Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Kallumama - why do you come on to the Boohoo chat board constantly to sabotage Boohoo?
What does that say about you as a person and an investor?
Kallumama - your problem is you put too much emphasis on free cash flow hence why you bought Premier Foods instead of Boohoo more than 5 years ago.
You must look at Return on Equity and Return on Capital Employed and not simply concentrate on free cash flow.
Boohoo is a 4.5 billion company because it is a high growth company.
Kallumama: You’re right anything can happen. I say trade shares for now whilst the going is good. Share markets are rising now. Keep an eye on such negative events & pull back when things may worsen. I just bought 75K shares yesterday & those things you mention did not prevent me from buying, so ride those winners.
Kallumama - look at the free cash flow for Boohoo over the last 5 years compared to Premier Foods. And, Boohoo has no debt.
Kalluma...appreciated your comments... Some are a bit hard for me to understand...essentially I agree...however pfd is a money machine...close scrutiny of the accounts demonstrates revenue coming in and debt going down...and fast...there are very few companies I can say the same thing about...keep it coming I enjoy (( sensible and or humouous ) not ( buffoonish ) ) commentary
As always
Jim
Kallumama: Premier Foods time will come to shine. I do like the new management in place & their ambitions. Just it will take a little bit of time for their efforts to fully pay off. Then Mr Market to recognise this more. Nothing is easy nowadays or never has been. Anything can happen for good or worse. Kallumama, I have learnt from you lots & thank you much for your useful insights. This chat board has some other great contributions, thanks.
jimstevens: I will look into this, mto. thank you jim. Enjoy the evening. Sunny hear in Sussex :-)
Appreciated...the only thing I have at the moment that is worth watching is lon:MTO
I scalped a bit out of it last week and now waiting for it to drop below 60 pence
Kind regards
The jim
jimstevens: I forgot to mention. This IT company is paying 5.5% Dividend Yield & will benefit a great deal from the global economic recovery.
jimstevens: I see Jim, maybe I misunderstood sorry Sir. Seriously, if you’ve got any share ideas let me know. I got large sums of money to re-allocate. You can privately respond to me if you wish. I got a company in mind with potential double sales in 5 years & monopolistic innovative IT products in fast growing global markets, net margins at 40 %, cash rich, highly cash flow generative & very low debt. House Broker saying 30% undervalued at moment against market prospects, nearest competition. I’ve was trading this share & can now commit to investing for medium term. IT sector is Cyclical Growth area which outperforms in good economic times. Maybe you got something in mind like this share?
Yes sorry...fair enough
The 'shark' thing is a literary reference to Robbie burns book 'trade like a shark'
Enjoy what's left of the week endy end
Kind regards
jimstevens. If it’s Black & you say White then you are entitled to your way of thinking. My thoughts are open but that’s the way I’m thinking at the moment. You’re spot on, the issues you’ve listed. Take the shark thing out. Hah Ha...
OK so this is a productive discussion over a quiet weekend...thank you everyone
1. Yes Russia is in fact the worlds biggest problem right now
2. Inflation is a certainty... Commentators are predicting it...and history demonstrates the only way to get over massive spending is to inflate our way out of it
3. Pernix I thought I spotted a fellow 'shark' but polite along with it :)
Just my thoughts
Kind regards
The jim
forgot to mention the market crash of 1987 ( black friday) was due to possible inflation on the horizon, so your logic of the side effect in stock market happens 2 years later is the wrong way round.
So you are seeing signs of possible inflation on the horizon, and expect things to go wrong in 2 years time.
If the market sees danger then the correction will happen very quickly.
There was a big market crash in oct 1987, inflation took hold in 1989 ( 2 years later), interest rates peaked in 1990. How do you explain this
StockMarket returns will be good for 2 years I would hope so. Then hit with big whack of inflation, higher interest rates & higher taxes. So got to make decent share returns now. Growth economy shares will outperform others. Like you jimstevens I’ve been heavily trading shares. So much that I’m rated a Super ViP at my stockbroker with great pricing & perks. My 40 years shares experience & together with working at Proctor & Gamble, Diageo, General Mills, IT, Telecoms & Management Consultancy in Senior Sales & Marketing areas says Premier Foods money worth is increasing. Last year I traded Pharma shares, Pandemic related shares & I missed taking big risks but made profits. This year I will up my risk investing as small window now to make bigger profits in a rising stock market. If you are inclined then the risk rewards pay back is best ever you are going to get for some time. I’m on the hunt for growth value shares !
I agree with the general sentiment
However
I just do not see 'better value' elsewhere ?
Like everyone else I have traded boo RR ted ect.
All I see is risk...and lucky to still be in front
Here at pfd we have peaks and troughs with overall trend up long term
Not making much out of it...but a win is a win...and I like it here
Good news is welcome
Kind regards
The j
Agree jimstevens I’m cautious on Premier Foods like you. I’m thinking share price will go up a lot but not now. Likely in 2022-24 with financial company recovery, hopefully growing ok & likely promise of share dividend coming with decent yield not just token gesture. Share price maybe stuck in a trading range until then. It’s about fashion trend investing, right timing & even if broker targets are higher based on valuation, investors can find better alternatives elsewhere. Share price for PFD was top FTSE performer last year so great SP rise for lucky investors. I know food is safe investment but Government's are underwriting economic growth cheques, pumping Trillions into world economy & Risk On Bets For Better Economy. So that’s where the money is flowing in & not consumer stable food companies. I would dabble share trading them but holding them will cost me profits elsewhere. I would be trend investing for now which may be a better strategy. Just before economy turns downwards reverse strategy & move into safe foods investing. GLA