Member Info for Dinoken

If largest shareholder is relying on BT divi to pay crucial bonds, kinda indicates divi is safe.

When HMG announces sale, sp will drop to match discount which Fool floats at 15%. When to sell, that is the question ...

IC article today suggesting that AAL might be takeover target. BS IMO

Good results, nice divi and buyback. Shame about powder impairment, did not see that coming.

Robust trade sanctions for cheap, Chinese leccy cars announced today sounds good for DWL. Full year results next Thursday.

Charts says at current rate of HMG sales, extrapolating from 3/1 at 37.97% to 15/3 at 30.98% gives HMG 0% on 25/12. Someone in HMG has a sense of humour ! You could not make it up.

New ISA season coming up and guess which high Street bank has virtually no exposure to upcoming car finance scandal affecting Lloyds 2.5bl, Santander 1bl, Barclays 350ml and Close Bros 250ml. Yet another sp driver...

XD Thursday another driver.

Straight thru Resistance 1 & 2, heading for Resistance 3 (796.2710, 804.3430, 826.7570) all in one day. Read across from AIA ? Full year results Wednesday week.

I think they should open a real ale brewery.

Just spoken to mystic meg and the man down the pub. HM Gov will sell at massive discount with no strings. Existing holders to get higher allotment (not hill farm) from over subscription. Not sure how that will work...

Scurrilous rags brazenly reporting that Hunt will flog 20% of bank worth 3-4bill at min 10% discount. Bank will then buy 5% a year for next 3 years. Target audience are PIs with 300bill held in cash ISAs and other savings accounts. M&C Scratchy doing advertising campaign, Computashare registrar doing admin, H Lowdown and Ding Dong marketing to PIs. Find out more next Wednesday (budget).

****bladder has article in dm saying that woodsmith is the future. city disagrees. sees it as an expensive vanity project paying for innumerable environmental permits. first production 2027 today, 2019 when sirius owned it. cost seriously in excess of 10bill. time to dump it imo

Ballroom Blitz

Sweet

Threat of cheap Chinese electric vehicles grabbing 40% of market, with intro car a mere 8000 is not doing sp any good.

Brokers at the brokerage firm Jefferies and the banks Barclays and RBC have cut their target price for the stock in response.

Analysts noted that £30bn had been lost from the value of Anglo, since Duncan Wanblad, a company insider, took over as chief executive from longstanding boss Mark Cutifani in April 2022.

Why merger in air ? Sp at depressed levels with diamonds and plat at bottom of cycle. 12/23 Jefferies said Anglo may become “involved in the broader trend of industry consolidation” and suggested Glencore as suitor. Edison mentioned Xstrata’s 2009 merger attempt failed because shareholders had not been offered a premium. Etc et al.

25 based on discounted cash flow. Bid at 30+ based on sum of parts IMO

How much does sale cover divi ?

25 is fair value. IMO need premium for bid to be successful.