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I thought the mishap in Taiwan (earthquake) would have impacted the chip and semiconductor stocks but it doesn't seem to be the case.
Incredible reduction of debt while increasing dividends.
I wished for a greater volume increase but I can't complain.
FY results day tomorrow
How's the people certain to bank a quick large profit doing today?
The SP should see a discrete (or more) uplift from the announced buyback scheme. The distribution of profits through dividends alone is not helping the share price as much as it should.
I didn't look much into it but I think a significant slice of the revenues comes from customer's order for R&D purposes, so without the same reassurance of repeated orders as productive orders. IQE needs big contract wins. Is the market too immature to take IQE advanced products? Or is it down to a prohibitive price to benefits ratio?
I think you are right, trading update will be later in May with nothing major to expect (or we would have known earlier).
I was expecting the new CEO was much more on the productionisation rather than innovation and prototyping (although the two go hand in hand).
At the current share price the market cap almost matches the net asset. The share price has been extremely volatile in the past 20 years, hence the current weakness does not necessarily suggest more headwinds, uncertainty perhaps.
I will keep holding my small position (at least it keeps this little player on my radar).
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.