Member Info for dadean

i checked my ii account and iweb acc and no sign of the open offer for me yet the ii have been held for ages and the iweb since yesterday

i'll have a pop -- wonder what i could win.... lest go for 28p, 0.60p & £1

Updated my crude valuation model I did years ago to take into account the extra shares, values much lower now both share price & divs received
At 10mta div of 3.33p share price of 80p, at 20mta div 6.7 share price 1.60 (based on 50% of net profit being paid as a div)

These don’t take into account further dilution when the convertible bonds convert…. Still a good div yield on todays purchase price but we are looking quite far out.

Definitely tough if a aperson wants these shares important now not to buy them when momentum behind them, only time to still make money on them is to buy them when they are knocked right down. Still likely abetter investment than the ftse 100 for the long term

But never go more than 10% of your portfolio on one share, diversify….

Bicko, can't guarantee but I'd say in 12 months it could easily be back at 30+ look at the past spikes in this share, just a thought. I've lost money too but the story for me still holds weight

nice to see voadfone buy back their shares when they are cheap, rather than expensive which is the norm these days. I am new to this board, can anyone share there thoughts on whether they think the div will be cut and has there been a profit warning in the past year? thank you for your help!

Sp definitely rising and will rise but I would expect a pull back when the placing price is confirmed, another buying opportunity

Share price reacting amazingly well, can't believe the BBC has not passed a comment on their online business feed,

my prediction is 19p afer factoring in the element of derisking the project......

shares being offerred at a discount of 18 -32% to institutions. i still see this as very positive overall given the long term cash flows and resulting valuation. very happy, even if a little short lived capital loss....

Morning, was wondering, the news that came out yesterday via sky news 7pm- could that be considered a leak, the information contained within you might have said should have been released in a rns not a news article, well at least there was no share movements prior to the market close so wasn't too leaky

For what it is worth, I'm in agreement with the view of if the shares placed at a lower price than today's close it is quite likely that the share price will still go up, a discount for placing but then a kinda premium added for derisking. There will alot of folk, myself included looking to add to their position regardless of how it moves tomorrow, not to mention how it moves in the next couple months

Technically the quarterly update is a month late, if you look back to the original timings

Trading the first few mins can be very volatile you could get filled and the sp could drop sentiment can change quick especially if plenty of info to digest and interrpret in the rns

Ha love the chat of buffet on here this morning, if it came out he was funding, shares would likely double immediately and triple over a few months ! Hehe wonder what UK stocks he does hold at the moment

thanks for your reply, kindly appreciated, going to try and pop into a few of their stores get a little feel for what they offer, i hear talk of them being a little tired, our local (a new one) is lovely but can't judge a chain by a store... locations and product definitely important. Location wise i always shop at my nearest big store, guess there will be a few like me that don't like driving far! that should help them maintain a good number of customers as long as they stay focussed on a great core offering
thanks

Looks like the news was better than the market expected tigertrader, didn't look too bad, hmm if they increase their operating margin a few %, there could be quite a change in profitabilty and rerating of the shares.

Did anyone see that tumble weed blow across this message board, a humongous company and no one is talking about it, ok i saw tigertrader comment.

Probably that is a good sign wpp is too boring and dull to be of interest to anyone, time to consider investing more perhaps....

yes indeed sp rise, a liitle bit of momentum now the last few weeks.......

Hi, i'm new to this board, i'm a bit confused when i look at this company, (SP) looks incredibly cheap, price to sales like 0.16, tesco 0.38, well covered dividend, good free cash flow, tons of cash on the balance sheet, successfully integrated? argos but why so cheap? i noted a very low operating margin, are there plans to increase this in line with the 3.4% achievied by tesco or sainsburys a few years back...... any comments welcome.... i wonder how much cash they burned through on the asda merger.... i think this could be a great share if a few things came to pass, mainly margin improvement and making their stores a place people enjoy shopping at.
thanks
D.

up 10% by 11am close up 6% @ 22.2p -- hope it exceeds my expectations

Was thinking If you add 3bn of debt to a company, assets could go up by 3bn, liabilities go up by 3bn -- no effect on market cap. But as the mine is derisked -- sentiment increase to the mine and the markey cap and share price increases, possibly signifciantly.

Add 600M of new equity, this could be placed at or near current share prices possibly with little dilution. Market cap increases by amount of new equity raised........ Also the market cap of 1.2 billion currently may be fair value of the funds invested through equity and debt so far.... this funding may be more favourable short term than we think