The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
"In early 2024, we have seen, as expected, the continuation of the ongoing cyclical slowdown in the Semiconductor Manufacturing Equipment sector and we continue to expect conditions in this sector to improve as the year progresses."
Why don't you ask the Investor Relations representative?
UBS raises Unilever price target to 3,430 (3,400) pence - 'sell'
Jefferies raises Unilever price target to 3,400 (3,300) pence - 'underperform'
Berenberg cuts Unilever price target to 4,960 (5,110) pence - 'buy'
Just added to my small holding in Smith. This is going to turn out good, whether an offer is made or not. It is the recognition of the quality of the business. I hope for an offer and acceptance in the region of £5.
DJ14 you have the answer now
91p, not 92p?
£330m boost lol the market cap of a company with revenue of £100m placed for $1B will adjust in a matter of weeks to a quarter of that figure. It doesn't matter anyway. JD owns 30% of the company already, what matters is what it earns for JD. Unless JD is going to sell its share, the valuation on the open market is totally irrelevant.
Mary, the billion pound placing has a PE of 100?! that is totally unrealistic, expect a massive drop after IPO, same fashion as Victoria Plumbing some time ago.
I bet the investment in advertising is huge by judging the amount of adverts on TV. That will eat into the profits.
GMHK I don't have a crystal ball, however a recovery is on the cards only if JD can materialize the ambition of a global expansion. It may take years.
Good find! Floatation for £1B! that's a fifth of JD market cap!
Lots of headwind. This stock will be subdued throughout 2024.
Has M&G reduced its holding?
This should be priced at around the £6 mark
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.