Member Info for Compass007

Taking a bit of a kicking here......this cant be PIs....fundamentals have not changed still a strong buy for me....even more so now....

Off the subject a little but the placing over at Afritin seems heavily discounted at 26% however we have seen this here in the past and its worked out well for BMN...

Does seem a big discount 26%......however we have seen this with BMN and look how thats worked out....

VOD have increased there dividend over the last five years... 2014 divi cover was 0.70 2015 divi cover was 0.49 2016 divi cover was 0.47 2017 divi cover was 0.54 2018 divi cover was .80 like I said despite the divi cover the dividend has been increased every year so now the divi cover is increasing and the company is on a much stronger footing why would you think they will cut it ????? me suggestion to you is to get in while you still can below �2.00 if you look at the share price over the last 10 years or so the range has been circa �1.85 to �2.50 to me I am not too concerned where the SP sits within that range as I have no intention of selling I just sit back and take the increased dividend every year....WIN WIN

Dear Mr Moniman VOD have virtually built the company around there shareholders and progressive dividends has been one of there main stays for as long as I can remember (and thats a long time) I'm not saying the dividend can not be cut however the chances of that are at best slim to remote the actual dividend cover is much better than it has been for a long time @ 0.8 and this will now start to increase, the results recently show a company that is starting to make good progress with the exception of India the FCF is also excellent as for the Liberty deal only time will tell and yes this will create debt but this is what I consider is good debt....when buying other companies or parts of companies most do not go out and slap 17 Billion on the table in cash.....as for your dividend cut and buy in at �1.65 YOU WISH....GLA

Share buy back still motoring along at pace...my only concern here is that the FTSE is probably ahead of itself between 3-6%. (thats my guess) and I feel if and when we get a pull back on the FTSE its only natural that IAG get roped in, still it does not concern me too much as I have no intention of selling this has �8.00 plus written all over it....GLA and ill take the not to shabby divi while I wait.

I have actually just booked a cruise on P and O for Nov 2019 cruising is the Gin of the day.....

Cruising and Saga fit hand in glove they have the right demographic and yes cruise ships make money lots of money if its done correct and I'm sure Saga Will see to that......and yes this is good debt not bad.....not many established cruise ship companies go out and by ships cash......same with Airline companies...

To be honest I wouldn't care if it got to �2.25 before Ex-Divi I still wouldn't sell the divi here is fantastic and above all safe....(for the time being anyway) great day.....did say this will come good and not to worry....long way to go yet mind but a very good day none the less

yep or somewhere around that....

I have....

Could we see another RNS today? well its possible we've seen it more than once before....

Still more shares being bought than sold again today.....todays up.....can see rises all the way to XD dare I say way above �2.00

Ive been here that long now on more than a few occasions ive seen witnessed the SP not dropping much on XD day and at least once I actually saw it rise....however 90% of the time it will drop by the divi amount....

I said ten years....ive just checked its actually 14 lol....I aint going no where and I've added....ive seen this all before on a number of occasions its a strong buy for me.....

Totally agree with Tyfoon Coal just does not seem to fit right with BMN now....

With all thats going on sometimes I almost forget about Lemur....the company that started the whole thing off....a great RNS

At this juncture of BMNs progress an SP of circa 20p as all long term holders know completely undervalues the company.....TBH I have no problem with the SP sitting at 20p at the moment as I have no intention of selling where I will have a problem is when news streams are released and were still sitting at 20p....however I can't see that happening, so I will sit and wait and look forwards to the news....we will see that 30p and pretty soon I feel. PATIENCE....

I presume this is Pis selling? anyone know?

I doubt we will get too many buying opportunities in BMN over the next few months but this could be one of them right now....