Member Info for fatprofits

Around £13 this week?.

n/m

I got some at 1339 and 1339.5.

Ordinary shares.

With the UKX roaring away, EM's rebounding strongly, it does seem rather odd.

Hong Kong slowdown perhaps?, With that being such an important area for business.

More clarity following the FY, hopefully.

Oh dear, no!!!.

The forward PER is over 20x.

On that very note, grabbed a few under £14.

And yes, totally agree with your post.

Added a small amount before the close.

Equity markets becalmed atm, how much longer that lasts ...
(Not much longer is my best guess).

Ok so this is an individual stock but most of my EM investment trusts (focussed on the same region) are Up at least 10% over the last month.

How is the SP going to look if equity markets turn south.. not sure I will want to look in that scenario!!

Thanks for that.

Heavy sell off today...

* toppy )

It does not need to be all or nothing?.

Can often be worth considering buying and selling at intervals, rather than
trying to catch ...the best price.

Overall markets looking a tad tippy atm and NICL closed at a 12 month low today -
if I'm looking at the chart correctly.

You will find out either way at the trading update

Apologies - £1.5 billion (plus debt) for South West Water - that should have read.

What's a billion, eh ).

This looks very interesting imv.

Viridor carries about £1 billion worth of debt from memory.

So if Viridor was sold for an enterprise value of £4 billion ( £3 billion plus £1 billion debt).

That leaves the UK water business valued at circa £500 million (plus debt).

That leaves ample room for upside - IF that £4 billion figure is anywhere near accurate IMV

What do others think??...

It went lower intra-day, around 5.14.

I like BAG but prefer Nichols (NICL).

Overreaction to what comprises circa £7 million on revenue, That's revenue, rather than
pre tax profit.

80% of those sales are within Ramadan, are people going to cut back on what is a very
Inexpensive item in the context of total Ramsden spend?..

These look very attractive risk/reward atm, just IMV, please DYOR.

Oh no it isn't!!.

Thanks.

I bought a small amount this morning.
£ sharply lower over the last couple of days has been supportive

I sold my KHC shares at $76-77, then watched them race up to near $100 a share.
Very luckily was not tempted to buy back in.

Kraft is a food company, Unilever is broad based- beauty and personal care, home, food (and refreshments)
Beauty and personal care is now the largedt division, from memory.

Certainly there are challenges, online purchasing, supermarket own brands etc.

Unilever still looks pretty nicely positioned to me, however would agree there is little
room for complacency - and it is possible their H1 2020 may disappoint.

The shares are not cheap(rarely are) and you could make a case that the current X demands great execution.

In terms of the multiple it is perhaps worth adding that is a late phase bull market
bargins are few and far between.