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Or it may possibly be roofer ? so well done both, not a good week at all, let's hope we don't get a repeat of it next week
GLA
Champion of Champion FredRubble wins again
FredBubble 169.69p / 116.69p
CDS1962 123.4p
Robleo 122p
Danielh 123.1p
Newsid 123.5p
Thaugian 222.5p
Roofer 118.5p
Closing Sp 115.08p (source Iwed)
Well apart from oil sector , market down as a whole not a good time for investors .......
Well its not even worth posting about this c**p - have a good bank holiday everybody
"Well back to VOD if I may: next stop 110?
There really seems to be no upside here with dividends not compensating for the sp decline and inflation."
If you look at the chart in the link below, BT and Vodafone are unbelievably close in price performance, both currently down 47% on the 5 year chart. Even though BT and Vodafone are both in the same sector, there are big differences in their businesses. BT is primarily a UK business, whereas Vodafone is more international with its largest business in Germany, BT earnings are reported in Sterling, Vodafone in Euro's, so quite a difference there too.
The main things they have in common, is they're both Telecom companies listed on the FTSE, so that's probably the reasons they're both down around the same over the last 5 years. In reality it isn't about their respective business models, it's something else.
https://www.google.com/finance/quote/BT.A:LON?sa=X&ved=2ahUKEwibueX57OP5AhV-QEEAHZ4LA20Q_AUoA3oECAEQDQ&comparison=LON%3AVOD&window=5Y
Well back to VOD if I may: next stop 110?
There really seems to be no upside here with dividends not compensating for the sp decline and inflation.
Shouldv'e bailed a while back at 140, but of course I'm a dolt.
CSDI - I too was looking at house builders about a month ago but the fact that PSN’s earnings per share fell this year put me off. The dividend there is really under pressure but it’s way, way too high in any case and will definitely IMO be cut. That and the fact that against my advice my son brought one of their houses & it really is poorly built.
Sorry we’re off VOD fellow posters, I hear Mrs G calling me for scrambled eggs so good luck all here, sit back & take the divi’s.
Well looks like a bad day today , with the energy price cap rising putting many into fuel poverty and the usual ski slope for vodafone .
I don't understand the reasoning behind using satellites for mobile communications. The more sensible solution would be High Altitude Platform Systems (HAPS); Ok they would need to be brought down for regular maintenance, and there may be issues launching them in bad weather, but they'd be cheaper to construct, probably have better latency dependant on line of site to ground stations, and the tech's possibly available now. Another alternative would be to use a combination of HAPS and smaller satellite's, effectively using the HAPS as relay stations between the Satellite and the ground, you'd probably need less Satellite's with that solution.
https://en.wikipedia.org/wiki/Atmospheric_satellite
https://www.itu.int/en/mediacentre/backgrounders/Pages/High-altitude-platform-systems.aspx
https://www.itu.int/en/mediacentre/backgrounders/Pages/High-altitude-platform-systems.aspx
Obviously companies are designing HAPS now, that would adequately fit the bill without filling space with large satellite's.
Not broadband, yet
https://arstechnica.com/science/2022/08/forget-5g-wireless-spacex-and-t-mobile-want-to-offer-zero-g-coverage/
I'd be very surprised if Vodafone and Three are allowed to merge. The regulator would have to look at spectrum allocations for the two businesses, and spectrum allocations with other providers; There could be contractual issues where tower sharing agreements are in place, but the biggest obstacle is that they are major competitors in the same industry. It's a speculative article on an interesting subject, but I'd be very surprised if regulators allowed a merger between the 2nd and 4th largest mobile providers in the UK.
No doubt it will be up most the day and then down into the red for the close as usual
C.S.D.I. I think you are slowly turning into Mikey. You will be calling for the PSN CEO to be sacked next. Persimmon was a very good race horse, winning the Derby & St Leger, but perhaps not such a good builder. Your should have backed it each way?!
Mikey - you don't know how lucky you are.
Try holding PSN for professional ski-slopes.
Its down 19% since 16th Aug.
I certainly have the Midas touch - NOT - down 36% since my first purchase on 7th March, in a market that's roughly flat over the same time frame. True CSDI performance !
Just when you think it may have an up day the ski slope begins again - never ending .!!!!!!
Hi Dan, I'm not sure i will ever be able to agree with fleccy on that one, but hey if it's working well for him that's all that matters, it depends on your time span and situation i suppose
for myself i would ideally like 7-8 percent dividends and an increase in capital inline with inflation, or at least see your capital returned at some time throughout the year, but as we all know they don't always work out the way you would like, then it's a case of trying to make the best of a bad situation as with Lloyds and vod for instance, but there comes a point when your patience run out, especially if dividends have been reduced or stopped, As Gary was saying it's probably not a good time for buying anything at the moment, but if your already invested, just sit tight and make use of the dividends
If this week is anything to go by, we will have to buckle up and weather the storm for a while, but it's only a paper loss, so don't worry and be happy as they say
GLA
"Hi rob, much as I love Fleccy's posts, The idea that a falling share price for a vod shareholder is good, or at best doesn't matter, is of course complete nonsense."
