Member Info for dadean

We often think of what will sericas next deal be. Maybe in fact we'll be next to be taken out. Even a 60% premium would only take us to just over £2... Agree with you the div landing in our accounts almost equal to 10% of the mcap crazy

So if buy backs can only be done from profit we could buy back close to quarter of the company in a year. I can't think why you can't buy back with debt, it's just like debt to fund an acquisition, and we know companies often pay dividends and buy backs from debt, even though they don't publicise it, think bp and shell at different points in past decade. A meaningful buyback could give 50pc share price uplift, plus increase div per share and likely lead to a pe multiple increase. It would be easy for the company take action to double the share price from here, they need put their brains in gear!

If anyone likes running a set of figures, look at how eps change with a debt financed major buyback of 25% to 50% of the company, would result in major increase in share price, eps and run all the interest through the income statement at very low cost (after tax) to the business, seems a great idea but don't know if legally it can be done, seems good idea to me, major benefits to shareholders, they must be aware of it

Only guessing but i think the 3% additional EPL and withdrawl of investment allowance on EPL is more than priced in, it might cost our bottom line another 30million but i think the move from 155p to 130p priced that in. ive put more money to work in here on the assumption of mantaining at least 50% of current div (which would be 8% yield) (rest of profit used for paying down debt and investment -- and capital gains hopefully soon and again in the mid term when the epl roles off

Hi does anyone know how the sale of rosneft is going, surely we are due back something?

I have to admit that I'm a bit more positive ref hfd now. I'd say the macro data does suggest things improving for the consumer and that'll eventually feed through to revenue and profit. Change of government will likely add an element of stability going forward too which will be positive for the county and markets. For first time in 2 years things looking up for the UK consumer, backed up with wages, inflation, political back drop.. Let's see what else gets added to the mix in coming months

By other positions i imean my sqz in isa's etc rather than different companies - thank goodness

I've not really posted on this board much, but have been an investor in this company for a year or two.

quite sad to see how the SP has moved, i was aware of the risks when i invested but made a considerable (but not too excessive ) investment into it. sadly my sipp part is showing a huge loss, down i think 42% i have never seen such a large red number and my other positions down significantly too. i'm still planning stick in this share as the div yield on my av cost -- is still acceptabe and even if it was cut in half - which we know is unlikely, even then it would be like a good saving account so it's not all lost.

there could be good money made on this co, for the brave who invest here, not sure if i should double down from here, i do that time to time and generally it's worked, but not always.

gla, and SQZ end the negative new flow -- we need some positive news coming out, cant rememeber if i said it before but we need a director like mike ashleigh of frasers (wh uses lots of hot air to propell his co higher) to pump this thing up help us shareholder out

As a long time holder of hfd, a few months ago i posted a negative post about hfd, voicing my frustrations over this share. Overall its not been a good investment for me i guess. I was lured in by the high cash flow. since then of course the OP margin has absolutely crashed, think we are down at 3% now, unbelievable. share price has more than halved and the dividend has halved..... I was thinking it's time up for this sorry company (despite revenues nearly doubling in the same period)

however all that said, maybe what it is - is we are coming out of a consumer recession, a large income squeeze. When you look at the accounts they still have decent cashflow, helped by the huge slugs of depreciation they put through the accounts now. all that said i think this share could easily double from here, from this lowly position, all we need is some margin improvement, +3%, and perhaps a slight increase in the PE if upgrades come through. so maybe now is the time to hang on and wait for the double - then consider getting out....

I shouldn't be political but moniman next government not going to tax us to death, that's just plain wrong! All govs tinker with taxes and that may happen but as well publicised we have a recent record high tax, no scope to raise over burden higher, it's already happened.. However no doubt there will be winners and losers going forward.. With regards hfd good to see it not fall further, will need read the rns when get time...

Sadly our share price chart looking like that of thungela!, not tha means much.. However I'm disappointed not to see more strategic action by management, surely there is more they can do, maybe there on a wait and see but please nothing that further destroys shareholder value,

Great broker note, however when they talk of maintaining div at current level, sqz has implied that the (recent accs presentation) div will be cut once investment opportunity found. Easily could be cut in half...

Who knows what they'll buy, overseas assets possibly at a premium maybe real contrarian bet more north sea assets

Just noticed they were published, must have missed that, some reading for later

Was thinking a large buyback is what this company needs, borrow the money at say 7% interest through the p&l reducing profit, eps per share rocketing, with hopefully share price in pursuit... Pay off loan easily over 3 years...., must be financial wizzadry this Co can employ help it's position

I'm hoping for 157p anything above that will be grand

I personally think Labour are talking tough on the north sea now, get the woke vote, then they'll delay or water down some of the policy if they get in. There must be some organisations that have sway on labour

Well I personally sent in a flurry of (small) buy orders on multiple platforms, I generally believe in the Co and it's future so if that's the case back it up! Time will tell

We need a John rockefeller type character to come into the industry or behind the political groups and shake them up with distinctly underhand tactics...... Bloomin laws and bizzzare levy on profits... Jeez this is being destroyed by politics, on both sides

Ahh scrub that, there shouldn't be any rights as shares go to the cal holders plus they'll use cash they already hold.... Likely hood it happens my guess at 50% certainly hope they succeed,