Member Info for Compass007

Totally agree with the inflation comment....and we will see inflation over the coming months and years that's a given.....

I feel rather relieved and justified in my comments on Devro over the last few months the half year results were much better than even I could have hoped for....those along with the dividend reinstated and last years that was put on hold now to be paid bodes very well, more importantly the results were excellent given the circumstances....expect a nice rise in the SP....and a climb towards £2.00 ....STRONG BUY

Yes 3rd day of V rises....as I am in the camp that the decline in V prices are mainly responsible for where our SP is now, I hope to be proved correct by similar incremental rises....lets hope so or my theory is shot....

I do like lloyds but the way things are going I can see it dropping lower...not sure how low but the way they are lending money willy nilly is irresponsible...I know most of it will be underwritten and guaranteed by the government but even so its still a lot that just will not be repaid and guess who will be picking up the tab? also banks are finding it very difficult to make money with the base rate as low was it is...other banks with investment arms can at least make some money Lloyds do not have that so where does the earnings and growth come from?

absolutely nothing wrong with taking a profit.....a profit is not a profit till banked however I have no intention of selling any I think Unilever is just one of those stocks that is a must for any balanced portfolio and with the dividend its just a very attractive stock that has a very reasonable SP and I do see more rises in the short term.....a few brokers have recently upped there forecasts and like I have said its a very diversified company.....

could not agree more anyone buying at these levels will be well rewarded....like I've said when the trading up date lands and we all see that this situation has had little or no affect you will not buy this again under £3.50 and quite possibly a lot higher as I think I am being very conservative.....you can not buy companies like BOOs growth at these levels I understand the caution at the moment but that caution will be thrown to the wind on the next trading up date BOO have never missed expectations in fact they have always exceeded them and I think the expectations are a bit lower this time around.....strong buy....

That was a kick in the teeth over the weekend.... stop will bounce back at some point but this will take longer....

I am sure some of the sell off was down to $ v £ but not all....I agree it doesn't seem to make sense to sell off the towers but they have to be seen to be doing something and although debt is cheap at the moment it has to be addressed at some point.....it's still a hold for me some of the broker prices are ridiculous .....as long as they keep paying the divi things will be fine if that goes what has VOD to offer?

results as expected....but its as Mr Market expected thats another matter FCF looks good and on track....Vod still needs to address the debt at some point as it is this that is holding the SP back in my opinion

I can see a lot more rotation from the tech stocks over the coming weeks as folks start to realise just how stretched they are.....

this is still only trading at a P/E under 19 where as P&G and the likes are closer to 25 still a way to go in m opinion.....especially now the divi looks solid

excellent half year up date dividend maintained as expected free cash flow fantastic net debt down few blips here and there to be expected with cover.... this should have a 5 at the start of the SP but time will correct that.....solid figures solid management solid stock solid strong buy....

Never thought I would say this about any stock but GGP now look fully de-risked or as de-risked any stock can be...the problem is we still can not put a certain value on it as the more we drill the more we find but the market is starting to realise that with the gold in the ground and what we know up to this point GGP is grossly under valued "that we can say for certain" just with simple calculations so although I think its onwards and upwards we go I know from experience that the markets will try there hardest to take your shares cheap by maybe dropping the price for no reason or MMs playing games....hold your shares GGP is worth a lot more it may take a little more time to get to fair value but they will.....

still no movement on the SP yet but when it does I expect fireworks and yes I can see the divi being reinstated that just maybe the spark also the rotation from tech stocks then they realise the multiples and P/E they are paying is ridiculous ...GLA

even with all the recent rises this is still grossly undervalued just with gold in the ground on the one project....and thats not allowing for the rest...

yep can see 15p being taken out soon

Cant touch Tesla the SP has gone in to orbit and further but the multiples are ridiculous that's not to say it won't go higher but one blip and the rocket ship disintegrates ...

Oh Dear I did say I wouldn't post as much on this board because of the idiots that arrive on there "White Knight Crusade" to save us.....here we are a few weeks later and we have the same idiots but with different handles.....when are LSE going to do something? nothing wrong with disagreeing with facts but blatant BS is another issue.....I will probably check in from time to time, and can assure you all as a LTH I will still have all my shares....I still believe in FM and team and know time will be the correction.....

our M/C is not far off our profit last year......? Madness

yep although I hold some as an investment, I know think this is tradable at these levels may dip my toe....