please
Thought I had Ge0, give me yours and I'll send a message, rarely use it tbh.
You'll be lucky Mary
Are they in Auction
BTW
Weren't you going to give me your twitter angle
Timber...................... buy buy buy coming up.............
Net debt doubled.
Free cash flow position improved but still negative. Both can be imporved on selling assets and reduce costs (people).
Revenue and margins improved likely from projects awarded last 1-2 years and almost completed.
let's see...
I’m sure your drilling will unearth some gold..