Member Info for darrenp

Funny old market, probably the worst rns on the board today. Business looking very shakey, yet up 5% when others releasing good news are down. I guess the market expected results to be even worse

Wow surprised his has held up as well as it has today. Was sure it was going to go a bit lower than 28 today.

Missed the opportunity to buy into these about 3 years ago. Have been following what’s going and decided today to come in. So have purchased based on good figures, good outlook and would now be very surprised if any reversion of the court case happened.

Definitely agree with you tpinvest. In so many ways EV seems to be a poor choice. Production very polluting, poor range and performance in the cold, charging networks etc etc. Hydrogen makes far more sense as a cleaner more usable fuel. Can’t help but think that this EV malarkey is just a fad, designed to part those easily parted with their cash.

Have decided it would be a good time to get into this. With the American economy looking like it’s going to be heading into recession that curve could get interesting ?? so I’m in

Thanks for the replies much appreciated.
I’ve decided to get small positions in both as I’m looking to diversify my portfolio. As you’ve said WPM is on a much greater scale so is more of a big dependable play in the current environment whilst TRR being very small and early in its development has more potential to surprise

Hi all,
Any views here as to the merits of TRR vs WPM. TRR has a broader selection of material it gets royalties from whereas WPM seems to be more concentrated into the precious metals space. But what are thoughts on how that will pan out with the US looking like it will be going into recession later this year and the knock on effect that would have on world markets.

Just seems to be the way at the moment. Almost everything that has good results gets hammered on results day. If I’d sold every time before results this year and then bought back again on big drops on good results I’d be in a much better position

Topped up this afternoon when it was about 11% down on the day. Seemed too good a price to ignore. Expecting a good rns tomorrow which will give us a positive day

Looks ok until you see the following

· Statutory loss before tax of £86.8m on an IFRS 16 basis (2021: loss of £35.2m) 147% increase ? Why?

· Net debt of £185.7m on a pre IFRS 16 basis (2021: £171.6m), Net debt/EBITDA1 at 2.2x (2021: 2.1x).

Large number of big buys after hours.

Wagamamas look very busy everywhere and menus are popular. Frankie & Bennys always looks like the weak link that needs a revamp or selling on, not so busy and menu is terrible compared to how it used to be years ago.

Sorry for late reply. They’ve told me I can have a card, mine are in an isa.

https://twitter.com/scswsharewatch/status/1618542518781763584?s=46&t=23KTZzzRviQfZXWl8EpKVQ

Tweeted today by scsw

I saw in an interview that the contract has to have a minimum 60% uk content. So will that equate to 60% H&W.

In an interview late last year John Wood, H&W group chief executive, insisted the contract would strengthen “UK sovereign design and shipbuilding capability, as well as generating around £1.4bn in national social and economic value”.

He played down union fears that work would migrate to Spain, saying the contract would have a “minimum UK content of 60 per cent”.

The partnership with Navantia, he added, would enable the consortium to “deliver the vessels on time and on budget, something which UK shipbuilding have never managed to do”.

60% of that contract would be huge

Think there will be another up day on Monday. ?? extra boost to sentiment

Just back to where it was before the takeover that didn’t happen.

Am with ii, I’ve heard the cards are issued in May each year.

Anyone know if there’s a cut off date to get the shareholder discount card?

It’s a shame can’t be used in Wagamama as it’s the best in group. Chiquito is ok as well, wouldn’t bother with frankie & bennys it’s a shadow of what it once was. The vouchers are good value, if you bought the minimum number of shares to qualify for vouchers the shares are so cheap at the moment that the food discounts from 2 meals out would just about pay for your shares.