Member Info for BearFoot

With Croda (CRDA) and Trinseo (TSE) stock prices looking like they are turning up, will Synthomer follow.

Forwards looking to better economic data after the intest rate cuts and 'stimulus' policies of central banks.

Good to read Merchants Investment Trust has been buying into HBR

https://www.merchantstrust.co.uk/en-gb/performance-and-updates/performance-commentary-and-portfolio#5d9b1812-882e-4939-9116-8ab68b682016_1

A lack of economy good news wont help recovery stories.

The US election and UK budget will need to pull serious economic stimulus / boost out of the hat.

With the last results not showing any large uptick in orders shows were not there yet.

Steady as she goes until the economy turns back up, but how low will the share price drift before then.

Surely EDV is the alternative to CEY.

Increasing production and divi.

Up 10% today with the recent gold price rise

What does quantum-secured mean?

Short description by IBM : https://www.ibm.com/topics/quantum-safe-cryptography

or more detailed and appropriate detail from Toshiba Europe : https://www.toshiba.eu/quantum/

All very modern tech and good to see BT R&D at the forefront of the roleout.

As a 'utility' company BT are worth holding for the dividend.

With a 'growth' eye they are investing in R&D and hopefully can profit from that 'tech' angle.

No point in trading these shares in my opinion. With a telecoms being considered to be 'defensive' in times of strife hold onto them. No one is going to unsubscribe from their ISP. and EE are a major part of the BT business.

If 'The End is Nigh' why has aberdeen port spent over £400 million on a port expansion, which was only opened last year?

https://www.portofaberdeen.co.uk/about-us/aberdeen-south-harbour

The whole situation seems more like game playing to me.

Are we expecting an ICO announcement today?

I agree with Mr.Picky.

Not quite the good news event and instant share price driver we were hoping for perhaps, but the line in the sand has been drawn. A stabilised company with a sort after service offering. I've watched a few presentations over the last few months and analysts seem to be very quiet as though they're accepting companies are 'reseting', and not being too critical. I'd like to see some upside in the share price to reflect the stabilisation. Perhaps the US election and clearer indications on industrial strategy will help to create optimism.

One to hold for further recovery, but very much on the last warning for a share price fall. I hope a little optomism can be reflected in a drifting up share price rather than drifting down.

This morning presentation is going on right now.

The FD has only been with the company for a few months.

Just covered the £815 million right down.

Seems like a kitchen sink approach. Get all the bad news out in one go.

Considering the big changes in the company, selling off 'non core' divisions is it a suprise this is a big number?

Improving free cash flow seems to be the focus.

So far it seems this set of results is a line in the sand to build from and go forwards.

Considering the number of take over offers its clear the company has huge value, the only question at what level this is reflected in the share price.

The companies services are in big demand.

I'd stick with the company progressing from here.

Plenty to like about the operational update in todays presentation.

Not sitting still, repositioned the overall business.

An overall increase in economic activity will be the driving force for further progress.

Happy to hold until the next results.

There'll be more to worry about from the general economy / politics rather than the specifics from the company from now on in my opinion.

At the beginning of the year the stock price was priced to go bust.

There may be more work to do, but that phase is clearly behind the company.

Overall economic activity will be the driver of any 'substantial' rebound in orders.

Lets listen to the webcast at 10pm.

Considering the financial issues of the past these results are clearly a huge improvement.

Debt stable and reducing.

Revenue stable and increasing.

Positve free cash flow soon.

Not the V shaped bounce back some may have hoped for, but stable.

Positive changes in the business mix including investments in new sustainable products and development center.

Good to see the recent decline correcting today, although a substantial upside may need a bigger recovery in overall economic activity. Traders may have had their profit today, but investors could look to longer term economic activity for increased future free cash flows. At some point dividends will be considered, although clearly some way off.

Institutional holders wont sell out after todays rise.

A stable business worth holding in my opinion.

As a business BT have been expert at holding off the competitors for many years, with the share price performance reflecting a low interest rate environment and preference for growth stocks. A regular dividend payment has been the long term reward.

Todays results show a stable business in a competative market. Moving customers to newer technology with better margins, shutting down legacy technology (finally). Considering cost savings, which presumably means staff reductions. considering options for the overseas units, which could suggest asset sales. We thing of BT as the landline business, but the other brands have huge value especially EE with excellant mobile network coverage.

Financially increased cash flows and dividend increase are the main attractions. Increased debt is a sign of the capex on technology upgrades. With tax breaks for capex spending and higher inflation eroding the debt as long as its managable is this really a problem. Price increases at RPI + 3.9% provide a 'known' income profile into the future.

Trade if you like, but both VOD and BT are core holdings of investment trusts and funds and as long as they pay a decent dividend will continue to be. With signs of growth at VOD in its B2B unit, could this be replicated at BT. In uncertain times 'defensive' telecoms are traditionally a safe holding.

If you don't need to money for trading, BT and VOD are a buy and hold in my opinion.

@Neversellshell22

Any idea when the drill will get to the target depth?

Share price seems to be anticipating success

HSBC raises Synthomer price target to 250 (160) pence - 'hold'

MaryBr190 - Fair points

Execs moving to US hinted here - https://news.sky.com/story/oil-engineer-wood-group-to-cut-hundreds-of-jobs-13098692

With regards DT - google it. he repeats it now and then, probably for votes

IF articles in the press are to be believed execs are relocating to the US.

With a high probability of DT becoming next US pressident will he stick to his words of Drill Baby Drill?

If so that may be pay day for WG and shareholders.

A long wait and could be some downside before then, but maybe worth it in the end.

Considering the monies involved are disputed, there are likely to be inflated claims on both sides.

The main issue is the mine is not being worked, regardless of the company being able to pay an inflated claim.

The more this escalates the less likely production will restart any time soon.

Thats all draining on HUM, and not the increased cash flows in the first quarter expectations.

Despite the perceived negativity at the moment, economies are doing better than thought.

Any news suggesting this remains the case gives a positive forward looking outlook.

With the latest SYNT results showing the company has stabalised financially, good economic news should provide a driver for producing companies with the right products.

Hopefully that is SYNT and there will be further rises to come.

This could easily be a rerun of the RR share price performance.

Hold for the medium term in my opinion.

Selling physical assets to free up cash, used to reduce debt and size of equity.

Reducing dividend to reflect future free cash flow.

Focusing in value add growth markets rather than building a physical asset empire seems reasonable to me.

I hope the growth materialises.