Member Info for fatprofits

My stop loss was at 2.62, but only got 2.6179 yesterday,
assume the SP changed quickly.

I'm not overly tempted to consider again until the next update
as with vivid cases not rapidly increasing again we may be looking
at potential headwinds - staff absences etc.

Very nice morning for Unilever, bought the dip under 38 and
have now exited those.

Are you asking the right questions?, or perhaps drawing the wrong conclusions.

Just a thought.

Sold some which will be added back on a bad day, if available.

Perhaps stick to reading tea leaves.

Lovely rise.

I've added recently but not clicking a buy until seeing tomorrow's report.

Current FY margin guidance is flat, would expect that changes at 7.01 tomorrow!!.

GSK's share of the consumer products company is worth £35bn,
that business will take on £8bn in net debt.

So at the current SP that values the remaining pharma business
at £35bn, plus approx £12 bn of net debt.

The CEO is a he.

Over the last 20 years the share price is Up by over 450% -
not including dividends.

Over the last 10 years the SP is Up approx 80% -
again Not including dividends.

* solid

With respect, some posters may be confusing company performance
with the recent SP. There has been a divergence of the two.
Given the backdrop Unilever business performance has been
relatively solid.

They are navigating some extraordinary cost headwinds atm.

In terms of brands, they launch new brands on a regular basis.

I expect a FY margin guidance cut on Thursday.

Recall because I am in my 50's,
it will be lost on many who are too young to remember.
That was an extraordinary case.

I bought a very small amount before the close
following a quick in out trade last week.
Not clicking a buy as unsure where
the SP will settle and want to see November's results.

The longer term record here has been sold,
acquisitions have been modest in size
and cash generation very solid -
but as always have no crystal ball on future events.

The conference call gives more detail than the RNS,
plenty of questions from various analysts.

Main concern I have here is a potential for cost overruns
with cyber being such a red hot area currently.
Reports of some extraordinary salary increases
for those with the requisite skill set.

You are aware of the nature of this business?.

On their IR site you can listen to Thursday's conference call,
including the analyst Q&A.

What I would like to ask the CEO is why not increase
the focus on infrastructure investments and support services,
while running a small general construction division.

A very small amount and my first time holding BBY for
many a moon.

My main concern is inflationary costs, particularly labour,
impacting their fixed priced contract work.

And I would guess this is what the market may also be
attempting to factor in, given recent SP weakness.

I rate the CEO fwiw, however construction is a difficult business
at the best of times with often wafer this margins - I started
working life in this sector a very long time ago.

To appreciate how little value the stock market accords their
construction division, keep in mind their infrastructure investment
book is valued at £1.1 BN, then you have the support service business
on top of that.

zib, the political risk that BT arguably carries is underestimated.

May a bid or breakup emerges that unlocks some value,
so perhaps near current levels you could make a speculative buy
case.

Undertaking a huge and multi year CAPEX programme in the context
of strong inflationary increases is far from ideal.

Which UK political party is close to Murdoch?,

could that by any chance be the Tory party??.

And it's also the reason why BT in my view, will not
be allowed to make the huge returns expected by some.

Depends on your definition.

Most would term a bear market a 20% fall from a high,
as the 2021 intra-day was at £2.06 a share, the current
fall is well over 20%.

The previous bear market for BT lasted nearly 5 years, ending last December,
hopefully is one is shorter.

BT share price now well in to a new bear market.

Where is the new CAPEX partner?, news was reportedly due September.

Expectation of a nice 2022 dividend may be overly optimistic,
they might pay a token one.

Shein is the reason I don't hold ABF atm.

Yes Primark is only one part of ABF, but it has largely

represented their growth engine over the past 15 years.

Shein appear to offer Primark prices with online ordering.

Primark has arguably not faced this level of competition previously.

Whether that is now in the ABF price etc ..

competing with Shein?.

It's a valid discussion point and have raised this point elsewhere.

It's not just Boo in the firing line.