Member Info for barchid

Terry
Absolutely, indeed it could be described as "the reverse Midas touch"

Ailie
Something is out, surely ?
We believe Singers issued a report last week according to the rival board but there are a serious number of trades going through today which for holders is most promising...

nicknaim
I took my punishment on this one as soon as I could, I agree with you, why hold a dividend share if it does not pay a divi ?
Very poor management but I guess, in hindsight, the sharp reduction in share buy backs was a good pointer...

SD235
Interesting piece and a good post.
Knowing that MUT was increased by Perpetual trust (which like you I had but sold mine on the 98% of nav offer on the merger and entered MUT not so long ago, say a year / 18 months, after I saw the ongoing fees came down which to me is an important factor & my guess is when the next figures are out we'll see the divi reserve building nicely.
So in a nutshell I play the divi reserve off against the discount and lower fees.

twib
Quiet ?
I call a 5.94% drop is similar to "coming off faster than a scrubbers drawers"...

Sharnhorst
Even a further 25% increase in the Cub's tp would be a tad short of todays 35p offer.
Whilst you were presumably in the same youth league as the previous Pontiff, and Angela Merkel, many of us were in our 8 to 11 years in the Cubs, where we used to dib dib dob to the Akela.
Do you think our man got his multiplacation badge or did he stop at the cooking badge ?
Certainly seems to have been a memory for him eh ?

And in addition could have learned something...

Dibs
Read the rns, doesn't look like you do but Blackrock seem to have a different view to you

Check out advfn bb

Tom/Ailie/Bunsen
A few snippets on the adv-- board, apparently Singers have come out with a strong buy, target of 76p today.
No idea if that is true but it seems to tie in with todays movement.
With a peg of 0.2 there seems an awful lot of potential upside here, according to that thread Singers are calling end year sales numbers up from £29.3m to £43m with eps up from 1.6p to 2.3p.
Again I have ONLY seen this on the other board, anyone have any more info ?

Bunsen
That is also my take on it hence me starting to dabble in these last week but as ever in AIM one has to tread warily, though the last report was amazing, so I really am looking forward to seeing if this follows through in the interims

Bunsen
Last year the interims were out end Feb, they should make interesting reading and give us a good idea of their forward contract flow and if it was as good as it appeared to be in their finals, last year.
I guess we just need to "hurry up & wait" ?

Terry & FD
You are both, imho, spot on, debt is a risk, inflation is not good the Brains deal was insane and property prices, especially for licensed premises, are hardly in a bull market.
Traditionally Super has discharged his "wisdom" sparingly after new year as about 3 years ago he boasted that the time straight after Xmas was when he and his wife discussed what profits to take re cgt & which ones to run, so he couldn't post regularly, I suspect on his apparent performance this year that the current conversation is pretty short !
Nevertheless he always likes to suggest that he knows best, a while ago he stated, we are always one or two steps behind him, this year it is people short of pudding in their Xmas dinner.
Frankly he tends to spout nonsense, as you both, more politely than myself, have pointed out to him.
I actually, having seen his performance over some years on this board, think it wisest to do the reverse of what he says, he may think us short of a pudding, I would respectfully suggest that he is a sandwich short of a picnic.
Also known as the reverse Midas touch.
Just my opinion, of course...

PYU
I have to say that I think your comments are both very thoughtful & I suspect will be proven to be accurate over time.
Thanks for your post, most informative imho.

Daytrade
Indeed as I posted in October my motor quote with DLG was nearly double what I was offered by various companies, despite a good record, I know insurance quotes can be fairly arbitrary but nearly double appears to be someone not bothered about losing their business. I wondered at the time if they were concentrating on the higher risk/higher premiums market but Eccles experience seems to debunk that thought.

Malafuster
That is exactly what I am hoping for !

Mozax
I have to agree with you, I can not understand the valuation put on this stock, income looks to be pretty sticky too which is good.
I always think that if something looks too good to be true then it normally is too good to be true, but there are a few things about this company I find compelling, I started buying today for what that is worth...

A reassuring jump in the price today could well be window dressing for year end but pleasing to see after such a dismal run after the RNS announced a "trusted person" enquiry.

Now that sounds a sensible & enjoyable way of spending money, can't argue with that...

Peaky
I hear you but what about all the pub/restaurants they have, not to mention the rooms in their pubs , will they be seeing the turnover too ?
I fear not and the debt mountain was made by building the above structure by the oaf who turned down a £ a share, namely RF