Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Was this insane forecast before a share split?
24-Mar-22 RBC Capital Markets Outperform - 1,560.00 Reiteration
AEWU and AIRE look ok at a fist glance. What kind of trouble are you referring to?
Trading Update
Mary I thought you sold yesterday before the TU? You seem to highlight only your good decisions but not the poor ones.
Sold today. Reason being if SMDS accepts the International Paper offer the dividends will be subject to the 15% withholding tax, which is inconveniente for ISA investors. I banked a 30% profit however I will buy again in case of a merger with Mondi
Are the LFL's excluding the PBT from the opening of new stores?
I don't think it is all about the cash equivalent, and whoever offers the more will take Smith DS. I believe Smith will have to ponder the long term advantages of working "synergistically" with one or the other company, Smith may still prefer to go with the lower offer from Mondi.
Re. International Paper: if the acquisition materializes it will be a blow to the LSE, in addition to Unilever which seems very likely to list the Ice Cream business in the Netherlands. I wonder what is going to be left on the LSE in a few years from now with the current ridiculous valuations.
AbjectPerformer it is wrong to think about the merger in terms of equivalent cash offer. The "cash value" of your shares is determined by the % share of the merged company and its market value at any date consequent the merger. Mondi cannot guarantee you will get 375p or 400p once the merge is completed as Mondi has no control on the share price.
What you may argue is that you may want more than 46%, but that will require a thorough analysis that I believe is beyond your capability (it is insufficient to look at the financial statement, you will need to have the insight of a full board of managers assessing the benefit of merging operations).
I think at this point in time we could be quite happy if we trust the management and if we are happy to hold for some time and see how things go. If you are hoping to cash in 400p and run away and chase some other opportunity you are in for a gambling game, which it could turn out well for you, but it is not guaranteed.
If there are a couple of interest cuts they will be of 0.25% each, that won't move the stock market much. If rates are cut by 1.5% by the end of 2025, then the stock market will benefit from the injection of fresh cash. However many savers may secure higher rates on 2 to 5 years fixed term deals. The recovery may be slower than one would expect. Which is good in a way for those who want to accumulate stocks with their disposable income over the next 12-18 months. Share investing is becoming more and more an intergenerational strategy for how slow it can be (especially for slow growing dividend paying companies, not the case of JD of course).
What's about today's RNS?
TU is not too bad
Derisory? What do you expect them to offer?
Nike up 10x in the past 20 years. Would it replicate the same trend in the next 20 years? What about JD?
Garydav2 Thanks for the info, I was begging to know this.
TD839 - very dangerous game to short for the near term a company you would invest in for the long haul.
You never know when a turnaround will come.
Are we ignoring the declining number of users? why is this happening?
"revenues more or less unchanged from last year at £240.1m": how is this even a positive?
Fat Profits - What is a TA?
When is it reasonable to expect the next trading update?
OTB stuck around 145 for far too long. Why there is no upward or downward trend, or at least some volatility to take advantage of?
Lord, It is not matter of green today, amber yesterday, red tomorrow. We need some solid long term guidance and solid reliable profits. JD choice to give results just before the Easter break is lame, probably a prelude of more pain to come in term of market sentiment and effectiveness of the expansion plan, I am particularly for Europe, where there is less idolatry towards thugs and chavs than in the UK and the US. I hope they address their advertisement campaign according to the culture of individual countries.