The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen 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.
£2.20 will be very soon , may be by end of this month. Results looks good and exceeded market expectation, debts down by euro 2b to €7 b now, operating profit better than expected! All directing towards re rating , my target £3.50
Dyor
Getting there Mararab, slowly but surely. Sell in May and go away is not in fashion this year...Might be the best may EVER. Good luck all and see you all at £2.20 by end of june /july. Cheers!!!!
Looking good and i think dividends will return when debt is reduced more prob 2025-2026 . Like all sensible households reduce your debt before giving out monet to your fanily . Its not rocket science ,and i think im going to stay get out sp price for me has risen to 275 p and will see from there . Godd luck all and sundi
Looks like the 180/185p is a new baseline with the 130s and 150s long gone.
Once Rafah is behind and the dividend resumed out this could be £3+ easily.
I think someone was shorting, thinking it would plummet today.
It will return in end of financial 24. lets see. IMO.
Divedends are never talked about on quarterly financial results - all those those think so and bought the share with that expectation are a bit clueless.
Another way of looking at the results today is the company has effectively improved it's balance sheet by +EUR2BN - so if the market was in any way pricing effectively it would now add ~EUR2BN to the market value of the company or add ~40p to the share price in reasonably short order.
Of course we know the market doesn't often do this and often goes on sentiment, bosses chat etc etc. We miss a Willie Walsh type to really talk up the company - what we have is highly effective management who without bluster and hyperbole are just going about doing what they are saying they will do - I'm certain they will return substantial cash to us long suffering shareholders however they are clearly not quite there yet as uber frustrating as it is!
I would expect analysts to slightly re-rate up or confirm positions in the coming days which will help and for hopefully moody's to rerate up the company as well - super important for the debt markets - hoping we cement at this level and see an uptick towards £2 asap. It's super irritating though that for several reasons we remain stubbornly undervalued vs peers etc!
One day rodney we will all be millionaires!
Fantasy talk. One of BA's main income route the London- Nigeria market is facing stiff challenge from a domestic airline. BA can no longer charge the extortionate prices they did. Sooner or later The same will be for the London -Accra route.
Pretty good results which in my opinion will cement a good base line around the 180p to see a slow but steady progress from now on in. No reason why we should not see 250p by the end of the year. A divi too I guess in 2025
For me is, that we are currently trading at a high, for last 2-3 years.
It can only get better IMO from here on , the results today underpin that.
So with an anticipation of news of a divi in Q2, we should see this range as a base to move North.
Gla
Assume you have been listening to the live webcast from all the CEOs..... positive when questioned re dividend
5% up by day end..doomsayers know nothing..look where we are , not far off 2 quid now. Muppets!
No worries John Bri.
Enjoy your weekend, a good start to the weekend with the results. Lets hope the SP ends on a high.
A dividend would have been the catalyst. With none I'm happy for this to be an any blue day. Company in a good position and I imagine they'll want another strong quarter before announcing the divi.
Looks like the roubles are been put to good use this morning
Yes sorry I was responding to better life not you.. my bad!
Sold my short term trading tranche. My long term buys remain and won't be touched until 2.20+.
The update today was good, but just taking the opportunity to take some cash off the table. GL All.
John Briggs,
When did I say it was or would tank.
My comment was in responce to
"I can’t fking get my head around in a companies publish good result but share tanking what the Fk seriously????"
I dont have any live pricing up (Such as IG) so I cant see what the SP is doing and as I am not selling today I dont need too. Apologies if any missunderstanding. Always find the tone and context of text can be unclear.
Yeah, reckon it will rise throughout the day as results are digested, initial sell off for those expecting RR tho. needs time.
Only been 10 mins. Got all day still to go . Encouraging results no matter how hard you look at it. Still a buy for me.
Tanking? A bit emotional, Buffallo
Buy the rumour, sell the news. Old as the market.
Save for another massive worldwide event its only moving in one direction. Over time.
The stock market is a mechanism for moving money from the impatient to the patient. WB.
Well there we have it.
The Co does well.
The markets react in a red mood.
So no one will with the prize.
Gla, for the next quarter
It should at list enter to auction for on good results .