Member Info for Compass007

You are pretty much on the button VM are way out of Kilter on valuation....I can only put this down to Brexit ....but then you could ask why are other banks being valued differently? its very rare that the market scews up or misses something in the banking sector but unless I have missed something that is stareing me in the face I really do think they have got this wrong.....even on the basics we should be @ �3.00 minimum....

Great RNS final results and great outlook with solid double digit growth for 2018

This bank is being valued at circa 4 x profit and with "solid double digit growth in 2018" an aggressively growing dividend up circa 17% and just as important NO LEGACY........whats not to like, very undervalued in my opinion....

That was a great solid set of results, with the outlook fantastic for 2018....this is well and truly undervalued.....Very strong buy for me...

I do like the way VOD are broadening their horizons they are no longer just a mobile phone company......I see some huge upside here...

Some of the posts and analysis on this board are first class infact there is only one other board on LSE that comes close for analysis and genuine good quality information and thats BMN......However although I have held Nanoco for quite some time and after reading all the posts in recent weeks regarding the US partner I am still non the wiser as to who that partner is, infact I havnt got a bloody clue it could be one of hundreds of companies, I do think Nanoco should shed some light on this, if an agreement has already been signed what would be the problem? I think it a little unfair keeping shareholders in the dark (although this is a Nanoco trade mark) I think the longer it goes on it could have a short term affect on the SP although that does not concern me too much, I want others and institutions to invest....not knowing would possibly hold them back....

Forget the P\E of circa 7.4, forget the operating profit of over 3 billion euros, forget the divi of 3.5%, look at the cash 6.7 billion euros.....yes 6.7 billion euros and a M\C of circa �12 billion? tell me that this stock is not totally undervalued.........this is a strongest buy that you will ever see. Could well be a conviction buy...

Wellington Management actually reduced there short position recently....only Pelham Global increased by a miniscule .09% to 0.66%.....

Good to see GMT capital reduced there short position on 21st Feb also noted JP Morgan reduced on the 8th Feb.

Nice Broker upgrade today......

Think we will see some heavy after hours buyers .....

sorry cash in hand is a daft 6.7 Billion

Anyone that managed to get in at circa 5.90 will have done really well...yes IAG did miss slightly but the fundamentals are so solid I believe they can be excused for one quatre that included 100s of cancelled flights. GLA

With a M/C of circa 12B cash in hand of over 3B anual profits of over 3B and a P\E of around 7.4 hmmmm if thats not a sreaming buy show me something that is.....

UBS was expecting EPS @101 profit @3046b so we did miss slightly, However like I said December there were hundreds of cancellations due to the weather (nowt we can do about that) we have over 3B in cash and the outlook is good....so its a big buy from me....like they say buy a good company on the dips or any weakness.....which is exactly what I aim to do.....

The market didnt like that....however the final quarter we know that there were hundreds of cancellations in December so the final quarter results were always going to be hit.....over all a great set of results really.

That news in the RNS "Material Development" is as clear and concise as you will ever get from an RNS......yes we are bound to get a small pull back, but to sell now in my opinion is madness.....I know some investors have different needs and may have to sell, but I feel a lot of people will be kicking themselves in 1 ..2...3..6...months...GLA

So is Tesla and about 10000 other tech stocks around the world, however the value is in the technology and earnings further down the line.....

does it matter? you get my point.....lol

See my post 13th jan......