Member Info for belar

Bought my 1st as an employee in 1996

Why the sudden 2% drop

This thing has dropped through my buy in price but not sure now if I should wait a bit, I don’t like it when I don’t understand at least the rationale behind the move and this is dropping hard. One answer to the question what would someone else do better. I worked on some of the VF acquisitions from 1996 to 2013 (very small cog) and commented when I left in 2013 that this leviathan no long made sense and should be broken up. It’s parts are worth way way more that the whole.

£3 per £100 of your bill is supplier profit so your bill goes up…….

How close to 525p will this get before the next trading statement in October (should be a good one if the number of of Whispering Angel bottles I see being opened I. The bar.

It’s not just nationalizing the utility company although I agree it should be done.
British Gas sells gas and electricity and is capped at £3 per £100 of your bill so yes they make make more money the higher your bill. However £97 of every £100 is split between the running costs and profit of the company providing the gas to the market and 77% of that if coming from Norway

Don’t like to look a gift horse but why the jump today. Is someone pumping the price

Looking at the notes in the RNS we have the ex CEO concentrating on growth and a new CEO who managed her last company through to a sale. All good

I’m not getting exited about the “loss” after re measurement
Remeasurement is the process of re-establishing the value of an item or asset to provide a more accurate financial record of its value.
Companies use remeasurement to report assets that are valued in a different currency on their financial statements.
Remeasurement is also used in instances of impairment of long-term assets, such as a fixed asset or intangible.
COVID-19 brought about complications relating to the testing for goodwill impairment and valuation for remeasurement.

A nice contact win trumping last weeks news. 12% on revenue between them. A few more of those and we can look forward to a buy out.

DYOR GLA BlaBla

It it time to say good by for now to this stock. Even around since he 1p days a can no complain but it’s drifting in obscurity, the bod look busy elsewhere with no clear sign that the delays on progress are behind us. Thoughts

I’ve increased my holding here ahead of month end GLA

There are other opportunities for my money- I still think there is a future for ITV - will revisit GLA

Apologies missed a work
Vodafone becomes UK’s largest full-fibre broadband provider, overtaking BT

After a bit of concern re the speed of the drop, I’ve bought back in. Gla

Well I’m back
Why
Good price to book
Excellent growth in Broadband (surpassed BT) shows a strength to deliver
Phone contracts may not be the licence to print money of the past, however its solid profit

Well - I got the price notification this afternoon with the intention of buying back in to trade the range but it looks to have called a bit quick. New low on the horizon?

A bit of news this morning
https://www.rns-pdf.londonstockexchange.com/rns/6012J_1-2022-4-27.pdf

So assuming itv does not end up owning 4 is there a dividend to itv as a tv company and production company - you have to think the majority of the cash will end up in the treasury - Not even 4’s management believe the sale a good idea and the chancellor would never let it float and keep the much of the proceeds.

“ Money made from the sale will be reinvested in a "creative dividend" to be shared among the TV industry, with some of it earmarked for independent production companies.”

Thanks a big drop on No news!