Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Interesting start from B.Johnson, appointing Andrew Griffith from Sky as business advisor to fix relations with EU etc.
https://news-sky-com.cdn.ampproject.org/v/s/news.sky.com/story/amp/johnson-appoints-senior-adviser-to-mend-brexit-fences-with-firms-11769076?amp_js_v=a2&_gsa=1&usqp=mq331AQA#aoh=15639095069715&_ct=1563909510312&referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fnews.sky.com%2Fstory%2Fjohnson-appoints-senior-adviser-to-mend-brexit-fences-with-firms-11769076
I've been on here since Coggy was your best mate and GrahamD was our correspondent in the western Isles, where he described the windy conditions as being enough for three bricks on the flower pots to stop them blowing off the patio. Since I've come to live here I have learnt what he meant, we have had a wind here last week that broke the Clematis that I had been nurturing into bloom, just when it was covered in blooms TEN and many buds - the wind broke it - or was it my grandsons wither football ?
Good luck all - if Boris really means NO DEAL I might even buy some more shares - pending his assassination or exile to Fermanagh in the little village of Castlederg where he could while away the time with Arlene as his housekeeper.
Hey stop calling Nuri son, that's my word !
37p valued bank of Ireland just about fair value. Now its 5 to 6 times earnings - on a sensible interpretation of the facts, its severely undervalued. at 37p - its still probably a little undervalued.
Nuril son - It's your money of course, so you can do what you like with it - I invested at .37p a long time ago, "because the share was too cheap."
That was eleven years ago - I deserve to live long enough to at least get my money back, I will be too old to use one of those lovely golfing buggy's because when I hit the ball I won't be able to see which way it went because I have burned my eyeballs watching this share.
Good luck all - am going to hit the ball like Shane a little later today - I hope.
Our boy done good.....
This is almost the same ranting that I first saw in 2008 when the recession started.
Beware the market is telling us something and its telling it to us for the last 6 monrths.
Topped up another 13k this morning. If it goes down to 4 euro, I'm adding 50k minimum. too cheap!
Its tempting to hold off my monthly salary splurge but at €4.36 it seems way undervalued and I must keep with my plan of cost averaging .
Bank Of Ireland Group is good value based on earnings compared to the GB Banks industry average. The GB banks are undervalued compared to the rest of the world. It's all about Brexit!
The future cash flow of BOI is priced at a 21% discount to the current share price. That's really unheard of for an institution like Bank Of Ireland. Its share price is behaving more like a penny stock now. It's being very volatile with downward momentum over the last 3 months.
We are at 14.5c in old money. It could go below 14c. Its really becoming the stockmarket buy of the month.
Hurdles to overcome in the short term are
Brexit
Deutsche Bank
Capital Group Companies, Inc. selling off the remainder of their holding
Blackrock Manipulation.
Buy, hold for 18 months, double your money :p
Piece in The Sunday Business Post today about the transformation programme. One of the key aspects is the Tech investment of 1.4Bn.
My view is that in over a weeks time when announcing the financial results there will be a sting in the tail that either the project is not on track , is overbudget or both. I suspect the Share price will drop on this news and may moderately recover over a prolonged period.
Boi has numerous headwinds at the moment that i dont see resolved within 12 months. After that Im a buyer of this stock all day long...
Investec issued a note on BIRG this morning, I don't have access to it however the following was in the Daily Morning Commentary
We expect further progress on the rollout of the multi-year transformation programme, but a moderation in Irish residential mortgage activity (drawdowns and house prices both softer than expected) and continuing Brexit concerns are likely to have limited volume growth. Amid the backdrop of weak domestic credit growth and external economic risks, we continue to point to BIRG’s self-help initiatives on costs and technology as a value differentiator versus peers.