Member Info for Barnyrubble

As long as oil sticks around 100 bucks a bbl this will climb the nearer we get to results. The sale is a game changer the debt shackles will be removed and for me that is key especially with interest rates going up and cheap money getting harder to find.

China figures today are slow and the chance of hitting the 5.5 % growth target minimal . This will not have gone unnoticed and already the wheels are in motion for a monster stimulus. I fully expect more positive news on this front. Coal shows no sign of slowing and at the moment this is the golden goose for Glen core

At this price and the sale hopefully in the bag I genuinely think this is a steal . last update was ok but I expect a much better release next time even against the macro headwinds.

BOA downgraded Stryker yesterday on macro headwinds . SNS feeling the heat as well . All of the big healthcare companies perfectly tracking each other lower from June 16 th. This has bags and bags of upside and this is bargain basement price and I agree J&J must be looking at this. The kicker was the new CEO selling 70 k shares after not even getting the seat warm . Let’s hope he delivers on the 28 th .

Dropped today on broker target price drops . I can’t see much lower than now based on yesterdays outlook and results. Then again I expected the jump above 800 p to stick.

Sounds like we both think the results will be slightly ahead of expectations. There has been some positive news online recently regarding company developments especially in USA and Asia. Broker views are pretty good and target prices way higher than current share price. I am hoping for a reversal and steady climb prior to results. Conversely if this dips below 11 then I will be re thinking my position pre results.

I am not sure why this has not bounced but I do not think it is company specific . stryker the big USA outfit is at multi year lows as well . I am in and bullish on results . Marginal downside at this price and I do agree that this must be a take over target at this price . Any thoughts ??

Seems like the 2 nd hand watch has peaked and the correlation with the crypto crash has a lot to do with that. Everything I find online still points to a robust market for WOS with demand outstripping supply. I am hoping for a bounce on 07/07 .

Across the OG market in my opinion the tide is about to turn for the next up swing. Quartet results across the board starting shortly will be the catalyst . Energean is a strong buy at this price .

Agreed great results divi is incredibly considering the share price. Performance going next year to equal this year , 947 million. Farcical share price. Take the divi and wait for the big re rate

Tricky I think the fall is due to the DCR government suddenly demanding a 180 million dollar levy on telecommunications operators . Fully rejected by operators but just shows how crazy the world they operate in .

Well it is clear now why the buy back was set at holding sp at 200p and not driving it higher. The buy back was a lame duck and all becomes clear now. Seems to be well received initially and we might we’ll see a wee boost. To conclude 4th quarter

“ Notwithstanding these challenges, the Board still believe that the headline profit before tax and exceptional items for the year end 28 January 2023 will at least be equal to that for the year ended 29 January 2022 which, after finalising certain year end accounting positions including the calculation of leases under IFRS16, is now expected to be approximately £940 million.” there can’t be too many skeletons the last trading statement laid out the year ahead perfectly .
Everyone feeling the challenges for sure but this is more than priced in at 123 p . Totally bonkers

Crappy volume is limiting the buying power but should still be pretty good. I am pretty sure our contingent payment will fall under this levy how much of a difference I am not so sure or to what extent. I would say minimal as we are currently sitting at cash value . Time to fill up again

Let’s hope that is the last of the nastie surprises . Let’s get the results out there and clear the air with the foot asylum sale/ deal. circa 15% fall from RNS feels over cooked from an already ridiculous price .

Folks on page 2 of results presentation on S4 website it clearly states in big writing .
“ Full debrief planned to ensure all suggestions from PwC are captured. Q1 2022 results to be announced by the end of May”
The results are planned this month and this statement is only a couple of weeks old. Get ready for lift off

Seems to have caught everyone of guard . Widely known he was going but it was expected in a controlled manner not with immediate effect . Interesting month ahead with results . Let’s see what this week brings

Terrible close and I feel more to come . Cowgill steps down from Company or more than likely pushed and a note saying basically cooperate governance has been way off the mark. Oh dear oh dear

Sorry folks meant for JD sports . Cheers

Terrible close and I feel more to come . Cowgill steps down from Company or more than likely pushed and a note saying basically cooperate governance has been way off the mark. Oh dear oh dear