Member Info for Bugerov

A story with a happy ending. Hope it's right.

It's a steal at these prices.

Agreed. Not the greatest of RNSs but seems a huge over-reaction to me.

The cement market reduced by 0.1m tonnes, market share reduced from 14.5 to 14.2%. Whilst accepting increases are preferable these reductions are not disastrous. It may be a tough year or two due to inflation, average prices etc but I remain optimistic longer term.

What about 2329?

No offense intended, Guitarsolo but there is an element of spin here. If, as you've highlighted, the intent is to increase representation of groups other than white males, then by default you are looking to reduce the representation levels of white males; it is an inevitable consequence. Just because you don't word it like that does not mean that isn't the intended effect and people will see through the veiled description.

'Targets' can drive bad behaviours, particularly if senior staff's annual assessment (and/or bonuses) includes achieving these targets. I refuse to believe the introduction of targets (regardless of what they are) will not introduce bias (conscious or unconscious).

In addition, I wonder how on hearing this the Aviva workforce feels. On the assumption (right or wrong) it is predominantly white male, there is a risk the largest element of the workforce could feel a little alienated or believe the promotion system could appear rigged, due to aspirations to increase representation levels of a group they are not part of.

BTW, I'm a white male and a huge fan of a meritocracy. My current and last 2 bosses are/were female and not all were white. I am/was very happy working for all of them. Their sex/skin colour has no bearing on their abilities.

All makes sense now. ATB

Sam2Rob: I'm not sure what you mean and your added calculations haven't helped. Apologies as I may be reading something wrong.

The current SP is around £25.00 (rounded up by about 50p). A 20% loss would see the SP down to around £20; not ideal but I would agree not a disaster. However, you have stated you expect the SP to go to below £2 'very soon', and a few posters have asked you to confirm if a future SP of sub-£2 is what you actually mean. You have confirmed this.

For the SP to fall to below £2 would require around 90% being wiped off the value of the company (roughly a £23 fall in the SP from current). That is disaster territory in my book.

Sam2 Rob - I note in a recent reply you stated:

'Jason31, not a stupid question at all but imo very unlikely to reach £4 anytime soon. More likely to dip below £2 very soon but please don't ask me to substantiate this!'

This doesn't make sense as it would have to pass £4 on the way to below £2.

Two months ago (24 Aug at 21:31) you posted 'agreed 2470 - hopefully 2570'. Whilst you are unable to substantiate this fall (your words) it isn't unreasonable for someone to ask you to explain what catastrophic event leads you to conclude a FTSE giant with a share price of £24.50 would collapse to below £2 'very soon'. So, whilst you can't prove it, I suspect like many others I would be very interested in your reasoning behind the imminent disaster for this company.

Based on that summary I take it you sold out some time ago then? If so, I can't understand why you would waste your valuable time commenting on shares you are not invested in so have no vested interest in?!?

As for Motley Fool; you may as well make an investment decision based on a coin toss.

I take it you sold the lot then to buy back sub 400?!?

Sash: whilst it is not diving, in Mexico you can swim with whale sharks at certain times during the year. Organised trips take you out to the waters where they return to feed, snorkel mask and flippers provided, dive in and swim alongside the giants. Amazing experience.

B

Try holding it closer to your face?!?

All the best.

Jotom - 'show where that is the case'.... re-read the 'I am' thread as it's all there. I'll start you off: 3 Sep (09:56), 1 Sep (13:11), 31 Aug (21:08). If you can't find comments stating (paraphrased); previously voting for for both parties; not voting for Tories due to BREXIT; admission the Tories could do better; providing some defence of the Tory party; comments about the performance of previous Labour governments and concerns about a future government under Starmer... I'm not sure I can help you as I expect I'm reading the same words as you.

'Show where anything I have said is untrue'

Where did I accuse you stating anything untrue? I haven't.

I'm happy to debate and equally happy to end with an 'agree to disagree', but when it involves someone whose opinions are so entrenched that even evidence won't change their mind because they refuse to see it, then there is little point. Moreover, I have no time for those who twist responses to a different meaning to suit their agenda, then ask me to defend a position I haven't stated.

So, feel free to respond or not but I'm out. All the best with your investment.

B

As in impartial who likes to read this forum (usually about Evraz but it has gone quiet on that front)...

WolfofWarks has defended the Tories but has accepted shortfalls/failings whilst highlighting previous shortfalls/failings under a Labour government and concerns of what a future Labour government would do. He/she comes across as relatively balanced in their opinions.

You come across as vehemently anti-Tory. Fine, if that is your stance, but it doesn't suggest a balanced view. Moreover, by repeatedly demanding evidence of this and that and consistently referring to 'your Tories' when WolfofWarks has already stated he/she has no particular allegiance and has voted for both Tory and Labour in the past doesn't show you in a good light in this debate.

Best wishes,

And the award for the winner of the worst de-ramping post ever goes to.........

If 'time' is such a factor then maybe investing is not for you, IOT and you'd be better off trading or simply spending your money as tomorrow may never come! This is not advice, of course! I'm sure we'd all like to find a string of successive opportunities that multi-bag within a month or two, but I'd expect finding these opportunities is beyond most.

Nothing wrong with a short-term approach but that doesn't mean long-term investors are wrong; they just have a different level of patience and risk tolerance to you. I would also contend those invested in GGP (and other equities for that matter) who have done their research are not 'hoping', they're confident of their investment but need to wait for the scenario to play out. The GGP timeline has been posted on this forum multiple times over the last couple of weeks. If that timeline doesn't work for you, you know what your options are. Me, I'm prepared to wait and hope I don't get hit by that proverbial 'bus'.

I take it you're shorting, Terry? It would make sense why you're disregarding relevant factors to peddle negativity!?!

All. Each to their own but Terry MC1 by his own admission is a shorter. From 26 May (12:08):

'Hi newkotb, enquest delivered their net debt numbers which showed a tiny improvement. That’s cashflow as you know so it wasn’t just ops. Basically it looks like an avoid now unless oil rockets. You confident Sqz will build a lot of cash ahead here? Always enjoy your posts, and yes I’m mostly negative or short stocks'

Nothing wrong with this approach but of course worth baring in mind Terry's agenda and likely position when reading his posts. A quick read of Terry's posts today will show a fairly obvious pattern.

I haven't read the article but would happily forego any dividends initially to free up cash for the business to use as they see fit.