Member Info for barchid

eccles
Agree totally.
I topped up Friday which looks good now, the more I look at this stock the more I like it, the big negative is the sharp spike in second hand car prices but insurance has so many facets that there is always a bad side & always a good side, best to follow the average.

Notmyjob
Interesting post, I've been tracking this recently on the same basis as you, not bought in yet but v likely to do so soon.
Interesting holders list, mainly top flight firms but 7.3% is owned by HeronBridge, a Jersey company who are currently not taking on any more assets to "protect their performance".
A yield of over 3% is not bad & the pe could be dramatically lower if this year is the nadir of this cycle.

Trent
Thanks for your sympathy, it is a kick in the goolies but onwards & upwards, hopefully it will be reopened down there soon, so it looks like Pedigree not Castle for me in January eh ?
Appreciated your thoughts

FD/Trent
Gents, it might make you chuckle on a down day like this to know that I bought 3 tickets to go to SA end December yesterday after leaving it a while to let the "off the red list" settle down and transfers through the airport became quicker. Seats were starting to sell fast so I thought better book now...
3 hours after buying them I heard the first whispers of going back on the red list, not exactly precision timing eh ?
Back to MARS, I really don't see a second lockdown coming in England (Wales is a possibility though) so I guess this is not a bad time to average, although there are probably better sectors to be investing in now than hospitality. Meanwhile my dream of cans of Castle beer on the beach is a long way away, sadly !

Sinning will surely be punished not by a good stiff talking to below decks but by a good stiff sermon across the pew ?
MCH does look interesting but tbh I prefer to access these type of companies through EIS or VCT vehicles as a) they should be much better informed by me & b) I like the tax rebate.
Thanks for pointing it out to me though....

Scharnhorst
A class response, my hat off to you !

eccles
I suspect you will be proven correct, the FT has the eps on a trailing 12 months of 14.49p presently which is nearly half way there already, given as well that interest rates could very well rise to a level where a passable rate is paid for deposits then all their clients funds can be put out on the short money market & the interest received goes directly into their revenue account.
Frankly there seem to be very few companies, on aim or main market have such a seemingly simple yet v successful, business model.

Trent/DA & FD
As you may remember I posted a year or so ago that due to an unexpectedly heavy tax bill I sold a large part of mine late 2019, early 2020, not because I was smart but I took a profit as I needed the liquidity.
Those I still hold is because I like their beer, but longer I hold them more I question the management.
I bought them originally for the brewery, not the pubs, tbh, but now we don't run the brewery which is a fundamental issue.
WRT superdischarger a "strong bull" on everything, having sold his at just under 50p (his post) & bought them back 80% higher he clearly is not half as super as he thought.
Added to that he tried to boast about his RR shares even on this board, which were supposedly going through £2 very swiftly, sadly still low 130p's and Hochscild which he puffed continuously are seriously down the drain, high of over 250p in Jan, trading at 114p today, perhaps he had a family member working there like he claimed at MARS ?
Then his acolyte, the "patronised" Jimster, who was "unaware" of the likelihood that MARS won't be paying a meaningful divi until the debt is reduced is surely the icing on a rather stale puffers cake ?
So don't be depressed about MARS currently, "it's never as good as it looks it's never as bad as it looks" is a very good stock market saying.
Sadly the "puffing Billies" on this board seem to think we are all dopes.
Perhaps we are but I think they beat us to that trophy !

PYUECK
Stocks go up, stocks go down, the pool that Amati vct fishes in is by definition a very volatile pool.
As Frontier are still more than double Amati's cost so after your 30% rebate from HMRC they are actually 3 times cost, I really do not see why a 4p reduction in Amati vct SP, or a trifle over 2% is anything to complain about, or are you so smart that you only ever buy stocks that go up ?
Please enlighten me, I am most interested.

Captain
Very good but do you think your Admiral Doenitz would have approved of T Rex ?
As an alternative melody could I suggest "aint no mountain high enough".

Well done Steve you dealt rather better than I did yesterday !

eccles
I agree, I thought that as they had not gone down after last nights webinar the BoD must have had a decent story to tell so I have just topped up with a few more.
It seems a good bet to me.

RNS this morning saying that DLG holding a webinar for Institutions & Analysts tonight.
Interesting to see which way our stock moves tomorrow.

Millcottage
Very true, I said it was a "big if", as currently Tesco has quite a moat around it, imo.
Having had a pretty stellar run in TSCO since buying in pre the special divi/share consolidation in both my SIPP & ISA I can't help keeping my eyes from glancing at the rear view mirror to see if anything untoward is about !
Just finding the real estate would be a big ask for a new competitor & if they were as keen as the articles say one wonders why they did not just buy Asda, that would have solved their location issue at a stroke.
Nevertheless it is often wise to err on the side of caution rather than going in gung ho...
When I bought in I thought that a medium term target of £4 was feasible, given a fair wind I see that as still attainable, patience eh, patience.

Camboy
That is good to hear a positive report on the family hospitality front as ultimately shareholders need the revenue from activities such as these to make the company a viable operation, especially now we only have 40% of the brewery business.
Most encouraging

Not exactly answering the question are you?
As for checking facts, perhaps you should, I made no comment in the vaccine chain.

moniman
Tactics ?
What on earth are you talking about ?
I am talking about Tesco & a news article I read yesterday, Millcottage finds something similar on Motley Fool's page & we are discussing the poor SP performance atm, which to most of us I guess means much more than rants about space travel.
If you want to rubbish Amazon why not do it on an Amazon board ?
We are on the TSCO board here & in between people moaning about vaccines & you ranting about activities in outer space don't you think that maybe you are missing the point ?

moniman
So you don't think that if Amazon (& it is an if) start growing their cashierfree grocery stores it won't put a pressure on existing margins ?

Millcottage
A fair point but could it possibly be anything to do with the post I made yesterday re City a.m. story on Amazon & its ambitions ?

leas & everyone else,
Meanwhile back to TSCO, did anyone see the long article in todays City a.m. re Amazon planning to take on supermarkets ?
Yes I know we have heard it all before but this article appears to have some leaked Amazon documents saying what their targets are ; 60 sites this year, then 100 in 2022 & another 100 in 2023, all cashier less.
It does also say that they are behind schedule at present but worth reading, imho