Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Another 12 month low today.
Another approx £850 million, that's ugly.
All of this has to be financed and ZIRP is dead.
ah thanks, I'm guessing BT have more than 3 Ombudsman complaints!.
BT appear to be using outsourced call centre agencies - whether
this is supplemental to their own call centre staff I don't know.
Horrendous recent experience which will result in an ombudsman
complaint, if compensation is not offered. Each complaint costs
around £400-£500 from memory.
Fantastic news.
Up 10% stateside on the after hrs (Dublin) RNS.
CFX sailed through the last 2 years
and continue to rapidly reduce their share count.
Not that I have spotted so far....
Recession and housing market fears ..?
at 7.00 am.
just when you think things will never get better
they suddenly get worse!!.
Doug, it's not a property company so the market takes
little to no notice of NAV as a result.
Also not helped that descendants of the founding families
have majority control - institutions do not have majority
control of Fullers. There is an unlisted share class,
you may already be aware.
You can Buy YNGN on 10 X forward earnings estimates.
I hold YNGA and YNGN (Non Voting).
Young's is the Rolls Royce of sector and not
saying that because I hold, just look at last week's
Young's results and outlook statement.
Compare that to the last Fullers update!.
Young's NV the better value ATM as there
is a huge % difference between the Young's
voting and NV shares.
And on a stonking great discount to YNGA.
YNGN currently available on approx 10 X FY current consensus.
Dividend entitlement and earnings exactly the same as
on the voting shares.
My Strong Buy is for the YNGN shares rather than YNGA.
YNGN looks more attractively priced to me and qualify for
exactly the same dividends.
* you are making an assumption that circa £300 MN on pre tax
will be the earnings trough - it may, but it may not.
Is FY 2024 going to be any easier?, not sure on that.
You can make a case it's already largely allowed for in SP..etc.
There is the outside possibility of a bid but that is highly speculative.
I like they company, buy most of my food there and hope they succeed.
A shed load of shares and resultant equity dilation
issued to fund the Ocado JV.
This was supposedly going to be a new highly profitably
revenue stream for MKS, currently contributing zero to
profitability.
To understand some of the recent SP performance,
besides wider macro concerns, the JV is a good place
to start.
Just calculate the extra shares issued - ouch!.
Could this be where the SP is heading...?
No it is not absurd as fleecy has been found of posting
on Ryanair previously.
I addressed the post to him/her, but thanks for the input.
They made Euro 1.37 BN on pre tax in H1.
So you are laughing at facts.
Ryanair with minimal debt and no massive pension
scheme to fund!.