Member Info for Beza

Did this go ex divi today? I thought it was today but I’m questioning this as it’s finished in the blue.

Do any of you guys know what value is placed on ITV Studios?

Anglo Eastern Plantations?

Prudential?

This looke pretty good value.

The problem with this company is that there are numerous shares on the LSE that also look good value from a fundamentals point of view. Apart from a few exceptions, the UK market looks good value and the slide in the B&M share price has meant that these guys have now joined the list!

An encouraging read across from MP Evans. Higher than envisiaged Palm Oil prices have led to a revise in forecast profits. Let’s see what RE.A can deliver too…

Debts down under McCall.

I think that there are a few things which they can do to improve the rating issue. They could appoint a broker to provide forecast estimates and promote the company. They could also do a share split to improve liquidity.

The board could see their share holder increase 3/4 fold whilst retaining their ownership and still receiving a divi.

Thungela rising and Bisichi falling. The board really need to be doing more for shareholders.

I didnt think that the divi was covered by the earnings here?

Is the result of the budget (minimum wage, NI) being digested here today?

Is this really up today despite today being ex divi?

Do anyone have a recent NAV for BP? Thanks in advance.

Some are speculating that the H2 figures will be stronger than the first half and could be over 35p/ share. This would make the PER 3/4 but not about 1. I’m guessing that Edward is alluding to the considerable investments which Bisi have made in the last couple of years which could jack the eps up higher.

I know from this board that Edward has invested and researched this so it’d be interesting to hear his reply.

If he can lift the share price to a ‘fair value’ and communicate Bishisi’s investments outside of the coal industry to the wider market then he’ll get my vote.

Pleasing to see this moving the right way. Hopefully the likes of REA and MPE will deliver good results which will help us out too.

What do we make of the the NED announcement?

Quite high profile for a relatively small company.

Hmm, part results, part Party Political Broadcast from the board, implying the potential for a profits warning next time round..?

Profits down and forward eps estimated at around 7 pence / share.

How come we don’t get to join the interest rate cut party!?