Member Info for Compass007

Dont worry about the divi it will not get touched...unless we have a massive down turn from here (which is un-likely)

Lets face it Calamity FOO cant get anything right.....he even had to put a second RNS out to correct the first one today.....and this man is our CEO.....really what chance have we got?

Im pretty confident that the next RNS is going to be VOG resumes supply to Eneo and bills have been paid I think whats happening now is that they are in discussions to renew the contract and making sure this doesnt happen again.....even so this would just put as back to square one....

I think they do have interest in West Med but the offers have been peanuts.....

Well if the company was sold i believe it is not unreasonable to expect we would get at least double our M\C and maybe more....the infrastructure is worth that much....I know that does not help long term holders some of those would need �1.30 plus I think what im trying to say regardless of all the goings on its worth a damn sight more than our current M\C....and like i said i am pessemistic on VOG look at some of my posts...lol

As pessimistic as i am about VOG even I have to say that sounds a bit better than a few weeks ago....

Looks a very good appointment....

Everyone has their own needs and requirements so top slicing for some maybe wise however those that make real money in these markets are the ones that hold for the real gains ...ask yourself if you saw this company for the first time today with all the news you have would you buy? if your answer is yes then hold.........simple

I would have thought that VOG wll have halted all expansion works with the situation that they are in at the moment, and thinking about it im not so sure that they should be expanding the infrastructure they need to get more customers using the pipes we have already laid before laying more.......

yes take your point I was wrong with my figures....

Kymriah aproval will take us to 14p easily

To get anywhere near that we would need a M/C of circa 300m do you see that happening in the next decade?

Bioverativ are an $11.6B M\C company that are being bought by Sanofi we are not talking "tiddlers" here, these are the big boys we are playing with........

Very nice RNS that I was not expecting....and we still have the big one to come "Kymriah" the news on that should be in the next few weeks....very strong buy for me...

The leader (Gadhia) has already noted all those points in that "broker note" in her trading updates, as the market is forward looking all that should be built in to the SP....also note she intends the dividends to be progressive....Gadhia is no fool and I am sure structures are in place to combat what the "BrokerNote" says. The more I research the more I am convinced this is unde valued however just because a company is under valued does not mean the SP can not go lower (I have learned that from past experience) This is still a strong buy for me.

This is a strange share... wouldnt suprise me to see a rise even on ex-divi day.......

On the plus side there has been some hefty buying today.....

Yes i agree and take your point that British companies have been hit hard im in NG as well cant understand that one except when were in this climate divi paying stocks go out of favour for growth stocks but then how do you explan Boohoo? Think we have to put a large portion down to Brexit and it could get worse....however stallwarts like VOD and NG im keeping as ive seen them at these lows before and they bounce back been in VOD for years and the divi has been very kind so im not too concerned with the SP at the moment GLA oh im in BP as well and that is ex divi tomoz still went down....?

Cant work out what MMs are upto loads more sell than buys and the SP rises????

That was a pretty crappy down grade and i have no argument with it really but we will see short term its bound to have an impact however they do say medium term profits will be higher as the digital investment and sme starts to take off I still believe in this bank and as im not a short term investor i fully intend to hold and add where I can, a lot off broker notes can be way off the mark anyway...time will tell.