Member Info for 50glass

Investing is all about taking decisions. Not relying on others; taking decisions based on your judgement.
You can’t win them all. AVN is in terminal care; it will not survive.
Lesson learnt. Time to move on.

The reduction rate in monthly production of 737s is temporar,y as the following quote from Boeing's announcement last Friday shows:

"As we continue to work through these steps, we're adjusting the 737 production system temporarily to accommodate the pause in MAX deliveries, allowing us to prioritize additional resources to focus on software certification and returning the MAX to flight. We have decided to temporarily move from a production rate of 52 airplanes per month to 42 airplanes per month starting in mid-April."

May be behind today's sp increase.

Down she goes! (again).

Saga's insurer, AICL, is registered in Gibralter. That does not inspire confidence in me. I will stick with UK FCA regulated insurers.

From the NTI website:

"In the years following the insurance industry underwent significant change and, in 2001, NTI became a joint venture between its shareholders. Today those shareholders are IAG's CGU and Suncorp's Vero, which combines the strength of two of Australia’s largest general insurers with NTI’s specialist knowledge and expertise across the transport and logistics industries."

The implications of today's announcement may well subsequently extend into other insurers motor portfoliuos.

Selling over-priced insurance is never a way to long-term success.

Share price is up 7% YTD, so all is moving in the right direction.

Annual results due 30th Apri,l so I asume that is absorbing time and effort. Not sure I would want separate meeting to approve share tender, which is due to be voted on at 19 June AGM.

The history is that major shareholders encouraged the BoD to split Premier Inn from Costa, so that the two companies could each go their own way. Coca Cola took the opportunity to mount a bid for Costa before the BoD could implement the split. The price that Coca Cola offered was well above the BoD's and the market's views on the value, so the bid succeeded. Currently there is a £500m share buy-back underway - almost a daily RNS anounces its progress.
The return of about £2billion will be by way of a tender offer which should be announced in late April. The terms of the offer will be disclosed at that time.
The ambitious growth plans for Premier Inn and the funding of the pension deficit can be met from modest debt and future profits. Personally, I'd expect a major hotel chain or a fund to make a bid for Premier Inn within the next year.

My impression, as a long term IC subscriber, is that ST usually only upgrades his sp targets when the previous target is reached. To do so now, is a particularly firm endorsement.

It’s all explained on The company’s investors news website.

Looks like the first fruit of the revised strategy has arrived.

BoD have published detailed guidance on hotel portfolio expansion in UK and Germany. Buyback will be followed by £2billion return to shareholders. All-in-all, everything looks set fair for the future.

It's like watching two bald men fight over a comb.

Where's that commentator, who suggested £1 a share projection, when you need them.

All looks well as future revenue growth can be expected, with a fixed cost base, to substantially drop down into the profit line.

Looks good. My 200p target does not appear unrealistic.

I've boycotted their pubs since the referendum result and will continue to do for my remaining days. Politics and business should not be mixed to the extent that this over-long in role CEO, who ignores corporate governance, thinks they should be. There are still plenty of indepedent free houses and those owned by responsible companies who better deserve your custom.

So you reduce the Kraken reserves one day and then the following day, after the sp has fallen, the directors are awarded options on the newly reduced sp.

It is time to put my Enq shares in a money box and attach a note reading Open in 2022.