Member Info for CSDI1962

Oh Dan - just love it .... (as Keegan might have said)
What is the meaning of life ? eh
Never spotted those recommend things before - does that mean I get some extra free shares like any stupid member on the BOD ?
Better go and see if I can find Mrs CSDI, as she might be thinking I am still at work, while I am just hiding in the office looking at chess websites and chatting on here. I've really sussed how to avoid domestic chores over the years - lots of practice on how to be busy when she's home LOL.
Have a good weekend all
Cheers - C S D I

DanH. You must stop burning folks - you'll run out of matches !
We all knew it was time for Mikey to have something to shout about.
Come on guys, he has had to suffer VOD going up 4 days in a row.
Patient will be happy as got a trading range back to play with.
I am just happy to see SP above where it was last week ... probably the best week I've ever seen as a VOD holder.
You lot be grateful you've not sufered with me this week with GSK and IMB - they will be getting reputations for being a bigger graveyard than VOD for us LTHs.
Cheers and GLA
PS. Where's is my dividend - Stocktrade are really slow - and I am still waiting for one that was due last Friday for HHI - bloody shocking service - I can feel a grumble and complaint on its way.

At least we have a number of directors chipping in on both sides of the water - some buying the ADR and some buying on the LSE. I would like to think this is a positive sign, although hardly throwing big loads at it. When you see what Emma is getting paid it would be nice to some serious commitment from her own purse.
Why do the execs remain silent while this "best of British" is being hammered at a time it should be shining. We are down approx 1/3 in 12 months and yesterdays lack of fight to support the SP was negligent.
I've been invested in GSK on and off since 2007, and have now committed 20% of my (little life's saving) pension into this.
Will I regret it - or will patience be a virtue in the end ?
GLA

Would be nice to fly, but that might need IAG or EZY etc.
Hoping we can get and stay above 350 and aim for where we were 12 months ago at 400+, before CV19 upset the apple cart.
The chart looking promising - fingers crossed

Why can't pay be reduced i.a.w. profits and SP.

These Execs have a one way bet - not like us suffering PIs

Well it's lost a tanner so far today

Robina
I share your pain, having first bought at £29 in Jan 2018.
The divis have given back about £5.40 of this, so still well under water.
It was showing signs of recovery until the 5 year Master Plan was announced last week.
Why do they have to keep "re-inventing" the wheel ?
For gods sake, we are sinners, and just want to make money out of proper ciggies and stop throwing our money down the loo with the e-cig fad.
Enough people in the world are happy to spend on traditional stuff, so let 'em have it.
It's hard to believe we have roughly the same earnings for y/e 2016 as 2020. but the share price is only 1/3 of what it was.
It makes no sense at all.
I had managed to get back to break even with the SP around 1650, as had traded a few times buying between £13 and £16 and selling above £16. But still left with five batches, four in the red and only one above the line. not expecting to break even on batches 1 and 2 (£29 & £21 purchases) but more hopeful on the others (1486, 1373 and 1483).
Hey ho - not sure how much more I can stomach of this share, but I am hooked on it for now.
GLA

Hi Dan
What a beautiful day for VOD - I'm up to break-even now - and the recent divi puts me in profit (for today)
Even AV had a good day too.
Just don;t mention GSK to me as that wipes out my good day for AV, VOD and GGP - bloody typical for C S D I
Did we manage to give Mikey a nose bleed today ? He is not used to skiing uphill
Cheers

Means you have to have full money to bet on CEY - no margin trades.
Must be other choices if you what to spreadbet on leverage - good luck

has to be s e x

More likely just the follow up to the Master 5 year plan - that started this fall from just below 1650.
The trend is not our friend for now. This looks like momentum to me and we need a reverse.
Noticed there was intentionally no "results update" so we are left to stew for another 3 months until H1 info is released.
At least we have a lofty 48.01p ex div next month, with money due 31st March - always last trading day of the quarter if it arrives on time.
Looks like I'm stuck here for quite a while longer now. I have cut my holding from 27% down to 19 or 20% now.
My aim is to cut to around 10% but not a problem to hold if divi remains at 137p p.a with (slight) possibility of addition provided results justify. The 5 yr plan seemed confident the rebased divi would be held and increased in line with cash/profits.
GLA for the long haul

Patient. I like your idea of small, but often.
What is your strategy if VOD issues a profit warning and drops 25% and you are maxed out or overweight in your words.