Actually it isn't Daniel, not if you have faith in the companies you invest in. Low prices are an opportunity. if you believe as I do that Telecoms have a bright future. If you're a short term trader who wants to see a quick profit, then they could describe my point of view as nonsense, as they're working to different rules and different timelines to me, it's just chalk and cheese.
"That's a good attitude from you, but i suspect for most they will be disappointed that the recovery is taking so long for these shares, let's hope we don't have to wait too much longer
cheers"
On many ocassions I've argued the point that an investor can obtain growth through dividend reinvestment. For anyone invested in non dividend paying "Growth" stocks, seeing their investment drop on the back of macro events like the Ukraine War and the current inflationary environment, they have no choice but to sit back and hope their stocks recover sooner rather than later. My dividends took a hit during the pandemic, but I took the opportunity to top up my holdings with more capital while my target stocks were substantially cheaper; Were now on taget for dividends of £21,000 in the current financial year, and see them increase with time and dividend reinvestment. That means, should I choose to, I can buy £21,000 of more stock next year and receive substantially more dividends in subsequent years, alternatively I can take half as income and reinvest half and I'm still seeing growth as well as adding more to my savings, giving me choices. Dividend stocks are a no brainer as far as I'm concerned, especially when they're cheap as chips.
Hi rob, much as I love Fleccy's posts, The idea that a falling share price for a vod shareholder is good, or at best doesn't matter, is of course complete nonsense. (Sorry Fleccy) But a balanced opinion might work better? But of course fleccy's,( it will all work out in the end attitude) would be nice. Well done Fleccy though for sorting out you know who. (Walter Mikey).
Hi Fleccy Re; they don't tell you is which 5 years ?" the point i was trying to make is, when the ppi came to an end, Lloyds announced they were going to pay quarterly dividends and it looked like things were about to take off for Lloyds, then we got hit by 0ne disaster after another keeping the share price down, same with vod for those who bought when it dropped to around 110 it would seem a lot appealing, the timing has not worked in our favour with those shares, we just need some good years to see these share prices get to more worthwhile value
RE: I really don't care how low they drop, it just means I get more stock when I reinvest the dividends, leading to higher dividends at the next payout, and so on until the prices recover.
That's a good attitude from you, but i suspect for most they will be disappointed that the recovery is taking so long for these shares, let's hope we don't have to wait too much longer
cheers
Fleccy chap, you mis-understand Tesla.
That's OK for you, but others, do a little unbiased research and you will understand the opportunity. May I suggest you absorb Munro Live teardowns of Teslas on that vid tube website. Munro is the engineers engineer that all automotive companies go to to find out how to do things better.
Tesla's potential does not fit neatly in a spreadsheet tickbox valuation. It's not surpsrising so many will miss out.
It's a fascinating thing to watch unfold.
"Why is this Tesla board now?"
Porsche1946 posts require a response, especially since he decided to trash talk all UK stocks, and pump overvalued US stocks.
Why is this Tesla board now?
"Tesla isnt just EV - they have hundreds of thousands of people paying say $200 a month subscription to use auto driving software"
Apple are working on self driving AI software and if there's any profit there it wont be long before the likes of Amazon and Google look at producing software too. There's no part of Tesla's business that isn't threatened by competition. Much of Tesla's profit is down to selling EV regulatory credits, which it receives for free, that isn't necessarily a long term income stream as competition ramps up. Would you pay $15,000, or $200 a month for full self driving software? Especially since your potentially risking your, and your, family's, life on some software that still has issues.
https://www.washingtonpost.com/technology/2022/06/15/tesla-autopilot-crashes/
https://techcrunch.com/2022/05/18/nhtsa-probes-tesla-autopilot-crash-that-killed-three-people/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAANxShev1XQ3c6ikCqtOYgOtrKnSWsOEBj9d9DaLxRUm2AGfIDIdPvmU7uMveqLYXFoG1KJSJhiJ6PsKUr9oHqQLK8BAL0yLvhp8pZWrxQVqJUdv4YX2j66IaZjkRPz-Sfol5c3E6JFbQM1a49ZF8jEKcswzxAkccrdyjmP09Dpit#:~:text=A%20U.S.%20federal%20agency%20is,steering%2C%20accelerating%20and%20automatic%20braking.
https://www.dailymail.co.uk/news/article-11052501/Biker-killed-Tesla-Autopilot-smashes-Harley-Davidson.html
I wonder if any future Death Race sequels will feature Tesla's on Autopilot. They could call it the Model F (Frankenstein).
https://www.youtube.com/watch?v=3mnG_Gbxf_w
fleccy
Tesla isnt just EV - they have hundreds of thousands of people paying say $200 a month subscription to use auto driving software - it is something that brings in a lot of cash and Tesla could licence elsewhere when it wants to - and they are putting the price up 20% or so ..chi-ching