Member Info for Beo1

It went down? Hows that a rebound, yes it wasn't as down as AM but its not a rebound, its just a smaller drop

Also, to reach £1b pre tax profit that means a H2 profit of £1.35b vs LY H2 of £0.87b, so an increase of 56%, sorry, just not seeing that level of improvement, when the H1 profit only narrowed by 15%

Strange if so, the trading update told the market it was between 340m to 360m, so if analysts have taken the very top end of that range as the number then that was silly

I assume BT have the same inflation plus 3.9% increases, if so in a year of super high inflation for the top line to grow less than 1% isnt really growth.

No they didn't

FY24 final dividend was at an annualised rate of 9 cents so no change. Next dividends (the interim in Nov and final) will be cut to an annualised 4.5 cents. But your statement was incorrect as its only 1 cut.

Did we win? Shares shot up but can't see any news

Bit of a snowflake reaction! What exactly have you reported him for? the comments about AIM / FCA are you an advocate for AIM then? As time and again it has been proven to be Lax

They can't be very good at their job, if they need you to point out a shorting opportunity!

Works at MKS that is, sorry just hit reply to first post on the list.

My Mrs works there, so we have the options, A bunch at 99p and a bunch at £2. So indirectly invested that way. But looking to get in with my personal portfolio, hopefully in the 240p range, but ok if i dont get the opportunity as the options effectively give us over 11.5k of shares. They were both oversubscribed otherwise would have tried to get the full £500 allowance at the 99p as it was a steal. Only got just short of 50% though.

Anyway, she works in one of the stores, there "Forecast", (not sure if the sum of all these store forecasts = the estimate they give to the market) but they were down for £94m turnover for the year, but they have messaged internally this store hit £98m, so nearly 5% over the estimate, not saying all the stores will be like this but I have a feeling the next results (or trading update) will be strong again, just the outlook messaging that could depress the SP.

If its 22b now and drops 4b but shares are cancelled them my investment in vod is unchanged. Do you understand that? As you keep repeating the overall market cap numbers and not the effect on the SP, which numerous people are saying would be neutral, so our investments are neutral as a result of the buybacks (I'm not arguing if the sp is neutral, I agree there would be an improvement, but for different reasons and a smaller amouny) most invested in here were here long before talk of buybacks and see other reasons why the SP will improve, we are not invested for the buybacks alone, as many believe to be totally neutral. Before regurgitating the same nonsense, read what I have said. You really are a tiresome individual, who may have some valid points that get lost in your bile.

Your just making numbers up. You have no idea what the value would have been if they had £xb more cash instead of the buybacks, that cash could have been used for loans etc, buying tesco bank instead of barclays. You've just applied one part of the maths, which seems a recurring theme with you.

Also do you not understand how contradictory you sound? On the one hand your saying the buybacks will effect the SP then on another your calling people stupid and saying on the market determines the SP, which is it?

So day 1 vodafone buys back 1% of shares. The SP doesn't move due to buybacks? Only what the Market decides? Haven't you just agreed we are correct then? If the buybacks don't cause the SP to move then x less shares = lower market cap.

But he's not saying its not am investment, he's saying the market cap drops, shares in issue drop = SP stay the same, so his investment is flat. I personally believe there will be some SP growth but not in a linear way. Reduced float will reduce supply and demand should improve as the future earnings improve due to loss making markets being exited, but not purely as a result of buybacks. Ironically I was in barc, they spent last couple of years doing sizeable buybacks, it wasn't till a while after they finished that the SP went north, loads of factors involved I get it. But at no point did you see x shares purchased and cancelled and a correlation to the SP compensating

You really think incremental annual "External" sales of £500m, drives an extra £4.3b in market cap? an EBITDA multiple of x57. Wow, can i have some of the stuff you are on, seems potent!

My point is, at its current status how can you arrive at any value of that division? if nearly 80% of the turnover is with 1 hook customer, who just so happens to be yourself. So yes the external needs to grow alot before any real value can be attributed to that part of the business

But the SP doesn't factor in the NAV you said? Which way is it.

You missed my point, sorry its 80%, I read the numbers previously but through out a rough number simply to illustrate the point, that being where 77% of your turnover, is internal to other divisions, then its a bit misleading to throw out the total revenue number when implying value. IMO

This is the same Revenue thats nearly 90% internal? Go figure they are exceeding that target :-)

* Effect, not effecting