Member Info for Beo1

Just Painful to be in these shares at the moment. consistently seeing red days of 1% at the moment in spite of positive movements in ftse and/or other retail stocks

So only VOD will see that churn, you've agreed the overall market will stay the same, so no one will leave the other providers and come to VOD? Come on, make it make sense!

Without fail, start well, then drop, recover a little then US opens and we drop like a stone, then occasionally we get a good last 30-60 mins.

Who have thought, A poster who acts a fool being unliked by yourself, couldn't make it up really!

Doubled Down today, got about 35k shares now, avg of 86.1. feel it can't get worse, but nothing surprises me with these shares now so who knows

How does that partnership agreement work? we don't own equity in Vodafone Oman but i guess we get a royalty fee? but is it a % of sales?

Still a prat!

If they are to match a buy with a sell, and there are more people that want to sell vs buy, what would the market do? They would drop the SP to create a match! If there were no demand for VOD shares then the SP would have to drop, do you deny that? Therefore buybacks are creating demand for buys so the the MM don't have to drop the SP even more to get a buy to match a sell.

You rattle out the same bland garbage every time.

The market will decide the valuation of Vod on a daily basis.

Yes, no one can argue that isn't true, but how does the market derive that value? Are you denying that one of the measures used would be buying vs selling pressure, so millions of sells and zero buys wouldn't result in the market having to reduce the ask price to drive interest?

Good job there is another £2b set aside for buybacks then isn't there!

You spent 4 hours in a dead shop filming, sounds like BS.

What caused the drop, US CPI report? Seems to be recovering again, but FTSE dropped a fair bit about 1.30

I haven't researched the NI threshold for Employers in depth and there might be a rule around this, but to me the "best" solution, is more employees but on lower hour contracts, that way you get more of the thresholds but your overall salary cost is the same.

I'm an accountant I'm fully aware of how payables works.

The impact on profit as a result of increasing the payables balance is so minute. if that cash just goes into bank, they will get next to zero interest. If they use it to pay back some term debt, then yes you may save some interest payments, but it wont be alot.

We both know you were trying to imply a direct correlation and now back tracking.

Unless its inventory, and the initial debit is also the Balance sheet, and only Debited to the P&L when sold or written off. So either way you can't inflate profits by increasing the time to pay suppliers. In fact you can reduce the P&L profit by increasing the Payables, if that increase was due to volume not time to pay.

And 100% analysts look at the net working capital days, as higher payable days than receivable days (and increasing) does indicate stress in liquidity. But it has zero impact on the P&L

No they can't

The opposite entry to payables is bank,

You debit P&L and credit payables on receipt of goods in. Taking time to pay the supplier does not change that initial Debit. you could have 30 days Payable terms or 90, the P&L would be exactly the same (unless they offer discounts for prompt payment), the net difference is bank, which is would roll up into net debt anyway.

I'm not have Payables as debt, thats working capital.

And Lease liabilities is a bit of a stretch as debt too,

Nike Up, should give a good read

Retail Sales Up, should be good

Going to test 90p, moving to 100p

In reality, we are down again!

Bit of a joke really how JD SP is so influenced by Nike, I get the large % of sales we have are Nike, but Nike trades on a PE of over 20, your essentially paying for high growth in that PE and there not going to deliver that for at least a couple of years. At a PE of approx 6 on forward Earnings, the SP is priced nearly doomsday I'd argue so to move in a similar manner is silly IMO

What a load of rubbish, hoarding excess cash is just a waste of "our" cash. If they can't put it to good use give it use back. Then if you need it in the future due to negative fcf then ask for it back via a rights issue, don't keep our earnings simply because your worried about turning cashbfkoe negative.