Member Info for Alessandro

How differently would Lloyds and Barclays respond to the economic growth?

Am I correct assuming that Lloyds will rely more on the domestic economic recovery, whereas will have less exposure than Barclays to a wider geographical area, especially Asia?

If my assumption is correct, would Barclays' investment case be more robust than Lloyds, being Asia a less developed economy, therefore with more potential for expansion?

Does OTB have plans to offer holiday packages from continental Europe as well? That may boost profits many folds.

There is a massive spike in turnover (+50%) in 2022 and 202ars3y compared to 2020 and previous , which is reflected in profits and dividend payout, whereas the share price has declined significantly in the same period (70% down).

The market clearly is not buying into RWS investment case, as shares were previously exchanged at a significant premium price tag compared to today.

What has changed investor's sentiment? 1. Has revenue trend going to continue on the upside from current levels (despite the short term challenging market, as recently announced by the company) or growth should be considered from 2020 levels?

Why adjusted earnings are almost 50% higher than non-adjusted? I assume that the adjusted earnings have the cost of acquisitions added back.

With acquisition comes the challenge of integrating operations and optimizing costs. Yet the share price seems to be too much severely affected.

To consider is the higher interest rate environment. RWS doesn't seem to have a significant cost of financing, however any return should be considered interest-discounted going forward - Is this sufficient to explain the share price decline?

Agricore thanks

Interesting as Berkshire Hathaway has posted a loss for the FY due due to derivative losses as well. Anyone knows the details and how that worked out for Berkshire?

Peter is back. as an expensive advisor.

OTB heavily relies on budget airlines for their holiday package offerings. They should be more mindful with the wording used in their announcements to keep good relations with their business partners.

What is causing the price falls of the last few days?

Jeez 65p...

Thanks Nelly, good. Unilever management has been disappointed on so many level. Too much wokness. I hope they can make Unilever great again (as D. Trump would say)

Will Water Intelligence benefit from the IIJA (Infrastructure Investment & Jobs Act) in the US, which is $1.3trn?

Caterpillar is seeing its order book softening.. wonder if this will be also the case for Somero, although Som operates in a much more niche arena...

When is the next trading update btw?

NervousNelly What comment do you refer to?

I don't like the RNS. They want to grow and reach more customers by reducing staff in big numbers? The quality of customer service will go down, same for product upgrading and servicing. It feel like a shortsighted move and it tells me that IGG is struggling to meet earning targets. Which ties up nicely with insiders selling their shares.

Thanks Bruce27 , will do

My uncle got his 80 birthday cruise holiday cancelled. He was planning to "set sails" from somewhere in the Middle East, not sure about the itinerary. Reason being political instability.

The holiday was not booked with OTB of course, but the mishap sparked a doubt in my mind. Could any of the holiday packages offered by OTB be affected by the Israeli war?

I am spending quite some time looking at JD financial statements.

Why profits before taxes are adjusted for exceptional items, which to seem to include lease liabilities (lease of property, IT equipment, etc.).

Lease cost are not exceptional items (in my view, for that matter) as it is a recurrent cost (and it seems to be so, looking at the FY reports over the past 3 years). I would consider adjusted earnings without adding back lease costs. This would take the PE ratio in the region of 20, dampening my hopes to see the share price potential to double from current level. This explains the current exceptionally low market cap.

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?