Member Info for barchid

eccles
Could it be that the MM is easing out some of his cheap stock he had before the puff in the IC ?
Cynical, I know, but quite possible...

Royc
From 2013 aim shares were allowed to be put in an ISA, but previous to that they were not, an ISA itself is not IHT free but it becomes so if it contains all IHT "free" AIM shares.
AIM shares held outside an ISA are also, not all but those which meet the requirements, IHT free, at present.
So the family holdings in JIM, for instance, are presently IHT free, but their holdings are clearly way way bigger than could have been put into an ISA over the last 8 years from 2013, this is how I have always understood it.
AIMO, DYOR

Kepler has an upbeat report on them this week

I haven't seen it myself but I've been told there has been a puff for JIM in the Investors Chronicle today.
Makes sense as the shares are up nicely after 2 weeks doing nothing.

I see the FT are saying today that the recently increased value of second hand cars has caused DLG to make less progress than hoped for. Given that a year old car can now cost more than the same car new (if you can find one!) that is surely a short term issue which markets will resolve soon enough as supply chain issues are resolved.
In reality it was a well known issue & we should have seen it coming, but nevertheless given this odd & unexpected cost it does make the progress made by the company look rather better than appeared from the update figures.

Roy/eccles
No complaints from me either, a very satisfactory end to a great year

Gavster
I agree with you 100%, furthermore embittered political ramblings have really no place on a board where we discuss DLG and the prospects of its divi & SP
AIMO

@Trent
Fair comment but what I would say is young people do not seem to inhabit pubs in London & surrounds like I used to, there does seem to be a culture change, not to mention demographic too.
Granted I don't see Geordies, for instance, giving up their boozer for anything but in some other parts of the country I think there is a change, something we should be aware of.

With a low this morning of 281.80 & a current middle of 285.30 it looks like the bears aren't getting it all their own way for a change.

leas
Both of yourparagraphs are very true, especially the second one.
I might add that now the divis are back to normal payments we are not seeing multiple enquiries as to tax treatment etc on a large special...
A happy holder

Article in City a.m. on front page saying Barclaycard declaring lower spending on bars/pubs/clubs in October than September with more money being spent on home victuals.
Not terribly inspiring but it does merit a read as it shows where the cash is going or not going.
They speculate the rise in cost of living is the root of this but clearly one month does not determine a change, though worth being aware of.
If we buy our beer in a supermarket Mars make much less than if it is bought in a pub, has always been my understanding of how the off-trade works.

@asf
I agree, actually a bit better than I'd been thinking it might be, trouble is I wonder what the market were going for generally ?
Still by 08.30 that should be apparent...

Trent
No change there then, he/she is always full of "odd" surprises.

Paul
To be super safe then yes, but the cgt fear only arises if Glaxo do sell off their consumer otc side which as we have seen in Morrisons for instance is not impossible though there would only be a very few potential buyers for that side outright.
Personally I think they will just split & list both companies but one can never say never.
Certainly a lot of Tesco employees were shareholders & were caught in the income tax trap by their special divi, & indeed be aware that the dividend tax cuts in over, I think, £2000 now.
AIMO dyor

general
Google Marstons jv agreement is all you have to do.

Trent
You are spot on, we know that a large part of MARS debt is through a type of structured product which is capping & collaring the loan interest, which is why Mars were never able to repay & reborrow at much lower interest rates, I seem to recall that their blended rate was about 7.5%.
Supercharger probably missed that as he is likely more concerned about the software fault on many Tesla's & the recently announced recall...

Paul/Michael
What Michael says is spot on, for instance when Pru split into Pru & M&G there was no cgt liability, but the problem does occur if the company, like Tesco, who had a buyer lined up for their asian businesses & that was paid out as a special dividend, very very non tax effective unless held in an ISA or SIPP.
I did read a few articles reclatively recently that suggested a US pharma might be interested in the over the counter side so if that were true it is possible we could be in a Tesco situation.
Not saying it is likely, but best to be aware of the possibility.

Certainly most reassuring, I just could not figure out why they were (are still) so low, very pleased with my purchases though, even if a bit of averaging was needed !

Which is still £1 more than AJ Bell

RNS is out, not exactly a "fill your boots" exercise, 1000 shares only purchased.
Why do they buy more at the higher prices & less/hardly anything at the lower prices ?