Member Info for Dinoken

Opportunity here, absolutely no disrespect, but WSG could provide kit and services for both the funeral and coronation. 2000 heads of state in London, massive crowds ...

If this comes to pass, should have read positive catapult alert. Citi seriously suggesting that 17bill hit could be reduced to 1/5 th of that amount, courtesy of statute of limitations. Either City are ramping/trying to exit or forget catapult, make it a Trebuchet ...

Likewise, AGM statement and xd shortly, quite a good div. Sp heading to 70 IMO

7% anyone any idea why ?

SAG sitting on massive loss in exchange for a minority holding with IMO little/no chance of turning things round and getting their investment back. IMO looks like a disaster for them ...

Lady with dog down park has given me heads up that £3 due on Friday 09/09. Crystal Ball ? No, apparently she follows Poundf site which provides daily/monthly/annual forecasts for share prices. Seems NWG trades between 284 and 302 on above date. I was more interested in their take on post consolidation price. They forecast small drop between 30/08 and 31/08 from 274 - 290 to 270 - 286. All complete rubbish of course but good for a laugh and she did have a very expensive hound ... PS gets to £4 in March 2024 ...

After all this time, still no news as to how it will adjust or exit the loss making Maritime projects - why ? In addition, net debt rising at alarming rate. IMO cannot go on like this, something has got to give.

Tax liability that could not wait few weeks...

Rose and gov selling before consolidation. Says it all.

Previously London listed miner WRES with mines in Spain/Portugal has suspended operations and listing due to obscenely high energy prices. So have other companies. Hope RNO has a handle on this, because if not, the YUK purchase could be a complete disaster.

Good buy or expensive ? Energy costs are exceptionally high in Iberia. Not convinced this is worth it.

Hunt the Cent has KLR at Buy with target £11.
Reckons shares are well behind historic averages.
US results muted on costs and materials availability.
Net debt up, but forecast changes ‘negligible’.
31% increase in the order book highlights direction of travel.
PE only 7.3x for 2022 and an enterprise value/Ebitda of 3.6x, both well behind historic averages.
Add to that the progressive divi and it is IMO difficult to understand sp response to results.

Kangaroo anyone ? Then contact Natwest Markets who are considering issuing a new 3 year Kangaroo bond. Nice to see some initiative from Natwest Markets.

Sorry divi up 5% not 10.

Record profit in H1, confidence in H2 outlook maintained and dividend increased. Sums it up nicely. Divi up 10% final divi increase mooted. Can literally feel the earth move reading this.

P/E 8.1, PEG 0.6 with excellent order book and visibility ?
Kind of presumes global economy is about to grind to a halt with rampant inflation and prohibitive sanctions.
Looks dirt cheap to me.

Seems to have started a Dutch Auction with no less than 3 other bidders apart from NWG including private equity firms CVC, Bain Capital and BC Partners. Thats quite apart from previous suitors such as Warburg Pincus. Quilly had AUM of £127bn at 30/06/2021, with 120% jump in inflows. However, geopolly and cost of living crisis resulted in outflows with AUM dropping to £110bn on 31/12, before falling a further 4% by 03/2022 to reach £107bn. What the AUM is now is anybodies guess and Quilly have cut costs by hundreds of redundancies.
Find it hard to belive this is a worthwhile acquisition with so many competitive bids and AUM heading south.

Why has sp gone down hole so suddenly ? Just been quoted 73.74

Agree that trading RNO is better for your pension pot than having a RNO pension. IMO pension deficit is the main reason for low valuation.

Good to see that RNO passing on cost increases to customers and reducing debt. Had to laugh at fact that higher inflation means higher bond yields that reduces the monster pension deficit. Concerned that EPS forecast to stay same over next few years and no even token dividend in sight. Good that Hunt the Cent now raised from Sell to Hold. Sp retracing from results, how low could it go anyone ?