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Just caught up on the last wave of opinions and it made me question deeper the upcoming ‘wellness months’, or whatever AA describes it as…. I asked around, did some quick searching and never really found a common or aligned ‘phase’ or ‘period’ I could associate this with.
A Feb launch always seems odd to me and October (to a layman in this segment) probably resonated more…. Anyone have specific market segment or industry experience and can confirm a ‘Wellness Month’ really exists and it coincides with the peak spending pattern?
I’m hovering on the buy button…. I missed the sub-7p opportunity a day or so ago and still have faith. I thought it was a strong start today and (again) a little surprised at the reversal… But as expected, there is volatility at the moment and likely to spike/tank a few percent either way, working towards a stronger upward trend as the year end approaches.
R1, I commented at the end of the add where it said “Did that answer your question? If not tell us.”…. It may not be exactly the right place, but I did in the interest of trying to help and make their main (Jan/Feb) push even more effective.
I’m in the same spot and have given some constructive feedback to them, A nice balance of snappy messaging, visualisation and these more staid textual adds would be nice to see. Of course, just my preference, but keen for them to try to hit their target audience in multiple ways, with informative and consistent messaging in varying formats… I really expect they will now ramp things up.
Not a bad add for the fact junkies or engineers in us, would be good to get some snappy and visual messaging out their too.
Nearly bought at sub7 but missed the boat, nice to see the steady rise today.
Spar12, I really don’t see any reason for anyone to share anything like this…. I’m not sure who is really interested either. Lots of winners come out of the woodwork at times and lots of losers drift away for a while… It’s all a very individual perspective on what success looks like, what is a gain and what is a material loss…. I wish everyone well in their own strategy, but I don’t need real or fake postings of holdings to convince me one way or the other.
Capital spending has indeed been cut, deliberately as a result of the cash preservation and cash conservation requests instigated by BVB. The allocation of the reduced spend has also been changed, as a result of the transformation journey the Company is on… The traditional cash cows are needed as BVB has said, and as the balanced population realise, but come 2050 the footprint of RDS will be different.
It’s really no wonder the reserves ratio is slipping, again it’s deliberate as RDS focus on ‘the hubs’,,,, Do they need a little more? Perhaps…. Can they get it, for sure, they have the cash.
All told, a strong strategy and playing out well IMO.
Pictland, I think you have a valid point with regards your first paragraph, It was clear to see.
I’ve stayed in the game as I see this as a bit of an educated gamble with funds I can walk away from…. On this basis, and IMO, there is a good chance for a rabbit to be pulled out of the hat in Jan/Feb, it’s really a last chance saloon for the board… If this goes well and the sales get traction (No one really knows about the products yet and the full suite isn’t out), I think it’s a hold and wait share.
When my confidence starts to return I then get pinched with things like this….. A first impression does last, and the team should have been all over the product, supply chain and partners… Probably even having someone sat watching the products ship!
Probably another reason for AA to be moved, it needs a stronger hand and I certainly hope it comes now.
Girl/boy, man/women, who cares as long as the CEO drives value for us…. I don’t think it was in the slightest bit a sexist comment, but hey, I do come from a era when folks were a bit thicker skinned (just my opinion).
A venture probably Shell will think twice about replicating…. Not many IOC’c can make something like Prelude work, but I expect the view was not worth the climb…. Traditional LNG is probably the sweet spot, especially for the NOC’s now.
I’m starting to think it’s not the news, it’s how it’s delivered that’s just tosh…. Down again at the moment, I hope the new CEO has some quick moves in the pipeline…. At least before end Jan.
I’m sure there will be counter arguments from our strategic community members, but I also favour strong execution over a solid strategy…. However, both are interdependent and one could argue the execution of an announcement falls in the grey/transition between the two.
I wonder if the timing of the announcement could have been executed at a more influential time? How about in the lead up to Feb…. Feed the investment community with the planned transition, create excitement and then fanfare the announcement… Then build of this with a compounding and progressive campaign to the Feb product release…. Still they know best, I hope.
Shame there isn’t a function to post images…. I’m no social media expert but expect something will pop up elsewhere if the tacky packaging is factual (I really hope not for a premium product!)
This must for sure have been in the plan but yikes, the way they have handled it is very amateurish again…. These sorts of things can be overplayed in a positive way and slipstream them in to make sure there is fanfare and excitement rather than initial shock…
The lady looks a reasonable appointment but will need the market segment expertise of the other players, it’s also a step up for her in terms of role. I have not heard of her, anyone know her outside the polished CV?
Perhaps the wrong comparison….. :-).
Ether way, £20k revenue in 3 days (if thi is factual) is not stellar (in my view).
Mattyboy-
Hardly an interrogation Marttyboy, lighten up.
If the numbers are accurate then is this deemed good or not? Revenue will have to grow, as more product lines get released, and whilst I expect margins are quite high (>30%…) this is not enough.