Member Info for booboobooboo

Long term Telco's could find themselves getting taken out by the likes of Elon Musk or Amazon , why wouldn't they after all they are already into TV etc..

For me next week thanks

Impressive results out today for AAF .

Is it too later in the week to make a final SP prediction?

5B coming in from Spain and a further 5B from India should help reduced debts which will in turn strengthen dividends .Plus wasn’t r largest share seeking approval to increase its stake to 25% which was expected to take a couple of months ?

83p is the next break throw point them 87 followed by 93p to a £1

3% of entire stock traded in one day yesterday .

And we are off!

I read it as a catalytic deal towards a much bigger deal in the future .

Can you put me down for £1.33 thanks

105p

"Vodafone, which owns 82% of the tower business, could aim to reach an agreement by the time of its Nov. 15 half-year results announcement. The company continues to study the bids and hasn’t yet picked a winner, according to the people."

https://finance.yahoo.com/news/kkr-vies-cellnex-14-billion-084749474.html

£1.9B pa goes towards Divs ATM so its hard to imagine the company not being able to maintain that amount particularly given the majority of its income comes from overseas.

Taken from SK statement made in the last half year report

The Company therefore expects to make further project acquisitions in this space alongside finalising the ongoing marketing process to secure project finance for the gas peaker plant portfolio including Avonmouth and Tring Road.



While the Company did not raise capital during the period, in assessing alternative funding options, the Board has balanced the often competing objectives of securing funding certainty, minimising equity dilution and retaining near term upside exposure. As a result of these funding choices, the Company remains well funded and has recently refinanced debt obligations of £1.3M, which expire in Q4 2022. Shortly after the period end, the Company announced a combination of funding facilities that resulted in up to an additional £1,050,000 of new funding becoming available to the business, and of this total, £365,000 was subsequently announced as having completed.

Risk one is their debt will need paying off exactly at the same time the recession hits resulting in a major dilutionary event .

Risk two is SK thinks it’s makes a lot of sense to make a major acquisition thinking he is getting a bargain in the middle of a downturn .

Risk three as the realisations kicks in that the battery energy business bringing in passive income was hot air SK is going to need to create/ purchase new dreams for the 2023 set of investors he hasn’t meet yet .

But u win with Lloyds in all cases , cos whatever happens to the overall global economy those 2.5p - 3p divs will just keep rolling in every year.

This is a safe haven imo for the next 12 months or until peace is negotiated.

The A350-1000 aircraft is powered by two Trent XWB-97 turbofan engines, which generate a thrust of 97,000lb during take-off and are manufactured by Rolls-Royce. The maximum fuel capacity of the aircraft is 156,000l.

Anyone that drives past Heathrow on the M25 will see that their electricity generator chimneys are now puffing away smoke again .

Note: the generator burns all the rubbish the airport and airplanes produce to create all the airports electricity needs.

It hasn't been puffing since 2019 so they have been buying their energy of the grid.

Great to fill an ISA up today with MKS shares.

But if the forecast was £500m min and there hasn't to date been any profit warning (a legal requirement should profits fall below 10% the forecast figure)
then it must be reasonable to assume £500 min is still game on.

Martyn I lost out on making £750k more money during the CC and it hurt me for years afterwards. You have lost the moment here but at least IAG r still crazy cheap ATM.

If there is an RNS confirming Fridays rumour then we will be at least £1.50.

Why wouldn’t an offer of 1 Bae share for 4 RR be reasonable? Bae going up 20% in just a few weeks while at the same time RR have fallen 20% in the other direction may have triggered the T/O catalyst.

GL everyone for Monday.

I wonder if Motley Fool saw this one coming.

Buzby I hope you are right.

Have a great Friday evening everyone.