The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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surveying the land.
all kent names.
some, my kinda joint.
I don’t understand any of that!
Famous last words...RR +5% today !
slow start but BT up 6%+ so probably seeing an uptick on the back of that..
Love that this is going up (albeit from low levels) after those two guys came on crowing yesterday
I wouldnt worry about bigsmoke - 727 in the last 30 days and a lot of it dribble - strange finding him here he normally spends all day on Mtero Bank writing gooblydeegook
meanwhile back in the real world - nice opportunity to top up ready for the autumn/winter -
Hopefully after a good day at BT and here Telecoms in for a bit of recovery...
Thanks, I have AAF too (had it from high 30s to low 60s and bought back on results at 60ish)
Metrobank is down today too
Metro Bank is currently a financial disaster -
H1 revenue £153m, operating costs £224.7m - just for starters
UKInvestor2.0 - didn't we bag AAF together?
might i caution against listening pokerchips. wasn't long ago PC was calling hard sell CNA at 30. swore it has a dead cert 25p and below. ... rest is history.
all i was saying here was, i will be taking a position. just thinking when.
all the best UKInvestor2.0
We did although you went on there after results and said it was on its way down too (which would be fine if you have a reason ;) )
But I didn’t understand your post and the friend of yours from Metro seemed to agree with you, laughed, and then talked about stock prices that are or will be falling
If that wasn’t your intention I apologise but please try to be more expansive with your posts ;) I don’t even know what a ‘Kent’ is!
" wasn't long ago PC was calling hard sell CNA at 30. swore it has a dead cert 25p and below. ... rest is history "
Actually Bigsmoke my comments on CNA was 22 April
" I will keep an eye on this and may buy in at 24-25p with a view to a value price of 40p for H2 - trade from the bottom but not one for any long term hold"
"I would imagine a lot of sellers are looking to buy back in and get a quick 20%+ return or more , but a game of cat and mouse I reckon as to when the selling stops and buying starts up again "
...you should join Facebook or something..they need fake news writers ..you are pretty good at it...you churn it out daily
Thanks for the reply Matlot, it just came accross as smug and glib, and SP has outperformed close to 10% since, albeit let's see if it lasts.
I have no issue with people having different views but would be more useful and respectful to phrase it with a reasoned explanation, somewhat as you have below (though the precise details are vague). I have no position or interest in RR but will look to see if you are right.
Rolls Royce balance sheet has been shot to pieces and will stay that way for quite a while ... they have had a lot of bad luck - and bad luck has proved very expensive to them - they can make a lot of profit when luck goes their way - but- that it may well take some time to heal the war wounded balance sheet
TalkTalk doesnt have equity either but Telecoms are a different ball game to what RR is involved in - Telecoms have a healthy market for debt and as long as the debt payments are covered the lenders are happy with that
The next 12 months should see more cost cutting and efficiencies coming through - the economy and Brexit is a concern and getting sport and movie/tv content back to some kind of normaility - but - nowadays it almost pays the Government to pay for someone's monthly internet whilst they are unemployed rather than have them roam the streets or become unemployable and into crime/drugs/depression which ends up more costly etc - and most people know that they will get nowhere without internet access