Member Info for Cheapsharesboy

Pokerchips - thanks for your contribution on this board today. Overall you seem positive about MNG prospects?

Why would I sell with 9% dividend?

Indeed that's true. It's doesn't make much sense except to secure some profits and free capital.

However, the question to ask after the sell should be:

1. Can I buy something better and safer and still profitable?

2. Am I buying something else with a much worse investment proposition?

Because if these points are not met - no point selling.

Alternatively sell to move to cash to buy back the same shares lower. However to stick to the cash until your buyback point, requires much trigger discipline. Trigger discipline is evasive. Selling a part only at a certain profitable point might end up the best option. Like selling 25% of the stake.

I bought some today

I haven't been in any mining shares for a long time

It's just a small start on this outfit.

Scope to add later on. I would imagine not my last buy

Exit target 220p?

Any other takes?

I'm uncertain of the sell point.

I probably won't sell till 230p if it gets there. Even then I might just sit. With interest rates due to drop, this could get more speed?!

"inappropriately timed"

Amers your post is fair and balanced.

I was laughing my head off at T on Friday because he called the RNS "inappropriately times"

What does that even mean lmao?

The companies can release the RNS whenever they want to. Not when it suits certain shorts or dark forces .

I'm pleased that petrofac board has learned to spank the shorts with RNS timed to perfection. Some loonies had gone home from office by 4pm. Unfortunately for them - they'll be weeing in their pants all weekend

Petrofac or any company for that matter will release the news when they choose to do so. Nothing anyone can do about it lmao 🤣

Loser saw his short burn.

Give up Tony

I am not sure UKW has any money left after the buybacks to actually invest in windfarms. So the buyback policy seems quite counterproductive. I e. This co is going nowhere fast!!! Such a shame because the potential is wasted on buybacks and Divi. How about stop both and invest instead. Then pay 10x Divi after years of real growth. I know I'm talking to a wall. Never mind

Appreciate the replies

I hope it's gets more negative from sentiment point of view. Only if I can afford to buy more but we'll see later on. But the only thing keeping it cheap it the strange pessimism so it's better to buy then than when it'll get hyped up

Yes so what's going on today

Can someone please wake up the crooks in the city and get them buying this not selling. But hoping for reason from rich crooks is a fantasy.

Many thanks

Parameta is approaching revenue of over £210 this year, more likely £215 with profit of £95-100M.

Valuation of B£1.5 for that business only is far too low, considering that renewal % rate is 98 and new clients are constantly being added on. Let's be fair - data is gold - so a PE of 25 should be applied as minimum giving Para a valuation of £2.5B for this year end. The margins has been reported at around 45%. Parameta data is getting more feed form increased electronification also from Fusion - this is only going to increase. So I can imagine this years growth of 12-13% might accelerate to 15% - or am I overoptimistic. Never mind the rest of the business! E&C is doing very well recently, netting £150, more than parameta, and valued at 0. All value here for now is in Parameta - the Board must do somthing about it - they need to unlock value.

Sellers out in droves due to the it issues.

Has IAG had problems or it affecting all?

Ok mole

Long term vod is likely a sell

But short term maybe till Dec 24 probably a buy.

It's probable because I think buybacks push sp higher but perhaps eventually that will give way to a final sell off.

Ok bought in this a.m.

I promise no panic selling I'm in a minimum of 6 months hopefully much longer down to the rising sp

172p something offer took it

Best of luck all - I'll follow the posts but try not to comment too much myself

Canada has the most communist of western leaders of turd Turdeau.

And they are wasting their pension money by shorting vodafone.

They are INSANE.

Please tell the Canadian people that they will not be able to access their pensions when they retire because an idiot thought that shorting Vod when they are buying back £4B of share was a good idea.

You get what you ask for!

Porche is such a complete moron.

He has missed the recent rally in UK equities.

England will win 3-1 by the way and Vodafone share buybacks is going to push the sp to 90-100p

So suck you xxx porche

Is this a buy?

I'm considering a buy.

Seems to be in a fine shape.

PE is what 3.6 misleading?

Let's see but what I can gather is that since the c19 scandeemic looks like well managed from a disaster to glory?!

Interesting

Also, today's UT trade was massive £2M lifted the sp after close.

Good work Taverham!

Quick 3% not to be sniffed at!

Onto the next ones!

As you say, results are quite bad

So it's quite brave of you to buy for a mere 6% upside when downside is 50%.

If yt desk fell through I wouldn't buy in anytime quick.

However looks like EQT just saved 80m