Member Info for fatprofits

One of the major considerations currently is the Unilever FY'21 consensus

appears to be coming down as quickly the share price

because of the increasing impact of a stronger EURO

against a range of emerging market currencies.

In either direction, that's the problem.

Seen this so many times over the years.

I'm mentioning this as investors can often underestimate this.

I have on many occasions!.

I bought a small amount of EXPN and it would only ever
remain a modest position.

Thanks to Poker for highlighting some of their corporate history "mishaps" -
which I subsequently read about.

However, if the rating agencies can survive and then thrive following
2008/9, I'm guessestimating EXPN may thrive longer term.

As always, reserve the right to be wrong!!.

Not clicked a Buy on the EXPN board due to current uncertainty.

Net debt is not an issue, particularly re free cash flow

if you want to see big net debt then look at T !!.

Just made the comment to clarify.

That's a fair point obvs.

Would not get excited or despondent on any one view,

think for yourself and reach your own conclusions is often best.

Beware reading too much in to institutional buying,
perhaps more relevant if multiple institutions were adding.

Same goes for a particular analyst view, whether bullish or bearish.

Jolly, £10-11 you reckon, eh.

Never say never I suppose.

Well not quite!, small position only.

I can't click a Buy given wider market uncertainty.

Luck to holders.

Unilever net debt is circa Euro 20 bn - just to clarify.

Yes hold cash, however have net debt.

Surrey, take your point re the magnitude if the % drop, however

EXPN remains very highly rated.

Bulls would argue there is good reason for this.

Poker, well said.

Developing imv.

Holding off for now.

From COVID-19.

Including a number who came out of retirement to help.

NHS frontline workers have Less Than Zero to do with government policy.

If you invested in better quality stocks you might

find your mood improves.

* Experian

Can they though? - with the Brazil investigation ongoing ...

Just for transparency I don't hold Experion.

1.42 on cable is the max I expected, which it hit about in the early hrs.

Some are now mentioning 1.50, not sure I see that but never say never etc.

I would be very, very surprised if GSK traded much lower, meaning sub 11.50.
Barring something left field.

AZN is trading on 20x FY 2021, that's based on converting their EPS
back in the £ from USD, on current FX rates.

That falls below 17X for FY22 very approx, again on current FX conversion
and current consensus.

Oh, wow - ok, appreciate the view.

Do either of you experienced hands have a view on EXPN ?.

High PE (and EXPN is definitely that) and tech are both being hit atm,
add in the FX kicker as it's a big USD earner - US their main market.
And to add insult to injury an investigation of an alleged data leak
in Brazil ongoing - which Experion strenuously deny it's from their systems.

That all said, I wonder if a decent buying opportunity in Experion may be developing?.

Any thoughts on the above appreciated.

Apologies- off general topic.