Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Merging with Three should save a bit of UK 5G capex anyway. It may be a way ahead in many markets to save on capex across the industry. Not much benefit anymore in having dedicated infrastructure at vast cost.
Telecom providers like VOD, BT and VMO2 are capex heavy businesses, not just during rollouts like FTTP and 5G, so making Full Expensing permanent is good for these companies; That said, Full Expensing during the current rollouts may reduce the need to borrow while the Capex is very high, which is a secondary benefit.
Why are you here? No thanksgiving for you..
Dalesflyer, insight like that is what we are all here for. If only all posters were like you, it would save a lot of time on reading all those balance sheets and reports.
Seriously, read your posting history back. Have you nothing at all to be cheerful about? There must be something other than the constant stream of misery you've posted. I realise a lot of the dales are in Yorkshire and therefore everything else is bloody rubbish, but even so get a grip man.
Beo1...
Full expensing is a 100% first-year allowance which allows companies to claim a deduction from taxable profits that is equal to 100% of their qualifying expenditure in the year that expenditure is incurred.
Spring Budget 2023 – Full expensing - GOV.UK
GOV.UK
It is NOT
"The only thing "Full Expensing" does is delay the timing of that tax payment, it doesn't stop it. "
Junk
You know it always could be used as a tax shield right? The only thing "Full Expensing" does is delay the timing of that tax payment, it doesn't stop it. It will help the DCF calculations mind as the time value of money makes it better. But from a PAT over that assets life, its exactly the same.
Sorry, citigroup revised their target from 79 to 78... Nuanced doesn't even begin to cover it.
Citigroup note for 79p target. It's hilarious how inaccurate broker notes are. I think I should start a Web site service that scores their predictions!
Look at the broker coverage here it's so wide of the mark it's pointless.
Still 79p from here is nearly a 15% gain... Ooo... Exciting. Not.
I like the Deutsche note from March better. I wonder if they ever have to explain why they were so wrong to anyone ever.
Come to think of it I don't recall a broker note ever predicting a fall below the current level. Anyone else?
Por
''has a massive pension deficit''
you are completely clueless - the deficit has been reduced from £8 Billion to £3.7 Billion in just a few years. It is being eliminated at a rapid pace.
''spends a fortune''
yes, it is called business - rolling out FTTP throughout the country to then reap the benefits.
Capital expenditure as announced yesterday can now permanently offset taxes.
Christ people on this board must be bloody desperate if they are thinking BT is any better, it’s gone from nearly a fiver to not much over a quid, has a massive pension deficit, is regulated to destruction, spends a fortune and can’t get any traction on those investments and has cut and suspended the dividend in the last few years. Both a total pos, why do you keep buying U.K. shares?….the index and the country and the currency are utterly fxcked. Chase a few points of crappy dividend and lose two thirds of your capital in a high inflation rate environment, wow, stellar investing. You’d be better buying btc.
Before a bid yes. At the moment they could buy us for under a pound I think
I’d be happy with that but know many wouldn’t
'' i just want to see this make it's way up to a £1 as soon as possible ''. Don't we all.
BT broker ratings upped today to ‘buy’ and £2.80 target price. I’m staying with Vodafone, brand is stronger in uk and Europe and can divest to clear debt.
Large investors poised to buy us I think. Just a waiting game
How much will this drop by if they cut the dividend though? personally i just want to see this make it's way up to a £1 as soon as possible so i can sell at least 50% off
According the chart I'm looking at the price has now hit the 70.3 level I was interested in. For me now it's become much more interesting and I'll be buying if I think that the price action suggests that the the rising tl support (at 70.3ish) will hold. GLA.
They do have profits, but they keeping giving all of it and more to investors, until there are too few assets left to support the debt.
When will investors realise its a negative sum game and support a rational dividend level. If you don’t, an opportunist is going to take it, and no you won’t get a big over the odds offer. They will wait for 40p and offer 45.
Yes dividend is pointless especially when the share price fell on the result... Theoritically it should have gone up like BT after the result from 110p to 121p and then dividend would have made sense.. But this lady director , dont have sense at all.. you have lost money and paying dividend... nothing adds up here.. She is same as Nick read and as bad as liz truss! All she knows is "lot needs to be done, not good enough!" I have been reading this since she joined as CEO.. LOL!
Beginning of August they said “they expect to take 3-4 months to get clearance on upping stake”. We’re close to the end of the 4 month. Surely they’ll up today at these prices?
Double the revenue and profit of BT but market cap only 65% higher….
This dividend malarkey is clearly pointless. What's the purpose of it if you lose the same or more than the dividend, in capital. With the SP hovering around 25 year lows, the dividend, to be paid in February, is of little comfort. No wonder most US companies don't bother with dividends and look how much more successful the NASDAQ/Dow/S&P is compared to our dreary FTSE. Maybe there's a case here for suspending future dividends to concentrate on capital growth. I mean the SP barely went up in the run up to today so clearly the prospect of a substantial dividend was not overly attractive to potential investors.
11% divided yield
Yikes
"may happen in the next few weeks" - what's your rationale for this?
Sounds like a 50:50 bet - I guess it may rise as well!
OK lse, waiting game now. I haven't bought yet as I've plenty of market exposure elsewhere, but it's in a range that looks more interesting to me.
It was me!.. it wont happen today but may happen in the next few weeks!
I can't remember who it was, but someone was calling 65-66p on this with the intimation it would come ex-divi. That seems unlikely so far. My own view is that we'll remain above 69-70