Member Info for FFObsessed

Free cash flow is all that matters to me and thats a large beat. I assume partly due to applied nutrition sale but forecast for even higher next year. If this drops im buying and will keep buying.

Free cash flow £400m(4) in FY26 (FY25: £339m).

Trading at 9.5 times free cash flow. Happy to buy more if this keeps dropping.

Just bought some at 67.88p to bring my average down to 74p. I'm usually wrong though so... 🤷

I sold out of this share at 135 after buying just above 100. Regretted it when I saw it go to 150s. Can't believe it's below 80p now. I've just opened a v small position here at just over 76.5p and will keep buying if it keeps going down. I have £45k in my ISA ready to go in so I selfishly want it to keep dropping lol Easy double or triple in a few years time when interest rates go down and the global economy improves.

China just announced the beginning of a big stimulus push as well.

Just bought at £3.80 in my SIPP. Will double the position if another 10% drop. Keep buying back shares and reducing debt please board.

Some negatives, but overall mostly positive.

I would expect a flat share price on an RNS like that but probably some profit taking going on.

I was going to point out something similar with the almost 20% reduction in share count but I forgot about the reduction in net debt. It's even cheaper than I thought.

Keep dropping the price market. I'm ready.

If they keep 8¢ a quarter dividend and don't reduce it, on the current share price it's a 6% at current exchange rate. They've also said the dividend is the priority so they'll reduce/cancel buy backs before cutting the dividend so a 6% yield assumption going forward is fair.

I was waiting for £6 to top up. Looks like it'll hit that pretty soon yikes. Probably should wait to see how bad the next results will be tbh but I'm gonna be a brave boy and buy at £6 and continue buying from there. Any takeover of O don't keep buying will leave me with permanent losses

I w

Operating income ~£1.8B Dividend cost ~£1.2B

Net income has adjustments for the "paper losses" of investment portfolio. Accounting standards changes have also affected it. The company has the cash flow to maintain dividends but dividend growth will stagnate going forward. But at over 9% current yield I can accept that.

And now the Solvency Ratio is 200% so the mistake is irrelevant now.

Typical overreaction by LSE. Gonna make this biggest position in my ISA over next few months.

Abbott in USA got massive judgement awarded against it for infant formula damages.

Personally I think a well run business like this trading at under £6B with PBT after the acquisition of around £1B already has a margin of safety. However, cheaper the better for me as I'd like to keep buying for the long term. Happy to make this company the biggest position in my ISA.

Yep, think I'm going to start buying tomorrow. Although I don't think they'll be much recovery any time soon, I think now is a good price to start building a position.

If it goes lower, great for me. Sorry any long term holders, it's just one of those periods unfortunately. It'll pass over the next few years.

"When you look at the fundamentals of JD compared to Hibbett, the JD share price of £1.19 compared to $86.25 seems strange."

No... No, this can't be serious. It just can't... 🫣

I was actually going to double my position today if the share price had another fall. Completely missed that opportunity. Can never get the timing right.

Hey, tiger, you ever thought of licensing our your pretend AI tool? I could definitely use it...

Short attack... or SHARK ATTACK!? 💷 🦈