Member Info for Clarkcp

Kerching, I understand what your saying about the property, however, the true value of a property is what someone will actually pay for it or can afford to pay. Once a company is distressed valuation and purchase price is a different ball game. Look at Hammersons when they tried to off load. I understand what your saying but I think this is why the market is ignoring the NAV on this one. Don't forget UK property has been booming up until now. Good luck though

There's no doubt JDW Will be busy full of people over the winter but I can't see the money flowing through the tills. He needs to stop the free coffee refills and the like. The only plus side to this is who wants to walk into an empty pub so I can understand why he does it. On another point I can see a lot of retired going abroad for the winter this year. Cost of a months gas and electric wont be far off a months rental in spain!

You have to remember here these got diluted due to covid by approx 25% if I remember off the top of my head at £9. This is a perfect short with all the debt. Personally Im short and using this to protect my longs in MAB for one. To me I don't mind which way it goes but to anyone thinking this is cheap all Id say is you know it's cheap when the directors start investing. Tim sold a chuck a couple of years ago and didn't really participate in the £9 offering. Call me crazy but come the winter this could go down another 30% from here. This is dotcom territory now, you think your getting a bargain, maybe your are but the market will test your nerves. Good luck to all but these are scary times. First time I think interest rates are projeted up in a down market!

Think someone might be lucky and invested in a life insurance company instead of a takeaway going by last post

I think Tim needs to put his hand in his pocket and make a meaningful purchase here to restore a bit of confidence.

I suspect the NHS doctor didn't want to go spoons cause he'd get heckled by his patients for insisting on phone consulations and video calls because of covid!

Would be the first time in 2 years they see him in the flesh

Sooner or later Tim will have his cap out raising funds via equity. He's done it before and he'll need to do it again. Once he participates with a meaningful amount and not like the token gesture of the last fund raise it may be worth looking at.

Nuri, totally agree. Energy is fixed until 2023 and still can not make a profit, what happens when this expires and has to be renewed? Way too much debt here and not getting paid off, this is screaming rights issue at me.

Theres a gap to fill going back to Oct 2020 of around £1.80 I wonder?....

Look at the ftse think dow is going for 1000 down.

Here it goes down 700 today is my guess. Classic dotcom if not today tomorrow being Friday.

Think so FTSE is pre empting the fall

Anyway back to vod rant over. Reason I like this sector is that all the networks are slowly closing 3g calling. Massive majority of people will need to upgrade in the next 2 years. Sim only swaps dont work. Vod has I believe the best network only problem is majority of people go on price until they realise what they could have

Very very strange times, billions paid out in furlough. Government using inflation to get the money back from covid. Maybe individual tax codes would have been better but lets face it we can even renew passports. Sat at home getting paid and businesses paid for not operating has to be paid for. Don't get me wrong what was done had to be done but the way they are getting the money back is disgraceful and killing pensioners, the vunerable etc. Best they can come up with is windfall on energy, in the meantime they collect the vat on increasing prices

Have just bailed myself after 5 years from initial 1st buy. Have exited flat taking into account divis over the years. I feel I can re enter ex divi a lot lower. Personally I think only way central banks can curb inflation is with inflation if you get what I mean. Also I believe they all needed inflation to rectify all the QE we have had for years

I've been adding here when it goes sub 220. I might be completely wrong but this all smells like positions are being built. Cycling and scooters is not where the money is. Car servicing and electric cars is where the money is. 2nd hand car market has been booming with no new vehicles. I personally think HFD will surprise the problem here always is the caution RNS that gets issued. Any thoughts anyone?

Radio, I agree. I was a long term holder but bailed out this am and took it on the chin following Netflix results. ITV I think could shoot themselves in the foot here and seriously reduce their terrestrial ad revenues. If Netflix move to reduced subscription with advertising ITV could come a serious cropper here. Prefer to wait now on the sidelines too much uncertainty for me especially with macro economic outlook.

No forward guidance in the RNS that could be a problem

ILike,
Think my options on AV are knackered thanks to the Russian Nutter! Infact I can possibly say that for all my options contracts. Diversification is key. Im still flat in the sell off thanks to some gainers in military and defensive. How's your options going?

Intersting way to return capital. My view is this I'm a long term invester. Im buying this and a lot of other shares since war broke out 2 weeks ago. I moved mainly into cash back in December waiting for the next black swan. My personal point of view is this is a little bit more prodictable than covid was. Golden rule is can you sleep at night with your position. GLA