Member Info for Divihunter112

I can feel the heat from Johan on DHL at al to get this sorted quickly. He won't want this dispute screwing up the trading update.

Just read Unite has been offered 11% and Unite accepted 16% increase for Gatwick security staff. Unite is probably holding out for 16% for these workers as well. Looking at an overall increase of about £6 million but the difference is under £2 million, so peanuts in the scheme of things. It would cost EZJ about £1 million as currently has 54% share of Gatwick flights.

DHL talking to Unite early next week and a deal was recently struck with Gatwick security. Chance might be some good news before the trading update.

8 days of baggage handling and ground staff end July and early August. I've used price drop to buy more before the trading update.

Hi does anyone know what's happening with MySpace? I see on its website that it now has what I think are two nekw board members, so looks like they have a new board as requested by the regulator.

Does anyone know if they have paid the arrears and/or if SOHO will now keep them as a provider.

Thanks

GLA

Interesting to note that share price was 494 On 14 May then soared to 520 On 17 May the day before half year results - high was 532.5 on 18 May.

Share price was 488 On 14 April then rose to 511 On 17 April the day before six month update. High was 532.9 on 18 April.

I can see the same happening for the next update with lower fuel and really high holiday bookings unless there's a major event beforehand.

GLA

Jan 23 update - forward sales 62.5% of Mar 2022 forecast

Mar 23 update - forward sales 68.8% of Mar 2022 forecast.

Apr 23 update - forward sales 70.8% of Apr 2022 forecast.

If this continues to increase likely to exceed the April 23 guidance of sales at the top end of the 8000-9000 forecast.

May UK Core Inflation rate due on 21 June. Forecast is 5.8% down from April actual of 6.8%. A drop to anywhere near 5.8% will help to allay concerns. A drop here would help to limit next bank rate increase on 22 June to 0.25%.

Trading update on 6 July - share price has soared on the last two. On 26 April advised forward sales of £1.7bn up from£1.52bn on FY results - and sales at the higher end of 8,000 to 9,000 guidance.

60p dividend is £192mn cost down from £750mn.

2023 £270mn land creditors cost - they paid £131mn of this in Q1.

Hi does anyone know what the current forecast is?

Hi looking at the RNS the first summer trading update was last year - does anyone know if this will now be a regular announcement. Great if it is.

That's weird - I saw 6 July date before I posted this morning and they normally have a July update before half year results. Now it's been removed.

Trading update on 26 April has cash at £353 million but they paid £131million of the 2023 £270million land creditors cost in Q1.

Updated guidance had 2023 completed homes forecast revised to the top end of the 8,000 to 9,000 guidance. Shares up 5% that day with next update on 6 July. Hopefully more good news then.

@SD235 are you sure they can cover the dividend going forward

Everyone else good luck.

@SD235 my last post. Have a look at what happened to HOME REIT.

Everyone else good luck.

@SD235 Yep it's currently 11% and Inclusion is 31% of the company. If the Regulator goes after them watch out.

I've taken a lovely profit and reinvested it in FTSE 100 companies paying 9% dividends with so much upside once the so called recession is over so I'll get the possible upside in this company without the risk - it's a minnow with high risk.

You need to research properly - and be polite to people posting on here trying to help others.

I'm no longer invested so leaving this post.

THEY DON'T LIKE IT UP EM

80p all cash offer for Civitas - up 43%. SOHO could be next.

2022 forecast was 195-210 - the actual was 208.

Actual for Jan/Feb 2023 is 202k which is above 185-200k forecast.

I think their forecasts are rather conservative. Also, they've already carried out most of the North Sea maintenance helping to increase output.

I also love the sea of green.

In the 2022 results webcast Linda said output at 202k per day to end of February so with AGM only two months on, will hopefully still be around that level at the AGM.

Hi

Unfortunately Auckland Home Solutions now served with an enforcement notice. It's only 3% of the portfolio but a concern. I took my profit on Tuesday after buying a large chunk - I'll only but a small chunk now. Good Luck All

Linda said in the results webcast that M&A wasn't possible in 2022 due to high oil and gas prices, but more realistic now in 2023. I wouldn't be surprised if one of the possible deals in 2022 happens in 2023 at a more realistic price. AGM could be interesting.

The current share buyback increases the dividend by 7.5% which is fine by me.

2023 Global passenger traffic is forecast at 92% of 2019 levels - it was 72% in 2022.