Remember VOD was 140p just 11 months ago.

I have problems with RDSB and IMB as bought in 2018. If I used your strategy of buying every 1% drop I would have run out of money in no time and be stuck with huge losses.
I normally spend 2.5%-5% of p/f on a purchase, and look at top ups after 10% falls if funds available. As I am fully invested atm, I am stuck unless I sell another holding.
My p/f is small in value, so typically need at least 5% invested. My dealing fees are expensive in my Scot Widow SIPP, with min £15 commission, so I try to keep the number of trades under control.

I'm doing my best Mr Dan

Mikey,
VOD finished January more 3.9p higher than it started, doing far better than the FTSE's last day drop.
So looking at a bigger picture (of one month) instead of daily ups/downs, it's not as bad as you keep saying.
I know you're heavily invested, but investing is about months and years not about days and hours.
As I have said before if you are over committed in one share, then why not do something different, and sell a little portion and buy something different that might do better. The choice is yours.
I have about 5% of my p/f invested in VOD which is one of my better performers !
I have many stinkers but at least spread the bad news over 13 shares and at least 9 sectors + a couple of funds/trusts.

I suspect next week will not be good as trends are turning against us, but I will stay put and hope that in a few months the sun will come out again. Just look where we were last March.

An interesting option to buy the FTSE index.
You have ISF which should match the FTSE100 with small quarterly divis added.
I would favour the ETF "LUK2" which aims to track the daily movement of FTSE 100 x 2.
It seems to work pretty well if you run a chat comparison of UKX and LUK2.
The risk here is if the FTSE falls you will lose 2x the amount.
I tend to use SUK2 as insurance on the short side with a long only p/f, but it never works properly.
Its ok over short term for a few days but over a long term say 12 months does not do what it says on the tin !
Just ideas, but tread with caution

I have about 10% of my p/f in AV after a recent purchase as swapped from SLA.
I am in a little profit and have a target around 400p, but that may be optimistic

Cheers - CSDI

Mikey, Good news - VOD got out of the "Top 20 FTSE100 losers" today.
Be grateful you have not got my p/f as I've got 4 of the top 20 burggers today - IMB, RDSB, BP and NG and all 7 of my FTSE shares in the red. Reasons to be cheerful part 1 LOL
Cheers & GLA ... we need it

IMB getting stuffed again - down 4% today.
Frustrating as hell ... with two broker notes today ... both buys ... one at £20 from JPM, one at £21 from Barc.
Don't worry I ignore brokers anyway, but they manage to knock SP with their downgrades, but no good when their is 30% + upside. Madness.
Oh well, just have to stick with this wonderful divi and low valuation for now.
GLA
PS. Think robina and Itsalottery need to sharpen their charting skills .... they have the reverse Midas touch just like me !

Just how did Death sell at 1442p a few weeks ago ?
Its only traded above £14 for about 10 days this month.
Maybe time frame a bit out ?????

Dan - If you want to make yourself feel better, have a look at my full p/f on the genral chat pages - under the CSDI P/F thread.

CEY Centamin: Egyptian gold mining company, pays 5% + divi, makes real profits, and has no debts with cash in the bank. Clearly not as good as any new start up with debt, no profit and full of promises..... oh the joys of market irrationality

Mikey,
Don't know about you but I got a nose bleed today ....
From being punched in the face by the market with IMB, CEY et al getting hammered.
At least VOD did better than the market by only dropping 0.76% according to HL site.
So much for my holding turning blue - it did not take long before going back to red.
My p/f would have been a good break on the snooker table today with 9 reds, 2 blues and 2 greens (nil movers) LOL
Take care