Member Info for Compass007

Not sure what the US rig count will be later, but you can bet your bottom dollar it will not be down.....

Yes I too was waiting for an entry point of circa 460 think I may have missed the boat sometimes you can be a little greedy and I think I have been here may just bite the bullet and buy.....

Kymriah news is just around the corner.....confident that will take us well over 13p perhaps much higher....but thats not the bar, what we want now is a nice period of consolidation and we seem to be getting it...I dont really want up15% one day and down 20% the next...the SP does seem to be showing some maturity...and I like that from any of my stocks....

totally agree infact I would put this at very strong buy.....great results and just look at the cash in the bank.....and a M\C of circa 12B?

Bit lost for words here....the initial rise I half expected with great results...but what happened after that god knows.....can only think someone is taking some nice profit....still a strong buy for me....

I think Buffets thinking is that if you have held a share for such a period you must be confident with it (or you would have sold) thus it probably would be safer...with VOD with the exception of buying companies or parts of, the capital spend is pretty much finished so we really should start seeing the rewards from now onwards....this should remove the doubt of a divi cut further along, if we do get one I see it in 4-6 months...hopefully we will see improvements in India to me thats should be VODS biggest priority.

I like what VOD are doing I like the fact they are transforming from your run of the mill telecom company and allthough I do not see major movement north just now I also do not see much movement south from here, I dont think whats happening in the US is helping and it is almost impossible to pick the bottom or top of a stock, I have freed up some funds and all being well will be adding very early next week, the divi is a bit of a quandry but I dont think it will be cut its been the back bone of this stock I dont even see it being reduced but you never know and thats always in the back of investors minds.....sometimes it pays to go with your gut instinct after weighing up all pro's and con'c off course....GLA

Very interesting....I have taken a quick look and its now on my radar, I will try and do some research on them over the coming days, however I do give myself a limit on how many aim stocks I hold as a percentage of my portfollio, but this one does look interesting and I am not adverse to chucking one out to get a better one in.

badjob I do believe we are going to see some turbulence over the forseable due mainly to Brexit, however it is my opinion that VM are very undervalued on whatever metrics you use, and I also believe VM are going in the right direction with digital and the SME offerings, what I like about this bank is the "no legacy" issues and its intent with progressive dividends its growth prospects are also first class, although I do not see this challenger bank as a take over prospect just because its "Virgin" i do not dismiss it out of the realms of possibilities. The future looks very good.

I think it is a genuine upgrade, I am shocked to say the least if it is true thats a massive upgrade, I have been on the Liberum site but it does not tell you much, I believe you can purchase broker notes in advance but thats for the real Pro's....anyway it all sounds positive and steady as she goes as far as I am concerned.

Yes thanks I realise that....but there are buys up to 16:40 pm I believe....I think the pro traders get 10 mins on us mortals.

On top of all my positive comments I forgot to add the dividend is covered 4 times.....yes 4 times....this is an outrageous buy......(can you tell I like this stock) tbh... I like all stocks with these type of fundamentals.

I question the results being good....in fact they were poor at best, they missed on just about everything, and as for the divi thats poor as well, when you take of the special divi thats been paid recently its very poor....I am going to hold and this will come good at some point there is also the possibility of a take over....but my biggest concern is the debt.

I am with H\L and Liberum was updated to �3.00 on their platform also today....maybe they have, but that seems a huge move....nice if its true.

Niether do I.....whats all that about?

Problem is they missed on just about everything and ALL companies bar none that miss are getting punished heavily also the debt is too high....

That was a very informative RNS and the potential here is huge.....will need to raise money but that was always the case with all these new drugs going into production or they may just farm the lot out and take the royalties....? either way this company is in transformational mode.......

Thats a nice tidy MOD contract won....

Although its international I still feel Brexit has a lot to do with it......

Earnings multiples are currently relatively low across the banking sector but FTSE 250 banks Virgin Money Holdings(LSE: VM), BGEO Group(LSE: BGEO) and TBC Bank Group are the lowest of the lot. Are their incredibly cheap prices too compelling to ignore or too good to be true? Let's look at two of them. Rising challenger Shares of Virgin Money climbed as much as 6% higher in morning trading today after the challenger bank released forecast-beating annual results. Underlying pre-tax profit of �273m was 28% ahead of the prior year and comfortably exceeded a City consensus of �259m. Underlying earnings per share (EPS) increased 22% to 39.8p versus forecasts of 37.5p. Statutory numbers weren't much lower than underlying, as excluded costs were relatively small and genuinely one-off. As management noted, the bank is "unburdened by legacy issues." Customer balances continued to grow. At the year-end, retail deposit balances stood at �31bn, mortgage balances at �34bn and credit card balances at �3bn. The group is also developing SME and digital banking propositions, which provide additional drivers for future growth. - ADVERTISEMENT - I like Virgin's strong balance sheet, "uncompromising focus on asset quality" and very good efficiency metrics, which enabled it to deliver a healthy 14% return on tangible equity for the year. These qualities stand the group in good stead should the UK economy face headwinds. I believe the share price of 279p -- representing a 6% discount to book value and seven times earnings -- is too cheap to ignore. As such, I rate Virgin a 'buy'. Just on a side note....Im not a big fan of Motley fool but this looked interesting....