Member Info for bobf1

Why 50

No trading update or are you looking at wider economy and wage data ?

Possible market overreaction but remember the government has form in bullying the energy supply sector. Political move to win back electorate sympathy after Partygate and some short term negative impacts on the supply chain from this governments Brexit policy .
Brown attacked pension funds with abolishing ACT relief and Osborne attacked thrifty pensioners with 30% Dividend tax hikes. Now they are attacking Sid who must be a pensioner by now. The price cap nearly wiped Centrica out over 5 years ago but this time they must establish a win win strategy .

we need a repeat of the £3.3bn exceptional income in 2018 the last 2
years we have had exceptional costs, please create some new brands and sell
an old one. Sort out relationships with the Supermarkets maybe a direct sales platform
for a suitable new brand YOU CAN DO IT.

Bloggers seem to talk about a price below £38 being a bargain.
It cant seem to improve its gross margin over the last few years
is that because its run out of new brands , its customers are too powerful
or its marketing is flawed. Debt stays high i would like to know what the increase
in intangible assets is all about. Is this technology for growth or survival or a way
of holding profit by creating assets out of expenditure.
I am in at £37 and just enjoy the yield of 3.8% yield whilst waiting for the new CEO
to fix things going forward.

Ha ha

Last time i went back in was mid 2019 and i averaged at just below £23. So anything above £21 is ok
by me. Not sure they will want to pay the same levels of past dividends with share buy backs and
a diversified investment program. So £25 + looks unlikely over the next 3 years or so.

I hope RDSB has lots of those little grey cells working hard in management setting
and executing the new strategies.

No news no blogs although shares have been dropping by greater than 15% in last 6 weeks.
Company says they have completed a successful Acqn in South America. We shall see over the next 6-12 months.

I have sold for now.

Its not a real bargain - it’s moving into a very competitive
car market. It’s had the market practically to itself for 20 years.

PE based on post Covid estimates is over 20
So in my book it’s expensive. Sub 550 in 4 weeks just maybe.

I believe payment day has no direct impact on price only Ex div day 26 Aug .
Divi small anyway !

rubbish posts on here . this is not a gossip line please stop being naughty

What are you trying to tie it up with? LSE quote is for voting shares (1) whilst ADR is
is non voting and in US dollars and for more than 1 share.

Lets hope she is just a token director hardly remunerated and hardly used.

Its not about the money its about winning!

Targets - i remember greedy bosses creating unrealistic performance targets at work to over stimulate the team. I think analysts do it to stimulate market activity. Just a mild indicator not a guarantee or even a forecast!
That said i always have them on one of my screens target/current price.

Its pretty obvious the company has its hands tied.
Unions could look for a compromise position? Look for some control over executives pay in a poorly performing company.
If you give this company time to improve and recover
you will have a company that can afford to negotiate. Its fighting for survival which has been the position for the last
5 years. I have an average cost price of around 90 p although a block of shares cost me over £3.00 .
Its strange that we see more union action in companies that are fighting for survival than those that are making huge cash and profits.

I think customers have been leaving for many reasons:-

Price
Call centre and admin service
New entrants and ease of getting engineers on line
Attitude of the Engineers - they are not well managed or motivated in some cases.
Possibly the quality of a small proportion of engineers is not satisfactory

The PE at over 30 is not sustainable as HL is now at the end of its growth . Strong competition from new entrants and dropping of exit charges makes it simple to move. HL tells me it will take 6-8 weeks to trf - they are very busy.
Don’t rely on me though as Credit Suisse review yesterday gave a target price of 1740 p but that’s just the start of the decline a drop to below 1500p is not unreasonable or 20% on today’s close.
Beware this premium priced stock.