Member Info for Barrieprov

Agree more like 190

I think there’ll be a lot of press comments tomorrow which may influence PIs

Hard to call as technically I’d respect a rally off these levels as people look at earning potential of otter units but problem is where the fine gets parked and so whether an insolvency process can limit damage of redress GLA DYOR as always

11.96 feels a slight short change from last time due to appreciation of sterling but can’t complain

Just topped up at 1496 for long haul and will reinvest dividends or any gains I make on small cap speculation

GLA

Not the whole company just the division which underperforming psw46 be careful with the subject line

New to this board and just putting share on my watch list
I nite someone bought 200,000 near close at 7.70 but maybe that doesn’t mean a lot given more sales than buys

Impressive
I think they did particularly well when futures went negative
All helped cash flow even if underlying business compromised - next quarter update with benefit of higher OP will be interesting

I realise it’s a long time back but a very good insight into the principles underlying NSF business model so thanks for sharing mariog

I should’ve said in my last post the capex and variants are downside price risks and this year I’d be happy to see £16-£18

Not in a big way but bought some at 1483 and will continue to add below £15 if I can

I’ve no clue how far this’ll go but I’m guessing in a year or two when flights are back to normal and EV have yet to gain significant market share and RDSB have eased their debt burden we could see a dividend capable of supporting low £20s given the energy transition will demand substantial capex one way or another and there’s always the possibility of further demand shocks if Covid gets a foot in the door by virtue of poorer countries not receiving sufficient vaccine fast enough to throw a variant spanner in the works

Next gap up I think you said was 1595 from 9 March last year?

Thanks for clarifying Boyobach
I’m holding at least half of any position I finally get to for the longer term when hopefully as you say the market will judge RDSV on its fundamentals
I remember the gap down from 1585 a year ago as was watching the 12m high on the chart reassert but also because o bought one block of shares at 1986 not long before the fall but was even less savvy back then :-0

First I’ve noticed for a while a number of mid market price trades in 100,000 and 200,000 lots

Think all we need is news to help this share break out of its narrow range

Is the difference the impact of reducing the dividend return I wonder and if so it maybe a qualitative factor in terms of investor perception of the appropriate discount factor? It’d be interesting to compare the historic yield at 1900 with that at the current price to see but I’m assuming the stimulus to SP might be the debt reduction trigger opening up availability of a percentage of free cashflow to ratchet up the dividend. SP certainly looking quite languid this morning but as we know when it moves it can do so very quickly and assertively

Thanks Boyobach I enjoy reading the charts
I’m adding on a 12 month view currently from an average of 1215 so that’ll increase average obviously as buying as much as possible but not much under 1500.
The relationship between OP and SP is interesting and I suppose May diverge if dividend yield ratchets up again if as a result of higher OP and disposals RDSB begins to attack debt level and sees scope to raise its dividend more than the current 4% uplifts.
Interesting that SP 1400 when OP $55 as I hadn’t remembered that

Maybe
It was in subject line I can’t read detail as filtered but it was a derogatory comment but nothing serious. Watching RDSB trying to figure out when to pounce

Interesting I’ve just noticed price has been rapidly dropping
Brent futures are easier but it’s quite sudden

Nomad1
Keep posting this information whether from the FT or otherwise as I find it really useful and don’t see as many articles as I ought

I’ve regrettably filtered out Rach666 as I just can’t do with backchat given there’s enough negativity in the World as it is albeit I respect people gave a right to their opinions. I like Boyobach posts too for the technical analysis and anything else that adds to my understanding and am currently albeit belatedly scraping together more cash to add to my RDSB holding below £15 if I can. It’s a big deal for me as by far the largest position I’ve ever had in a share even if I’m only a bit player compared to some on here as likely to only have 2000 by the time I’m done.

Thanks am thinking about LAP as RDSB running away so might be a bit rich to buy in at current level

So a bit like a Creditors Voluntary Arrangement then?

The rating drop on PFG debt to BB- seems to have knocked price while NSF and AMGO are rallying but I still feel PFG is a larger potentially well managed safer business that’ll ride out the pandemic so DYOR GLA Id look to buy back in but possibly wait to see if they go below 240

https://www.thisismoney.co.uk/money/markets/article-9335657/STOCK-WATCH-pizza-1-000-Deliveroo-shares.html

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