focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I know this is not Lloyds related, but, what is the general view on the caption under the photo in this article?
https://www.msn.com/en-gb/money/other/forget-investing-in-gold-i-d-keep-on-buying-cheap-shares-to-build-wealth-over-time/ar-AA1iNFmo?ocid=entnewsntp&pc=DCTS&cvid=de74ae6677fe4f0a9889ccaf55087587&ei=10
Looking on LinkedIn, Eric Williams, outgoing CFO, bothered to update his profile with the end period in DEC. However nothing about his new role. I thought he was leaving DEC to pursue other careers opportunities? When that?
I am reading Financial Shenanigans (Fourth Edition): How to Detect Accounting Gimmicks & Fraud in Financial Reports. - this book is suggested in Chapter 12 of The Intelligent Investor.
Page 32 states that the annual cash incentive programs (AIP) should be based on audited GAAP based results. Adjusted earnings is not a GAAP metric - adjusted earnings grossly inflate true performance (quoting the book).
The recently announced incentive plans are based on adjusted earnings. Anyone has a view on this?
Does anyone have data on the profile of the customer base of OTB?
Are they people that can be affected by the rise of interest rates and cost of living to a grater extent than average?
The positive is that OTB is looking to premiumize its offering, which I assume targets the upper crust, which should suffer the least from the impact of macros, but I am under the impression that most customers are mortgage-paying families with young kids (which is not good for OTB in the current macros).
Ale
Schumacher stated that Unilever will now prioritize faster growth.. what about the details, how will they drive consumers to their products, are they thinking about more advertising? that's a double hedge sword, due to the cost of advertising.
I am not convinced about product innovation, that's an expensive route too, and consumer may not welcome new variations of classic products. I hope Nelson Peltz is having a big influence in the board of directors. Unilever has had a terrible leadership in the past few years.
I worked in Unilever, a good number of dinosaurs in the staff and management that are there only to do politics and for their paycheck. I guess big companies in general attract the kind of people that look for a parking spot for their a**.
I hope the new leadership and CEO can straighten it up, as Unilever has been disappointing for 5 solid years.
Anyone knows the details of the Walmart deal, what are the expected volumes and turnover?
Walmart Canada must be a lot smaller than Tesco, so the new deal may not % increase revenue that significantly.
Also, what happened with Singapore?
Nobody is going to take over JD, the management is not so dumb to gift it to any PE. Unless the offer is in the region of £4.00
@Taverham I feel in the current macro a growth of 15% per year to achieve your target of £2B PBT is very optimistic.
Are insiders short sighted and want to take the money now, rather than waiting for a couple of years and double it? Answer: insiders are not short sighted, they know the time to sell has come, and for a good reason.
Truth is we are in a falling market. People are losing their taste for trading and sticking their money in saving accounts, even locking them away for a good one year or more. IGG revenue will be impacted for 1-2 financial years due to capital outflow (lower interest on capital) and lower trading activity. Lower revenue will impact earnings, which will still need to be interest-discounted by a solid 5% (vs. near zero interest just over a year ago). I can see the share price continuing on its downward trajectory, unfortunately.
The BB continues to disappoint. When will the management get serious about it? The share price is low enough to go all in, all they do is to scream to the world that there is no cash for the BB!
Was JP Morgan stoned when they forecasted a price of 1260?! Well, that didn't age well, one year after and the share price is a sixth of that figure.
11-Nov-22 JP Morgan Cazenove Neutral 1,500.00 1,260.00 Reiteration
What is the figure of £133 millions "total comprehensive income for the year" at page 21 of the last FY results?
Who said WWIII?
Thanks jun_man
I assume a lump repaymentat the end of the borrowing term allows the company to utilize the capital and put it to better use than just returning it little by little. That is if the returns on the capital are larger than the interest payment.
What does it mean amortized debt? for what I can research is just a debt that gets paid off.. as it normally should be
If PE was 46 JD would have a market cap of over 30billions. And I would be retired by now
46?! Who did the maths, a child in primary school?
Terry you can put your proposal forth to the investor relations people and see what they say