Member Info for Alessandro

The share price is a multi year low... anyone knows why the decline? (not just following todays news of course)

Https://www.msn.com/en-gb/money/other/what-s-going-on-with-the-lloyds-share-price/ar-BB1hta2e?ocid=entnewsntp&pc=DCTS&cvid=cdc07f9ab3b94786960722820cd4753f&ei=9

what is the car dealership deal scandal?

I can tell you one for a starter, the change in the dividend policy.

*120-140p

Drop set to continue. 120-120p possible in coming weeks

Donkeyeeyore lol each their own. At the moment is that the company is priced just short of £300mln, with PBT of about £30mln (£25mln after tax), and that is an adjusted figure. We are in an extremely favorable period for holiday bookings.

I am sure if OTB can maintain revenue and improve margins, when interest rates will start to come down it will take off. I will reassess and reconsider in the coming weeks.

The share price will not recover until JD comes out in March with projections for the next financial year and at least till the HY trading update to back it up. Hence this will be a medium term hold for 6 months to see any significant movement of the share price. I hope the sale period will add significantly to the top line results.

I agree I will buy back in at 120-130 if we ever will be back to those levels. I have little doubt we will.

Mary - my prediction (which can be wrong oc) is that the £2 mark will be hit if OTB can reproduce the same PBT next year. It can go as far as £3 to £4/share if they can surpass the £30mln PBT. This is an extraordinary period for holiday bookings, hardly we will see the same tailwind next year, hence it will be key for OTB to demonstrate repeat revenue and PBT.

Alas, lol, "bucket and spade brigade". I agree on the ads, terrible way to advertise premium holiday packages.

P&G seem to be doing better than I expected. Unilever is quite not the same as P&G as in my view. P&G has a stronger moat thanks to some of its product lines. Waiting for the 8th of Feb now..

Box the Red Sea problem will affect most companies importing/exporting to Asia.

The attacks to cargo ships seem to be targeting only shipments to Israel, but yeah, cost has gone up and a prudent approach for many shipping companies is to circumnavigate Africa instead.

* Shares of Hindustan Unilever flat at 2,545 rupees; analysts flag "intense competition", rural slowdown ahead of Q3 results later in the day

* Analysts on avg expect Indian unit of UK's Unilever's profit to rise 7% to 26.8 billion rupees ($322.38 million) – possibly its slowest rise in 5 qtrs - LSEG data

* Regional companies making a comeback in several categories due to better quality products, affecting HLL - Elara Capital

* Brokerage also flags "intense competition" among HLL, Britannia and Dabur

* Centrum says competition lies in soaps and detergents segment; sees rev growth of 3.5% with price cuts boosting volumes, adding growth limited due to rural slowdown in central India

* BOBCAPS sees HLL's volumes rising just 2%; Jefferies eyes HLL commentary balanced between volume push and margin recovery

* Stock rated "buy" on avg, in line with most other stocks on 15-member Nifty FMCG index – LSEG data

Ben and Jerry’s has called for a permanent ceasefire in Gaza, in a move that risks reigniting tensions with parent company Unilever over the ice cream maker’s stance on Israeli policies.⁠

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The decision follows a long-running dispute between the parent and subsidiary over the ice cream brand’s attempt in 2021 to stop selling its products in occupied Palestinian territories.⁠

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To prevent the move, Unilever sold the Israeli arm of the brand to a local licensee. Ben and Jerry’s responded by filing a lawsuit against Unilever, in a rare case of a company being sued by its own subsidiary. Unilever said in December 2022 that the lawsuit had been resolved, and the Israeli business is now owned by local licensee Avi Zinger.⁠

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The ice cream maker's board chair Anuradha Mittal told the FT: 'Peace is a core value of Ben & Jerry’s.'⁠

Tom it is not that big of a deal as it sounds. JD has a revenue of £10 billions. The acquisition adds 1% to JD's revenue. However may give the opportunity to more expansion in Europe, if that materializes.

Hi Donkeyeeyore, I am long. As long as people like and travel with OTB I am happy.

On a different note, why OTB goes for chavvy adverts? OTB is targeting a more premium holiday offering, most people going on holiday want to get away from the typical family in their advert.

Box Thanks for sharing that, it should have been accompanied by a RNS! Does anyone know what sort of PBT Courir makes and what's its level of debt? Sadly it is not a listed company so I cannot check it very easily

Despite having a large position here, I am happy to add and average down, however scary.

Kipper did you try recover the overpaid tax?

How do you recover overpaid tax on dividends? Barclays charged me 30% despite signing the W8BEN form.

Of course Barclays is "washing its hands of it" and told me to hire a tax advisor!